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'Telcos may do well in Q1; tariff hikes likely in H2,' say analysts
Telecom operators are poised for single-digit revenue growth this quarter, driven by steady subscriber additions and users opting for premium 4G/5G plans. Analysts anticipate tariff hikes in the latter half of the fiscal year, with projections ranging from 10-20%. Bharti Airtel and Vodafone Idea are expected to see user base expansion, contributing to ARPU increases, though recent earnings reflect the absence of immediate price adjustments.
India's next telecom battle could be fought on highways, with connected cars
India's telecom battles have traditionally revolved around spectrum, towers and tariffs. But a new consultation paper by TRAI on Vehicle-to-Everything (V2X) communication suggests the next frontier could be India's highways. The proposal envisions vehicles, roads, traffic systems and cloud platforms communicating in real time through Cellular V2X technology built on existing 4G and 5G networks.
Telcos, businesses spar over calls, SMS consent regime
Telecom firms and banks are locked in a dispute over India's new digital consent rules for commercial messages. Major operators like Bharti Airtel and Reliance Jio want exclusive control over customer consent. They argue smaller players contribute to spam. Other stakeholders believe dominant telcos seek to monopolize a profitable new system.
DoT delicenses mid, high frequency bands to boost passenger safety, autonomous car development
India's telecom department has removed licensing for 5.9 GHz and 77-81 GHz spectrum bands. This move will enhance passenger safety in vehicles. It will also enable the development of autonomous vehicles. Cars and traffic systems can now communicate in real-time. This will make roads safer and reduce congestion. The decision supports connected and autonomous mobility.
Eternal to Minda Corp: Axis Securities picks 15 stocks for June, sees up to 44% upside in top ideas
Axis Securities retained a bullish view on Indian equities and recommended 15 stocks for June across market capitalisations, with potential upside of up to 44%. The brokerage favours banking, telecom and capital goods sectors, while remaining cautious on IT. It expects market corrections to offer opportunities to accumulate quality businesses.
From Adani Green to Tata Tech: 50 companies swing back to profit in Q4 despite market turmoil
Indian companies show strong recovery. Over 50 firms moved from losses to profits in the March quarter. This turnaround happened despite market volatility and global concerns. Sectors like telecom, auto, and pharma saw significant gains. This signals resilience in India's corporate sector. Many businesses improved operations and profitability.
Five Stocks To Buy: Dixon Tech, CEAT, Piramal Finance And More | May 25, 2026
Top picks include rubber recycler GRPL, tire major CEAT, financial services firm Piramal Finance, electronics manufacturer Dixon Technologies, and telecom gear maker HFCL.
Prefer BSE on dips, Bajaj Auto strong, DMart margins muted: Chola Securities
Dharmesh Kant, Head of Research at Chola Securities, says markets remain selective with stock-specific opportunities. He flags weak telecom tower metrics and muted DMart margins, while auto OEMs show strong growth aided by price hikes. On BSE, he sees 15–20% volume trends but advises caution post volatility. He prefers long-term capital market plays on dips and remains bullish on metals, especially JSW Steel, with structural demand tailwinds.
Exide Industries Q4 Results: Profit tops estimates; margins steady despite cost pressures
Exide Industries reported a 23% rise in Q4 profit, beating estimates, as auto demand stayed strong. Margins held steady despite input cost pressure, while exports and telecom segments remained weak.
Tejas Networks expands international footprint with South Asia 4G order
Tejas Networks celebrates a landmark achievement with a major order to deliver cutting-edge 4G Radio Access Network solutions to a prominent mobile operator in South Asia. Their state-of-the-art 4G multiband radio technology is set to enhance connectivity across multiple locations. This milestone reflects Tejas Networks' growing international presence and their dedication to equipping telecom networks around the globe.
TRAI moots termination charges to tackle spam
India's telecom regulator, TRAI, is taking steps to combat spam calls. New proposals include charging businesses for commercial calls. Telecom companies will also be allowed to use AI for detecting and acting against spammers. Entities using automated calling systems must declare their use. TRAI is also strengthening rules on customer consent for promotional messages and calls.
AI-based spam data must be shared in hours, Trai to telcos
Telecom regulator Trai has mandated mobile operators to share data from their AI spam detection systems. This information will be shared on a blockchain platform within hours. Operators must now act against spammers proactively, even without user complaints. This move aims to curb unsolicited commercial communication effectively.