Overview

• Reliance Jio has discontinued its Rs 209 (22 days) and Rs 249 (28 days) 1GB-per-day plans, with online recharges halted and limited availability only at physical outlets.
• Customers are being pushed to a Rs 299 pack that offers 1.5GB per day for 28 days, while Airtel and Vodafone Idea already start at Rs 299 with 1GB per day, setting the industry’s effective entry price at that level.
• Brokerages flag another increase later this year, with MOFSL modeling a roughly 15% (about Rs 50 per month) rise from December 2025 and ICRA indicating a window from October 2025 to January 2026 with a smaller quantum than 2024’s 19–21% hikes.
• Market calculations suggest Jio’s ARPU could lift by about Rs 8.4—or roughly 4%—if one-fifth of recharges were on the discontinued plans, and MOFSL expects further gains from subscriber-mix improvements and home broadband.
• Reliance Industries shares gained more than 2% in early trade following the plan withdrawal, putting telecom stocks in focus.