Among telecom companies, Vodafone biggest worry for bankers: Dipan Mehta, Elixir Equities

At a time when investors are positive about the telecom sector and hoping that consolidation would lead to higher ARPU, SC upholding Centre’s demand for Rs 92,000-crore dues has come as a challenge for the sector as a whole. Dipan Mehta, Founder & Director, Elixir Equities. Excerpts from an interview with ETNOW.

The Supreme Court has upheld the Centre’s demand to recover Rs 92,000-crore dues from telecom companies. How are you looking at the impact on telecom companies?