How to play the telecom stocks after tariff hikes? Gaurav Malhotra explains

“So, we in our numbers had roughly around 20-25% hike and that is what has happened at least for the popular plan which is 1GB a day, 1.5GB a day,” says Gaurav Malhotra, Executive Director, Axis Capital.

The analyst community along with the market was expecting tariff revisions higher. Have they come in in line with expectations, at least start of Jio or have been higher or slightly on the lower side?