TELECOM SECTOR
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 20%
In times like these, the market will have its green and red days. What matters, however, is not the colour of a single day, but the things underneath it: The central bank, the fund flows, and, above all, corporate earnings. Watch those, stay patient, and forget the daily noise.
India telecom sector may see 12-15% tariff hike in next 4-5 months: Report
India's telecom operators are projected to see a 12-15% tariff hike in the next few months. Bharti Airtel, Reliance Jio, and Vodafone Idea Limited are expected to report revenue growth in average revenue per user. Reliance Jio is estimated to add 8 million subscribers, while Bharti Airtel expects to gain 3 million customers. Vodafone Idea is projected to add 1 million subscribers in the same period.
HSBC hires Cantor's Paras Jain to lead global TMT banking, sources say
HSBC has appointed Paras Jain as the global head of TMT investment banking, with a start date in November. Jain previously worked at Cantor Fitzgerald, where he built its technology investment banking group. This hiring coincides with HSBC's strategy to focus on financing areas with greater competitive strength. The bank aims to expand its market share in Asia and the Middle East's tech sectors.
The market is volatile. But is the business volatile? 5 stocks from different segments of a sector, with upside potential of up to 33%
How volatile is the market? It is a question that does not help you much, because the answer is always the same these days: Very volatile. The far more useful question is a different one: How volatile is the business?
FIIs dump telecom for 8th straight month, outflows cross Rs 32,000 crore. Are stocks set for rebound?
Foreign portfolio investors have dumped Indian telecom stocks for the eighth consecutive month, pulling out over Rs 32,000 crore in CY26. Heavy 5G capex, delayed tariff hikes, and legal dues weigh on cash flows, leaving market participants questioning if a stock rebound is near.
GFGNL flouts norms, say domestic firms; BSNL flags restrictive conditions
The Gujarat Fibre Grid Network Limited is facing backlash over its stringent turnover requirements in the tender process. Domestic companies are voicing concerns that these limitations stifle competition. A Bharat Sanchar Nigam Limited representative has cautioned against such an exclusionary clause, highlighting that these high financial benchmarks may contravene the Centre's guidelines and state policies.
- Go To Page 1
24 companies propose Rs 5,500 crore investment for Asia's first telecom manufacturing zone in Gwalior: Jyotiraditya Scindia
Gwalior is set to establish Asia's first dedicated Telecom Manufacturing Zone. This ambitious project will attract approximately ₹5,500 crore in investment. Over 18,000 direct employment opportunities are expected to be generated. The zone will house 24-25 telecom manufacturing units and related components. This initiative aims to transform Gwalior into a major telecom manufacturing hub.
The war will pass; AI and its ecosystem will not: 5 large-cap stocks with an upside potential of up to 33%
A war affects the mood of the market, but it does not affect every underlying business equally. There are sectors where the demand is driven by something far deeper and longer-lasting than any conflict. And those sectors carry on growing, whatever a president says, or a rebel group does.
Village phones are changing as India's hinterland seeks something more
Rural India's telecom landscape shifted from voice to data over a decade. Wireless connections grew significantly, replacing declining wireline services across the nation. Telecom operators now focus on connection quality and user experience for rural consumers. Reliable electricity remains a critical challenge for last-mile network expansion. The focus has moved from basic access to digital productivity and economic growth.
Samsung Innovation Campus 2026 to train 2,000 Karnataka youth in AI
The programme, launched in partnership with Nrupathunga University, Bengaluru, was inaugurated in the presence of higher education minister Basavaraj Rayareddy and senior academics from the university.
Vi eyes Rs 35,000-cr loan to fund next decade's capex
Vodafone Idea is arranging a significant loan to fund its capital expenditures. State Bank of India has approved a substantial portion of this ₹35,000-crore term loan. Other public and private sector banks are expected to join the lending consortium soon. The company needs ₹60,000 crore for service upgrades, with the balance from internal accruals. Kumar Mangalam Birla's continued chairmanship is a condition for this long-term financing.
AI can drive greater telecom network autonomy, but accountability remains crucial: TRAI Chairman
Artificial intelligence can enhance India's telecom network autonomy and efficiency. Increased automation must not compromise accountability and human oversight in operations. India possesses significant digital population and market strengths for AI integration. Telecom operators should invest in responsible AI and maintain human supervision.
AI can drive greater telecom network autonomy, but accountability remains crucial: TRAI Chairman
Addressing CO.AI 2026 in New Delhi, Lahoti said AI should expand human potential, empower human choice and protect human dignity, stressing that the technology is more than just another network generation or application layer.
Losing money in Nifty? 8 beaten-down largecap stocks see promoters increase stake in 2026
Promoters raised stakes in eight Nifty largecaps despite stock declines in 2026, with Jio Financial, Bharti Airtel and Reliance among the companies seeing higher holdings. The moves suggest continued promoter confidence amid a challenging phase for largecap equities.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 20%, according to analysts
Investing, a wise man once said, is a journey; one that needs to be managed carefully. Remember two things: One, there is never a “perfect time” to invest – what matters is what you invest in. And two, don’t try to time the market. So, stay focused on companies that have managements with the experience of dealing with difficult situations. The thing, though, is that we are in a geopolitical scenario that gets increasingly difficult with each passing hour.
Reliance Jio IPO: 7 risk factors investors should know as firm gets Sebi nod for Rs 37,000-crore issue
Reliance Jio’s proposed Rs 37,700-crore IPO has received Sebi approval, bringing the much-awaited listing closer. While the offering could value Jio Platforms at nearly Rs 9.5 lakh crore, its DRHP flags several risks, including spectrum challenges, intense competition, high capital expenditure, vendor dependence, infrastructure concentration and cybersecurity threats.
Air passenger service prices rise 32% in June quarter; rail fares up 3.5%
During the June quarter, there was a striking 32 percent year-on-year increase in air passenger service prices, the steepest rise amongst seven essential services tracked. Meanwhile, railway passenger prices rose by 3.50 percent and banking services saw a 6.90 percent inflation. Interestingly, both securities transactions and certain banking services experienced deflation. The upcoming producer price index data aims to accurately capture changes in producer-level pricing.
The 'trustworthy' changes in the lives of India's middle class
Digital payments and tax reforms have significantly altered middle-class spending habits. GST has streamlined consumption taxes, impacting everyday purchases and larger items. Real estate regulations offer homebuyers greater protection during significant financial commitments. JAM trinity and telecom reforms increased formal financial access for many citizens. Infrastructure upgrades and digital services have collectively saved valuable time and effort.
Power sector stocks: Rising demand, uneven risk; best owned as a basket. 10 power stocks with upside potential of up to 28%
For years, owning power meant betting on a slow, steady rise in demand as the economy grew. That story has suddenly changed. The machines behind AI are pulling electricity on a scale nobody planned for. But there is a trap inside this opportunity, and this year's weak monsoon has exposed it. Getting the power theme right is now less about whether to buy, and more about what to buy. Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
India's telecom & network equipment needs urgent policy support: NITI Aayog says sector could double GDP share
India's telecom sector needs policy support to boost domestic manufacturing and exports. Heavy reliance on imports, especially from China, poses supply chain risks. The sector has significant growth potential driven by 5G and expanding digital services. Targeted interventions can help achieve national policy goals and increase GDP contribution. Increased localization and export focus can position India as a major manufacturing hub.
Vodafone Idea reaffirms 3-year growth targets, $4.7 billion capex plan
Vodafone Idea plans double-digit revenue growth and significant network investment. The company will invest 450 billion rupees in its network over three years. Promoter support and lender conversations provide financial confidence for the roadmap. Orders for network equipment worth 90 billion rupees have already been placed. This strategy aims to sustain subscriber additions and boost revenue and EBITDA.
Samsung aims to train 20,000 youths in AI in India
This will be carried out under the 2026 edition of Samsung Innovation Campus (SIC), the flagship CSR programme dedicated to equipping young people with industry-relevant skills in artificial intelligence (AI), Samsung India said in a statement.
Mahindra Group appoints Shveta Arya as Group Chief Strategy Officer
Mahindra Group announced Shveta Arya's appointment as Group Chief Strategy Officer. She will lead the Group Strategy Office, identifying growth opportunities. Arya joins from Cummins India, bringing over twenty-three years of experience. She will report to Mahindra Group CEO and Managing Director Anish Shah. Her role involves driving long-term strategic advantage across the company's businesses.
Vodafone Idea says FY27 marks 'period of execution' after AGR relief, capital infusion
Vodafone Idea has resolved financial challenges and entered an execution phase. The company is now focused on network investments and improving competitiveness. Subscriber additions have resumed, and ARPU levels are showing an upward trend. Promoter capital infusion and debt funding support future expansion plans.
Telecom sector revenue growth likely to more than double, analysts say
Telecom sector revenue growth is likely to more than double to nearly 10% sequentially in the March quarter of FY22, when the full beneficial impact of sharp tariff hikes of last November hits home, analysts said.
Sound thinking on telecom sector
A more innovative step would be for the government to convert, in part, at least, the debt the telcos owe it on account of spectrum fees into equity, as suggested by Deutsche Bank in the case of Vodafone Idea.
Telecom sector and allied services expected to generate over 10 lakh jobs in three years
This marks a turnaround after telecom and allied services figured among the sectors that hired the least number of workers in 2015.
Long term positives for telecom sector: Ambareesh Baliga
There are long term positives for the telecom sector as such through this bill. I would look at slightly lower levels for Bharti to get in again.
Telecom sector buzzing with expats
The global slowdown may be forcing Indian companies to freeze hiring and send back expat executives, but the telecom sector, which is adding 13-15 million users every month, has kept its headhunters in the roaming mode.
Load More
