Tag Telecom

India’s telecommunications/mobile services sector.

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India’s telecom and aviation markets are highly concentrated; deliberate engineering remains unproven

By July 2026, Jio and Airtel together held about 77% of India’s wireless subscribers, while IndiGo and the Air India Group accounted for about 91% of domestic passengers. The concentration is real and policy choices, spectrum economics, mergers and firm exits helped shape it; the 2025 IndiGo disruption also exposed resilience risks. But Sachin Pilot’s…

Open Post: India’s telecom and aviation markets are highly concentrated; deliberate engineering remains unproven

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