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Reports Archive
Date Heading Pages Author Download
Jan-12 Indian Telecom Sector : GSM Operators 9 FINQUEST
Jan-12 Talk Time - Indian telecom monthly 20 Motilal Oswal
Jan-12 Strong quarter - litmus test on elasticity 6 ICICI Securities
Jan-12 Defensive No More 54 Nirmal Bang
Jan-12 Data update: Updating FY12E-FY14E estimates 5 Goldman Sachs
Dec-11 Chart speaks - Weakness in Telecom 12 Anand Rathi
Dec-11 GSM net subscriber addition continues to be low 8 Angel Broking
Dec-11 How quickly the tide has turned... again 15 Nomura
Dec-11 Earnings traction strong but beat unlikely; regulatory visibility increases 14 Motilal Oswal
Dec-11 Indian Telecom Tour Takeaways: Toning Down the Dial 22 Citi
Nov-11 GSM net subscriber addition continues to be low 8 Angel Broking
Nov-11 Positive sentiment isn't fully supported by operating trends 22 Nomura
Nov-11 VOD India 2Q - relatively better than peers 7 Nomura
Nov-11 India Wireless - Ten FAQs 23 Citi
Oct-11 GSM net subscriber addition cooling off 8 Angel Broking
Oct-11 TALK TIME - Indian telecom monthly 28 Motilal Oswal
Oct-11 Known unknowns 7 ICICI Securities
Oct-11 First step to NTP 2011 6 Nomura Securities
Oct-11 Clear in vision, Half way on mission 3 KR Choksey
Oct-11 NTP 2011 - A Non-Event 3 Angel Broking
Oct-11 NTP-2011: High on intent; implementation unaddressed 3 Religare Research
Oct-11 Q2FY12 Preview: Muted quarter; forex may swing profits 5 Religare Research
Sep-11 India Wireless 59 Citi
Sep-11 GSM net adds continue to slip; Idea sees sharp rebound 3 Religare Research
Sep-11 Subscriber addition continues to slip 3 BRICS
Sep-11 GSM net subscriber additions decline again 8 Angel Broking
Sep-11 New Telecom Policy Around The Corner? 11 Citi
Sep-11 Industry back in favor following upward 2G tariff revision 32 Finquest
Sep-11 Active subscriber additions are recovering 3 Anand Rathi
Sep-11 Talk Time - Indian telecom monthly 24 Motilal Oswal
Aug-11 Telecommunication Services Update 4 Religare Research
Aug-11 Decline in net subscriber addition continues 8 Angel Broking
Aug-11 Global Storm? Dial a Telco 14 Citi
Aug-11 Talk Time - Indian Telecom Monthly 24 Motilal Oswal
Aug-11 Analysing sustenance of Bharti's tariff hikes 8 Motilal Oswal
Jul-11 GSM Subscriber Adds Fall Off, Finally 4 India Infoline
Jul-11 Telecom Sector - Net Subscriber Addition Down Again 8 Angel Broking
Jul-11 1QFY12 results preview 5 HSBC
Jul-11 Tele Talk Time : Indian Telecom Monthly 20 Motilal Oswal
Jul-11 India Connect : Encouraging Sound-Bytes From Government 9 Citi
Jun-11 Let The NTP Emerge; Then Merge 9 IIFL
Jun-11 May'11 Subscriber Analysis 5 JM Financial
Jun-11 Telecom Sector : Net Subscriber Addition Decline 8 Angel Broking
Jun-11 Talk Time - Indian Telecom Monthly 24 Motilal Oswal
Jun-11 Idea gains RMS; RCOM continues to lose share 3 Religare Research
Jun-11 Mind the gap 9 HSBC
Jun-11 1st Pact on 3G Spectrum Sharing; RCOM Tower Sale? 11 Citi
Apr-11 Volume to drive revenue growth 4 Centrum Research
Apr-11 Tele Talk Time - Indian telecom monthly 24 Motilal Oswal
Apr-11 Earnings preview for quarter ended March 2011 3 BRICS
Apr-11 Progress on draft NTP 2011 2 Emkay Research
Apr-11 Good quarter despite high base 7 ICICI Securities
Apr-11 4QFY11: Focus on Nigeria for Bharti, ARPM for Idea 6 JM Financial
Apr-11 3G dip stick survey 4 BRICS
Apr-11 Progress towards transparency continues 7 India Infoline
Apr-11 Operational performance to remain steady 7 Religare Research
Mar-11 Feb'11 Subscriber Analysis 4 JM Financial
Mar-11 Telecoms - India 16 Nomura Financial
Mar-11 Price war stabilizes but regulatory uncertainty still looms 10 Emkay Research
Mar-11 Improving industry dynamics 27 Religare Research
Mar-11 MNP: Not a game changer 8 BRICS
Mar-11 Regulatory clarity the last mile; operational dynamics improve 17 Religare Research
Mar-11 Talk Time - Indian Telecom Monthly 32 Motilal Oswal
Feb-11 GSM SIM Net-Adds Fall In Jan '11; Leading Telcos Fare Well 2 Anand Rathi
Feb-11 India Telecom : TeleScan - Vol 1/11 5 Anand Rathi
Feb-11 Spectrum getting pricier 7 Edelweiss Securities
Feb-11 Telecom Services Monthly Update 12 First Global
Feb-11 MNP: Not a game changer, but margin dilutor 10 Edelweiss Securities
Jan-11 Q3FY11 Preview - Seasonally Strong Quarter 5 IDFC
Jan-11 Regulatory Cloud - Not So Dark Anymore 9 Citi
Jan-11 Tele Talk Time : Indian Telecom Monthly 26 Motilal Oswal
Dec-10 Likely impact of DoT show cause notice on new operators 3 Edelweiss Securities
Dec-10 Tele Talk Time : Indian Telecom Monthly 24 Motilal Oswal
Nov-10 MNP : Adding to operators' woes 12 Edelweiss Securities
Nov-10 GSM Subscriber Update - Incumbents lead recovery in monthly net-adds in October 2 Anand Rathi
Nov-10 India Telecoms - TRAI recommends cancellation of new telcos’ licenses 3 Anand Rathi
Nov-10 Telecom Sector - Regulatory upheavals; positive for GSM incumbents 3 Avendus
Nov-10 Tele Talk Time - Indian Telecom Monthly 22 Motilal Oswal
Oct-10 India Wireless : Subscriber Net-Adds May Remain Weak In The Near Term 5 Anand Rathi
Oct-10 India Telecoms : TeleScan – Vol 19/10 4 Anand rathi
Oct-10 Telecom Sector Update 5 Khandwala Securities
Oct-10 Talk Time : Indian Telecom Monthly 24 Motilal Oswal
Sep-10 Telecommunication : The Next Round Gets Tougher 70 Edelweiss Research
Sep-10 Talk Time : Indian Telecom Monthly 24 Motilal Oswal
Jul-10 KSL - Sector Telecom Update 5 Khandwala Securities
Jul-10 India Telecoms - Telescan – Vol 13/10 4 Anand Rathi
Jun-10 Telecom Sector Update 5 Khandwala Securities
Jun-10 India Wireless - Net-Sim Additions Continue To Moderate In May 5 Anand Rathi
Jun-10 GSM Subscriber Update 2 Anand Rathi
Jun-10 BWA Auction - Government Emerges Winner 4 Angel Securities
Jun-10 India Telecoms : Telescan - Vol 10/10 4 Anand Rathi
May-10 KSL - Sector Update 11 Khandwala Securities
May-10 GSM Subscriber Update 2 Anand Rathi
May-10 3G Auction Outcome 6 Angel Securities
May-10 India Telecoms : Telescan - Vol 9/10 4 Anand Rathi
May-10 3G Auction: The Wait Is Over 5 Edelweiss
May-10 Telecom - Reprieve For Incumbents Likely 3 Edelweiss
May-10 New TRAI Recommendations Potentially Negative For Sector 4 Anand Rathi
Apr-10 Telecom : Monthly Subscriber Tracker 5 Edelweiss Research
Apr-10 Telecom Sector Update 5 Khandwala Securities
Apr-10 3G Bids Entering Giddy Heights; Stocks Price May Swoon 4 Anand Rathi
Apr-10 3G Auction Update: Week 2 Snapshot 6 Edelweiss
Apr-10 3G Auction Update: Week 1 Snapshot 6 Edelweiss
Apr-10 3G And BWA Spectrum Auctions Are Upon Us, Finally 7 Anand Rathi
Apr-10 Telecom - Monthly Subscriber Tracker 5 Edelweiss
Apr-10 India Telecoms : TeleScan - Vol. 6/10 4 Anand Rathi
Mar-10 Telecom Sector Update 5 Khandwala Securities
Mar-10 India Wireless 5 Anand Rathi
Mar-10 TeleScan – Vol. 5/10 4 Anand Rathi
Mar-10 Analysis Of 3G Services In Indian Telecom Industry 5 Firstcall Research
Mar-10 KSL - Sector Update 5 Khandwala Securities
Mar-10 Monthly Subscriber Tracker 5 Edelweiss
Feb-10 New Entrants Nibbling Into Volume Growth Of Incumbents 03-Jan-00 Anand Rathi
Jan-10 KSL - Sector Update 5 Khandwala Securities
Jan-10 Monthly Subscriber Tracker 6 Edelweiss
Jan-10 India Telecoms: TeleScan - Vol. 24/09 4 Anand Rathi
Jan-10 Monthly Subscriber Tracker 6 Edelweiss
Dec-09 Sector Telecom Update 5 Khandwala Securities Limited
Dec-09 GSM Subscriber Update 2 Anand Rathi
Dec-09 Telenor launches India ops; Initial take - Not disruptive 2 Anand Rathi
Nov-09 India Telecoms - Reliance ushers in SMS democracy 2 Anand Rathi
Nov-09 Telecom - Monthly subscriber tracker 6 Edelweiss Securities
Nov-09 India Telecoms - TRAI notifies MNP charges 2 Anand Rathi
Nov-09 Telecom - Monthly Subscriber Tracker 6 Edelweiss
Nov-09 Telecommunications Sector Update 5 Anand Rathi
Oct-09 Telecom - Industry outlook cautious; valuations could turn attractive 5 Edelweiss Securities
Oct-09 Telecom - Monthly subscriber tracker 6 Edelweiss
Aug-09 Telecom Sector Update 4 Brics Securities
Jul-09 Telecom - DoT visit highlights 2 Edelweiss Securities
Jun-09 Monthly Subscriber Tracker 5 Edelweiss
Jun-09 Mobile Number Portability 9 Angel Broking
May-09 Telepedia - Top 3 operators continue to add 2m+ subscribers 8 Prabhudas Lilladher
May-09 Telecom - Can VAS salvage falling ARPUs for Indian telecos? 2 Edelweiss Securities Limited
Apr-09 India Wireless 4QFY09 preview: Overall, should be a good quarter 5 Anand Rathi
Mar-09 IUC cut may not lead to tariff reduction 3 Emkay Research
Feb-09 GSM Net-Adds Get Stronger On Low Entry Price 3 Emkay
Feb-09 Telecom - Monthly subscriber tracker 5 Edelweiss Securities
Jan-09 Telecom Sector - Wireless net adds at record 10.8mn 3 Emkay Research
Jan-09 Telecom Approaching Maturity - January 2009 41 Edelweiss
Dec-08 Telecom Sector - Net additions comfortably over 10mn 3 Emkay Research
Dec-08 Telepedia - Buoyancy in subscriber net additions continue 8 Prabhudas Lilladher
Dec-08 GSM Subscriber Update - Nov '08 net adds: Another solid month 2 Anand Rathi
Nov-08 Telecom - Topline growth convergent; margins divergent 8 Motilal Oswal
Oct-08 Telepedia - Wireless Monthly Update 8 Prabhudas Lilladher
Sep-08 Telecom Sector Report - Viable Connection 181 Angel Broking
Sep-08 Telepedia Wireless Monthly Update 8 Prabhudas Lilladher
Sep-08 FOCUS OF THE DAY: Telecom sector de-rating 8 HDFC Securities
Sep-08 Telecom Sector Update - 3G Auction : How Much To Pay? 17 Emkay Research
Sep-08 The Telecommunication Industry - Sector Update 3 PPFAS
Aug-08 Q1FY09 Financial Data Analysis 5 Edelweiss Securities
Aug-08 Wireless Monthly Update 8 Prabhudas Lilladher
Aug-08 Telecom - TRAI recommendations on MVNOs 4 Edelweiss Securities
Feb-08 Telecomm Updates 4 Angel Broking
Dec-07 Telecom Sector Update 12 Emkay
Dec-07 Telecomm Sector Updates 6 Angel Broking
Nov-07 Telecomm Sector Updates 7 Angel Broking
Nov-07 Telecom Sector Update 6 Edelweiss
Oct-07 Telecom Sector Update 4 Angel Broking
Oct-07 Telecom Sector - From classes to the masses 69 Emkay Securities
Sep-07 Telecomm Sector Updates 7 Angel Broking
Sep-07 Telecom Sector Update 5 Karvy
Sep-07 TRAI Recommendations 6 Edelweiss
Aug-07 Telecom - Stay Connected 9 Edelweiss
Aug-07 Telecom Updates 5 Angel Broking
Aug-07 Telecom Sector surges in June 2007 5 Angel Broking
Jun-07 India Telecom Sector Update 47 MacMacquarie Research
Jun-07 Telecom Updates 5 Angel Broking
May-07 Telecom Monthly 5 Emkay Securites
May-07 Financial Results- BT Group Communications 35 BT Group Communications
Apr-07 Firstsource Solutions - Earnings Release 4 Firstsource Solutions
Apr-07 Firstsource Solutions - Investor presentation 3 Firstsource Solutions
Apr-07 Bharti Airtel - Investor presentation 41 Bharti Airtel
Apr-07 Bharti Airtel - Earnings Release 5 Bharti Airtel
Apr-07 MTNL - Earnings Release 1 MTNL
Apr-07 Idea Cellular - Investor presentation 30 Idea Cellular
Apr-07 Idea Cellular - Earnings Release 5 Idea Cellular
Mar-07 CDMA Net Additions Fall… 3 Emkay Securites
Jan-07 Telecom Cable : Opti(c) – Mistic Scenario 5 KRC Research
Dec-06 Vodafone Investor Presentation 67 Vodafone
Dec-06 Hutch-Essar Buyout 4 Emkay Securites
Dec-06 CAS on the anvil….a comparison with DTH 9 Care Research
Dec-06 Telecom Monthly 3 Emkay Securites
Dec-06 Telecomsector update 10 Edelweiss
Nov-06 Telecom-Monthly 5 Emkay Securites
Nov-06 Bharti Investor Presentation 39 Bharti
Nov-06 Reliance-Comm Earnings Release 4 Reliance-Comm
Oct-06 TelecomMonthlySept06 4 Emkay Securites
Aug-06 Telecom Monthly August 4 Emkay Research
Jul-06 Delivering The Promise Of Improved Access 18 AUSPI
Jul-06 Varification Affects Growth In Metros... 5 Emkay
Jul-06 Telecom Monthly June 5 Emkay
Feb-06 Cell user club expands to 80m in January 1 ETIG
Oct-05 Strategic Perspectives for Wireless Telcos 24 IBM
Aug-05 InfoComm Review - A Global Report 48 Pricewaterhouse Coopers
Sep-05 ET Sector Analysis on Telecommunications - 27-Sep-05 12 ETIG
Nov-04 Telecom Sector - India 10 IBEF
Jun-04 ICRA Sector Analysis on Telecommunications - June 2004 13 ICRA
Mar-04 ICRA Sector Analysis on Telecommunications - March 2004 66 ICRA