Motilal Oswal: Would The Second Phase Of Telecom Disruption Come In The Home Broadband Market?
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Motilal Oswal Report
India’s Home Broadband market, unlike the developed markets, has remained highly underpenetrated for years due to a weak wired infrastructure, plagued by execution woes, high investment requirements, and long-standing regulatory issues. This has led to the substitution of wireless data consumption.
However, Reliance Jio’s recent foray (with tall targets), especially after delivering huge success in the wireless market, has attracted all eyes on the opportunity in the home broadband market.
In this report, we discuss the current market situation, opportunity, competitive position, economics of the business, and earnings potential for RJio and Bharti Airtel Ltd.
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