Rajiv Datta, CEO of nexfibre, shares his outlook on the UK fibre market, including the challenges and opportunities driving consolidation, how valuation gaps and antitrust concerns are shaping deal activity, key factors influencing lender appetite, and expectations for consolidation through 2026.

• UK fibre market consolidation: challenges and opportunities – 01:22
• Role of financial discipline in consolidation – 02:59
• Antitrust impact on deal valuation – 04:10
• Valuation gaps in fibre deals – 06:47
• Consolidation dynamics: sponsor-led vs forced outcomes – 08:30
• nexfibre’s capital allocation strategy – 10:12
• Lender perspective: underwriting criteria and appetite – 11:52