Jio-Market leader for the fifth consecutive month in net additions

Reliance Jio added more active subscribers than Airtel for the fifth consecutive month in July 2025, extending its market leadership and widening the gap in active user additions according to Jefferies and TRAI data.

Active subscriber trends (July 2025)

• Jio’s active user base reached 466.49 million in July, while Airtel stood at 388.8 million.
• Jio added more active subscribers than Airtel for five straight months, increasing its market share to 43% (up 150 basis points year-on-year).
• Jio’s subscriber additions in July were concentrated in metros and A-circles, adding users in 9 out of 22 telecom circles.

Airtel’s performance

• Airtel’s active subscriber gains were largely in metros and A-circles, but for the fourth consecutive month, it lost active users in Bharti Hexacom circles (e.g., Rajasthan & North East).
• Airtel trails Jio in both mobile and broadband categories and in active subscriber addition momentum.

Market dynamics and outlook

• Vodafone Idea continues to lose active subscribers, while Jio and Airtel solidify their positions.
• Strong subscriber additions by Jio support expectations for future tariff hikes, potentially benefiting the entire sector.
• Industry-wide active subscriber base rose by 0.5 million to 1.08 billion, and wireless broadband (4G/5G) grew by 3.6 million in July 2025.

Reliance Jio’s continued outperformance in active subscriber additions signals robust growth, helping it consolidate market share ahead of potential sector tariff increases.

CT Bureau