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Duopoly structure enables consistent tariff hikes; Jio and Airtel own 80% of the revenue pool.
| Company | M.Cap | Price | P/E | P/B | ROE | ROCE | D/E | Div Yield | 1Y Return |
|---|---|---|---|---|---|---|---|---|---|
| Bharti Airtel Ltd | ₹11,44,504 Cr | ₹1,823.25 | 36.6 | 7.5 | 20.3% | 17.6% | 1.3 | 1.3% | -9.85% |
| Ideaspace Solutions Ltd | — | — | — | — | 0.0% | 22.7% | 0.0 | — | +31.05% |
| Indus Towers Ltd | ₹98,298 Cr | ₹371.5 | 13.8 | 2.5 | 18.6% | 19.5% | 0.5 | 3.8% | -13.19% |
| Bharti Hexacom Ltd | — | ₹1,546 | — | — | 26.5% | 17.3% |
The Indian telecom sector has consolidated into a near-duopoly with Jio and Airtel controlling 70%+ subscriber market share (80%+ revenue share). Vodafone-Idea remains a distant third with uncertain viability. This structure enables rational pricing and consistent ARPU growth through tariff hikes.
5G rollout is complete for Jio and Airtel, opening enterprise and FWA revenue streams. Data consumption per user exceeds 20 GB/month, among the highest globally. Key metrics: ARPU (Average Revenue Per User), subscriber additions, churn rate, and capex intensity.
Tower companies (Indus Towers) benefit from tenancy ratios and co-location revenue. The sector trades at high PE (50-80x) due to heavy depreciation, but EV/EBITDA of 8-10x is more relevant.
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| 0.9 |
| — |
| -7.94% |
| Tata Communications Ltd | ₹50,619 Cr | ₹1,775.55 | 53.6 | 14.7 | 30.8% | 9.8% | 3.6 | 1.0% | +2.13% |
| Route Mobile Ltd | — | ₹500.75 | — | — | 9.9% | 12.3% | 0.0 | — | -24.36% |
| Mahanagar Telephone Nigam Ltd | — | — | — | — | —% | —% | — | — | -21.78% |
| STL Networks Ltd | — | — | — | — | -11.6% | -9.6% | 1.2 | — | +43.3% |
| Suyog Telematics Ltd | — | ₹711.9 | — | — | 14.2% | 14.6% | 0.8 | — | +25.52% |
| OnMobile Global Ltd | — | — | — | — | -1.8% | -1.4% | 0.1 | — | -15.61% |
| Reliance Communications Ltd | — | — | — | — | —% | —% | — | — | -25.47% |
| Touchwood Entertainment Limited | ₹68 Cr | — | 16.7 | 1.5 | 9.6% | 11.5% | 0.1 | — | -40.85% |
| Nettlinx Ltd | — | — | — | — | -8.4% | -8.3% | 0.2 | — | -61.44% |
| Uniinfo Telecom Services Limited | — | — | — | — | -3.7% | -4.4% | 0.2 | — | -36.79% |