Reliance Jio Q3FY26 Results: Strong Subscriber Growth and Expansion of Digital Footprint

Reliance Industries Ltd’s (RIL) telecom arm, Jio Platforms Ltd, added nearly 9 million subscribers in the December quarter, taking its total user base to 515.3 million. Robust data usage and a steady shift to premium plans helped lift average revenue per user (ARPU) to ₹213.7, marking a 5.1% year-on-year increase. These figures highlight Jio’s continued success in monetising India’s largest digital network.

5G and Broadband Expansion

Jio’s 5G subscriber base surpassed 250 million, now contributing to more than half of wireless data traffic, while the fixed broadband network expanded to 25.3 million connections, according to the company’s filing.

Meanwhile, JioAirFiber became the first fixed wireless access (FWA) service globally to cross 10 million subscribers, ending the quarter at 11.5 million users. Overall data traffic surged 34% year-on-year to over 62 exabytes, with average per-user usage reaching 40.7 GB per month.

Q3FY26 Performance Highlights

• Operating revenue (net of GST) grew on the back of strong subscriber additions, higher ARPU, and scaling of digital services.
• EBITDA rose 16.4% YoY, driven by revenue growth and margin expansion.
• Margins improved 170 basis points YoY, supported by higher ARPU and operating leverage.
• ARPU increased to ₹213.7, reflecting higher customer engagement, partially offset by promotional offers for unlimited 5G and fixed broadband plans.
• Per-capita data consumption stood at 40.7 GB/month, with total data traffic up 34% YoY.
• Monthly churn remained stable at 1.8%, alongside net subscriber additions of 8.9 million.

New Offerings and AI Initiatives

During the quarter, Jio launched the Jio-Gemini offer, extending eligibility to all unlimited 5G users. Qualified subscribers receive an 18-month free subscription to the Gemini Pro plan (worth ₹35,100), granting access to:

• Gemini 3.0 Pro model in the Gemini app
• Higher limits for creating images and videos using Nano Banana and Veo 3.1 models
• Expanded access to NotebookLM for learning and research
• 2 TB of cloud storage, and additional premium features

Also Read: Jio BlackRock MF Raises Stakes in HDFC Bank, ICICI Bank, MCX and HAL in December

JioAICloud also strengthened its presence, reaching around 50 million registered users by December 2025, with targeted campaigns focusing on students and youth. New updates included Gujarati and Marathi voice search and AI-driven auto-organisation of files, enhancing user experience.

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