Bharti Airtel
The company is the market leader in the Indian mobile telecom market, the fastest-growing in the world. The company’s execution excellence has enabled it to sustain market leadership for over two years. Going forward, apart from telecom, there remains value that can be derived from the company’s tower business and new initiatives like DTH, IPTV and international forays like Sri Lanka.
Reliance Communications
The company has been instrumental in transforming the Indian telecom sector through disruptive competition. The company is a play on the fast-growing demand for data and bandwidth globally. Over the next two-three years, initiatives like the hiving off of its tower subsidiary, Reliance Infratel, listing of Reliance Globalcom and initiatives like DTH and IPTV are likely to create significant value for investors.
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