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Main Orders
Fiscal 2006-07 is meant for sharing of achievements. GTL has received
an order worth Rs 110 crore from a leading telecom operator for nearly 1,000
sites to roll out in the north eastern region of India. The scope of the work
broadly consists of supply, erection, testing, and commissioning for civil,
mechanical, electrical, and structural work pertaining to the GSM network. TCIL
has won major preventive maintenance contracts worth Rs 2.32 crore from
Mauritius Telecom. ORG Telecom has bagged Benson Online's order for providing
total turnkey solution for a green field CDMA network rollout in Tanzania and
Africa. The deal is significant as it is the first ever CDMA network rollout in
Tanzania. This would be the first ever ALL-IP CDMA deployment in the country,
and would bring the telecom in the country at the forefront of technologies
based on IP, catering to 3GPP standards.
Other achievements include productionization of BTS, TRX, shelter, towers,
SMPS, antenna for GSM infrastructure, and completion of Rs 372 crore ASCON phase
III project for the army involving switches of ATM and ISDN technology with
microwave, OFC, and satellite media. In the CDMA network, UTL won a contract for
supply installation and commissioning of 950,000 lines.
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Top Players (FY '06-07)
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|
Rank
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Companies
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Revenue (in Rs crore)
|
Growth(in %age)
|
|
FY '05-06
|
FY '06-07
|
|
1
|
ITI
|
1,390
|
1,401
|
0.8
|
|
2
|
GTL
|
353
|
750
|
112.5
|
|
3
|
HFCL
|
90
|
577
|
541.1
|
|
4
|
TCIL
|
269
|
300
|
11.5
|
|
5
|
UTL
|
140
|
195
|
39.3
|
|
Others*
|
595
|
465
|
-21.8
|
|
Total
|
2,837
|
3,688
|
30.0
|
|
*Others include CH2M Hill, Nutek, ORG Telecom, Aryacom,
Sasken Network Engineering, BPL Telecom, Mack Telecom, Commtel, and others
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Key Edge
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Vendors
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Unique Solutions
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|
GTL
|
Focus on wireless and wireline carriers, OEMs, utilities,
and enterprises in North America, Europe, Asia Pacific, West Asia, Africa,
and South Asia, offering design and consulting, turnkey installation and
commissioning, and operations/maintenance
|
|
HFCL
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Offers single window telecom solutions from 'concept to
completion' to its customers. Having worked with BSNL, MTNL, TTL,
Reliance, Bharti, PGCIL, GAIL, and VSNL, it is currently participating in
overseas contracts
|
|
ITI
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Very strong project management, system engineering, and
installation and maintenance
|
|
MaCK Telecom
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Strong in wireless and fiber-optic technologies
|
|
ORG
Telecom
|
Expertise in various telecom technology domains such as
CDMA, GSM, 3G, WiMAX, and IPTV
|
|
Sasken
|
Provides one-stop-solution for all engineering services
required during pre-deployment, deployment, and post deployment phases of
a wireless network rollout
|
|
TCIL
|
TCIL is upgrading its own manpower resources through
training and development to strengthen its own global competitiveness in
the emerging fields of technologies, services, and applications
|
|
UTL
|
UTL is engaged in deploying nearly a million lines of CDMA
in various parts of India
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Viewpoint
A greater thrust on lease/financing models is expected in 2007-08,
thereby reducing Capex pressures. There will also be a greater focus on capacity
augmentation and VAS to improve ARPU and customer stickiness levels. The
industry will also try to break last mile challenges through mature
technologies. Operators will extend their coverage to smaller towns and rural
areas in order to maintain the current momentum. To maintain the existing
subscriber base, operators will have to constantly improve their mobile
services.
It is expected that the India telecom subscriber base, including fixed
wireless, will touch 265 mn by March 2008, and turnkey players are upbeat about
the growth. This is clearly reflected in the order book position of some
players. For instance, ITI's orders in hand are Rs 1,130 crore, and turnkey
orders are expected to be around Rs 3,480 crore. HFCL had an order book position
of Rs 430 crore at the end of March 2007, and expects sizeable orders from
various tenders. Its turnkey implementation business division is a significant
driver for its growth and margins, thanks to the steep pace of network rollouts
by cellular operators.
But, this growth can be hampered, if the government delays spectrum release.
Moreover, basic service subscriber base has already become stagnant in all major
towns, with the increase recorded only in rural areas on account of USO
requirements. This means the industry needs to rely on wireless. The future may
rely on 3G and WiMax deployments, and sharing of infrastructure may be the key
as indicated by several service providers.
Baburajan K
baburajank@cybermedia.co.in Page(s) 1 2
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