Bharti Airtel Poised to Gain Market Share, While M&A/Restructuring Will Drive Positive Surprises.

Ta-Ta Tata. Bharti Airtel Gets Tata Mobile For a Song. Highly Accretive.

Indian Wireless. A Three Player Market by March. Bharti Airtel a Big Winner

Indian Telcos May Be past the Earnings Trough. Outlook Positive for Bharti.

Indian Telcos Continue to Suffer from Jio's Launch but a Recovery Is Coming for the Survivors

IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term

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Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

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Event-Driven

<p>Consolidation in the Indian market continues to gather pace. The latest merger rumor is that <a href="https://www.smartkarma.com/entities/953" target="_blank" data-smartkarma-citation="entities:953:1">Bharti Airtel (BHARTI IN)</a> and Tata are in talks to merge Tata's telecoms businesses into Bharti. We view a deal as being very positive for Bharti assuming they get a good price. We expect a number of related Tata businesses to be part of a deal as a sweetener to Bharti with total synergies worth up to US$4.6bn (INR75/Bharti share). Given the strength of Bharti’s hand in any negotiations, we expect that…</p>

Consolidation in the Indian market continues to gather pace. The latest merger rumor is that Bharti Airtel (BHARTI IN) and Tata are in talks to merge Tata's telecoms businesses into Bharti. We view a deal as being very positive for Bharti assuming they get a good price. We expect a number of related Tata businesses to be part of a deal as a sweetener to Bharti with total synergies worth up to US$4.6bn (INR75/Bharti share). Given the strength of Bharti’s hand in any negotiations, we expect that…

Tata Teleservices (Maharashtra) (TTLS IN)

Indian Telecom Consolidation Continues. Next to Go Is Tata, Rumored to Be in Talks with Bharti.