Reliance Jio says its ARPU rose to ₹214 in Q4 FY26 as the subscriber base crossed 52.4 crore. The telecom added momentum through rapid 5G adoption, now reaching 268 million users, while fixed broadband continued gaining market share. Jio expects enhanced services and new bundled packs to sustain growth across mobile and home connections.
Jio Platforms’ Q4 FY26 net profit increased 13% to ₹7,935 crore, up from ₹7,023 crore a year earlier, with sequential growth of 4%. Operating revenue rose 12.6% to ₹38,259 crore, aided by subscriber additions, higher ARPU, and digital services. EBITDA grew 18% to ₹20,060 crore as margins expanded by 230 basis points to 52.4%.
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Reliance Jio reported Q4FY26 revenue of Rs 38,259 crore, up 13% from Rs 33,986 crore a year earlier. Cons PAT increased 13% YoY to Rs 7,935 crore, while ARPU climbed to Rs 214. The results highlight stronger topline momentum and improving per-user monetisation as the quarter closes.
Microdrama platforms are teaming up with telecom operators to reduce fragmentation and convert rapid download growth into paid subscriptions. While the sector boasts 20-plus apps and strong user expansion, monetisation remains difficult because advertising revenue hasn’t kept pace. Telcos are now borrowing OTT-style bundling playbooks, combining data with content to lift ARPU and retention.
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