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BALAJI SUBRAMANIAN
Tamil Nadu Election 2026 TVK Winners List: Vijay’s party hits a century, emerging as TN’s ‘super king’ in early trendsTamil Nadu's 2026 election trends show a significant political shift. Actor Vijay's Tamilaga Vettri Kazhagam (TVK) has emerged as the singl...- TN polls: DMK renominates Stalin, Udhayanidhi from city constituenciesThe DMK has announced its candidates for 164 Assembly seats for the upcoming April 23 elections. Party President M. K. Stalin and his son U...
- Airtel’s ₹14,000 crore NBFC bet small vs ₹60,000 crore FCF; dividend upside likely: IIFL CapitalBharti Airtel is entering lending with a new NBFC. This move is a modest allocation of its strong free cash flows. The company plans signif...
- TVK Karur Rally Stampede: At least 36 feared dead, including children, at actor-politician Vijay’s Tamil Nadu eventA stampede-like situation at actor-politician Vijay’s rally in Karur, Tamil Nadu, has left at least 36 people, including children, feared d...
- Karur rally stampede: What triggered the deadly chaos at Superstar Vijay's TVK rally?A stampede-like situation at actor-politician Vijay's rally in Karur, Tamil Nadu, has left at least 36 feared dead, including children, and...
- Reliance Jio IPO: Delay to 2026 seen as strategic move amid tariff uncertaintyReliance Industries’ much-anticipated Jio IPO, once expected by the end of 2025, will now hit the markets in the first half of 2026, accord...
- Incremental positives in Vodafone Idea, but funding hinges on AGR clarity: Balaji SubramanianVodafone Idea's performance shows incremental positives with higher daily revenue and ARPU, but AGR relief is crucial for financial stabili...
- ED raids properties of Tamil Nadu State Corp, Balaji's associatesThe Enforcement Directorate conducted searches at 25 locations in Tamil Nadu related to TASMAC's offices in connection to a corruption case...
- Let millions of data users bloom and telco top lines will cross a trillionThe Indian telecom sector's quarterly revenue is expected to cross ₹1 lakh crore in the next two to three years. This growth is driven by h...
- No AGR relief, a higher proportion of telecom debt may get converted into equity: Balaji SubramanianThe Supreme Court has rejected the plea by telecom companies for re-computation of adjusted gross revenue (AGR), leaving no relief for majo...
- Is there a way out for Vodafone Idea after mounting AGR woes? Balaji Subramanian explainsIf you add the spectrum payouts also, the number goes up to a much higher number. So, the company has given these numbers. It would be arou...
- Airtel, Jio turn focus to wireless home 5G for better monetisationIndia’s leading telcos, Bharti Airtel and Reliance Jio, are expanding their fixed wireless access (FWA) services to enhance home broadband ...
- Is it time to look at telecom stocks? Balaji Subramanian answersBalaji Subramanian of IIFL Securities analyzes the telecom sector's future post-tariff hikes, foreseeing positive impacts on market players...
- Hold Hatsun Agro Products, target price Rs 931: ICICI SecuritiesHatsun Agro Products, incorporated in the year 1986, is a Mid Cap company (having a market cap of Rs 19111.84 Crore) operating in FMCG sect...
- Is 5G rollout going to be an additional pain for telcos? Balaji Subramanian answers"I do not see any reason to believe that the 5G capex requirements have gone up in the last couple of weeks or last one month because this ...
- Gautam Adani’s entry into telecom: Will he do a Jio on Jio?The Ambani-Adani rivalry has reached a new sector. But this time analysts and columnists are worried. Telecom companies bled for a long tim...
- What would Adani foray into telecom mean for incumbents? Balaji Subramanian answers“I would not be too worried about the end price of the spectrum because in most bands, spectrum is available in fairly abundant quantities....
- Tata Group companies revamp boards to add expertiseMany Tata group companies have fewer directors on their boards than other major companies, which typically have 15-16 members, a director s...
- Tamil Nadu ministers retain portfolios allocated by JayalalithaaO Panneerselvam retained all 30 other Ministers with all of them retaining the same portfolios earlier allocated by the AIADMK supremo.
- India Inc trains sights on smaller townsHR Managers in manufacturing and services sectors face new challenges even as companies increasingly scan rural India and Tier III towns fo...
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