Telecom Sector In India

Ambiguity on satellite communication is creating unease

The government has mandated caller name display from November 1, 2026. The service will show callers' names alongside their numbers, with specific rules for domestic, international and business calls

Possible tariff hike, premiumisation and 2G-to-4G/5G migration could lift average revenue per user, while subscriber growth is seen moderating to 3-4% annually, CareEdge Ratings said in a report

India has joined a US-led 6G initiative even as it pursues its own Bharat 6G Mission. What does the new framework cover, and how does it fit with India's existing 6G plans?

Three decades after liberalisation, telecom has evolved from a scarce state-run utility into the backbone of India's digital economy

BSNL plans ₹77,000 crore of capex over five years to add 200,000 4G sites and expand 5G, targeting operational break-even by FY29

The 1601 series will be issued to utilities, courier and logistics providers for transactional and service calls, helping consumers identify legitimate callers

Centre and Madhya Pradesh to sign an MoU for the Phase-I project as India looks to strengthen telecom manufacturing and accelerate 6G ambitions

Jio Platforms filed for a record ₹37,700-crore IPO as it bets on satellite broadband, AI-native services and the next phase of digital growth

Service providers may see single-point incident-reporting requirements

Further rally in Vodafone Idea share price seems unlikely as fresh target prices, in the range of ₹10-14 per share, leave little on the table for investors from current levels

Vodafone Idea expects to close talks with an SBI-led consortium soon after promoter equity infusion and AGR relief improved its financial position

The government has supported Vi in many ways so that the sector does not slip into a duopoly

Reduction in AGR dues may improve Vodafone Idea's ability to raise funds, but rising spectrum payment obligations from FY27 remain a key concern for analysts

Despite PM-WANI's push, India's public WiFi expansion faces weak business models and poor infrastructure, raising questions over its long-term digital relevance

Emkay Global has retained its 'Reduce' rating on Bharti Airtel stock despite Africa Ebitda upgrade, citing Arpu risks, valuations, and Jio IPO impact on investor flows and competition

Tower firms rely on diesel generators to power sites in non-grid remote, rural areas

Ind-Ra says telcos need a Rs 35-40 ARPU increase to achieve 15% ROCE, indicating another round of tariff hikes even as profitability improves and capex intensity falls across the sector

BSNL targets 5G soft launch in Delhi within six months, expands AI-led network optimisation and rural edge infrastructure as 4G rollout nears completion

Budget estimates project telecom sector revenues at ₹1.17 trillion in FY27, lower than revised FY26 levels, reflecting spectrum equity conversions and capped AGR payments despite expected auction and