INSUBCONTINENT EXCLUSIVE:
As the 5G wireless era is gaining momentum, telecom players have started conducting trials.Back in September 2021, we wrote to you about how
5G will revolutionise the future of everything and how you can benefit from this upcoming technology.We discussed the three strategies to
capitalise on the 5G opportunities in India.This time we are back with yet another feature addressing 5G technology.We are all aware that
one of the most significant near-term growth trends in the tech world is the deployment of 5G wireless networks and 5G capable devices.As
for faster, higher-quality internet connections, greater global connectivity, increased capacity for advanced connected software
applications, and low latency for users.However, according to a report, there is likely to be a delay in the rollout of the 5G network in
the Department of Telecommunications (DoT), citing lack of readiness.Meanwhile, the recently announced tariff hikes and improving bottomline
along with the moratorium on government dues will provide telecom companies room to invest an estimated Rs 1.5 - 1.8 tn for 5G services over
came up when we ran the screener for best 5G stocks in India.1
Tech MahindraTech Mahindra is the best-positioned Indian IT firm to benefit from the growing adoption of the 5G standard by consumers and
tech' pie.Presently, the company is seeing faster growth in its communications vertical, driven by massive investments in building 5G
networks by telecom clients.Communications remains the biggest business vertical for the company, contributing over 40% of its total
revenues.Tech Mahindra is also starting to work with companies on enterprise 5G applications, an area where it has said it will see a lot of
Indus TowersThe advent of 5G technology and competition between telecom operators to deliver high quality network experience provides a huge
growth opportunity for tower companies.Indus Towers is one of the largest tower infrastructure providers in the country and globally
It provides towers access primarily to wireless telecommunications service providers on a shared basis, under long-term contracts
It caters to all wireless telecommunication service providers in India.The company has a market share of 31%
It has a nationwide presence with operations in all 22 telecom circles in India
As of 31 March 2021, it owned and operated 179,225 towers.As the Indian telecom technology landscape evolves, tower infrastructure giants
like Indus Towers will play a big role
It will tap into new opportunities like 5G, in-building solutions, smart cities, etc.3
Group acquired a majority stake in Tejas Networks in order to make an entry into the telecom equipment market
It acquired 43.35% of Tejas Networks through preferential issues of equity and warrants for Rs 18.5 bn.According to a report, Tatas' are
through Tata Consultancy Services (TCS), Tejas helps to bring in the hardware capabilities and also leverage the incentives through the
production-linked incentive (PLI) scheme.The Indian government is also expected to prioritize Tejas Networks/TCS in the government deals
previous two decades, the firm has grown to become a significant high-tech player, specialising in optical networks, 4G and 5G telecom
equipment, as well as switches and routers.Moreover, Indian telecom service providers (TSPs) like Airtel and Tata Telecommunications have
already started giving major contracts for the telecom infrastructure to the company.4
Sterlite TechnologiesSterlite Technologies has grown over the years to become the largest optical fiber and optical fiber cables
manufacturer in the country with a market share of 45%.The company is taking leadership in India in building end-to-end 5G
The optical fiber company will be shortly launching those products for global operators and India.Sterlite has already launched cables and
connectivity solutions for enabling 5G globally, and hopes to play a significant role as operators start deploying these new age networks.In
auction is an important discussion as it will enable massive investments to flow into building 5G networks, as opposed to large part of
capital being used up for spectrum-related payments.The government should, therefore, provide right pricing for spectrum taking into account
global benchmarks and health of the Indian telecom sector.Huge amount of network investment will be required in India for next 5-7 years to
enable right experience on 5G'.With its portfolio spanning optical fibre and cables, network design and deployment as well as network
software, Pune-based Sterlite Technologies positions itself as an integrated solutions provider for global data networks, with optical
preform, fibre, and cable manufacturing facilities in India, Italy, China, and Brazil.5
Bharti AirtelIn India, one of the leading telecom operators expected to be at the forefront of commercial 5G launch across the country is
Bharti Airtel.For months, Airtel has been conducting 5G testing using spectrum provided by the DoT.Back in May of this year, the government
granted the go-ahead to telecom operators such as Jio, Airtel, and Vodafone Idea to begin the much-anticipated 5G trial test alongside
will join forces with leading global consulting and technology companies such as Accenture, AWS, CISCO, Ericsson, Google Cloud, Nokia, TCS
to work with industry leading brands such as Apollo Hospitals, Flipkart and several leading manufacturing companies to test 5G based
solutions.Earlier this year, the telco demonstrated India's first 5G experience over a Live 4G network
It has also demonstrated India's first rural 5G trial as well as the first cloud gaming experience on 5G.Snapshot of best 5G stocks from
Equitymaster's stock screenerHere's a quick view at the above mentioned companies based on some crucial financial parameters.Please note
these parameters can be changed according to your selection criteria
This will help you in identifying and eliminating stocks that are not meeting your requirements and give emphasis on those stocks that are
well inside the metrics.Is it a smart idea to invest in 5G stocks?For many investors, the biggest reason to buy a 5G companies' stock is to
As a long-term investment, it might be a good choice if you can handle the volatility.Many 5G businesses are still in the planning phase,
preparing for the future before some of the most cutting-edge and inventive technology becomes generally available.Now is the time to keep a
careful check on these companies to observe how they manage their earnings and make the best judgments possible.When it comes to investing,
the stock you choose must be credible
Investors should put their money into a firm that has a proven track record of success.If there isn't enough confidence in the stock, it can
make the initial investment weak and deplete it before it has a chance to grow.Happy Investing!(This article is syndicated from
Equitymaster.com.)(This story has not been edited by TheIndianSubcontinent staff and is auto-generated from a syndicated feed.)
