Reliance Jio Infocomm Ltd, the telecom arm of Reliance Industries, reported a 25% year-on-year rise in net profit for the quarter ended June 30, 2025 (Q1 FY26), reaching ₹7,110 crore, up from ₹5,665 crore in the same quarter last year
Operating revenue climbed 11.2% YoY to ₹25,368 crore, while EBITDA came in at ₹13,829 crore with a margin of 54.5%
📊 Key Performance Metrics
| Metric | Q1 FY26 | YoY Change |
|---|---|---|
| Net Profit | ₹7,110 crore | +25% |
| Operating Revenue | ₹25,368 crore | +11.2% |
| EBITDA | ₹13,829 crore | +11.5% |
| EBITDA Margin | 54.5% | – |
| Average Revenue Per User (ARPU) | ₹183.6 | +2.3% |
| Total Subscribers | 471.6 million | +3.3% |
| Data Traffic | 41.9 billion GB | +26.3% |
📡 Key Growth Drivers
1. 5G Expansion
Jio’s pan-India 5G rollout completed ahead of schedule, reaching over 7,500 towns. The new high-speed service contributed to higher data consumption and new subscriber additions.
2. Subscriber Growth
The user base grew to 471.6 million, with a net addition of 9.6 million in Q1. Subscriber growth was driven by affordable prepaid plans and rural expansion.
3. Digital Services and Jio Platforms
Digital businesses including JioCinema, JioTV, and JioMart added to revenue, while Jio’s infrastructure (like fiber-to-home) saw continued uptake.
🏢 Parent Company Context
Reliance Industries Ltd. (RIL) posted a record consolidated net profit of ₹26,994 crore in Q1 FY26, led by digital, retail, and oil-to-chemicals growth
🔍 Strategic Takeaways
- ARPU Growth: ARPU improved to ₹183.6 from ₹179.7, a sign of better pricing and user stickiness.
- Data Dominance: With over 26% YoY growth in data traffic, Jio continues to lead India’s mobile broadband consumption.
- JioFiber & Enterprise: The wired broadband business and B2B services like cloud and IoT remain important revenue channels.
