India remains a fascinating mobile market. Recent growth has exceeded our expectations, and the regulator’s over-enthusiastic predictions for future market development seem less outlandish. Growth will largely come from rural areas going forward. For operators this means significant network investments and lower call charges in order to make mobile communications affordable for the majority of consumers. But can operators continue to perform in this environment beyond this initial acquisition phase? And as ARPU reaches new lows, will they be able to invest for growth? It seems that the answer is a resounding yes. This report provides an overview of this complex and exciting market.
