Bharti Airtel532454Telecommunications
Analysts recommended holding both Bharti Airtel and newly listed Jio Platforms, viewing the telecom duopoly favorably with equal weighting between the two
By ScoutQuest · · 1 min read
Heard on business television between 10:00:08 - 10:03:08 IST.
- Parag Thakkar said he would want to own maximum portion of telecom stocks, holding both Bharti Airtel and Jio Platforms with no preference, also playing the space via Indus Towers.
- Vijay Kumar said his weighting on both Jio and Bharti is the same, with no preference at all, both considered equally good.
- Vodafone Idea was excluded from both portfolios due to over-leverage concerns, with Thakkar citing a self-applied constraint on leverage.
- Both analysts described Bharti and Jio as double-digit compounders with 12-15% EBITDA CAGR and 15% earnings growth potential, aided by growth levers like home broadband.
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Source: Live TV News Channel · 28 Oct 2026
The call above is Parag Thakkar's, reported here as they made it. Nothing here is a view, opinion or recommendation of ScoutQuest, its parent, directors or employees. ScoutQuest is a technology company: this page was assembled automatically from public sources using artificial intelligence, and may contain errors or omissions. Confirm everything against the original source before you act on it. Any use of this page is at your own risk, and neither ScoutQuest nor its parent, directors or employees accepts liability for it.