India, Jan. 25 -- India's telecom sector is at an inflexion point, supported by improving fundamentals, rising data consumption, and better tariff discipline. With 5G adoption accelerating and regulatory overhangs easing, brokerages expect a gradual sector re-rating driven by stronger cash flows and healthier balance sheets.

Against this backdrop, Bharti Airtel and Indus Towers have emerged as Jefferies' top picks. Airtel's strong operating momentum and Indus' stable infrastructure-led model, backed by Airtel's expansion, position both well to benefit from tariff hikes, AGR relief, and a structurally improving industry outlook. Here are the stocks of the Telecom sector with reiterated targets by Jefferies

Bharti Airtel Ltd Bharti Airtel...