Jio reported a 5G user base of 268 million as of the end of March, with 5G traffic now accounting for nearly 55% of the telco’s overall mobile traffic
In sum – what to know:
5G scale – 268 million 5G users and rising data traffic highlight rapid adoption and growing network demand.
AirFiber growth – Fixed wireless drives broadband expansion, accounting for nearly 75% of new home connections.
AI networks – Automation, energy optimization, and proprietary RAN innovations support performance and efficiency gains.
Indian company Jio Platforms, the holding company of Reliance Jio Infocomm, has reported sustained growth across its connectivity and digital services business during the fourth quarter, ended March 31, 2026, supported by rising data consumption, rapid 5G adoption, and continued expansion in fixed wireless access.
Speaking during Reliance Industries’s earnings call, Anshuman Thakur, head of strategy at Reliance Jio Infocomm, highlighted strong momentum across both operating and financial metrics.
“The company posted a strong double-digit growth in its digital services business, which is already a global scale business,” Thakur said, noting that Jio ended the fourth quarter with 524 million subscribers, including a net addition of 36.3 million users.
Jio Platforms, the holding company of Reliance Jio, recorded revenues of INR449.2 billion ($4.72 billion) in the quarter, up 12.7% year-on-year. Net profits climbed 13% year-on-year in Q4.
5G adoption continues to be a central driver. Jio reported a 5G user base of 268 million, with 77 million additions over the year. Data usage is also increasing sharply, with total traffic reaching 241 exabytes annually, up 31% year-on-year. The company also said that 5G currently accounts for nearly 55%
Beyond mobility, Jio is expanding its position in home broadband, particularly through its fixed wireless product. The company reached 27 million fixed broadband connections, with nearly 10 million net additions over the year. Also, around 75% of new connections are coming through the firm’s FWA offering JioAirFiber, reflecting strong demand for wireless-based home connectivity at scale, the executive said.
Jio is also focusing on network innovation and automation as it prepares for further demand growth. The company has been deploying AI-driven tools across its infrastructure, including energy optimization and real-time network management.
In parallel, Jio is developing proprietary technologies to improve performance in high-density environments. This includes custom beamforming solutions designed to enhance capacity and coverage in locations such as stadiums and other high-traffic zones, where network congestion has historically been a challenge.
Fixed wireless access remains another key growth area. The company said it has addressed earlier deployment limitations by enabling non-line-of-sight installations, expanding its addressable market and allowing it to connect more households. At peak times, Jio said it is adding tens of thousands of homes per day, supported by rapid technician onboarding and streamlined installation processes.
Enterprise services are also expanding, with Jio offering managed connectivity solutions that go beyond basic network access. These include integrated offerings such as Wi-Fi, security, surveillance, and compute services, aimed at both large enterprises and small businesses.
“Our proprietary solutions… are now commercially available in the market, being provided to our enterprise customers,” Thakur said, adding that demand is growing for bundled services and cost-effective connectivity solutions across distributed locations.
Looking ahead, Jio sees continued growth driven by rising data consumption, new AI-enabled use cases, and increasing digital adoption across both consumer and enterprise segments.
In January, Reuters reported that Reliance Jio Platforms was considering launching an initial public offering in 2026 that would float around 2.5% of the company. The report noted that the potential move could result in India’s largest-ever IPO, raising more than $4 billion.
Over the past six years, Jio has expanded beyond telecoms into areas such as artificial intelligence, while raising capital from investors including KKR, General Atlantic, Silver Lake, and the Abu Dhabi Investment Authority. Telecoms still account for around 75% to 80% of Jio Platforms’ annual revenue.
