Duopoly overhang set to persist through 2026 for telecom
The ghost of a telecom sector duopoly may be far from buried in the upcoming year even though 2025 saw a landmark Supreme Court judgment providing cash-strapped Vodafone Idea (Vi) crucial breathing room.
For Vi, the focus will be on getting the house in order, while for peers Reliance Jio and Bharti Airtel, the year is expected to be one where pricing power, enterprise demand and network readiness will determine who captures the limited pockets of growth still left in the market.
