# The impact expected to be sharper on companies with large feature phone user bases such as Vodafone Idea and BSNL, while remaining limited for Bharti.

*business · news · 2026-04-08 · The Financial Express*

## Key points

- TRAI's draft regulation mandates proportionally lower-priced voice and SMS-only plans across all validity periods.
- Vodafone Idea could lose Rs 1,200–1,250 crore annually from a 10% cut in voice plan pricing.
- Airtel faces a higher absolute revenue impact but only a 1.5% hit to profitability due to its scale.
- The new rules could anchor more users at low-ARPU tiers, undermining operators' premiumisation strategies.

**Companies:** Bharti Airtel, Reliance Jio, Vodafone Idea, BSNL
**Countries:** India

[Read the full story on The Financial Express](https://www.financialexpress.com/business/news/trais-regulation-on-voice-sm-pricing-may-slow-telco-premiumisation/4200367/)

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