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AI models raise telecom cyber threat concerns in India
Communications minister Jyotiraditya Scindia convened an unscheduled meeting last week with telecom companies and academia to understand the severity of the situation, and industry's cyber preparedness to tackle potential threats, the people said.
Vodafone Idea gains as Kumar Mangalam Birla returns as chairman
Vodafone Idea rose 2.78% to Rs 11.10 after the telecom operator appointed Kumar Mangalam Birla as the non-executive chairman of its board, marking his return to the role after nearly five years.

BlackRock-backed GIP mulls IPOs for Pristine, Ascend at $500 mn valuations
BlackRock's Global Infrastructure Partners is exploring IPOs for Pristine Logistics and Ascend Telecom in India. The listing effort reflects both GIP's exit strategy following BlackRock's acquisition and India's accelerating infrastructure investment cycle.
Kumar Mangalam Birla appointed Vodafone Idea's Non-Executive Chairman; Ravinder Takkar steps down
Vodafone Idea Limited announced significant leadership changes. Kumar Mangalam Birla will take over as Non-Executive Chairman on May 5, 2026. Ravinder Takkar will transition from Non-Executive Chairman to Non-Executive Vice Chairman on the same date. Both leaders continue in their directorial roles. This strategic move signals a new chapter for the telecom company.
HFCL shares rise 4% after securing Rs 84 crore optical fiber cable orders
HFCL shares rose after it, along with subsidiary HTL Limited, secured new orders worth Rs 84.23 crore from a domestic telecom provider. The deal involves supplying customized optical fiber cables, with execution expected by August 2026, strengthening the company’s position in telecom infrastructure.

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.

Vodafone Idea Share Price Surges 7% As Brokerages Turn Bullish On AGR Relief: Should You Buy?
Shares of Vodafone Idea surged more than 7% intraday on Monday, May 4, as brokerages turned bullish on the telecom stock after the debt-ridden company received clarity on its long-standing adjusted gross revenue (AGR) dues last week.

Vodafone Idea share price jumps 10% after AGR relief; Should you buy the telecom stock?
Vodafone Idea share price has gained 26% in one month, but the stock has fallen 5% in three months. The telecom stock has gained 15% in six months and has rallied over 53% in one year.
HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential of up to 35%, supported by improving fundamentals, earnings visibility and valuation comfort, making them attractive picks for investors navigating volatile market conditions.
In big relief to Vodafone Idea, govt pares its AGR liabilities by 27%
The Department of Telecommunications (DoT) has reduced Vodafone Idea’s adjusted gross revenue (AGR) liabilities by about 27%, providing significant financial relief to the telecom operator.
Trai begins exploring spectrum allocation, pricing norms for wireless communication from vehicles
India's telecom regulator TRAI is exploring spectrum rules for vehicle communication. This move paves the way for autonomous cars. The Department of Telecom has requested suggestions on spectrum assignment and pricing for roadside units. This technology will allow vehicles to exchange real-time information. It aims to improve road safety and traffic management. Stakeholders can submit comments by May 28, 2026.