Reliance Jio Platforms Ltd (JPL), the digital arm of Reliance Industries Ltd (RIL), has achieved a major milestone by crossing the 500 million subscriber mark in the September quarter of FY26. The telecom giant added 8.3 million new users in the quarter, maintaining a low monthly churn rate of 1.9%, underscoring its strong customer retention.
Robust Financial Performance
For the quarter ended September 30, 2025, Reliance Jio reported a 12.8% year-on-year rise in net profit to ₹7,379 crore. Revenue from operations climbed 14.6% to ₹36,332 crore, while gross revenue surged 14.9% to ₹42,652 crore, reflecting steady growth in both mobile and broadband segments.
ARPU Growth and 5G Expansion
Jio’s average revenue per user (ARPU) rose to ₹211.4, signaling stronger engagement and higher data usage, despite continued 5G promotional offers. The JioTrue5G user base expanded to 2.34 crore, contributing nearly 50% of the total wireless data traffic — a clear indicator of accelerating 5G adoption across India.
Broadband and AirFiber Momentum
The home broadband business continued to gather pace, with Jio AirFiber now connecting over 10 lakh homes each month. Total broadband connections have reached around 2.3 crore, while the AirFiber user base has grown to 95 lakh globally. This positions Jio as the clear leader in India’s fixed broadband market.
Data Consumption at Record Highs
Overall data consumption surged 29.8% year-on-year to 58 exabytes in Q2FY26. The average monthly data usage per user climbed to 38.7 GB, highlighting the deepening digital integration in everyday life driven by video streaming, cloud services, and AI-powered applications.
AI-Led Digital Innovations
Jio also strengthened its digital ecosystem with new AI-based enhancements.
- JioAICloud rolled out intelligent tools such as AI-generated photo albums and bilingual (Hindi-English) voice search, now catering to 42 million users.
- JioPC received a major update, adding a built-in AI Assistant for real-time content creation and productivity integration via JioWorkspace, further expanding its digital offerings.
Summary:
Reliance Jio marked a significant milestone by surpassing 500 million subscribers in Q2FY26, with strong revenue and profit growth powered by 5G adoption, broadband expansion, and AI-driven digital innovations. The company’s strategic focus on data-led services and next-gen technology continues to reinforce its dominance in India’s telecom landscape.
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