The Telecom segment analysts are debating about Reliance Jio
and their tariff plan. In my earlier article, I pointed about profit blues of
Reliance Jio. I also went through Mr. Mukesh Ambani interview where he claimed
that Reliance Jio will make money out of it.
In the current mobility ecosystem, application segment
attracting huge valuation as it is attached with rich data.
We have seen Truecaller,
Flipkart, paytm and other valuation wherein without investors jumped in
to grab the pie.
We should not forget that Reliance Jio came out with
application for each segment. With the growing userbase, the download of those
applications are also growing exponential.
At the same time, Reliance jio brand LYF will also give them
another route to grow their application segment. I won't be surprised that they
create fully owned subsidiary to realize valuation based return or may list it
to gain long term benefit.
If one check jio owned applications on Google Play then you
may agree on my point that Jio is playing on all front to get the valuation of
the product in segregated or aggregated manner to ensure that they recover 60
to 70% of their investment through valuation based return. I should also point
out that Airtel did the same with wynk music, games and other applications.
In my opinion, Jio strategy is awesome provided they execute
it well.
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