Airtel ARPU Growth & Capex Decline: Key Telco Trends
Airtel's ARPU is projected to rise, driven by tariff hikes, while capex declines boost FCF. Jio's ARPU growth is expected to be slower. Market share gains are also anticipated for Airtel.
Indus Towers: Shareholder Rewards & Vi Debt Reduction
Indus Towers anticipates shareholder payouts due to improved free cash flow (FCF) and Vi's debt reduction. Analysts expect Indus to benefit from Vi's network expansion. BofA predicts returns with Q4 results.