{"id":1288995,"date":"2024-12-28T15:45:17","date_gmt":"2024-12-28T10:15:17","guid":{"rendered":"https:\/\/trak.in\/stories\/?p=1288995"},"modified":"2024-12-28T15:45:52","modified_gmt":"2024-12-28T10:15:52","slug":"jio-airtel-can-hike-voice-data-tariff-in-decemeber-2025-motilal-oswal-research","status":"publish","type":"post","link":"https:\/\/trak.in\/stories\/jio-airtel-can-hike-voice-data-tariff-in-decemeber-2025-motilal-oswal-research\/","title":{"rendered":"Jio, Airtel Can Hike Voice, Data Tariff In Decemeber 2025 (Motilal Oswal Research)"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>ARPU Growth Driven by Tariff Hikes<\/strong><\/h3>\n\n\n\n<p>Tariff hikes in 2019, 2021, and 2024 have significantly boosted the telecom sector\u2019s ARPU, which climbed from \u20b998 in 2019 to \u20b9193 by September 2024. Despite this growth, returns remain low relative to investment and rising data consumption.<\/p>\n\n\n\n<p>Analysts from <strong>Motilal Oswal<\/strong> predict more frequent tariff increases in the coming years to enhance ARPU. A <strong>15% hike is anticipated in December 2025<\/strong>, which could push Airtel\u2019s ARPU past \u20b9300\u2014a major milestone for the operator.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2024\/12\/Untitled-design-5-2-1280x720-1-1024x576.jpg\" alt=\"Jio, Airtel Can Hike Voice, Data Tariff In Decemeber 2025 (Motilal Oswal Research)\" class=\"wp-image-1288996\" srcset=\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2024\/12\/Untitled-design-5-2-1280x720-1-1024x576.jpg 1024w, https:\/\/trak.in\/stories\/wp-content\/uploads\/2024\/12\/Untitled-design-5-2-1280x720-1-300x169.jpg 300w, https:\/\/trak.in\/stories\/wp-content\/uploads\/2024\/12\/Untitled-design-5-2-1280x720-1-768x432.jpg 768w, https:\/\/trak.in\/stories\/wp-content\/uploads\/2024\/12\/Untitled-design-5-2-1280x720-1.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Telecom Sector Revenue on the Rise<\/strong><\/h3>\n\n\n\n<p>In Q2 FY25, the<a href=\"https:\/\/telecomtalk.info\/next-tariff-hike-by-indian-telcos-expected\/986889\/\"> telecom industry\u2019s revenue grew by:<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>8% quarter-on-quarter (QoQ)<\/strong><\/li>\n\n\n\n<li><strong>13% year-on-year (YoY)<\/strong><\/li>\n<\/ul>\n\n\n\n<p>This revenue increase, reaching \u20b9674 billion, is largely attributed to the recent tariff hikes. Analysts expect continued growth as the full impact of these hikes unfolds over the next two to three quarters.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Airtel Reaps the Maximum Benefit<\/strong><\/h3>\n\n\n\n<p>Among India\u2019s telecom operators, <strong>Bharti Airtel<\/strong> has been the biggest winner from tariff hikes. Over the past five years:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Airtel\u2019s ARPU grew by <strong>2.2 times<\/strong>, reflecting a compound annual growth rate (CAGR) of <strong>17%<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Airtel and <strong>Reliance Jio<\/strong> are expected to continue gaining market share, though the pace of gains may slow as <strong>Vodafone Idea (Vi)<\/strong> ramps up capital expenditure.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Looking Ahead: More Hikes, Stronger Revenues<\/strong><\/h3>\n\n\n\n<p>The Indian telecom sector\u2019s trajectory suggests that tariff hikes will remain a core strategy to drive ARPU and profitability. With a projected <strong>15% hike in December 2025<\/strong>, operators aim to achieve sustainable returns while catering to the growing data demands of consumers.<\/p>\n\n\n\n<p>As leading players consolidate their dominance, competition will focus on innovation and improving consumer experience\u2014a vital aspect for maintaining growth in this fast-evolving industry.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ARPU Growth Driven by Tariff Hikes Tariff hikes in 2019, 2021, and 2024 have significantly boosted the telecom sector\u2019s ARPU, which climbed from \u20b998 in 2019 to \u20b9193 by September 2024. Despite this growth, returns remain low relative to investment and rising data consumption. Analysts from Motilal Oswal predict more frequent tariff increases in the [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":1288996,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[21],"tags":[296,297,6454],"class_list":["post-1288995","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-airtel","tag-jio","tag-telecom-airtel"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Jio, Airtel Can Hike Voice, Data Tariff In Decemeber 2025 (Motilal Oswal Research) - Trak.in - Indian Business of Tech, Mobile &amp; Startups<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trak.in\/stories\/jio-airtel-can-hike-voice-data-tariff-in-decemeber-2025-motilal-oswal-research\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Jio, Airtel Can Hike Voice, Data Tariff In Decemeber 2025 (Motilal Oswal Research) - Trak.in - Indian Business of Tech, Mobile &amp; Startups\" \/>\n<meta property=\"og:description\" content=\"ARPU Growth Driven by Tariff Hikes Tariff hikes in 2019, 2021, and 2024 have significantly boosted the telecom sector\u2019s ARPU, which climbed from \u20b998 in 2019 to \u20b9193 by September 2024. Despite this growth, returns remain low relative to investment and rising data consumption. Analysts from Motilal Oswal predict more frequent tariff increases in the [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/trak.in\/stories\/jio-airtel-can-hike-voice-data-tariff-in-decemeber-2025-motilal-oswal-research\/\" \/>\n<meta property=\"og:site_name\" content=\"Trak.in - Indian Business of Tech, Mobile &amp; Startups\" \/>\n<meta property=\"article:published_time\" content=\"2024-12-28T10:15:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-28T10:15:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2024\/12\/Untitled-design-5-2-1280x720-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mohul Ghosh\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mohul Ghosh\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/trak.in\/stories\/jio-airtel-can-hike-voice-data-tariff-in-decemeber-2025-motilal-oswal-research\/\",\"url\":\"https:\/\/trak.in\/stories\/jio-airtel-can-hike-voice-data-tariff-in-decemeber-2025-motilal-oswal-research\/\",\"name\":\"Jio, Airtel Can Hike Voice, Data Tariff In Decemeber 2025 (Motilal Oswal Research) - Trak.in - Indian Business of Tech, Mobile &amp; 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