Why? The IPO of Jio by Reliance Industries, set to be India’s largest ever, is slated to happen in 2026, and is likely to focus minds on the outlook for the Indian market. In this context we are organising a trip to visit all 3 of the mobile operators plus the Regulator (TRAI) and Department of Telecom. As part of the trip we have a very limited number of complimentary tickets to the Economic Times 5G Congress 2026, which will have speakers from across the Indian Telecom landscape (https://link.newstreetresearch.com/e/584433/5g-congress/5xtcbq/1266974232/h/C3NvHz64WUEBdzcUuYP5hJIKks1ZL40rirfCdomKpU4).
Indian telcos have benefited from pricing power in the last few years, while broadband appears to be entering an S-curve facilitated by FWA. Enterprise demand is strong too. How long can the market continue to grow at double digit rates? Has India’s historic regulatory uncertainty stabilised? And what is the medium term outlook for investment and competition?
The tentative schedule as it currently stands is as follows.
Wednesday, 18th March: Mumbai, India
| Reliance Industries | 11am |
| Vodafone IDEA | Confirmed - Time pending |
Thursday, 19th March: New Delhi, India
| Bharti Airtel | 10:00 - 11:00 |
| Indus Towers | 11:30 - 12:30 |
| Department of Telecom | TBC |
| Telecom Regulatory Authority of India | TBC |
Friday, 20th March: New Delhi, India
| Economic Times 5G India Summit | All day |
| https://link.newstreetresearch.com/e/584433/5g-congress/5xtcbq/1266974232/h/C3NvHz64WUEBdzcUuYP5hJIKks1ZL40rirfCdomKpU4 |
If you are interested in joining us on the tour, please reach out to me directly on the email below, or your NSR Sales representative.
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Jan
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Jan
21CommunicationsJanuary 21, 2026 — VirtualHosted by Chris HoareEvent Details