Telcos lose more active users in Nov, but boost data base

“With the continuous spend on capex message the equity raise, we do anticipate some renovation in these fads (for Vi) from 4Q25 onwards,” Axis Funding said in a note. “Jio reported 1.2 million web includes for November after a loss of 14.7 million in July-October 2024. RIL, in its Q3 earnings telephone call, had actually currently revealed 3.3 million web enhancements for the quarter. Offered the numbers for October/November, this indicates strong 5.8 million enhancements for December,” Axis claimed.

“Jio reported 1.2 million internet adds for November after a loss of 14.7 million in July-October 2024.

“We remain to anticipate Bharti and Jio to get market share in the close to term,” the broker agent stated. Analysts highlighted Vi’s ongoing client loss as a vital issue as a result of weak 4G network and absence of fifth-generation or 5G mobile network, making it susceptible to market share disintegration.

Leading telecom drivers Dependence Jio, Bharti Airtel, and Vodafone Idea continued to lose active subscribers in November due to tariff walkings and spin amongst low-paying customers. Nonetheless, information customer base raised, especially for Jio, indicating better approval of higher tolls. Analysts highlight Vi’s continued customer losses as a considerable concern but anticipate some renovation from 4Q25 onwards.

Leading telecom drivers Reliance Jio, Bharti Airtel, and Vodafone Idea continued to shed energetic clients in November due to toll walks and spin among low-paying customers. Analysts highlight Vi’s continued client losses as a considerable concern however expect some enhancement from 4Q25 onwards.

“Nonetheless, it (BSNL) handled to add 0.6 million mobile broadband (MBB) customers in November 2024. In its 2QFY25 teleconference, the VIL administration likewise suggested that clients’ port-outs to BSNL have started declining considering that August 2024,” it said.

ICICI Securities though estimated that Jio’s active user base dropped by 1.2 million to 447 million in November, while that of Airtel and Vi decreased by 3 million and 1.9 million to 380 million and 177 million, respectively. In November, industrywide active customer base come by 6.1 million to 1.06 billion, a decrease of 0.6% sequentially however expanding 1.4% year-on-year, as per ICICI.

It included that Jio led data customer enhancements in November, gaining market share after cumulatively shedding around 17 million customers given that elevating tolls, which ought to make it much more amenable to more toll walks.

State-run BSNL benefitted during by maintaining its tariffs the same in spite of all the 3 exclusive telcos hiking their mobile rates by 15-17% in July in 2014. In November, state-run BSNL returned to its total and active subscriber loss declining pattern seen prior to July, JM Financial said.

New Delhi: Leading telecom operators Dependence Jio, Bharti Airtel, and Vodafone Idea (Vi) continued their energetic customer losing streak in November, impacted by toll walkings in July last year and spin in low-paying customers, according to broker agents. Information individual base, however, broadened during the month, mirroring enhanced uptake despite raised tariffs.