Neutral impactCorporate Action
India's telecom market is a two-player race between Jio and Airtel, says ex-Airtel CEO Sanjay Kapoor
CNBC-TV18 1 hr ago·14 Oct 2026, 7:09 am
Former Airtel CEO Sanjay Kapoor has described India's telecom sector as a two-player race between Reliance Jio and Bharti Airtel. He believes this duopoly is set to intensify as the industry moves into a new growth phase.
For investors, this duopoly structure implies that the market leaders will likely dominate the sector's expansion. The focus will shift to how these companies use new technologies like Artificial Intelligence to improve services and manage costs.
Moving forward, investors should watch for updates on data consumption trends and pricing strategies. The ability of these two players to innovate and capture value in a competitive environment will be key to the sector's future performance.
Excerpt from CNBC-TV18
Published On Oct 14, 2026 | 12:39 IST Last Updated On Oct 14, 2026 | 12:39 IST Former Airtel CEO Sanjay Kapoor states India's telecom market is effectively a duopoly dominated by Jio and Airtel, each holding about 40% share. Growth will be driven by AI adoption, rising data consumption, and segmented pricing…Read the original at CNBC-TV18
Key takeaways
- Category: Corporate Action.
- Assessed as a significant, market-relevant update.
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