India's telecom ARPU to grow 7% CAGR through FY29; narrowing tariff gap with global markets: ReportIndia's telecom sector is set for a multi-year growth phase. Average Revenue Per User (ARPU) is projected to grow at 7% annually from FY26 ...
Buy, Sell or Hold: Elara Capital initiates buy on Bharti Airtel; Goldman Sachs has buy rating on IndigoBrokerages remained positive on select telecom, aviation and banking largecaps despite near-term macro uncertainties. Elara Capital initiat...
Telecom revenue growth may slip to single digits without tariff hikeTelecom revenue growth may slow to single digits this year without tariff increases. Operators are delaying hikes due to inflation. A poten...
Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...
Vodafone Idea shares jump 4% to fresh record high but Nomura, other brokerages remain cautious; here’s whyVodafone Idea shares surged over 4% to a new record high, driven by a significant net profit increase in Q4 FY26, largely due to accounting...
Airtel to set up 56 edge data centres within 2 yrs; tariff structure in India needs to change: Gopal VittalBharti Airtel is set to build 56 edge data centers in the next 18 to 24 months. This expansion aims to significantly scale up the company's...
Will Airtel deliver another strong quarter? Analysts see stable ARPU, healthy subscriber additions in Q4Bharti Airtel is poised for another solid quarter. Analysts predict steady subscriber growth and consistent revenue. The company's broadban...
Large and midcaps better placed than smallcaps in current phase: Shibani Sircar KurianDespite market swings, seasoned investors find comfort in reasonable valuations and historical trends, according to Kotak AMC's Shibani Sir...
Focus shifts to RIL's non-oil operationsReliance Industries' March quarter results saw oil and gas businesses face pressure. Digital, telecom, and retail segments provided support...
Reliance Jio IPO soon? Here's what Mukesh Ambani said on India's largest listing plansMukesh Ambani said Jio Platforms IPO plans are advancing, marking a key milestone. Strong growth, rising ARPU and subscriber gains support ...
Reliance Industries shares down over 15% from peak. Can Q4 results, Jio IPO turn things around?Reliance Industries Ltd is heading into a crucial Q4 earnings week after its stock fell 15% from its peak, erasing about Rs 3.37 lakh crore...
Telcos test waters with smaller tariff hikes before big oneBharti Airtel, Vodafone Idea and Reliance Jio are changing their prepaid plans. Airtel has increased prices and added streaming subscriptio...
Telecom earnings likely to stay subdued in Q4Telecom operators are poised for a muted March quarter, with analysts anticipating steady underlying growth tempered by fewer operating day...
Mukesh Ambani, Sunil Mittal may deal with an unfinished agenda after Lok Sabha electionsBillionaires Mukesh Ambani and Sunil Mittal may wait for the Lok Sabha elections to finish before increasing telecom tariffs in the second ...
How will RIL stock react to earnings on Monday? Naveen Kulkarni answers'The subscriber numbers are slight negative no doubt but revenues have still managed to go up; EBITDA growth has been reasonably good. I do...
Tariff hike likely to raise Bharti Airtel ARPU by 6-7% in Q4: Naveen Kulkarni“The tariff hike is a significant one that Bharti has taken and it should lead to significant improvement in ARPU and as well as the cash f...
Telecom ARPU poised for 'structural uptrend' via tariff hike, high data usage post COVID-19: ReportThe note by JM Financial titled 'A tale of supremacy, defence and survival' said with consolidation of India's telecom industry largely com...