Tariff hike is the biggest catalyst for investors in the telecom sector. Jio s ARPU, which has grown from Rs 130 in FY20, is seen growing to Rs 202 in FY26. Analysts from Kotak Institutional Equities see the possibility of a tariff hike only after the Lok Sabha elections in April-May 2024.
Bharti Airtel’s Managing Director Gopal Vittal asserted that the telecom operator is expecting another price hike to take place this year, which will boost average revenue per user (ARPU) to Rs 200.
Bharti Airtel’s Managing Director Gopal Vittal asserted that the telecom operator is expecting another price hike to take place this year, which will boost average revenue per user (ARPU) to Rs 200.
The price hikes are expected to boost Bharti Airtel and Jio's average revenue per user (ARPU) by ₹25 and ₹20 respectively by March 2022 from ₹153 and ₹144, respectively, reported in the second quarter of the financial year.