Reliance Jio Infocomm Limited reported a strong financial and operational performance for the third quarter of FY26, driven by robust subscriber additions, rising average revenue per user (ARPU) and continued scale-up of digital services. Consolidated Jio Platforms Limited (JPL) posted quarterly revenue of Rs 43,683 crore, up 12.7 per cent year-on-year, while EBITDA rose 16.4 per cent to Rs 19,303 crore, supported by margin expansion and operating leverage.
The company’s total subscriber base crossed 515 million as of December 2025, reflecting net additions of 8.9 million during the quarter. ARPU increased to Rs 213.7 per subscriber per month, marking a 5.1 per cent year-on-year growth, aided by higher customer engagement, partly offset by promotional offers for unlimited 5G and fixed broadband services. Monthly churn remained stable at 1.8 per cent.
Jio 5G Subscribers
Jio’s 5G momentum continued to strengthen, with the 5G subscriber base reaching 253 million, accounting for around 53 per cent of total wireless data traffic. Total data traffic rose 34 per cent year-on-year to over 62 exabytes during the quarter, with per capita data consumption at 40.7 GB per month. Voice traffic stood at 1.53 trillion minutes, up 4.8 per cent year-on-year.
Jio Fixed Broadband Base
On the fixed broadband side, total connected premises increased to 25.3 million, while the JioAirFiber subscriber base crossed 11.5 million, making it the first fixed wireless access (FWA) service globally to surpass 10 million subscribers, according to the official release dated January 16, 2026. Customer engagement remained strong, supported by rising adoption of 5G and fixed broadband services, the company noted.
Developments During the Quarter
During the quarter, Jio expanded its digital ecosystem with the launch of the Jio-Gemini offer, providing eligible unlimited 5G users free access to an 18-month Gemini Pro subscription valued at Rs 35,100. The company also announced the availability of YouTube Premium for select JioHome prepaid users above Rs 1,499 monthly plans and continued to scale JioAICloud, which reached around 50 million registered users as of December 2025.
“JioAICloud continued to grow its user base with around 50 million registered users as of December 2025 with a targeted campaign focused on youth and students. In addition, features were further enhanced with introduction of Gujarati and Marathi in voice search engine, and AI driven auto-organisation of files,” the official release said.
In addition, Jio signed a memorandum of understanding with the National Highways Authority of India to introduce a telecom-based safety alert system across national highways.
“Using Jio’s existing 4G and 5G network, travellers will receive advance warnings on their mobile phones as they approach identified risk locations such as accident-prone stretches, stray-cattle zones, fog-affected areas and emergency diversions,” the company highlighted.
Commenting on the results, Mukesh D. Ambani, Chairman and Managing Director, Reliance Industries Limited said: “Reliance’s consolidated performance in 3Q FY26 reflects consistent financial delivery and operational resilience across businesses.
Jio’s digital ecosystem is deepening its roots in Indian households. Through our mobility and broadband products, we are connecting mobile phones, homes, appliances and enterprises. The synergistic value delivered by our connectivity and media platforms has meaningfully increased customer engagement. This quarter, Jio expanded its subscriber base further, through attractive propositions enabled by its comprehensive, indigenous technology stack tailored for Indian markets. The business delivered a robust financial performance with 16.4% growth in EBITDA.”
Reliance is entering a new phase of value creation with its initiatives in the AI and New Energy domains. I am confident that Reliance will play a pioneering role in the evolution of these epoch-defining technologies, providing sustainable solutions at scale for India and the world.”
Commenting on the performance, Akash M Ambani, Chairman of Reliance Jio Infocomm, said, “Jio has been the catalyst for India’s digital revolution by bringing the world’s best technology platforms in the hands of Indian users. Jio’s over 500 million subscriber base, deep customer insights and pan India distribution network will empower Reliance Intelligence to achieve its aim to make India not just AI-enabled but AI-empowered – where every citizen and enterprise can harness AI tools to create, innovate and grow. This will drive sustained value creation for all stakeholders in the coming years.”
Nine-Month Financials
For the nine months ended December 2025, Jio reported revenue from operations of Rs 108,626 crore and profit after tax of Rs 22,118 crore, underlining sustained growth momentum and strengthening profitability as the company continues to deepen its leadership in India’s digital connectivity landscape.
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