Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Paid music streaming hits the right note as free users fade
India's music streaming sector is seeing strong growth. Paid subscribers have increased significantly and are expected to rise further. Affordable plans, telecom bundles, and better payment systems are boosting numbers. Streamers are also focusing on regional content and superior audio quality. Live events are seen as a future differentiator.
Telecom infrastructure, gear makers face disruptions
Telecom operations in India are facing significant challenges. The ongoing conflict in West Asia is disrupting tower connectivity and increasing costs for imported equipment. Restrictions on diesel sales are hindering essential refuelling for telecom towers. Power outages are also a concern, increasing reliance on diesel generators. Supply chains for tower manufacturing are affected, potentially delaying network expansion.

Data Center Play: Nuvama raising target sends Sterlite Tech shares surging by 10%
Historically, Sterlite Technologies has been focused on telecom-driven demand, including 5G network upgrades, fibre-to-the-home, and rural broadband. However, the company is now positioning itself to capture emerging opportunities in the data centre segment.
TRAI proposes voice-SMS only plans across validity periods; seeks comments till April 28
TRAI is proposing new rules for telecom companies. These rules aim to increase the availability of plans that offer only voice calls and SMS. This is to help users who do not need data services. Telecom operators will need to offer voice and SMS-only options for every bundled plan. These new plans will be cheaper than bundled offers.
DoT extends reassessment timeline for Vodafone Idea's AGR dues till June — Here's all we know
Vodafone Idea's AGR reassessment is expected to finish by June after receiving government relief. The frozen dues, totaling ₹87,695 crore, are under review by a committee formed by the telecom department to evaluate the situation and make binding decisions.
Motilal Oswal sees 6% Q4 earnings growth for Nifty 50 amid Iran-US tensions
Motilal Oswal forecasts Nifty 50 companies to achieve 6% YoY earnings growth in Q4 FY26, driven by financials, metals, and telecom, despite the oil and gas crisis. The brokerage anticipates softer overall growth due to the Iran-Israel-US conflict's impact on energy prices and supply chains.
Telecom regulator orders Reliance Jio to stop ‘discriminatory’ tariff practices
The directive follows a probe into Jio’s discontinuation of certain entry-level prepaid recharge plans offering 1 GB data per day, which the operator had said were available only through its own retail stores.

Top Stock Picks: Axis Securities bets on largecaps from SBI to Eternal for up to 57% upside
Brokerage firm Axis Securities has listed its top large-cap stock picks, highlighting companies across financials, telecom, consumption, and healthcare that offer strong earnings visibility and upside potential. The brokerage sees select names delivering up to 57% upside from current levels.
India's telecom subscriber base jumps 7.86 million in January, broadband growth lags
India's telecom subscriber base saw a significant jump in January. Wireless connections led this surge, adding millions of new users. Broadband growth, however, remained slow. Urban areas experienced more subscriber additions than rural regions. Active mobile users represent a large portion of the total base. Machine-to-machine connections also increased. Mobile number portability requests indicate a competitive market.

Subex wins ₹24-crore EAM contract from leading North African telecom operator
The 9-year project covers the deployment of Subex’s HyperSense solutions across the operator’s telecom network, fibre, IT, and data centre assets. Shares of Subex Ltd ended at ₹7.99, down by ₹0.010, or 0.13%, on the BSE today, March 17.
Subex wins multi-year deal from a leading North African Telecom operator
The Operator, who is part of the largest multi-country telecom group selected Subex for its flexible, governance-first EAM approach, which integrates seamlessly with Enterprise Resource Planning (ERP), Geographic Information System (GIS), and Network Management System / Element Management System (NMS/EMS) systems. Powered by Subex HyperSense, the solution enables centralized 360 asset visibility, Fixed Asset Registry (FAR) reconciliation and workflow automation.
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.