The key takeaway from telecom giant Vodafone Idea’s first ever analyst meeting was this—the company doesn’t expect the two-year-old tariff war to continue. From here on out, the company believes that tariffs will cease the downward spiral they have been on since Reliance Jio first sent the telecom industry into a tizzy by lowering data prices and forcing competitors to follow suit. This belief carries hope for Vodafone Idea, something that’s been in short supply since it announced its maiden quarterly results just over a week ago.

The predicament the company finds itself in is not something most would have seen coming just two years prior.


Shashidhar KJ

Shashidhar has been a journalist for over six years and has worked with The Times of India, The Financial Express and MediaNama, his last assignment. He is a fine bloke, and by that, I mean unusually quiet. Over the years, Shashidhar has written on several subjects. Banking, startups and technology, media, and also financial technology. He started his career on the desk at the old lady of Boribunder. At The Ken, Shashidhar works out of Mumbai and writes on telecom and financial technology. What he really wants to talk about though is his vinyl collection.

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