India Mobile Subscribers: Jio Gains, Vi Losses Continue

On the whole too in June, Jio gained well over two times the number of cordless clients– 1.9 million – than its local rival Bharti Airtel– 763,482, while cash-strapped Vi and state-run Bharat Sanchar Nigam Ltd (BSNL) continued to cede ground, losing 217,816 users and 305,766 users, respectively.

Subscriber Growth Trends in India

Energetic mobile customers in India saw an increase in June, driven by gains in Metro and A circles, countering losses in smaller sized cities. Reliance Jio and Bharti Airtel led subscriber additions, while Vodafone Idea continued to experience losses. The industry experienced total growth, suggesting solid possibility, though mobile number portability demands remained high.

Vi’s Subscriber Losses Slowing

It included that while Vi has continued to shed active customers, the speed of decrease has regulated, with the company losing only 4 million throughout the very first half of 2025, “In June, VIL shed active belows in 14 out of 22 circles, showing ongoing pressure on client retention. (But) VIL’s 4G belows raised by 0.7 million month-on-month after increasing by 1.0 million in May.”

Metro and A Circles Drive Growth

“( Energetic) Client additions were led by Metros (1.5 million) and A Circles (2.4 million), which represent around 45% of the market’s customer base; however, B Circles (0.5 million) and C-circles (0.8 million) observed subscriber decline,” brokerage Jefferies stated in a record.

Jio Outperforms Airtel

“This is the 4th straight month of Jio’s outperformance over Bharti,” stated Jefferies. “Jio’s ongoing outperformance versus Bharti on energetic subscriber enhancements augurs well for the industry’s overall tariff outlook.”

New Delhi: The rise in energetic subscribers for June, complying with solid gains in May, were led by enhancements in City and A circles, consisting of the nation’s larger cities, said a report, which included that the gains offset losses in smaller cities and communities.

“Client additions focused in a couple of markets. Bharti acquired subscribers in Metros and A Circles and shed subscribers in B and C Circles,” stated Jefferies, including that India’s 2nd biggest telco’s client addition was focused in circles such as Gujarat, Maharasthra, Mumbai and West Bengal, where its market share is reduced compared to its overall market share.

It claimed that the field’s mobile number transportability (MNP) requests stayed raised at around 14 million in June, “potentially as users continue to move between drivers article toll walks … higher churn typically increases supplier commissions/SG & A costs for telcos.”

“Reliance Jio got clients in Metros, A & B Circles and lost clients in C-circles. Jio’s client enhancement was concentrated in Gujarat, Mumbai UP (W) and West Bengal, while it tape-recorded losses in Assam, MP, Rajasthan and Orissa,” the brokerage stated.