Intense competition from air fiber and satellite broadband
Air fiber has slowed broadband subscriber growth, and satellite broadband (e.g., Starlink) may pose future threats, though equipment costs remain high.
medium · analyst_question
neutral
medium
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Declining subscription revenue and subscriber churn
Subscription revenue fell marginally YoY and QoQ due to a 100k decline in cable TV subscribers, attributed to seasonal factors and lack of big events.
medium · data_observationBharat Net project litigation and tender uncertainty
Management declined to comment on the status of Bharat Net litigation and new tender wins, creating uncertainty about future government project revenue.
low · analyst_question