Reliance Jio reported an average revenue per user (ARPU) of ₹215.6 for the June 2026 quarter, backed by a total subscriber base of 533.3 million. The telecom major saw steady growth in 5G adoption and digital service revenue. Investors may track whether sustained subscriber additions and service mix changes can continue to support margin expansion amid competitive pricing pressures.
Reliance Jio, the telecom arm of Reliance Industries Limited, reported a steady increase in its average revenue per user (ARPU) to ₹215.6 for the quarter ending June 2026. This metric, which measures the revenue generated per subscriber, rose from ₹214 in the previous March quarter. The company attributed this growth to a shift in its subscriber mix and continued expansion of its 5G network.
Subscriber Gains and Data Usage Trends
The company added 8.9 million net subscribers during the quarter, taking its total base to 533.3 million. A notable driver of this expansion remains its 5G service, which now claims 285 million users. Network data usage also saw a significant jump, rising 26.9% compared to the same period last year, with average monthly data consumption per user reaching 43.7 GB. The monthly churn rate, which indicates the percentage of customers who stop using the service, was reported at 1.6%.
Financial Performance and Segment Growth
Jio Platforms, the digital and telecom unit, posted an operating revenue of ₹39,173 crore, reflecting an 11.8% growth over the previous year. Operating profit (EBITDA) reached ₹20,865 crore, supported by a margin expansion of 150 basis points to 53.3%. The company noted that this profitability was largely driven by operational efficiencies and the scaling of its digital services portfolio, which includes cloud computing, IoT, and managed services.
Competitive and Operational Context
While Jio continues to report high subscriber additions, the telecom sector in India remains characterized by intense competition between major players. The industry has recently seen efforts by companies to increase ARPU through tariff revisions and the conversion of 4G users to 5G. For Jio, the expansion of its fixed broadband service, specifically through Jio AirFiber, has become a focus, contributing to more than 75% of its broadband additions over the past year.
Investors should monitor how the company balances aggressive 5G infrastructure spending with the need to maintain or improve profit margins. The effectiveness of its digital services segment in diversifying revenue streams away from traditional mobile connectivity will also be a key factor for the company’s long-term financial health. The next steps for the company involve the continued integration of its digital offerings and the scaling of its fiber-to-the-home services to maintain its competitive position in the broadband market.