Archive · 2 Jul 2025
Indian Telecoms Expected to Thrive in Q1 with Subscriber Gains
The three big phone companies in India, like Airtel and Jio, are expected to do well in the first few months of the year.
They're expected to make more money because more people are using their services.
People are upgrading to better plans.
Airtel is expected to add a lot of new internet subscribers.
Jio is predicted to earn more money and to add subscribers.
Vodafone-Idea is also projected to earn more, though they may lose a few subscribers.
Overall, things are looking up for these companies, with more money coming in from each customer.
The results are driven by upgrades, an improved subscriber mix, and tariff increases.
Airtel is expected to see a 2.6% QoQ growth in India wireless revenue.
Jio's standalone revenue is expected to grow by 2.7% QoQ.
Vodafone-Idea (VIL) is expected to see revenue growth of 1.1% QoQ.
ARPU is likely to increase for all three companies, driven by upgrades and subscriber mix.
All three companies are expected to report healthy results in Q1.
- Who
- Bharti Airtel (Airtel), Reliance Jio (Jio), and Vodafone-Idea (VIL)
- What
- Private telecom operators are expected to report healthy Q1 results.
- When
- In the first quarter (Q1) of the fiscal year 2026.
- Where
- India
- Why
- Due to ARPU growth and subscriber gains.
- Airtel Wireless Revenue Growth (QoQ)
- 2.6%
- Jio Standalone Revenue Growth (QoQ)
- 2.7%
- VIL Revenue Growth (QoQ)
- 1.1%
- Airtel ARPU Growth (QoQ)
- 1.6%
- Jio ARPU Growth (QoQ)
- 1.8%
- VIL ARPU Growth (QoQ)
- 1.6%