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CareEdge Research Report
After a two and a half year of hiatus, the top three telecom players have implemented up to 20% tariff hikes. These increases can potentially expand the telcos profit before interest lease depreciation and tax by 20% to 22% in the current fiscal year 2025.
This is a structural positive for an industry whose return on capital employed is weighed down by huge investments in 5G roll-out including spectrum purchases.
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