Speculations for Tariff hike Q4 2025 or Q1 26

  • Thread starter Thread starter Kyle Crane
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Kyle Crane

Kyle Crane

Crane
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Location
Mumbai
ISP
AS132296 with 200mbps plan ,Vi Mumbai circle
Apparently Airtel's Gopal vittal said "I think those entry level pricing Should potentially not go up. Um, and even if they do, they go up very, very modestly."



Maybe he means the very basic plan, which is 189Rs a month of 2gb data and unlimited calls with 300sms, should remain the same?

Currently, 379Rs a month gets u 2gb data and 5G unlimited + unlimited calls + 100sms per day

And the benefits of this plan would increase to 499Rs a month, possibly? Maybe a yearly plan of, 4999rs or 384 a month
since Airtel has a 500Rs ARPU goal

if not 499Rs, then definitely 419 or 449Rs a month plans

I personally feel Airtel would go for 479 or 499rs plan while Jio would increase the tariff to 449Rs a month plans
For Vi it's very difficult to predict anything for them since some say they have a very difficult time running themselves
 
I don’t understand why they not have higher end plans.
I mean 1TB plan for ₹500-700 per month
Completely unlimited(3.3tb) 5g in 1500
Unlimited 4g in 1000.
Why to milk every low end customers only , why blindly follow jio in every step?
Why not offer bigger unique prepaid plans for IT people, corporate customers?
 
@igloo technically they do have unlimited 4G plans

Jio unlimited 4G at 649 rupees
Vi does unlimited 4G at 365 rupees (in some circles)

But why they don’t specifically do such plan?
They probably don’t want to lose fibre customers
Or they don’t have enough capacity to handle 1 user with so much data needs

As per “Parag Kar” Jio can only handle about 10 million customers with whom they can give 100 MBPS on FWA

Now, if they enable a few users to buy high end plans and then those users start using so much data throughout the day or night, it would create problems for everybody else
 
@igloo if they introduce ul plans then qos will get hit for sure cause majority of population still relies on mobile data rather than wifi. Other option is to introduce daily limits which again doesn't make sense.
 
Updates on this as we have started to get rumors of another tariff hike in the following month

To better understand why tariff hike is happening i have used ai in the following TLDR to breakdown why another tariff hike is coming.

​

Why Airtel wants tariff hikes (and how much it helps them)​

  • Airtel spent ~₹50,000 crore on 5G spectrum (₹43k cr in 2022 + ₹6.8k cr in 2024) and another ₹25k–₹33k crore on 5G rollout, towers, and network upgrades.
  • Even after prepaying a lot of spectrum dues, they still owe ~₹52,000 crore in long-term spectrum liabilities.
  • These dues are like an EMI — not due all at once — so Airtel is already profitable (₹23,500 crore net profit in FY 2024-25) while paying them gradually.
  • But the company wants higher ARPU (Average Revenue Per User) — around ₹300 — to generate enough free cash flow to pay off spectrum debt faster and strengthen margins.
  • That’s why Airtel keeps pushing for tariff hikes, and it’s also why they want Jio and VI to hike together (to avoid user churn).

    Ai generated TLDR ends here.


its obvious that Airtel wants to recover the costs of spectrum fees ,5G setup costs ,and other OPEX due to 5G roll out .

My thoughts on this :
Im not using any airtel services right now and my main sim is Vi with a secondary sim from Jio (which i only use when traveling out of Mumbai)

since a tariff hike from one major company means the rest will follow on it as well ,there is nothing we can really do on this ,sure some people are furious at airtel/jio and Vi for tariff hikes but these companies are paying a ultra premium cost of spectrum in India and not to mention who vast India is so a huge amount of money is spent on setting up networks and maintaining them as well

i think the blame of tariff hikes needs to go on Govt of India for not pricing spectrum properly and charging a ridiculously high amount for it ,if they really want cheap prepaid/postpaid plans in India then they should have priced spectrum properly

just look at how much RJio paid for acquiring 700mhz band and why Airtel backed off from purchasing 700mhz specturm

all in all these companies are in huge debt due to 5G roll out (except 1) and they need to recover the cost anyhow before the 6G bus arrives in the next 5 to 7 years.



 
Funny how the government modified spectrum surrender rules when Jio wanted to surrender extra spectrum, but the rules don't apply Retrospectively so spectrum acquired before 2024 aren't governed by the same rules. Oh poor Airtel and Vi...
 
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