7 Comments
User's avatar
Aaqibinvestor's avatar

Loved it.

Rushi padhya's avatar

Hi, these are great reads. One suggestion - yoy monthly tables of data can be put into charts to make it much more easy to absorb.

Zerodha's avatar

Noted. Rushi.

Samir's avatar

What's the reason for such strong growth in telecom?

Zerodha's avatar

Telecom companies raised tariffs in July last year, and Q1 FY26 was the first quarter to capture the full impact. This increase pushed up their average revenue per user (ARPU) and also improved overall financial performance.

Samir's avatar

I see. Probably, a one-time jump, than a sustained trend. Might be sluggish here on.