Amid rising component costs fueled by the Al surge, Ericsson is adjusting its pricing strategy for new tenders and renegotiating its contracts. To counteract these pressures, the company is focusing on accelerating cost reductions and optimizing its supply chain. This trend in the Indian market will heavily affect Vodafone Idea, while Reliance Jio and Bharti Airtel may not be as deeply impacted by the changes, analysts said.

"The Ericsson call has now finished, and the stock is down c7%. The main focus on the call was on rollout costs, semis cost inflation, and IPR."

Amid rising component costs fueled by the Al surge, Ericsson is adjusting its pricing strategy for new tenders and renegotiating its contracts. To counteract these pressures, the…