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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 | ₹11,65,603 Cr | ₹1,885.3 | 43.1 | 7.5 | 19.4% | 19.2% | 1.0 | 1.2% | -8.11% |
| Indus Towers Ltd | ₹1,13,543 Cr | ₹431.8 | 15.9 | 2.9 | 19.8% | 17.8% | 0.5 | 3.3% | +5.79% |
| Bharti Hexacom Ltd | ₹78,170 Cr | ₹1,568.9 | 45.0 | 11.6 | 28.8% | 16.9% | 1.0 | 0.0% | -12.98% |
| GTL Ltd | ₹119 Cr | ₹7.61 | 0.0 | -0.0 | 0.0% | 0.0% | 0.0 | 0.0% | -19.35% |
| Mahanagar Telephone Nigam Ltd | ₹1,840 Cr | ₹28.94 | 0.0 | -0.1 | 0.0% | -29.9% | 0.0 | 0.0% | -30.14% |
| OnMobile Global Ltd | ₹587 Cr | ₹50.29 | 33.9 | 0.9 | 0.0% | -5.3% | 0.1 | 0.0% | -18.08% |
| RailTel Corporation of India Ltd | ₹10,212 Cr | ₹321.1 | 32.2 | 4.8 | 16.3% | 31.1% | 0.0 | 1.0% | -10.94% |
| Reliance Communications Ltd | ₹252 Cr | ₹0.91 | 0.0 | 0.0 | 0.0% | 0.0% | 0.0 | 0.0% | -30.0% |
| Route Mobile Ltd | ₹3,155 Cr | ₹516.7 | 13.2 | 1.1 | 9.7% | 45.8% | 0.0 | 2.2% | -29.23% |
| STL Networks Ltd | ₹1,298 Cr | ₹25.02 | 0.0 | 1.5 | -11.6% | 0.0% | 116.8 | 0.0% | +8.62% |
| Suyog Telematics Ltd | ₹910 Cr | ₹802.5 | 34.7 | 2.0 | 0.0% | 12.7% | 0.6 | 0.0% | +7.29% |
| Tata Communications Ltd | ₹47,897 Cr | ₹1,896.3 | 31.1 | 16.8 | 31.1% | 13.3% | 3.4 | 1.1% | -9.36% |
| TOUCHWOOD | ₹80 Cr | ₹71.1 | 16.7 | 1.9 | 0.0% | 43.8% | 0.1 | 0.0% | -9.43% |
| Tata Teleservices (Maharashtra) Ltd | ₹8,146 Cr | ₹42.18 | 0.0 | -0.4 | 0.0% | 2.1% | 0.0 | 0.0% | -23.41% |
| UNIINFO | ₹13 Cr | ₹11.9 | 0.0 | 0.4 | 0.0% | -1.2% | 0.2 | 0.0% | -19.47% |
| Quadrant Televentures Ltd-$ | ₹23 Cr | ₹0.37 | 0.0 | -0.0 | 0.0% | 0.0% | 0.0 | 0.0% | -19.57% |
| Nettlinx Ltd | ₹40 Cr | ₹16.49 | 0.0 | 0.7 | 21.1% | 0.0% | 0.0 | 0.0% | -47.06% |
| Steelman Telecom Ltd | ₹60 Cr | ₹62 | 0.0 | 6.0 | -7.7% | 0.0% | 0.0 | 0.0% | -58.63% |
| City Online Services Ltd | ₹4 Cr | ₹6.7 | 0.0 | -11.5 | 0.0% | 0.0% | 0.0 | 0.0% | +14.33% |
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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