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Telecom revenue growth may slip to single digits without tariff hike
positive
ET Markets - Industry 34d ago

Telecom revenue growth may slip to single digits without tariff hike

Telecom revenue growth may slow to single digits this year without tariff increases. Operators are delaying hikes due to inflation. A potential 15% mobile tariff rise by the second quarter could boost sector revenue. This would translate to a ₹50 increase for a 28-day pack. Industry leaders' revenue growth moderation often precedes tariff hikes.

ESGHPTLMOGSECFinancial ServicesServices
Quant MF's Sandeep Tandon prefers power and telecom themes, remains cautious on manufacturing plays
positive
CNBC TV18 - Markets 35d ago

Quant MF's Sandeep Tandon prefers power and telecom themes, remains cautious on manufacturing plays

Sandeep Tandon, Founder & CIO of Quant MF, remains cautious on kitchen appliance and consumer manufacturing companies. He said revenue growth in the segment has been modest over the past few years.

CONSUMERGVPILHPTLSURANAT&PCapital GoodsFinancial Services
Trai plan to regulate internet TV triggers pushback from OTT, broadcaster groups
negative
ET Markets - Industry 36d ago

Trai plan to regulate internet TV triggers pushback from OTT, broadcaster groups

In a bid to regulate, India's telecom authority TRAI is exploring potential guidelines for online television services, sparking a backlash from digital firms and broadcasters alike. They worry about the implications of rules that could disproportionately affect OTT platforms and digital news sites, which currently abide by IT regulations without the necessity of licenses.

HPTLINTERNETFinancial ServicesServices
Sterlite Technologies' 530% rally shows hidden AI winners - ET Telecom
positive
Google News - India Markets 36d ago

Sterlite Technologies' 530% rally shows hidden AI winners - ET Telecom

Sterlite Technologies' 530% rally shows hidden AI winnersET Telecom

HPTLSTLTECHServicesTelecommunication
Exports, Telecom And Data Centres To Drive India's Next Electronics Boom: Dixon Founder
positive
NDTV Profit 37d ago

Exports, Telecom And Data Centres To Drive India's Next Electronics Boom: Dixon Founder

Dixon sees exports, telecom and data centres driving India's next electronics manufacturing growth phase.

DIXONHPTLLGEINDIAConsumer DurablesServices
Telcos urge TRAI to regulate OTT apps as spam shifts online
negative
ET Markets - Industry 37d ago

Telcos urge TRAI to regulate OTT apps as spam shifts online

Telecom firms report most spam now bypasses regulations via internet apps. They urge the regulator to bring these platforms under control. OTT providers counter that their oversight falls under a different ministry. Discussions are ongoing regarding new rules for spam calls and messages. Telecom operators are divided on proposed charges for robocalls.

HPTLINTERNETFinancial ServicesServices
Sterlite Tech in focus; stock zooms 111% in 1 month; up 670% from Jan low
neutral
Business Standard - Markets 37d ago

Sterlite Tech in focus; stock zooms 111% in 1 month; up 670% from Jan low

The stock price of the telecom equipment & accessories company was frozen at the upper circuit for the ninth straight trading day, surging 55 per cent during the period.

FOCUSHPTLSTLTECHTECHZTECHConsumer DurablesFinancial Services
Earnings slowdown in FY27? JM Financial lists 5 sectors which must do the heavy lifting
positive
ET Markets - Stocks 37d ago

Earnings slowdown in FY27? JM Financial lists 5 sectors which must do the heavy lifting

Nifty 50 earnings growth fell short of expectations in FY25 and FY26. While Q4 FY26 results led to an upward revision for FY27E Nifty 50 EPS growth, past downgrades suggest caution. Automobiles, metals, NBFC, telecom, and infrastructure are poised for strong growth. Private banks form the backbone of these expectations.

AONELIQUIDBFSIHDFCGROWTHHDFCLIQUIDHPTLJMFINANCILLIQGRWBEESLIQUIDBETFLIQUIDPLUSSBILIQETFFinancial ServicesServices
Vodafone Idea shares rally 7% to fresh 52-week high despite market crash. What's behind the surge?
positive
ET Markets - Stocks 38d ago

Vodafone Idea shares rally 7% to fresh 52-week high despite market crash. What's behind the surge?

Vodafone Idea shares surged nearly 7% to a new 52-week high after ICRA upgraded the telecom operator’s rating and revised its outlook. Investor sentiment was further boosted by lower AGR dues, promoter support from the Aditya Birla Group and Citi removing its ‘High Risk’ tag while maintaining a bullish outlook.

ABCAPITALABFRLABGSECABLBLABRELABSL10BANKABSLAMCABSLBANETFABSLLIQUIDABSLNN50ETABSLPSEBIRLACORPNBIRLAMONEYBSLGOLDETFBSLNIFTYBSLSENETFGGSEC10ABSLHEALTHYHPTLICRAIDEAMOMENTUMNIFTYQLITYSILVERTECHConstruction MaterialsConsumer Services
Goldman Sachs Names Top 3 Nordic Telecom Stocks By Investing.com - Investing.com India
positive
Google News - Investing.com India 38d ago

Goldman Sachs Names Top 3 Nordic Telecom Stocks By Investing.com - Investing.com India

Goldman Sachs Names Top 3 Nordic Telecom Stocks By Investing.comInvesting.com India

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NEWS
positive
Business Standard - Markets 39d ago

Provigil Surveillance receives LoA from South Western Railway

The project pertains to the Provision of CCTV at 75 Non-Interlocked Manned Level Crossing Gates over Hubli Division. The scope of work includes supply, installation, testing and commissioning of CCTV / Video Surveillance Systems, networking and telecom infrastructure, integration of monitoring systems, power backup arrangements, solar power systems, computer vision-based gate monitoring solutions and other ancillary infrastructure required for the project.

GVPILHPTLRSYSTEMSSMARTENSOLARINDSSURANAT&PTDPOWERSYSTVVISIONUTLSOLARCapital GoodsChemicals
Airtel’s priority plan may not be in breach of net-neutrality norms: officials
neutral
LiveMint - Companies 40d ago

Airtel’s priority plan may not be in breach of net-neutrality norms: officials

The Telecom Regulatory Authority of India (Trai) will continue to scrutinize whether the same affects the service quality for non-priority users, these officials told Mint on condition of anonymity.

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