Beyond macro-towers: the opportunity (and necessity) of FTTT in India
The time to diversify into fibre may be now as towercos’ pool of tenants shrinks
India has been experiencing an unprecedented jump in data demand as a function of the sharp decline in data tariffs, driven by responses to Reliance Jio’s aggressive pricing strategy. In the meantime, MNOs across the country have ramped up their spending on 4G and site densification, while 5G remains a buzzword and not yet a reality. Fibre connectivity is key to create a high-performing, dense urban network able to sustain the level of data growth experienced in India. Should towercos get involved in fibre especially in light of the shrinking pool of tenants across India?
The restructuring of the Indian telecom market is having a direct impact on tenancy ratios as well as the the volume of new sites needed across the country.