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Airtel deferring results spooks industry watchers. Here’s what to expect from its Q2 report card.

Airtel is likely to report relatively stable numbers, partly owing to the company’s stronger focus on high-value customers. While clarity may emerge on the impact of the Supreme Court order with its Q2 FY20 results on November 14, it will take a lot longer for the industry to recover from the additional cumulative burden of INR1.4 lakh crore.
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rishitejpal
30 Oct 2019 6 Mins Read 3 comments
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With the Supreme Court order last week broadening the definition of adjusted gross revenue (AGR), industry watchers were looking forward to gauge the impact of the apex court’s judgement on the telecom sector in the third quarter, and beyond. But with Airtel seeking more time to release its second-quarter report card, the excitement seems to have kicked in little earlier
lakh crore on the industry to ease, especially at a time when telcos are buried neck deep in debt. Moreover, how the government responds to this situation will be interesting to watch. This will be a litmus test, for it will reveal if the government really wants to help this ailing sector recover. ( Graphics by Mohammad Arshad)
With the Supreme Court order last week broadening the definition of adjusted gross revenue (AGR), industry watchers were looking forward to gauge the impact of the apex court’s judgement on the telecom sector in the third quarter, and beyond. But with Airtel seeking more time to release its second-quarter report card, the excitement seems to have kicked in little earlier lakh crore on the industry to ease, especially at a time when telcos are buried neck deep in debt. Moreover, how the government responds to this situation will be interesting to watch. This will be a litmus test, for it will reveal if the government really wants to help this ailing sector recover. ( Graphics by Mohammad Arshad)

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