5G Auction: What analysts said on Bharti Airtel, Voda Idea & Jio
"We have now assumed a tariff hike of 15 per cent in our Q4FY23 estimates and lower SUC charge. As 5G use cases are still scarce globally, monetisation of such high-spectrum investments will take longer. We have not yet baked in 5G revenue in our estimates, as we would wait for progress on the commercial launch and B2B tie-ups by companies," Emkay Global said.