Page 2 - 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

Telecom and energy stocks stop November from ending on a flat note

Without them, foreign portfolio investor flows would have gone off-key

Centre wants greater phone-location surveillance, top phonemakers protest

A measure to track device-level location has no precedent anywhere else in the world, lobbying group India Cellular & Electronics Association (ICEA), which represents both Apple and Google said

From rank 127 to No 1 on App Store, Sanchar Saathi gains amid outrage

An app nobody noticed, until everyone did. Political heat and curiosity pushed it to the top in downloads. How long before the slide?

Inconsistent solutions: Recent telecom directives must be reconsidered

This would in effect install in every smartphone a backdoor, which could be a threat to privacy and security

Sanchar Saathi app can be deleted, says govt; OEMs still reluctant

Apple, other global device makers not on board; India's Lava to comply

DoT tightens fraud rules: Pre-install Sanchar Saathi, bind OTT apps to SIM

Telecom operators want SMS-based OTP to become the primary authentication layer for financial transactions as DoT moves to tighten security

Telcos seek DPDP-telecom rules syncing; COAI to submit proposals to Meity

The ministry notified the rules on November 14, bringing into effect the law

Fundraise, AGR clarity key for Vodafone Idea's next phase of recovery

Brokerages have mixed views on telco's operational performance

Singtel likely to sell 0.8% in Bharti Airtel in ₹10,300 crore deal

Pastel Ltd, a Singtel-owned promoter entity, will sell Bharti Airtel shares worth Rs 10,300 crore at a 3.1% discount to Thursday's closing price as part of its debt-reduction plan

Vodafone Idea's AGR dues lifeline: Relief or risk for India's telecoms?

Earlier this week, the apex court allowed the Centre to re-examine Vi's entire AGR dues up to financial year 2016-17

BSNL achieves 93% of revenue target in September quarter, says Scindia

State-owned telecom firm BSNL achieved 93 per cent of its target revenue at Rs 5,347 crore for September quarter FY26, Union Telecom Minister Jyotiraditya Scindia said on Thursday. After the quarterly review of BSNL, the minister said the company's revenue for the first half of current fiscal stood at Rs 11,134 crore. "This quarter we have achieved a 93 per cent revenue run rate vis-a-vis our target. So we had set a target of Rs 5,740 crore, we've achieved Rs 5,347 crore. So, we are very close to a rather bold target that we had set for ourselves based on last year's jump in earnings," Scindia said. The minister said there is a target to increase BSNL's revenue by 20 per cent for full fiscal year to Rs 27,500 crore. "Our ARPU is also increased. It was Rs 81 in Q1 of this year, it's increased to Rs 91 in Q2 of this year. So there's been a 12 per cent improvement in ARPU," the minister said. Average revenue per user (ARPU) is a key metrics to measure growth of a telecom operator. T

SC allows Centre to reassess Vodafone Idea's AGR dues, cites policy grounds

The Supreme Court said the Centre can review Vodafone Idea's AGR dues, calling it a policy decision; the move gives relief to the debt-hit telecom firm and protects 200 million consumers

Bharti Airtel finds its frequency: High Arpu, low capital expenditure

Margins ring loud as controlled spending and per-user revenue amplify financial signals for investors

Trai proposes steeper fines for telcos not reporting tariff change

Trai proposes daily fines up to ₹5 lakh on telcos for delays in reporting tariff changes, aiming to tighten compliance and ensure timely disclosures