Other Telecom Services industry
Q1FY271 earlier
10 companies · ₹28,230 cr · 2 with AI deep dives · Q1FY27 report
Exhibit 3Structure
₹28,230 crRailtel Corporation of India Ltd is 51.9% of this industry by market cap. The top 5 are 99.3% and the top 10 are 100%.
mid 1small 3micro 64 above ₹500 cr
Exhibit 5Coverage (10 of 10)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹8,376 cr
- P/E
- 17.2x
- EV/EBITDA
- -
- ROCE
- 14.3%
- Margin
- 20.7%
- Rev YoY
- +20.1%
- Mcap
- ₹15,781 cr
- P/E
- 97.1x
- EV/EBITDA
- 48.3x
- ROCE
- 33.2%
- Margin
- 23.2%
- Rev YoY
- +99.6%
- Mcap
- ₹30 cr
- P/E
- -
- EV/EBITDA
- -
- ROCE
- -7.5%
- Margin
- -20.9%
- Rev YoY
- +273.6%
Exhibit 6What managements said
from Telecom - Services earnings calls · as of 2026-06-30tailwindARPU premiumisation sustaining across all three mobile operators3 managements
Airtel, Hexacom, and Vodafone Idea all reported sequential and year-on-year ARPU expansion, driven by a common set of levers: 2G-to-4G upgrades, tariff-tier migrations, and rising…
- IDEA (Q1FY27): “Our Customer ARPU grew from Rs. 177 in Q1FY26 to Rs. 195 in Q1FY27, a growth of 10.2%…”
headwind3 managementsheadwind4 managementsmixed2 managementstailwind3 managementsheadwind2 managements
5 more themes from this quarter's earnings calls are locked. A free account opens 3 full reports a quarter: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
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