SC deals blow to telcos on AGR issue
The apex court dismissed a review petition, which means that AGR dues amounting to ₹1 lakh crore may have to be paid by telecom operators by January 23.
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January 2020
December 2019
November 2019
October 2019
July 2019
January 2019
December 2018
November 2018
Consolidation: The winner takes it all
There is a new wave of consolidation across sectors in the economy. Should India be worried? Or, is it a rite of passage?
Telecom losses: India’s digital advantage at stake
High indebtedness and new liabilities will give little leeway for telecom companies to spend on tower fiberisation, an important step to 5G implementation.
Jio Platform’s valuation may only be second to Amazon
According to a Jefferies research report, at an estimated valuation of $65 billion-$70 billion, the newly formed Jio Platform’s EV/Ebitda multiple could be ahead of Alibaba, Alphabet, and Apple.
AGR verdict weighs on bank stocks
A new Supreme Court order burdens telecom companies with additional payments to the government. Already highly leveraged, these companies will put additional stress on banks.
Ambani needs JioGigaFiber for next big revenue push
Jio’s tapering revenue growth and falling average revenue per user indicate that its competitors have caught up with its strategy. It needs a new story to justify its massive investment.
Indian telecom industry: The game of thrones
Vodafone Idea, Bharti Airtel, and Reliance Jio are fighting a bruising battle for the top spot in the market. The jury is out on who will win the price war unleashed by Jio’s rock-bottom rates .
Inside the issue: December 2018
A sneak peek into the issue.
Telecom wars: A fight to the finish
Editor’s Letter from the December 2018 issue.
Data and the new India
Editor’s Letter from the November 2018 issue
