Telecom Sector

₹45K cr capex plan may not help Vodafone Idea gain market share: Analysts

HSBC says Vodafone Idea's Rs 45,000 crore capex plan will not help it gain market share as Jio and Airtel outspend it significantly; tariff hikes and cash flow gains remain critical

Allow telcos to offer connectivity: DoT to Noida International Airport

DoT has asked Noida International Airport to allow telcos to set up networks under the Telecommunications Act 2023, marking its second such intervention after Navi Mumbai airport

Indian operators well placed as early adopters of AI in networks: Ekudden

India's rapid 5G rollout is powering early AI adoption in telecom networks, giving local operators a global edge in performance, efficiency and innovation

Bharti Airtel yet to hear from DoT on parity of AGR dues with Vodafone Idea

Airtel has sought parity with Vodafone Idea on AGR dues reassessment and says it has written multiple times to the DoT, while outlining its plans on data centres, ARPU growth and 5G strategy

India's telecom exports to gain competitive advantage from US trade deal

Reciprocal tariffs cut to 18% under the India-US trade deal are expected to improve margins and competitiveness for Indian telecom equipment and optic fibre makers

Indus Towers to decide on dividend payouts by Q4FY26: MD & CEO Prachur Sah

Indus Towers says dividend decision will be taken in Q4 FY26, factoring in Vodafone Idea's financial stability after AGR relief and changes in buyback taxation

CareEdge Ratings changes outlook for Vodafone Idea to positive from stable

AGR dues relief, improved operating performance and a large upcoming capex plan prompt the ratings agency to revise its outlook on the telecom operator

Voda Idea charts turnaround with ₹45,000 crore push as 'AGR fog' lifts

KM Birla says AGR overhang resolution a turning point for telco's revival

Vodafone Idea's Q3 FY26 results: Net loss narrows to ₹5,286 crore

Reassessment of AGR begins, No 3 carrier confident of servicing obligations

Bharti Airtel unlikely to take legal route for AGR relief, for now

No 2 carrier writes to DoT seeking reassessment of dues

AI regulation in India should follow risk-based approach: Trai chairman

Trai Chairman Anil Kumar Lahoti said India should adopt a risk-based approach to AI regulation, with oversight limited to high-risk use cases while low-risk applications remain under self-regulation

Banks in wait-and-watch mode on fresh funding plans for Vodafone Idea

Studying the implications, and will take deeper look at the company's financials, bankers said

Upside in revenues and ARPUs expected in Q3FY26 for telcos: Brokerages

Telecom revenues seen rising up to 2.6% in Q3FY26, led by Jio and Airtel, while Vodafone Idea lags amid subscriber losses and modest ARPU gains

Level-playing field: Support to Vodafone Idea should not be exclusive

The five-year AGR moratorium gives Vodafone Idea crucial breathing space, but raises questions on fair competition and a level playing field in India's telecom sector

Nirmal Bang recommends 'Buy' on Bharti Airtel on strong ARPU, 4G/5G growth

Nirmal Bang Securities has set a target price of ₹2,525 per share for Bharti Airtel, implying a potential upside of 20 per cent from the previous session's closing of ₹2,105.6

Satcom, Vodafone Idea survival, frauds keep telecom sector abuzz in 2025

Entry of new communications service providers in the form of satcom created a spark in the sector with Elon Musk-led Starlink getting permission to start services but pending security clearance and delay in decision over spectrum pricing have pushed its potential roll out to the next year. Union telecom minister Jyotiraditya Scindia told PTI that satcom services, which were earlier a figment of imagination, will be a reality soon. "We have given out three licences. You are looking at, hopefully, very soon, the pricing norm coming out for administratively assigned spectrum and that satellite technology being also offered in our bouquet of offerings to the public," Scindia said. Entry of Starlink is expected to add to the competition in the premium segment, which is dominated by telecom operators -- mainly Reliance Jio and Bharti Airtel. The government has been making an effort to revive Vodafone Idea (VIL) and BSNL to check the market from getting into a duopoly and continue to keep

India tops global active users for AI apps; telcos to monetise: BofA report

BofA said India leads the world in daily and monthly active users for AI apps, giving Jio and Airtel scope to lift data usage, ARPUs and upsell personalised offerings through bundles

Trai mandates 1600 series for insurance service calls by Feb 15, 2026

Trai has asked insurance-sector entities regulated by IRDAI to move service and transactional calls to 1600-series numbers by February 15, 2026, to curb spam and fraud

Scindia, Starlink V-P Dreyer discuss ways to speed up digital inclusion

Starlink executive Lauren Dreyer met Jyotiraditya Scindia after a website glitch briefly displayed India pricing; talks focused on satcom-led last-mile connectivity as Starlink awaits approvals

Brokerages expect 15% tariff hike by Indian telcos from December 2025

Last tariff hike took place in July 2024; telcos have raised tariffs thrice since December 2019