Archive · 20 May 2025
Jio, Airtel Poised for Growth Amidst Tariff Hikes
Experts predict that Jio and Airtel, major telecom companies in India, will grow a lot.
This is because they are getting more customers and might raise prices.
Airtel plans to hike prices in the future, leading to expected growth, and is likely to gain customers as a result of struggles faced by Vodafone Idea.
Both companies are rapidly gaining 5G customers.
However, the success of Vodafone Idea hangs in the balance, pending a credit line.
Analysts forecast strong revenue and operating income growth for Reliance Jio and Bharti Airtel.
Both companies are benefiting from increasing mobile broadband user additions.
A potential tariff hike is expected to further drive revenue growth.
Bharti Airtel is expected to gain market share, potentially at the expense of Vodafone Idea.
Both companies saw significant increases in their 5G customer base.
- Who
- Reliance Jio, Bharti Airtel, and analysts from Motilal Oswal and Goldman Sachs.
- What
- Strong growth projected for Jio and Airtel.
- When
- FY25-28 and Q4FY25
- Where
- India
- Why
- Driven by tariff hikes, market share gains, and user additions.
Business Strategy
Industry Growth Drivers
Tariff Hikes
Business Strategy
Bharti Airtel's vice chairman suggests need for tariff hikes to improve the sector's financial health.
Industry Growth Drivers
Analysts project another potential tariff hike by December will drive revenue growth for Jio and Airtel.
Market Share Competition
Business Strategy
Vodafone Idea (Vi) faces challenges, and analysts anticipate Airtel gaining market share.
Industry Growth Drivers
Jio and Airtel are expected to see strong growth over the next two-three financial years.
- Key Companies
- Reliance Jio and Bharti Airtel
- Projected Annual Revenue Growth (FY25-28)
- 17% (Jio) and 15% (Airtel)
- Projected Annual Operating Income Growth (FY25-27)
- 21% (Jio & Airtel)
- Jio's 5G Customer Addition (Q4FY25)
- 21 million
- Airtel's 5G Customer Addition (Q4FY25)
- 15 million
- Anticipated Tariff Hike
- December
- Bharti Airtel's India RoCE
- 20% by FY27
