Bharti Airtel

Telecom Duopoly At Work: Why Bharti Airtel And Indus Towers Look Well Placed

Dec 28, 2025, 01:00 PM IST

India’s telecom sector has structurally transformed into a near-duopoly, giving dominant players strong pricing power and earnings visibility. With two large operators controlling nearly 80% of the market, tariff hikes are becoming more sustainable, driving steady ARPU growth. Bharti Airtel continues to benefit from rising ARPU, improving margins and strong free cash flow generation, supported by debt reduction and ongoing 2G-to-4G customer upgrades. Subscriber additions and tariff-led profitability remain key positives. Meanwhile, Indus Towers stands to gain from a potential revival in network investments, especially if Vodafone Idea receives regulatory relief and steps up 4G and 5G capex. Lower receivables risk and higher co-location could further improve Indus Towers’ outlook, making telecom one of the more predictable sectors currently.

Sensex down 367 pts, Nifty below 26,050; will stock market continue to fall next week?

Dec 26, 2025, 03:51 PM IST

Five stocks, namely HDFC Bank, ICICI Bank, Bharti Airtel, Tata Consultancy Services (TCS) and Bajaj Finance, contributed heavily to the Sensex’s fall.

Stock market: Sensex down 183 pts, Nifty below 26,100; Bajaj Finance, Eternal lead losers

Dec 26, 2025, 09:28 AM IST

Among Sensex constituents, Bajaj Finance led losers, rising 1.35% to Rs 1001.15. Eternal dropped 0.86%, while Sun Pharma, Bajaj Finserv and Bharti Airtel declined 0.53%, 0.34% and 0.29%, respectively.

Suzlon Energy, Dixon, BEL, IndiGo, Kaynes Tech among MOFSL's top stock picks

Dec 24, 2025, 11:34 AM IST

MOFSL's largecap picks include InterGlobe Aviation (IndiGo) Bharti Airtel, ICICI Bank, State Bank of India (SBI), Infosys, Larsen & Toubro (L&T), Mahindra & Mahindra (M&M) and Eternal.

Market Commentary: IT & Telecom Stocks - Trends, Triggers And What’s Next

Dec 23, 2025, 05:45 PM IST

In a year-end discussion on Business Today Television, Piyush Pandey, Senior VP-Equity Research at Centrum Broking, shared a positive outlook for India's IT sector in 2026 after two tough years.Q2 FY26 results showed sequential revenue growth, margin improvement, strong deal wins, and rising AI-related opportunities. Client spending is rebounding, especially in BFSI, aided by rupee depreciation and attractive valuations. Top large-cap picks: Infosys and TCS. Tier-2: LTIMindtree and Coforge. On telecom's duopoly, he favors Bharti Airtel (pricing power, ARPU growth, debt reduction) and Indus Towers (Vodafone relief trigger, reduced receivables). Vodafone Idea remains speculative; prefers Indus for indirect play. Overall, 2026 expected to be reasonably good for IT with improving fundamentals; Jio IPO likely by mid-year.

Trent, IRFC, PFC, VBL, AEL: Big 2024 largecap winners turn 2025 losers; 2026 outlook

Dec 23, 2025, 11:26 AM IST

Underperformers of 2024, which showed improved outlook, outperformed in 2025. They included Reliance Industries, Bajaj Finance, Axis Bank, Asian Paints and Titan Company.

Sensex, Nifty close higher for second day; signals of a Santa rally?

Dec 22, 2025, 04:32 PM IST

Sensex rose 638 points to 85,567 and Nifty gained 206 points at 26,172. With today's rally, Sensex has gained 9% and Nifty has risen 10.23% in 2025.

Top stocks in news: ICICI AMC, RIL, Airtel, HCLTech, BPCL, Vodafone, Lupin, IndiGo, Swiggy

Dec 19, 2025, 06:50 AM IST

Stocks including ICICI Pru AMC, RIL, Airtel, HCL Tech, BPCL, Voda Idea, Lupin, IndiGo, Biocon, Bharti Hexacom, Swiggy and more will be in the spotlight on Friday, December 19.

Airtel reshuffles top deck: Gopal Vittal becomes Executive Vice Chairman, Shashwat Sharma named MD and CEO

Dec 18, 2025, 08:04 PM IST

Shashwat Sharma will take over as Managing Director and CEO of Bharti Airtel India from January 1, 2026

Stock market: Sensex settles 78 pts lower, Nifty at 25,815; what’s next?

Dec 18, 2025, 03:52 PM IST

Five stocks, namely HDFC Bank, Sun Pharma, Bharti Airtel, L&T and M&M, contributed heavily to the Sensex’s fall.

Bharti Airtel shares: Why Morgan Stanley raised target price by 20%?

Dec 16, 2025, 09:11 AM IST

The Bharti Airtel stock has historically done well ahead of tariff hike events, after which it goes into a consolidation phase.