Telecom Sector Check – Changing Market Construct; Bharti, RJio To See Exponential Benefit: Motilal Oswal

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The Telecom industry is on the cusp of a major change in market construct, which could have significant repercussions.

In this note, we discuss Vodafone Idea Ltd.’s immediate liquidity requirements, probable alternatives, and the potential benefit for Bharti Airtel Ltd./Reliance Jio.

India’s large Telecom market, which was once serviced by over 10–12 players, is now operated by just four players, with the top two accounting for over 70% of the market.

Amid the concerns over Vodafone Idea’s survival, RJio and Bharti Airtel could gain disproportionately – Vodafone Idea has a significant ~25% market share (255.4m subscribers), which provides the two telecom giants the opportunity to capture a large pool of subscribers.

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Motilal Oswal Telecom Sector Update.pdf


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