JM Finance指出, Jio 的2026年IPO可以将印度无线收入每年提高12%至2028年,
Jio’s 2026 IPO could boost India’s wireless revenue per user by 12% annually through 2028, driven by higher prices, 5G, and more postpaid plans, JM Financial says.
根据JM金融,Reliance Jio计划在2026年初的IPO预计将推动印度无线ARPU在2028年每年增加12%,这将得益于关税上调,5G采用,后付增长和固定无线接入.
Reliance Jio’s planned early 2026 IPO is expected to drive a 12% annual increase in India’s wireless ARPU through 2028, fueled by tariff hikes, 5G adoption, postpaid growth, and fixed wireless access, according to JM Financial.
对Jio和Bharti Airtel公司来说,经纪公司预测会增加自由现金流,Bharti公司的EBITDA公司每年增长14-18 % , 并维持对两家公司的“BUY”评级,理由是定价能力提高,资本支出减少。
The brokerage forecasts rising free cash flow for Jio and Bharti Airtel, with Bharti’s EBITDA growing 14–18% annually, and maintains a 'BUY' rating on both companies, citing improved pricing power and moderated capital spending.