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Budget Express 2026

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  • Indus Towers to review dividend in Q4 amid improved AGR visibility

    Indus Towers to review dividend in Q4 amid improved AGR visibility

    Indus management suggested that recent government actions related to adjusted gross revenue (AGR) dues for Vodafone Idea have improved visibility around a key customer’s financial health.

  • Budget 2026: Capital infusion in BSNL to increase to Rs 28,473 crore

    Budget 2026: Capital infusion in BSNL to increase to Rs 28,473 crore

    BSNL is close to finalising specifications for an additional 22,000 4G sites and is weighing further next-generation expansion plans supported by fresh funding.

  • Ericsson deepens India R&D focus, expands IIT Madras collaboration to drive AI-powered 5G and 6G

    Ericsson deepens India R&D focus, expands IIT Madras collaboration to drive AI-powered 5G and 6G

    India’s rapid 5G rollout and leadership in areas such as standalone networks and fixed wireless access — now with over 10 million 5G FWA connections — have accelerated Ericsson’s R&D momentum in the country.

  • Rural telecom growth outpaces urban, narrowing digital divide: Economic Survey

    Rural telecom growth outpaces urban, narrowing digital divide: Economic Survey

    Tele-density has climbed from 75% in 2014 to 86.8% by November 2025, with total telephone connections crossing 1.2 billion, up from about 933 million a decade ago

  • Telecom industry seeks licence fee cut, GST relief in Budget 2026

    Telecom industry seeks licence fee cut, GST relief in Budget 2026

    The Cellular Operators Association of India (COAI), which represents Reliance Jio, Bharti Airtel and Vodafone Idea, has proposed a sharp reduction in licence fees to 0.5%–1% — from the current effective levy of 3% of adjusted gross revenue (AGR) — saying this would sufficiently cover administrative costs. Operators also contribute 5% of AGR to the Digital Bharat Nidhi.

  • Bharti Airtel rolls out free Adobe Express Premium to 360 million users

    Bharti Airtel rolls out free Adobe Express Premium to 360 million users

    The initiative will allow Airtel subscribers to create high-quality social media posts, marketing materials, short videos and other digital content using Adobe Express Premium’s design and AI capabilities.

  • Data boom makes India vital growth engine, strategic operational hub, says Ericsson CEO

    Data boom makes India vital growth engine, strategic operational hub, says Ericsson CEO

    Amid uncertainty and tariff pressures, Ericsson is leaning on flexibility rather than forecasts, CEO Börje Ekholm tells Moneycontrol

  • Ericsson CEO foresees India upswing after AGR relief for Vodafone Idea, downplays layoff impact 

    Ericsson CEO foresees India upswing after AGR relief for Vodafone Idea, downplays layoff impact 

    Operating conditions in India are set to improve from the previous year, even as the industry transitions beyond the peak of its record 5G rollout cycle, Börje Ekholm tells Moneycontrol

  • No Vodafone Idea-like AGR relief without court order, govt tells telcos

    No Vodafone Idea-like AGR relief without court order, govt tells telcos

    In Vodafone Idea's case, the Supreme Court had specifically asked the government to evaluate the company's request, which led to the relief package

  • Davos 2026: AGR relief should be applied universally across telecom sector, says Rajan Bharti Mittal

    Davos 2026: AGR relief should be applied universally across telecom sector, says Rajan Bharti Mittal

    The Bharti Enterprises vice chairman tells Moneycontrol that policy clarity on legacy dues, high taxation and regulatory approvals are critical to sustaining investment in networks, 5G expansion and satellite broadband services

  • Jio adds 20-25 million 5G users every quarter, commands 65% market share

    Jio adds 20-25 million 5G users every quarter, commands 65% market share

    Commenting on average revenue per user (ARPU), Thakur said the improvement during the quarter was driven entirely by organic factors, with no impact from tariff hikes. He attributed the ARPU growth to a richer mix of offerings, higher adoption of 5G services, increased data usage, and customers migrating to higher-value plans.

  • BSNL, Viasat to deploy Ka-band satcom for next phase of Indian Navy upgrade

    BSNL, Viasat to deploy Ka-band satcom for next phase of Indian Navy upgrade

    The upgrade marks a shift toward a multi-band, multi-constellation architecture. By combining BSNL’s Gateway Earth Station with Viasat’s global satellite network, the navy is expected to gain wider coverage, faster data rates and improved reliability

  • Indus Towers expands Africa presence with Nigeria, Zambia subsidiaries

    Indus Towers expands Africa presence with Nigeria, Zambia subsidiaries

    Indus Towers said no governmental or regulatory approvals are required for the incorporation of the entities

  • India’s smartphone market staring at a decline in 2026 as demand stagnates amid record exports

    India’s smartphone market staring at a decline in 2026 as demand stagnates amid record exports

    While volumes likely remained flat for fourth successive year in 2025, 2026 will be more challenging

  • Budget 2026: Telcos pitch sharp licence fee, GST cuts to ease financial stress to fund network investments

    Budget 2026: Telcos pitch sharp licence fee, GST cuts to ease financial stress to fund network investments

    S.P. Kochhar, Director General of COAI, said the measures are revenue neutral for the government and would significantly ease cash-flow pressures on operators, freeing up capital for network expansion, faster 5G rollouts and future technologies.

  • Vodafone Idea AGR relief puts Indus Towers back in dividend frame

    Vodafone Idea AGR relief puts Indus Towers back in dividend frame

    Analysts say AGR relief for Vodafone Idea, a major tenant, could revive tenancy growth from FY27 onwards and materially strengthen Indus Towers’ cash-flow outlook, including the likelihood of dividend reinstatement

  • Telcos set for steady Q3 as subscriber adds, ARPU inch up; tariff hike by end-FY26: Analysts

    Telcos set for steady Q3 as subscriber adds, ARPU inch up; tariff hike by end-FY26: Analysts

    The Street is also factoring in another round of tariff hikes in the second half of 2026, analysts at leading brokerages said.

  • Tejas eyes 4G, 5G global deals as BSNL’s 18,000-site order faces delays

    Tejas eyes 4G, 5G global deals as BSNL’s 18,000-site order faces delays

    On profitability, chief operating officer Arnob Roy says the launch of new products and improving market traction have positioned Tejas to refresh its business and take its expanded portfolio more aggressively to international markets

  • Vodafone Idea gets a lifeline with AGR relief, paving way for new funding

    Vodafone Idea gets a lifeline with AGR relief, paving way for new funding

    Vodafone Idea has told exchanges that DoT froze its AGR dues at Rs 87,695 crore and repaid in phases

  • Tata's Nelco bets on quick LEO revenue via OneWeb partnership, open to tie ups with other LEO players

    Tata's Nelco bets on quick LEO revenue via OneWeb partnership, open to tie ups with other LEO players

    The Centre is nearing a decision on spectrum allocation for satellite players such as Starlink, Eutelsat OneWeb and Jio Satellite Global Services. Commercial rollout, however, will depend on security clearances and spectrum pricing

  • Xiaomi HQ promises more resources for India unit as company pivots to premium phones, larger IoT play

    Xiaomi HQ promises more resources for India unit as company pivots to premium phones, larger IoT play

    The company is also exploring a broader India launch of its extensive IoT portfolio, with global team member on the ground to drive expansion after market research.

  • Telecom veteran Akhil Gupta to retire from Bharti Enterprises on March 31

    Telecom veteran Akhil Gupta to retire from Bharti Enterprises on March 31

    For more than three decades, Gupta has been involved in Bharti’s strategic planning, mergers and acquisitions, capital allocation and financial strategy

  • Telecom operators flag flaws in direct-to-mobile broadcasting tests, seek fresh evaluation

    Telecom operators flag flaws in direct-to-mobile broadcasting tests, seek fresh evaluation

    The body has urged the government to realign the D2M evaluation process with the principles outlined during a stakeholder meeting by re-conducting the assessment with a comprehensive, stakeholder-finalised Terms of Reference

  • Did the market misread Vodafone Idea’s AGR relief?

    Did the market misread Vodafone Idea’s AGR relief?

    Market participants, however, say the reaction reflects a gap between expectations and the fine print of the announcement rather than a reversal of the company’s underlying relief prospects.

  • HCLTech to acquire HPE’s Telco Solutions business for $160 million

    HCLTech to acquire HPE’s Telco Solutions business for $160 million

    As part of this agreement, nearly 1,500 engineering and telecom specialists from 39 countries will join HCLTech’s global delivery team to help scale the business.

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