Telecom Growth Slows: Key Trends in October
October telecom data shows overall growth slowing. Wireless accessibility remains strong, while urban mobile subscribers decline for the first time. Reliance Jio leads in broadband market share.
Bharti Airtel: Credit Upgrade, Market Share Growth & Financial Strength
Bharti Airtel's credit rating upgraded due to deleveraging and strong financial performance. Market share climbed to 33.5%. Leverage is expected to improve to 1.5x by FY2026-27, driven by Indian operations.
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.
Vodafone Idea revenue market share hits all-time low in Q1 FY25
The TRAI data showed both Jio and Airtel reported RMS gains in the April-June period, on the back of strong revenue growth in both urban and rural markets despite the absence of a tariff hike in the June quarter.