We are heading towards a telecom duopoly but it is net neutral for Bharti: Mahantesh Sabarad, SBICAP Securities

It seems a given that it is going to be a duopoly that we are headed for when it comes to the telecom sector, but would you say that it is a net neutral for Bharti as an event? It appears they are willing to pay the AGR dues today itself?

It seems we are heading towards a duopoly for the time being because given the stressed situation in the case of Vodafone Idea, it is unlikely that they will be able to sustain operations going forward, having made the AGR payments today.