Tipsheet
What matters at India’s listed companies
Notes / Sector

Telecom

28 recent notes from companies in this sector. 9 companies tracked.

Anchor companies · by market cap
Recent activity
Tue · 28 Jul
6
Earnings · Telecom

Indus Towers Q1 profit flat; CFO exit adds uncertainty

Revenue rose 4.6% to ₹8,431 cr but net profit barely moved. CFO Vikas Poddar resigns with no successor. Africa rollout set for Q2.

INDUSTOWER Mega cap 3:52 PM
5
Telecom

Tata Communications, TTBS target SMBs with joint AI platform

The partnership bundles Tata Communications' Voice AI with TTBS's SMB reach, but no revenue targets disclosed.

TATACOMM Large cap 11:42 AM
5
Telecom

TTML, Tata Comm partner on AI for SMBs, no figures disclosed

The collaboration combines Tata Communications' AI and cloud with TTML's SMB network, but lacks financial terms or revenue targets. TTML's negative net worth of ₹20,000 cr and going-concern dependence on Tata Sons raise questions.

TTML Mid cap 11:35 AM
Mon · 27 Jul
8
Telecom

Indus Towers CFO resigns; delayed disclosure surprises market

Vikas Poddar quit on May 21, announced only with Q1 earnings on July 10. Steady results overshadowed by management uncertainty.

INDUSTOWER Mega cap 7:45 PM
5
Earnings · Telecom

Indus Towers Q1: Revenue up 4.6%, profit barely moves

Steady growth in tower base and co-locations, but net profit rises just 0.5% as provisions and supply chain disruptions linger. Africa rollouts remain on track for later 2026.

INDUSTOWER Mega cap 7:37 PM
5
Earnings · Telecom

Indus Towers Q1 profit flat; costs eat revenue growth

Revenue rose 4.6% to ₹84,311 million, but net profit was almost flat at ₹17,458 million. Power and fuel expenses pushed total costs to ₹39,103 million. Large customer still pays, but no revenue equalisation income is booked.

INDUSTOWER Mega cap 7:24 PM
5
Earnings · Telecom

Indus Towers Q1 profit flat; provisions for large customer persist

Revenue grew 4.6% to ₹84,311 mn but net profit barely changed at ₹17,458 mn. A ₹233 mn provision for doubtful debts shows the large customer's financial condition still overhangs.

INDUSTOWER Mega cap 7:04 PM
Thu · 16 Jul
5
Earnings · Telecom

Hathway Cable Q1 profit doubles QoQ but cable TV still bleeds

Net profit at ₹24.56 cr vs ₹11.25 cr last quarter; revenue edges up to ₹565 cr. Investment income props up results; DoT's ₹3,201.93 cr demand remains a contingent liability.

HATHWAY Small cap 4:27 PM
5
Earnings · Telecom

Hathway's Q1 profit jumps QoQ but lags year-ago level

Net profit of ₹24.56 cr more than doubles from ₹11.25 cr in March quarter; revenue rises to ₹565.10 cr. Cable TV losses persist, broadband barely profitable, DoT liability remains overhang.

HATHWAY Small cap 4:23 PM
Fri · 10 Jul
5
Telecom

Indus Towers appoints Airtel B2B finance chief as CFO

Abhishek Maheshwari, a chartered accountant with 21 years of experience, will take over as CFO effective August 19, 2026, a routine leadership move.

INDUSTOWER Mega cap 4:09 PM
Tue · 30 Jun
7
Telecom

Tata Communications installs new CTO, cloud chief in leadership reshuffle

CTO Genius Wong resigns; Rupesh Chokshi from Akamai takes over as CTO and network services head; Vivek Srivastava from Fortinet leads cloud and cyber security.

TATACOMM Large cap 6:56 PM
5
Telecom

Tata Comms bets $152M on two India-Singapore subsea cables

The investment equals 2.2% of market cap and is funded internally; the first cable won't be ready until late fiscal 2027, limiting near-term impact.

TATACOMM Large cap 11:03 AM
Wed · 24 Jun
5
Order Wins · Telecom

CGST penalty on Tata Teleservices slashed to ₹7.57 cr; company to contest

The Commissioner reduced the penalty from ₹36.14 crore for alleged Cenvat credit irregularities during FY2009-12. The company disagrees and will appeal.

TTML Mid cap 7:51 PM
Mon · 22 Jun
8
Credit · Telecom

Steelman Telecom seeks ₹50 cr via preferential issue, 77% of market cap

The board will meet on June 29 to consider a preferential issue that would raise funds equal to over three-quarters of the company's current valuation. The move could signal a strategic shift for the nano-cap telecom firm.

STML Micro cap 3:48 PM
Thu · 18 Jun
6
Telecom

Airtel loses Connected Homes CEO to Singtel group

Siddharth Sharma, who oversaw home broadband and marketing, steps down effective July 19. His move to a competitor raises succession questions.

BHARTIARTL Mega cap 10:49 PM
Tue · 09 Jun
6
Telecom

Bharti Hexacom clears a ₹473.7 crore demand from the telecom department

The Bombay High Court quashed a one-time spectrum charge on its Rajasthan and North East circles, removing a liability first flagged in 2013.

BHARTIHEXA Large cap 4:16 PM
7
Telecom

Bombay High Court throws out ₹8,414 cr DoT demand on Airtel

A decade-old contingent liability is gone. The court set aside the entire one-time spectrum charge, including ₹473.7 crore tied to subsidiary Bharti Hexacom.

BHARTIARTL Mega cap 4:05 PM
6
Telecom

Vodafone Idea wins ₹2,113 crore spectrum charge fight

Bombay High Court quashed a 2012 demand for spectrum charges and ordered the return of bank guarantees.

IDEA Mega cap 9:07 AM
Fri · 05 Jun
5
Telecom

Tata Communications' New Delhi data centre catches fire, operations continue

A fire at a leased data centre in New Delhi was controlled this morning with no casualties. Business continuity plans are active, and the company says customer impact is being minimized.

TATACOMM Large cap 3:15 PM
Fri · 29 May
5
Earnings · Telecom

Steelman's ₹9 cr standalone profit vanishes in the consolidated loss.

A ₹9.17 cr parent profit turns into an ₹8.51 cr group loss, wiped out by a single subsidiary's ₹19.08 cr shortfall.

STML Micro cap 10:05 PM
5
Earnings · Telecom

Steelman Telecom's FY26 books are clean. No dividend, no surprises.

Annual results carry a clean audit opinion. The board skipped a dividend, which is standard for a small reinvesting company.

STML Micro cap 9:55 PM
Tue · 26 May
6
Earnings · Telecom - Equipment

Shyam Telecom has zero revenue, a going-concern flag, and negative net worth.

The auditor flagged material uncertainty over the company's ability to continue. Current liabilities of ₹4,549.50 lakhs exceed current assets of ₹74.36 lakhs.

SHYAMTEL Micro cap 2:57 PM
6
Earnings · Telecom - Equipment

Shyam Telecom auditor flags survival doubt after full-year zero revenue

The company's net worth has turned negative, and the auditor has flagged material uncertainty over its ability to continue.

SHYAMTEL Micro cap 2:52 PM
Mon · 25 May
6
Earnings · Telecom

Vodafone Idea settles AGR at ₹64,046 cr, books ₹57,491 cr gain

The company has finalised the tax dispute, cleared the path for a ₹45,000 crore capex plan, and locked in ₹4,730 crore from its promoter.

IDEA Mega cap 6:02 PM
5
Earnings · Retailing

Mehul Telecom posts 73% revenue growth. But the numbers are already out.

Audited FY26 results are a compliance formality for a nano-cap that already reported the growth.

MTL Micro cap 5:47 PM
Thu · 21 May
5
Earnings · Telecom

MTNL reports another ₹3,102.94 crore annual loss as net worth stays negative

The state-owned telco remains technically insolvent, with its auditor maintaining a long-standing adverse opinion on the company's books.

MTNL Small cap 7:32 PM
Wed · 20 May
6
Earnings · Telecom

Airtel Q4 transcript: pricing 'broken', Africa deal on track

Transcript adds management color on Africa swap, NBFC approval, data centers; no new numbers beyond prior concall summary.

BHARTIARTL Mega cap 8:25 PM
5
Earnings · Telecom

Bharti Hexacom's Q4 FY26 transcript offers nothing new

The earnings call transcript adds no incremental price-sensitive information beyond what was already disclosed in prior earnings release and concall summary.

BHARTIHEXA Large cap 8:18 PM