ICICI证券将Jio平台的估值提高到148B美元,项目在2026年创下IPO的记录,并将Airtel升级为“Buy”。 ICICI Securities raises Jio Platforms' valuation to $148B, projects record IPO in 2026, and upgrades Airtel to "Buy."

ICICI证券公司将Jio平台的估值提高到1 480亿美元,其中引用了EBITDA和利润的强劲增长、自由现金流量的上升以及印度5G和6G开发中的领先地位。 ICICI Securities raised Jio Platforms’ valuation to $148 billion, citing strong growth in EBITDA and profit, rising free cash flow, and leadership in India’s 5G and 6G development. 这些经纪公司预测,无连接利润占CAGR的46.7%,预计Jio在2026年初的IPO将成为印度最大的公司。 The brokerage projects a 46.7% CAGR in non-connectivity profits and expects Jio’s IPO in early 2026 to be India’s largest. Jio在移动和宽带、扩大数字服务以及提供企业方面的主导地位支持了前景。 Jio’s dominance in mobile and broadband, expanding digital services, and enterprise offerings support the outlook. 航空公司升级为目标价格较高的“Buy”,因为两个电信巨头都进入了资本支出减少、5G服务利润率提高以及宽带和企业部门增长驱动的盈利阶段。 Airtel was upgraded to “Buy” with a higher target price, as both telecom giants enter a phase of profitability driven by reduced capital spending, higher-margin 5G services, and growth in broadband and enterprise segments.