Airtel

Indiaโ€™s mobile industry lobby is pushing for tariff corrections as network spending rises faster than service revenues. The Cellular Operators Association of India (COAI) says operators face a growing mismatch between capital outlays and tariff-led returns. By its estimate, the cumulative gap up to 2024 was already around Rs 10,000 crore and is widening in 2025 as data consumption accelerates. COAI argues that a handful of large traffic generators (LTGs) are responsible for most network load without directly contributing to network build costs. Expect a mix of tariff rationalization, plan redesign, and targeted capex as operators chase sustainable returns.
India Mobile Congress 2025 in New Delhi framed a clear ambition: scale domestic innovation, shape 6G, and turn telecom into a larger engine of GDP growth. Leaders underscored a whole-of-government approach, with multiple ministries backing IMC and the Department of Telecommunications and the Cellular Operators Association of India co-hosting. Indiaโ€™s telecom and digital sector is estimated to contribute roughly 12โ€“14% to GDP today. Leaders at IMC projected this could reach about 20% by the mid-2030s if India scales advanced connectivity, software-led services, and domestic manufacturing. Indiaโ€™s 6G push was tied to a potential GDP uplift exceeding a trillion dollars by 2035.
T-Mobile has set a clear handover plan that pairs continuity with a sharpened focus on digital, AI, and new growth vectors. Srini Gopalan, currently Chief Operating Officer, will become CEO of T-Mobile US, succeeding Mike Sievert. Sievert moves to a newly created Vice Chairman role, remaining on the management team and Board to advise on strategy, innovation, talent, and external relations. The structure signals operational continuity and a deliberate next phase for the Un-carrier playbook across wireless, broadband, and adjacent services. Expect Gopalan to intensify investments in AI across care, sales, and network operations.
Reliance Jio’s 2026 IPO could be Indiaโ€™s largest public listing, with a projected valuation between โ‚น10โ€“12 lakh crore. As Jio Platforms prepares to float 2.5โ€“5% equity, the move could reshape 5G pricing, digital infrastructure investments, and ARPU strategies across the telecom stack. With cloud, AI, and enterprise services gaining traction, Jioโ€™s IPO positions it as a multi-product digital powerhouse. Airtel and Vodafone Idea may face intensified competition as capital deployment and service bundling accelerate.
India’s telecom usage is now predominantly indoors, and TRAI’s new property rating framework puts digital connectivity on par with core utilities. TRAI’s chairperson flagged a decisive shift: most mobile data is consumed inside homes, offices, malls, hospitals, and transit hubs. Connectivity inside buildings is moving from convenience to necessity. TRAI’s 2024 Regulations introduce a voluntary, performance-based star rating that assesses how ready a property is to deliver high-quality broadband and mobile connectivity. The framework encourages developers to embed Digital Connectivity Infrastructure (DCI) at design stage, aligns with Digital India and Smart Cities Mission, and invites ministries and agencies to incorporate DCI into guidelines, tenders, and training.
Airtel Congo and Wing Wah have launched Congo-Brazzavilleโ€™s first private network at the Banga Kayo oil field, aiming to boost oilfield connectivity, network security, and digital transformation in Central Africaโ€™s energy sector. This five-year agreement supports real-time monitoring, automation, and future 5G integration, setting a new precedent for telecom and oil industry partnerships in the region.
The Cellular Operators Association of India (COAI), representing Reliance Jio, Bharti Airtel, and Vodafone Idea, is pushing back against direct 5G spectrum allocation for enterprises. COAI argues that Indiaโ€™s urban coverage, revenue priorities, and national security risks make an operator-led model via spectrum leasing or network slicing, more viable. The Department of Telecommunications is reviewing TRAIโ€™s recommendation, with the decision set to shape Indiaโ€™s private 5G market for years.
Vodacom Group and Airtel Africa have signed a strategic infrastructure sharing agreement in Mozambique, Tanzania, and the DRC. The dealโ€”pending regulatory approvalโ€”will enable fiber and tower sharing to accelerate 4G/5G rollout, cut infrastructure costs, and expand coverage in underserved regions, driving Africaโ€™s digital inclusion agenda.
Reliance Jio has claimed the title of the worldโ€™s largest telecom operator with 488 million subscribers, including 191 million on its 5G network. Despite a 25% tariff hike, Jioโ€™s 5G adoption continues to soar, making up 45% of its total wireless data traffic. Backed by investments in AI, 6G, and satellite internetโ€”plus a partnership with SpaceXโ€™s Starlinkโ€”Jio is expanding its reach beyond India to become a global tech leader.
Indiaโ€™s internet subscriber base hit 969.10 million in FY25, with broadband users rising 2.17% and narrowband shrinking. TRAI data shows wireless ARPU up 16.89%, strong wireline growth, rural connectivity gains, and Jio-Airtel dominance โ€” while DTH shrinks and OTT rises.
Starlink plans to enter Indiaโ€™s broadband market with a $10/month satellite internet service, aiming to reach 10 million users. Backed by SpaceX, the offering challenges local 5G and FWA providers like Jio and Airtel while targeting underserved rural regions. Regulatory hurdles, hardware costs, and network capacity may influence its success.
Indiaโ€™s telecom sector is forecasted to grow 12โ€“14% in FY25, hitting โ‚น3 lakh crore in revenue, with AI adoption, Vodafone-led tariff hikes, and R&D investment driving momentum. AI is not just boosting efficiencyโ€”itโ€™s reshaping the future of telecom jobs, infrastructure, and policy. Sunil Bharti Mittal called for stronger private R&D efforts and smarter policy frameworks to harness Indiaโ€™s demographic advantage and scale the next era of AI-powered telecom innovation.

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