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Jio’s Likely to Beat Airtel in ARPU Growth in Q1 FY26

  • Reliance Jio is projected to outpace Airtel in ARPU growth during Q1 FY26 driven by higher FWA additions and pending tariff hike effects.
  • Jio's ARPU growth rate is expected to exceed Airtel's as Jio users on yearly plans will recharge at new tariffs, boosting its Q1 FY26 performance.
  • Estimates suggest Jio's ARPU to grow by 1.8% QoQ to Rs 210 in June quarter, while Airtel may experience a 1.6% growth to Rs 249.
  • Vodafone Idea is also anticipated to witness a 1.6% QoQ ARPU increase, focusing on upgrading networks and attracting higher-paying 4G and 5G users.

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