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Is Jio's Tariff Realignment Transforming the Investment Case for Reliance (RS)?
Earlier this month, Reliance Jio discontinued its lowest-cost prepaid plans and moved its entry-level offering to ₹299 with 1.5GB daily data, aligning with competitors Airtel and Vodafone Idea and creating a new base tariff in India's telecom sector.
This industry-wide tariff shift signals a likely sector-wide price increase, as operators look to offset rising costs from 5G rollouts and spectrum investments, a move that analysts believe could improve profitability and reshape market...