Analysts rule out tariff hike by telcos in Jan-Mar quarter
Analysts predict no tariff hike in the upcoming quarter, with expectations of price increase being too optimistic. Tariff hikes are expected in mid-2026 due to structural catalysts, while near-term growth will be driven by operating levers. Vodafone Idea's absence in the FWA market will affect Arpu growth, and AGR relief may provide cash for capex. Competition with Jio remains a concern.