A Look At The Intrinsic Value Of Tata Communications Limited (NSE:TATACOMM)
Sep 17
Have your own idea? Try our Stock Screener
Indian (NIFTY) Telecom Sector Analysis
UpdatedSep 17, 2025
DataAggregated Company Financials
Companies134
- 7D2.1%
- 3M1.6%
- 1Y6.2%
- YTD11.8%
The Telecom industry is up 1.3% in the last week, with Bharti Airtel up 2.5%. This takes the industry's 12 month performance to a gain of 5.6%. Looking forward, earnings are forecast to grow by 16% annually.
Sector Valuation and Performance
Has the Indian Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 17 Sep 2025 | ₹16.8t | ₹3.3t | ₹542.7b | 25.8x | 31x | 5.1x |
| Fri, 15 Aug 2025 | ₹16.3t | ₹3.3t | ₹538.9b | 27.9x | 30.2x | 5x |
| Sun, 13 Jul 2025 | ₹16.9t | ₹3.1t | ₹508.6b | 29.4x | 33.2x | 5.4x |
| Tue, 10 Jun 2025 | ₹16.7t | ₹3.1t | ₹507.2b | 29.6x | 32.9x | 5.4x |
| Thu, 08 May 2025 | ₹16.4t | ₹3.0t | ₹416.4b | 26.7x | 39.4x | 5.5x |
| Sat, 05 Apr 2025 | ₹15.2t | ₹3.0t | ₹410.6b | 27.5x | 37x | 5.1x |
| Mon, 03 Mar 2025 | ₹13.9t | ₹3.1t | ₹416.8b | 25.6x | 33.3x | 4.5x |
| Wed, 29 Jan 2025 | ₹14.6t | ₹3.0t | ₹270.8b | 33.5x | 53.7x | 4.9x |
| Fri, 27 Dec 2024 | ₹15.1t | ₹3.1t | ₹257.1b | 35.2x | 58.8x | 5x |
| Sun, 24 Nov 2024 | ₹14.8t | ₹3.1t | ₹263.4b | 31.2x | 56.2x | 4.8x |
| Tue, 22 Oct 2024 | ₹15.8t | ₹3.0t | ₹248.9b | 35.5x | 63.5x | 5.3x |
| Thu, 19 Sep 2024 | ₹15.8t | ₹3.0t | ₹257.2b | 36.4x | 61.3x | 5.2x |
| Sat, 17 Aug 2024 | ₹14.4t | ₹3.0t | ₹256.9b | 36.3x | 56.2x | 4.8x |
| Mon, 15 Jul 2024 | ₹13.9t | ₹3.0t | ₹218.3b | 36.1x | 63.7x | 4.7x |
| Wed, 12 Jun 2024 | ₹13.4t | ₹3.0t | ₹217.3b | 34.8x | 61.8x | 4.5x |
| Fri, 10 May 2024 | ₹12.1t | ₹3.0t | ₹241.6b | 33.9x | 50.1x | 4.1x |
| Sun, 07 Apr 2024 | ₹11.3t | ₹2.8t | ₹234.2b | 32.7x | 48.1x | 4x |
| Tue, 05 Mar 2024 | ₹10.8t | ₹2.8t | ₹233.9b | 37.4x | 46x | 3.8x |
| Thu, 01 Feb 2024 | ₹10.8t | ₹2.8t | ₹221.5b | 41.9x | 48.9x | 3.8x |
| Sat, 30 Dec 2023 | ₹9.9t | ₹2.8t | ₹203.7b | 37x | 48.6x | 3.6x |
| Mon, 27 Nov 2023 | ₹9.3t | ₹2.8t | ₹203.6b | 31.2x | 45.4x | 3.4x |
| Wed, 25 Oct 2023 | ₹8.8t | ₹2.7t | ₹180.3b | 34.3x | 48.9x | 3.2x |
| Fri, 22 Sep 2023 | ₹8.8t | ₹2.7t | ₹181.1b | 33.4x | 48.8x | 3.3x |
| Sun, 20 Aug 2023 | ₹8.2t | ₹2.7t | ₹180.8b | 32.5x | 45.6x | 3x |
| Tue, 18 Jul 2023 | ₹8.3t | ₹2.6t | ₹196.6b | 34.2x | 42.3x | 3.2x |
| Thu, 15 Jun 2023 | ₹7.8t | ₹2.6t | ₹196.5b | 32.2x | 39.8x | 3x |
| Sat, 13 May 2023 | ₹7.3t | ₹2.6t | ₹157.6b | 35.2x | 46.2x | 2.8x |
| Mon, 10 Apr 2023 | ₹7.1t | ₹2.6t | ₹164.0b | 32.3x | 43.3x | 2.8x |
| Wed, 08 Mar 2023 | ₹7.2t | ₹2.6t | ₹163.6b | 32x | 43.8x | 2.8x |
| Fri, 03 Feb 2023 | ₹7.2t | ₹2.5t | ₹207.0b | 32.3x | 34.8x | 2.9x |
| Sun, 01 Jan 2023 | ₹7.7t | ₹2.5t | ₹232.1b | 30.3x | 33x | 3.1x |
| Tue, 29 Nov 2022 | ₹8.0t | ₹2.5t | ₹232.2b | 30.1x | 34.3x | 3.2x |
| Thu, 27 Oct 2022 | ₹7.7t | ₹2.4t | ₹302.8b | 29.4x | 25.3x | 3.2x |
| Sat, 24 Sep 2022 | ₹7.5t | ₹2.4t | ₹302.2b | 28.1x | 24.8x | 3.1x |
Price to Earnings Ratio
24.8x
Current Industry PE
- Investors are pessimistic on the Indian Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 30.5x which is lower than its 3-year average PE of 45.0x.
- The 3-year average PS ratio of 4.1x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 11% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Indian Telecom sector?
| IN Market | 1.96% | |
| Telecom | 2.12% | |
| Telecom Services and Carriers | 4.90% | |
| Wireless Telecom | 2.14% | |
| Media | 0.40% | |
| Entertainment | 0.39% | |
| Interactive Media and Services | 0.28% | |
Industry PE
- Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 39.3%, which is higher than its past year's earnings growth of 6.8% per year.
- Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading below its 3-year average of 19.5x.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 39% over the next 5 years.
- This is better than its past earnings growth rate of 6.8% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 7.0% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 532454 Bharti Airtel | ₹1.94k | 2.5% +₹283.2b | 16.8% | PE33.4x | |
| IDEA Vodafone Idea | ₹7.94 | 9.2% +₹72.6b | -39.5% | PS2x | |
| TATACOMM Tata Communications | ₹1.71k | 6.9% +₹31.4b | -15.6% | PE32.5x | |
| INDUSTOWER Indus Towers | ₹357.60 | 3.1% +₹28.2b | -16.9% | PE9.7x | |
| RAILTEL RailTel Corporation of India | ₹396.95 | 8.9% +₹10.4b | -16.2% | PE40.2x |
