Wire · operational-macro
EXCL - On track integration; 5G shall drives ARPU upside
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 30 September 2026 · Fusion42 review
EXCL's 5G network integration is nearly complete with 90% MOCN and 95% asset dismantling progress. The 5G rollout covers 75% of targeted cities, driving around 20% higher ARPU than 4G, and 3Q26F mobile ARPU is expected to improve quarter on quarter despite no festive season boosts.
This Wire brief sits within Fusion42's coverage of Telecom & Connectivity.
◆ ◆ The Wire takeaway
You face faster revenue growth from 5G as it reaches more cities and lifts ARPU even outside festive seasons. Acting now to align offerings and customer upgrades for expanding 5G coverage will maximise returns as capex stabilises next year.
◆ Coverage
1 source · 30 Sep 2026
◆ Related on Wire
◆ Topics