Airtel vs Jio: Kaun jeetega telecom ki dangal?

In the ongoing battle between Airtel and Jio, both telecom giants have been constantly vying for dominance in the Indian market. Since the arrival of Jio in 2016, which disrupted the industry with unlimited data and voice calls, Airtel has faced intense competition. However, despite Jio’s aggressive pricing strategy, Airtel has managed to stay resilient and even lead in certain areas.

Chapters:
0:00 - Jio's Impact & Industry Transformation
1:10 - Airtel's Ecosystem & Global Reach
3:39 - Financial Performance & Valuation
5:18 - ARPU as a Growth Lever
7:29 - Strategies to Boost ARPU
9:16 - Challenges & Risks
10:31 - Outlook & Conclusion

Airtel's robust ecosystem, which includes mobile services, broadband, DTH, and Airtel Payments Bank, has allowed it to offer a seamless and integrated experience to its 591 million subscribers across India and Africa. The company’s focus on ARPU (Average Revenue Per User) expansion has been key to its strategy, with its ARPU of ₹245 for FY25 leading the industry.

On the other hand, Jio continues to dominate with its massive data infrastructure and low-cost services. The question remains: how will Airtel fare against Jio’s growth, especially when it comes to ARPU and subscriber acquisition? Both companies are focused on expanding their reach, but with Airtel’s strong presence in Africa and Jio’s expanding network in India, the competition is intensifying.

In this video, we analyze Airtel's strategies, its financial performance, and how it’s taking on Jio in a fiercely competitive market. From tariff hikes to subscriber growth, we’ll look at how Airtel is positioning itself to lead, despite the heavy pressure from its biggest rival.

Join us as we break down Airtel vs Jio, the ultimate telecom battle of India!

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Research Analyst disclaimer: https://groww.in/p/sebi-research-anal...
Name of the Research Analyst - Aakash Baid
Name of the narrator - Arunima Rais
Report Date: 17 July 2025