Bharti Airtel

Indus Towers: Voda Idea relief positive; 5G rollouts, solid tenancy outlook to lead growth

Jan 12, 2026, 02:59 PM IST

Domestic brokerage firms continue to remain largely positive on Indus Tower, a leading provider of passive telecom infrastructure.

Jio IPO, Tariff Hikes & AGR Relief: Can Telecom Stocks Deliver Big Returns In 2026?

Jan 08, 2026, 05:36 PM IST

Telecom is emerging as one of the most compelling sectoral stories for 2026. Jefferies believes the upcoming Jio IPO could be a game-changer, reinforcing tariff discipline across the industry. Mid-year tariff hikes, likely around June 2026, combined with stable capex and rising revenues, are expected to significantly boost earnings, free cash flows and RoCE for telecom players. Potential AGR relief could further re-rate stocks like Indus Towers, making them key indirect beneficiaries. With India still among the world’s lowest ARPU markets, steady price hikes and customer migration to higher-value plans look sustainable. Jefferies’ top pick remains Bharti Airtel with a target price of ₹2,760, while Indus Towers carries a Buy call with a ₹510 target.

Big Brokerages Reveal 2026 Strategy | Top Stocks, Risks & Opportunities

Jan 08, 2026, 05:10 PM IST

Indian markets opened 2026 with early gains but quickly turned cautious amid renewed geopolitical risks (U.S.–Venezuela, potential Iran tensions) and U.S.–India trade uncertainties. SBI Securities’ Sunny Agarwal sees 2026 outperforming 2025, driven by expected double-digit Nifty earnings growth, normalized valuations, and pro-growth policies. Key focus sectors: Telecom (tariff hikes, Jio IPO, AGR relief → Bharti Airtel, Indus Towers favored); Pharma (CDMO, GLP-1 drugs, hospitals → Syngene, Anthem, Narayana, Max Healthcare); Cement (20%+ profit-pool growth, infra revival → UltraTech, Ambuja, JK Cement/Lakshmi). QSR recovery delayed; delivery still outpaces dine-in (accumulate Jubilant, Westlife on dips). Q3 earnings kick off next week—consumption, autos, metals, industrials expected to lead; IT/BFSI/Pharma/FMCG lag optically. Temper expectations: 12–16% portfolio returns possible.

Airtel, Vodafone Idea, Indus Towers & Bharti Hexacom: SBI Securities' Sunny Agrawal shares view on telcos

Jan 08, 2026, 11:44 AM IST

Benchmark indices could deliver returns of around 12–13 per cent, while investors who pick outperforming mid- and small-cap stocks may see overall portfolio returns of 15–16 per cent in 2026, the market expert told Business Today.

Vodafone Idea share price target raised: JM's Q3 preview for Bharti, VI, Jio

Jan 05, 2026, 10:39 AM IST

Vodafone Idea is likely to report revenue, reported Ebitda, and cash Ebitda largely flat QoQ, as net subscriber losses of around 35 lakh are expected to offset ARPU growth of 1.1 per cent QoQ to Rs 169.

ICICI Prudential Large Cap Fund outperforms Nifty 100 with consistent long-term returns; should you invest in 2026?

Jan 03, 2026, 07:57 PM IST

Launched in January 2013, the fund operates within the India Large-Cap category and has earned a five-star Morningstar rating along with a Gold Analyst Rating. The fund carries a net expense ratio of 0.89% and a low minimum investment requirement of Rs 100, keeping it accessible for retail investors.

Markets 2025 Scorecard: Top Gainers, Losers & Sector Trends | What's Hot

Dec 31, 2025, 09:31 PM IST

In a volatile 2025 marked by geopolitical tensions including near-war with Pakistan, India's markets showed resilience. The Nifty delivered a modest 10% return, closing near 26,000, while Nifty Bank outperformed with 16.5%. Mid-caps rose 5%, but small-caps suffered 20% losses. Banking, financials, autos, and metals led gains; IT, real estate, and media lagged. Top Nifty performers included Shriram Finance, Maruti Suzuki, and Bajaj Finance. Laggards featured Trent and TCS. Broader market multibaggers like Force Motors shone. For 2026, Prashanth Ravichandran forecasts Sensex 1 lakh, Nifty ~30,650, driven by PSU banks, real estate, life insurance, autos, and picks like Lenskart, Ather Energy, SBI, Bharti Airtel, and Teneco Clean Air. Retail inflows and reforms promise stronger returns. Happy New Year!

India’s Wealth Creators List In 2025 | Big Groups Rally, Tata Group Emerges Laggard

Dec 30, 2025, 04:19 PM IST

In this episode of What's Hot, Business Today reviews India's top conglomerates' performance in 2025 as the year draws to a close. The seven major groups - Tata, Reliance, HDFC, Bharti, Bajaj, Adani, and ICICI - collectively added ₹10 lakh crore to market cap, reaching ₹122 lakh crore, or 60% of the Nifty's total. Reliance Industries led as the biggest wealth creator, gaining ₹4.6 lakh crore (up 30%), driven by Jio's rising ARPU and strategic moves. Bharti Group followed, adding ₹3.5 lakh crore, fueled by telecom growth and higher tariffs. Adani, Bajaj, and HDFC delivered solid gains, while Tata emerged as a rare wealth destroyer, hit hard by IT sector challenges, especially TCS's ₹3 lakh crore drop. Guest expert Gaurav Sharma highlights key drivers and 2026 outlook: telecom strength in Bharti Airtel, long-term potential in Adani Ports, Bajaj Auto's export momentum, and HDFC Bank's recovery prospects. Tata may rebound selectively via Tata Steel and IT tailwinds.The show also spotlights emerging themes—Lenskart's post-IPO surge in eyewear, defense order inflows boosting BEL, and proxy plays on gold/silver via Titan and Muthoot Finance—offering investors fresh ideas for the new year.

Reliance, HDFC, Bharti, Bajaj, Adani & Tata Group: Who created maximum wealth in 2025?

Dec 30, 2025, 12:52 PM IST

Bharti Airtel, the Bharti Group star, secured the second spot, adding Rs 3.5 lakh crore to investor wealth, primarily led by a 36% contribution from its telecom business.

RIL, Airtel, Vodafone, Indus Tower: Ambit ups EPS forecast; check ratings & price targets

Dec 30, 2025, 12:21 PM IST

Ambit has revised its outlook for India's telecom sector, increasing its FY25-42 revenue CAGR estimate by 1% as decisive government support for Vodafone Idea continues.

2026 Investment Strategy | Arpit Beriwal: Focus On Mid-Cap Banks, Auto, And Telecom Sectors

Dec 30, 2025, 12:10 PM IST

Arpit Beriwal, Analyst - Derivatives, Wealth Management, Motilal Oswal Financial Services outlines his 2026 market outlook, recommending a diverse sectoral approach for investment. He highlights mid-cap banks as strong picks, particularly AU Small Finance, SBI, and Shriram Finance. For the auto sector, he favors M&M, citing its resilience despite a sideways market, with potential growth towards ₹4000-₹4400 levels. In telecom, he continues to back Bharti Airtel due to its solid performance above ₹2000 levels. Beriwal suggests a basket approach across these six to eight stocks, including heavyweights and selective mid-caps, to capitalize on the upcoming market upswing in 2026.