
India's telecom sector is gaining momentum as expectations of tariff hikes, rising ARPU, and strong data demand improve the industry's outlook. G Chokkalingam, Founder & MD, Equinomics Research, believes telecom remains one of the most attractive sectors in both the short and long term. He says the industry's limited competition, steady improvement in subscriber revenue, and growing demand for digital services create a strong foundation for future growth. With brokerage firms also expecting tariff hikes over the coming months, telecom stocks could remain in focus.