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CircleAirtel Idea Jio Uninor RCOM Aircel Vodafone

MHz Cost MHz Cost MHz Cost MHz Cost MHz Cost MHz Cost MHz Cost900 MHz

Delhi 740.96 6.00 4445.76 5.00 3704.80 5.00 3705 16.00 11855.36Kolkata 194.63 7.00 1362.41 7.00 1362 14.00 2724.82Mumbai 563.09 5.00 2815.45 11.00 6194 16.00 9009.44Total Cost 8623.62 3704.80 11261.20 23589.62Total Spectr 18.00 5.00 23.00 46.00

1800 MHzAndhra Pr. 32.60 8.80 1434.40 6.00 978.00 5.80 945.40 1.40 228.20 0.60 97.80 22.60 3683.80Assam 7.22 5.40 194.94 6.00 216.60 11.40 411.54Bihar 8.62 2.20 94.82 2.20 94.82Delhi 72.80 7.00 2548.00 0.60 218.40 5.40 1965.60 8.00 2912.00 21.00 7644.00Gujarat 47.56 1.60 380.48 6.00 1426.80 4.40 1046.32 12.00 2853.60Haryana 5.40 6 162.00 2.40 64.80 8.40 226.80Himachal Pr. 1.20 10.20 61.20 10.20 61.20J&K 1.22 2.60 15.86 1.80 10.98 2.60 26.84Karnataka 31.00 8.80 1364.00 5.00 775.00 5.00 775.00 5.00 775.00 23.80 3689.00Kerala 10.40 5.00 260.00 10.00 520.00 5.00 260.00 7.00 364.00 27.00 1404.00Kolkata 14.60 5.00 365.00 5.00 365.00 8.00 584.00 18.00 1314.00Madhya Pr. 10.08 5.80 292.32 7.00 352.80 6.40 322.56 19.20 967.68Maharashtra 58.07 9.00 2613.15 5.00 1451.75 14.00 4064.90Mumbai 54.40 6.00 1632.00 2.00 544.00 6.60 1795.20 0.60 163.20 8.20 2230.40 22.80 6364.80North East 1.40 7.00 49.00 5.00 35.00 6.40 44.80 1.80 12.60 18.40 141.40Orissa 3.20 5.00 80.00 5.00 80.00 10.00 160.00Punjab 10.80 8.20 442.80 8.00 432.00 0.60 32.40 16.80 907.20Rajasthan 5.20 8.20 213.20 1.60 41.60 0.80 20.80 9.00 275.60Tamil Nadu 41.60 5.00 1040.00 6.20 1289.60 11.20 2329.60UP (East) 12.80 1.80 115.20 1.80 115.20 4.00 256.00 5.80 486.40UP (West) 18.99 2.00 189.90 2.00 189.90West Bengal 4.92 4.40 108.24 5.60 137.76 1.20 29.52 11.20 275.52Total Cost 9906.02 7010.83 11054.41 844.72 163.20 209.90 8383.52 37572.60Total Spectr 97.00 60.20 78.80 13.40 0.60 8.20 49.00 307.2Total Cost 18529.64 10715.63 11054.41 844.72 163.20 209.90 19644.72 61162.22Total Spectr 115.00 65.20 78.80 13.40 0.60 8.20 72.00 353.20

MediaNama's coverage of

India's 2014 2G Spectrum Auction Results

Price/Block(Rs Cr)

TotalSpectr

TotalCost

Bharti Airtel

• Has won 115 Mhz of spectrum for Rs 18530 crore

• In 900 Mhz, won spectrum in all three circles: Delhi, Mumbai and Kolkata

◦ 18 MHz spectrum won for Rs 8623.62 Cr

◦ The most expensive spectrum won in Delhi at Rs 4445.76 Cr for 6MHz

◦ Max spectrum won in Kolkata: 7MHz for Rs 1362.41 crore

◦ Unhappy with pricing of spectrum in 900 Mhz: "the auction in 900 MHz band resulted in artificial and unrealistic prices on account of shortage of spectrum and the unenviable position of the incumbents who were forced to bid for this spectrum to protect the interest of their customers and the huge investments made by them."

• In 1800 Mhz, won spectrum 15 circles: Andhra Pradesh, Delhi, Himachal Pradesh, J&K, Karnataka, Kerala, Kolkata, Madhya Pradesh, Mumbai, North East, Orissa, Punjab, Rajasthan, Tamil Nadu, West Bengal

◦ Most expensive 1800 MHz spectrum: Delhi at Rs 2548 crore

◦ Max spectrum won in Himachal Pradesh (10.2 MHz), followed by 8.8 MHz each in Andhra Pradesh and Karnataka

◦ Won 97 MHz of spectrum in the 1800 MHz band for Rs 9906.02 crore

• Airtel has acquired the largest amount of spectrum in these auctions, and is the second highest (after Vodafone) in terms of money spent

• Upfront payment of Rs. 5,425 crores, with the balance to be paid in ten annual instalments of Rs. 1,310crores each, commencing two years from now.

Plans:• Roll-out high speed 4G networks in various circles using FD-LTE technology in the 1800 MHz band

besides its existing TD-LTE roll-out in the 2300 MHz band• Airtel claims to now have a pan-India 4G footprint.

"The auction has provided much needed long term certainty and clarity around spectrum and other regulatory policies. However, future auctions should ensure that more spectrum in the 900 MHz band is secured from other agencies and the operators who are grossly underutilizing this important spectrum band. The auction alsohighlights the urgent need for vacating E-GSM spectrum in the 800 MHz band, which is being used for older technologies or is lying unused with certain agencies." - Gopal Vittal, Jt. MD & CEO – India, Bharti Airtel

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Vodafone

• Has won 72.00 MHz for Rs 19644.72 crore

• In 900 Mhz, won spectrum in all three circles of Delhi, Kolkata, Mumbai. The company says it has retained existing spectrum in 900 Mhz in these circles, bringing forward purchase of spectrum in some circles where licences are due for extension in 2015

◦ Won 23 MHz of spectrum for Rs 11261.20 Cr

◦ Most expensive spectrum: Rs 6194 Cr for Mumbai

◦ Max spectrum won: 11 MHz in Mumbai

• In 1800 Mhz, won spectrum in 11 circles Andhra Pradesh, Delhi, Gujarat, Haryana, Karnataka, Kerala, Kolkata, Mumbai, Punjab, Rajasthan, UP (East)

◦ Won 72.00 MHz for Rs 19644.72◦ Won spectrum in 1800 MHz band in◦ Max 1800 MHz spectrum won in Mumbai (8.2 MHz), followed by 8.0 MHz each in Delhi and

Kolkata.◦ Most expensive 1800 MHz spectrum: Delhi at Rs 2912.00 crore

• Vodafone has spent the most, and is the third highest, in terms of spectrum acquired

• Upfront payment of Rs 5600 crore is payable this year, with balance to be payed

Plans

• Will provide both 2G and 3G in 900 MHz in Mumbai, and has capability for 4G on 1800 Mhz. Says it has enhanced data capabilities by buying 4G spectrum for the next generation of mobile services in Mumbai, Delhi, Kolkata, Karnataka and Kerala.

• "We have retained our existing spectrum in the three metros and significantly enhanced our data capabilities by buying 4G spectrum for the next generation of mobile services in Mumbai, Delhi, Kolkata, Karnataka and Kerala. These circles make up over 50% of our current data revenues and we expect them to be at the forefront of 4G adoption as they were for 3G. "

"The auction has raised over INR 61,000 crores for the government, but much of this will end up as debt on the balance sheets of the mobile operators. Such high industry indebtedness will hurt operators’ ability to invest in the roll out of new technologies and invariably result in higher prices and reduced service levels for consumers. “Spectrum remains unsold in only a handful of circles. However, the industry is still spectrum starved compared with other countries and the appetite for spectrum in India remains high. To meet the ambitious broadband objectives more spectrum should be made available in all bands on reasonable terms." - Marten Pieters, Managing Director & CEO, Vodafone India

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Reliance Jio

• Did not win any 900 MHz spectrum, but reports suggest it pushed up spectrum prices in 900 MHz• In 1800 Mhz, won spectrum in 14 cricles - Andhra Pradesh, Assam, Delhi, Gujarat, Karnataka, Kerala,

Kolkata, Madhya Pradesh, Maharashtra, Mumbai, North East, Orissa, Tamil Nadu, West Bengal:◦ 78.8 MHz won for Rs 11054.41 crore◦ Won the second highest amount of spectrum in 1800 MHz, after Airtel (97 MHz)◦ Max spectrum won in Mumbai: 6.6 MHz for Rs 1795.20 crore, followed by Madhya Pradesh (6.4

MHz for Rs 22 crore) and North East (6.4 MHz for Rs 44.8 crore).◦ Most expensive 1800 MHz spectrum: Delhi, at Rs 1965.6 crore for 5.4 MHz ◦ Says it got spectrum cheaper: "RJIL has acquired the 1800 MHz spectrum at 31% premium to

reserve price. Winning bidders ofthe 900 MHz spectrum paid between 55% to 110% premium over the reserve price."

◦ Picked up spectrumwhere full contiguous block of 5 MHz spectrum was available• Total equivalent spectrum footprint increased from 440 MHz to 597.6 MHz (uplink & downlink).• Will make an upfront payment of 33% with the balance payable in 10 equal annual instalments

Plans• Plans to provide seamless 4G services using FDD-LTE on 1800 MHz and TDD-LTE on 2300 MHz through

an integrated ecosystem.• Will use this spectrum in conjunction with its pan India 2300 MHz spectrum to address demand and

enhance in-building coverage. • As per it's statement, the focus appears to be on digital services over voice. Jio is looking to bundle

several digital services like live TV, cloud-based file storage and synchronization service, music and video-on demand services among others along with its 4G service, whenever it launches in India.

"With this acquisition, Reliance Jio will be the holder of the largest quantum of liberalized spectrum and with the longest residual spectrum life. Reliance Jio’s seamless 4G services using FDD-LTE on 1800 MHz and TDD-LTE on 2300 MHz through an integrated ecosystem, aims to provide unparalleled high quality access to innovative and empowering digital content, applications and services." - Mukesh Ambani, Chairman and Managing Director, Reliance Industries Limited

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Where Reliance Jio did not buy spectrumCircle GSM

Who bought?Cost in Rs Cr ARPU

Category BHaryana 5.40 8.40 226.80 16,525,829 97.1% 96 366 Idea & VodafonePunjab 10.80 16.80 907.20 24,899,231 94.2% 115 397 Airtel, Idea & VodafoneRajasthan 5.20 10.60 275.60 42,793,354 98.1% 100 330 Airtel, Aircel & VodafoneUP (East) 12.80 7.60 486.40 59,465,611 98.8% 90 376 Uninor, Aircel & VodafoneUP (West) 18.99 2.00 189.90 39,724,587 98.2% 89 349 Uninor

Category CBihar 8.62 2.20 94.82 49,987,562 99.4% 90 396 UninorHimachal Pr. 1.20 10.20 61.20 6,075,256 98.2% 101 413 AirtelJ&K 1.22 4.40 26.84 6,281,569 92.0% 173 616 Airtel & Aircel

Price/Block

TotalSpectr

TotalCost

Active Connections

Prepaid Subs

Minutes of Use

Idea Cellular

• Has won 5 MHz in the 900 MHz band in Delhi for Rs 3704.8 Cr. This is the only circle it won 900 MHz spectrum in

• In 1800 Mhz, it has won spectrum in 11 circles: Andhra Pradesh, Delhi, Gujarat, Haryana, Karnataka, Kerala, Madhya Pradesh, Maharashtra, Mumbai, North East and Punjab

◦ Won 60.2 MHz spectrum in 1800 MHz band for Rs 7010.83 crore

◦ Max spectrum won in Kerala (10 MHz), followed by Maharashtra (9 MHz) and 8 MHz in Punjab

◦ Most expensive spectrum: Maharashtra, at Rs 2613.15 crore. Maharashtra is a key circle for Idea Cellular

• Total spectrum: 65.20 MHz of 900 MHz spectrum for Rs 10,715.63 crore

• Initial payment of Rs 3,100 crore, the balance amount will be paid in ten equal instalments after the first two year moratorium including interest @ 10%.

Plans

• Will expand 3G offerings to Delhi to 3G on 900 Mhz, which will take its 3G coverage to 12 circles, accounting for 79% of its gross revenues.

• Plans to launch 4G in 8 of its key revenue markets, but no timeline has been specified. It can launch 4G services in 8 of its key markets which account for 64% of its revenues: Kerala with 10 MHz, and in Maharashtra & Goa, Andhra Pradesh, Karnataka, Madhya Pradesh & Chhattisgarh, Punjab, Haryana, and North East, using 5 MHz of contiguous 1800 MHz spectrum won in each of these service areas

• Idea’s 6 strategic markets of Kerala, Andhra Pradesh, Maharashtra & Goa, Madhya Pradesh & Chhattisgarh, Punjab, and Haryana, representing 53% of its revenues, can have 2G, 3G, and 4G services in the coming years.

Idea Cellular Managing Director Himanshu Kapania told The Economic Times that 4G is only a long term plan forthem since they believe the ecosystem has to fully develop for 4G services.

Uninor

• Uninor didn't win any spectrum in the 900 MHz band

• In 1800 MHz, won spectrum in Andhra Pradesh, Assam, and in three of its key circles: Bihar, UP (East), UP (West)

◦ Total 13.4 MHz for Rs 844.72 crore

◦ Max 1800 MHz spectrum won in Assam, at 6 MHz for Rs 216.6 crore

◦ Most expensive 1800 MHz spectrum: 1.4 MHz in Andhra Pradesh for Rs 228.2 crore

◦ It has acquired additional spectrum in four of its six existing circles: UP East, UP West, Bihar &

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Jharkhand and Andhra Pradesh, which it says will allow it to "enhance its voice and data capacity byapproximately 20% to 25%"

Plans

◦ Uninor had closed operations in seven circles in 2012-13 : Kolkata, West Bengal, Mumbai, Karnataka, Kerala, Orissa and Tamil Nadu. With these auctions, it has acquired spectrum in Assam (6 Mhz for Rs 216.6 crore, which is a new circle for the company

◦ In Gujarat and Maharashtra, Uninor will improve capacity and coverage through a significant expansion of network sites. A network expansion of over 30% is planned over 5 months.

"It is critical that mobile tariffs remain affordable for the mass market after the auctions. With its auction strategy, Uninor has ensured that it can continue to offer the most affordable tariffs in each of its seven circles while maintaining a healthy business case. We have now secured a spectrum platform for continuing growth and profitability in each of our circles." - Morten Karlsen Sorby, nominated CEO of Uninor.

Aircel

• Did not win any 900 MHz spectrum

• Won 8.20 in the 1800 MHz band for Rs 209.90 crore

• Has won spectrum in Jammu & Kashmir, Rajasthan, North East, UP (East) and West Bengal

• Most expensive 1800 MHz spectrum: UP (East) at Rs 115.2 crore.

• Most amount of spectrum acquired: 1.8 MHz in J&K, North East and UP (East)

Reliance Communications

• Did not win any 900 MHz spectrum

• Won spectrum in 1800 MHz band in only one circle: 0.6 MHz in Mumbai for Rs 163.2 crore

• Is the lowest, in terms of spectrum acquired and money spent

About OnMobile Global

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OnMobile Global Ltd. is a globally renowned Value Added Services (VAS) company headquartered in Bangalore, India, with services in 59 countries. A leading company for Mobile, Landline and Media Service Providers, OnMobile offers an innovative array of products; Ring Back Tones (RBT), Cloud and Data Solutions including Network Address Book, Mobile Backup and Security. With our diverse product portfolio, we have more than 90 partners worldwide and generate approximately $1 billion for our customers in revenues, having consistently executed complex projects globally.

Founded in 2000, OnMobile has more than 1600 employees spread across India, U.S., LATAM, Africa, Australia, Middle East and Europe. The company was publicly listed in India in 2008. Recent acquisitions include Voxmobili(2007), Telisma (2008), Dilithium Networks (2010) and Livewire Mobile (2013).www.onmobile.com

About MediaNama

MediaNama.com is the premier source of information and analysis on Digital and Telecom businesses in India. We cover whatever matters in the Digital business in India, providing news, opinion and analysis on new launches, Mergers & Acquisitions, Venture Capital Funding, Industry Research, Joint Ventures and other business developments related to Internet and Mobile communities, and content including music, gaming, video and more. Our key focus is on digital content and services, and their carriage and monetization across platforms. We also focus on issues that have an impact on the digital ecosystem in India, especially policy and legal issues: Intermediary liability, privacy, FDI in e-commerce, copyright, regulation of web aggregators, mobielVAS and SMS policy among others.

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