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• Reliance Jio’s connectivity subscriber base reached 533 million, including 285 million 5G users as of June 30, 2026.
• Home broadband connections increased to 28.6 million, including 14 million AirFiber homes.
• JPL operating revenue rose 11.8% year-on-year to Rs.39,173 Crores, while EBITDA increased 15.1% to Rs.20,865 Crores.
• Digital services grew 20% year-on-year, while total data traffic increased 27% to 69.4 exabytes.
The Print Times
Reliance Jio Infocomm Limited reported continued growth across connectivity, 5G, home broadband and digital services during the first quarter of FY27, with its total connectivity subscriber base reaching 533 million as of June 30, 2026.
Speaking during the Q1 FY27 concall, Anshuman Thakur, Head of Strategy, Reliance Jio Infocomm Limited, said the company added 35.2 million connectivity subscribers over the last 12 months. Of the total subscriber base, 285 million are 5G users, representing an addition of 73 million 5G users during the same period.
The home broadband and fixed broadband customer base increased to 28.6 million, including 14 million AirFiber homes. Thakur said a significant portion of the growth is coming through AirFiber connectivity, as the last mile becomes more economical and time efficient.
On the financial performance, Thakur said, “Rs.39,173 Crores is the revenue, that is, 11.8% year-on-year growth, EBITDA at Rs.20,865 Crores, that is a 15.1% year-on-year growth, with an EBITDA margin of 53.3%.” The EBITDA margin was 150 basis points higher than the same quarter last year.
Total data traffic on the network reached 69.4 exabytes, representing 27% year-on-year growth. Thakur said these metrics were showing fairly healthy performance and that the growth momentum continued.
Double-Digit EBITDA Growth
Thakur highlighted double-digit EBITDA growth for the quarter, noting that all 5G-related expenses and assets have now been fully capitalized and are being expensed.
“Even after that, we had double-digit EBITDA growth for the quarter,” he said.
Digital services grew 20% year-on-year, outpacing connectivity growth. According to Thakur, the company has been able to monetize services across content, cloud, IoT and managed services.
Jio had 285 million 5G subscribers on its network as of June 30, 2026. Thakur said the company is the world's largest standalone 5G operator outside of China.
Per capita data engagement increased to 43.7 GB per user per month. Thakur also highlighted that 5G data traffic had reached one-and-a-half times the 4G data traffic on the network.
Jio Reports 78% Share of FWA Net Additions
On fixed wireless access (FWA), Thakur said Jio's proprietary stack was performing well and that the company had a 78% FWA market share of net additions in India.
He also highlighted Jio's position in the global innovation rankings of the World Intellectual Property Organization (WIPO), saying the company was the only Indian technology company and technology innovator in the global top 20 rankings.
According to Thakur, Jio now has around 4,500 patents that have either been awarded or are under evaluation. These patents cover telecom-related products, networks, OSS, BSS, the 4G and 5G core, as well as consumer and digital services.
Mobility Strategy Focuses on 5G and Digital Services
On the mobility business, Thakur said the strategy continues to remain focused on adding consumers and extending market leadership through the company's 5G experience.
He said the company's standalone (SA) architecture has enabled differentiated value propositions, including URSP, which provides better quality of service with supporting devices.
Thakur also highlighted the use of Jio's network and customer base as a gateway for digital services, including OTT video, compute, AI use cases, music, cloud gaming and other services.
“These are helping us monetize our customers better, but also these are becoming modes for us to get customers onto the network and retain them,” he said.
The company is also focused on transitioning more customers from 2G networks to 4G and 5G through digital offerings, JioBharat devices and affordable plans with partner OEMs.
Jio Homes Sees Growth Through FTTH and Fixed Wireless
On the home business, Thakur said Jio is using its end-to-end service offerings, including the set-top box, as a gateway for content and other services such as gaming and cloud PC.
He also highlighted JioTele OS, which replicates the set-top box experience on smart TVs through a TV application, reducing the need for the hardware piece in every instance.
According to Thakur, Jio had a 65% share in incremental net additions in homes over the last 12 months between FTTH and fixed wireless, with a significant portion coming through fixed wireless.
He said FWA is also making it possible to expand coverage across the country and connect homes and enterprises more quickly.
Enterprise Business Expands Through Managed Services
For enterprise customers, Thakur said Jio has focused on managed services, combining connectivity with services across security, managed Wi-Fi, ERP, analytics, surveillance and other offerings.
He said the ability to offer these services at short notice in specific locations is important for enterprises and is helping the company win more accounts through a combination of FWA and managed services.
RJIL Customer Base Reaches 533.3 Million
For RJIL, the connectivity business reported a total customer base of 533.3 million. The company added 73 million 5G customers and 8.6 million broadband connections over the last 12 months.
ARPU stood at Rs.215.6, an increase of Rs.7 year-on-year, without any tariff increases or tariff actions during the last 12 months.
Total data consumption increased to 69.4 exabytes, while per capita data consumption reached 43.7 GB. Monthly churn has also been reducing every quarter.
RJIL's operating revenues stood at Rs.34,212 Crores during the quarter, while EBITDA stood at Rs.19,590 Crores, with an EBITDA margin of 57.3%. EBITDA grew 13.2% year-on-year, while the EBITDA margin improved by 130 basis points over the last 12 months.
JPL Revenue Rises to Rs.39,173 Crores
JPL's operating revenues stood at Rs.39,173 Crores, representing 12% growth, while EBITDA grew faster with operating leverage.
Thakur reiterated that the results came after considering the full capitalization of the 5G network.
JPL's EBITDA margin stood at 53.3%, while EBIT was Rs.13,407 Crores and profit after tax stood at Rs.764 Crores.
Thakur said the finance cost had increased because the company is now expensing costs that were previously being capitalized. He said that while the gross interest cost had come down due to a reduction in overall debt, net interest cost had increased year-on-year and from the previous quarter, which brought down PAT.
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