ICICI Securities' Pankaj Pandey on telecom tariff hikes and two stocks he likes - CNBC TV18

ICICI Securities analyst Pankaj Pandey discussed expected telecom tariff hikes in an interview with CNBC-TV18 and named two stocks he favors. The headline does not specify the magnitude or timing of the tariff increases, so the discussion appears to center on pricing power across the sector rather than on any confirmed rate schedule. Tariff hikes in the Indian telecom market typically transmit to equities through higher average revenue per user, which improves operating margins for incumbent operators with large subscriber bases and limited near-term price competition. Telecom operators and tower and infrastructure companies with contracted revenue streams are the most directly exposed, while consumer discretionary names tied to mobile spending face the mirror-image risk of reduced household disposable income. Traders should watch the next quarterly ARPU disclosures from listed operators and any regulatory or government commentary on tariff policy, as these will confirm whether pricing actions are translating into the revenue gains the analysis implies.

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