News Headline
Dialling up the digits India’s telecom counts a quarter of steady gains
MUMBAI: India’s telecom numbers are ringing loud again, and this time the caller tune is pure growth. TRAI’s latest Indian Telecom Services Performance Indicator Report for July–September 2025 shows the sector quietly but firmly notching up gains across subscribers, revenue, and data consumption even as cable, DTH, and radio continue to track their own shifts.
For starters, India’s Internet universe grew wider, climbing from 1002.85 million users in June to 1017.81 million by September, marking a tidy 1.49 per cent quarterly rise. Of these, 995.63 million were broadband users up 1.63 per cent while narrowband dropped to 22.18 million, continuing its slow glide into irrelevance. Wireless continues to dominate, accounting for 973.39 million of all Internet connections.
The broader telecom subscriber count also ticked up. Total telephone users rose to 1,228.94 million, up 0.87 per cent from the previous quarter, pushing India’s tele-density to 86.65 per cent. Urban tele-density now sits at a booming 134.76 per cent, while rural areas inched to 59.52 per cent. But the rural share of total subscriptions slipped marginally from 44.20 per cent to 43.93 per cent, showing the urban surge continues to power ahead.
Wireless remains the heavyweight, adding 11.45 million users to reach 1,182.32 million, a 0.98 per cent quarterly rise. Of this, 1,170.44 million were mobile subscribers. Wireless tele-density climbed to 83.36 per cent.
Wireline, meanwhile, rang in a quieter quarter. Connections dipped to 46.61 million, down 1.84 per cent, although the segment shows a healthy 26.21 per cent year-on-year rise, thanks largely to fibre-led broadband adoption.
If operators were looking for good news, they found it in revenue. Wireless ARPU rose 2.34 per cent, climbing from Rs.186.62 in June to Rs.190.99 in September. Prepaid users averaged Rs.189.69, while postpaid stood at Rs.204.55. Wireless usage clocked 1005 minutes per subscriber per month, a marginal dip from 1006, though prepaid users towered at 1052 minutes compared to postpaid’s 516.
On the financial side, the sector posted strong numbers:
● Gross Revenue (GR): Rs.99,828 crore, up 3.29 per cent
● Applicable GR: Rs.94,301 crore, up 2.22 per cent
● Adjusted GR: Rs.82,348 crore, up 1.26 per cent
Year-on-year, the increases were even sharper 9.19 per cent for GR and 9.35 per cent for AGR. Licence fees rose to Rs.6,588 crore. Pass-through charges jumped 9.26 per cent sequentially to Rs.11,426 crore, though still showing an 11.61 per cent annual decline.
Access services which include mobile continued to dominate the industry, contributing 84.07 per cent of AGR.
On the broadcasting front, India now houses 916 permitted private satellite TV channels, of which 334 are pay channels (232 SD + 102 HD). Pay DTH subscribers dropped from 56.07 million to 52.78 million, even as DD Free Dish continues to quietly expand its reach.
In radio, private FM channels shrank from 388 to 387 after one operator shuttered its Gwalior station. Yet, revenues grew from Rs.383.14 crore to Rs.399.96 crore across these 387 stations, while 548 community radio stations remain operational nationwide.
The quarter also logged some massive digital usage markers. Wireless data consumption crossed 69,090 PB, with the average wireless data user consuming 25.24 GB per month. Wi-Fi hotspots reached 55,940, with 10,778 TB of data consumed.
Quality of Service metrics brought cheer too, all wireline operators and all wireless operators met every QoS benchmark across all service areas, spanning call setup, packet drops, outages, and billing.
In short, India’s telecom engine is humming steadily more broadband, more data, higher revenues, tighter QoS, and a subscriber base that refuses to slow down. The next quarter’s curve may bend higher or flatter, but for now, the sector’s signals are strong, stable, and unmistakably green.
iWorld
Netflix celebrates a decade in India with Shah Rukh Khan-narrated tribute film
MUMBAI: Netflix is celebrating ten years in India with a slick anniversary film voiced by Shah Rukh Khan, a nostalgic sprint through a decade that rewired how the country watches stories. The campaign doubles as both tribute and reminder: streaming did not just enter Indian homes, it quietly rearranged them.
Roll back to 2016 and television still dictated schedules. Viewers waited weeks, sometimes months, for favourite films to appear on prime time. Family-friendly filters narrowed options further, and piracy often filled the gaps. Then Netflix arrived, softly but decisively, carrying a catalogue of international titles rarely seen in Indian theatres and placing them a click away. Old blockbusters and new releases suddenly coexisted on the same digital shelf.
The platform’s real inflection point came in 2018 with Sacred Games, a breakout series that refused to dilute India’s grit for global comfort. Audiences embraced its unvarnished tone, signalling readiness for stories that did not need box-office validation or censorship compromises. What followed was a steady procession of relatable narratives. Competitive-exam anxiety fuelled Kota Factory. College relationships unfolded in Mismatched. Everyday pressures, not grand spectacle, proved bankable.
Language barriers thinned as foreign series arrived with Hindi, Tamil and Telugu dubbing, expanding viewership beyond urban English-speaking pockets. Marketing mirrored the shift. For global releases such as Squid Game, Netflix leaned on regional creators and influencers to localise buzz and make international content feel native.
The library widened beyond fiction. Documentaries stepped out of festival circuits into living rooms. Stand-up comedians found scale. Established filmmakers, including Sanjay Leela Bhansali with Heeramandi, embraced the platform’s long-form canvas. Subscriber numbers swelled to 12.37 million in India, according to Demandsage, and behaviour followed suit. Late-night binges became routine. Friday release rituals loosened. Watch parties turned solitary screens into social events.
Economics demanded adjustment. Early subscription pricing carried a premium aura that deterred many households. Over time, Netflix recalibrated plans to align with Indian spending sensibilities, conceding that accessibility is as critical as content. To extend momentum around marquee titles, the platform also experimented with split-season releases, stretching anticipation and watch time.
The anniversary film, narrated by Shah Rukh Khan, captures the linguistic shift that mirrors the cultural one: from “Netflix pe kya dekha?” to “Netflix pe kya dekhein?” The question moved from recounting the past to planning the next binge. In ten years, Netflix morphed from foreign entrant to familiar fixture, exporting Indian stories abroad while importing global ones home. The remote no longer waits; it chooses, clicks and moves on. In the streaming age, patience is out, playlists are in, and the next episode is always one tap away.
Brands
Delhivery chairman Deepak Kapoor, independent director Saugata Gupta quit board
Gurugram: Delhivery’s boardroom is being reset. Deepak Kapoor, chairman and independent director, has resigned with effect from April 1 as part of a planned board reconstitution, the logistics company said in an exchange filing. Saugata Gupta, managing director and chief executive of FMCG major Marico and an independent director on Delhivery’s board, has also stepped down.
Kapoor exits after an eight-year stint that included steering the company through its 2022 stock-market debut, a period that saw Delhivery transform from a venture-backed upstart into one of India’s most visible logistics platforms. Gupta, who joined the board in 2021, departs alongside him, marking a simultaneous clearing of two senior independent seats.
“Deepak and Saugata have been instrumental in our process of recognising the need for and enabling the reconstitution of the board of directors in line with our ambitious next phase of growth,” said Sahil Barua, managing director and chief executive, Delhivery. The statement frames the exits less as departures and more as deliberate succession, a boardroom shuffle timed to the company’s evolving scale and strategy.
The resignations arrive amid broader governance recalibration. In 2025, Delhivery appointed Emcure Pharmaceuticals whole-time director Namita Thapar, PB Fintech founder and chairman Yashish Dahiya, and IIM Bangalore faculty member Padmini Srinivasan as independent directors, signalling a tilt towards consumer, fintech and academic expertise at the board level.
Kapoor’s tenure spanned Delhivery’s most defining years, rapid network expansion, public listing and the push towards profitability in a bruising logistics market. Gupta’s presence brought FMCG and brand-scale perspective during a period when ecommerce volumes and last-mile delivery economics were being rewritten.
The twin exits, effective from the new financial year, underscore a familiar corporate rhythm: founders consolidate, veterans rotate out, and fresh voices are ushered in to script the next chapter. In India’s hyper-competitive logistics race, even the boardroom does not stand still.
MAM
Meta appoints Anuvrat Rao as APAC head of commerce partnerships
At Locofy.ai, Rao helped convert a three-year free beta into a paid engine, clocking 1,000 subscribers and 15 enterprise clients within ten days of launch in September 2024. The low-code startup, backed by Accel and top tech founders, is famed for turning designs into production-ready code using proprietary large design models.
Before that, Rao founded generative AI venture 1Bstories, which was acquired by creative AI platform Laetro in mid-2024, where he briefly served as managing director for APAC. Alongside operating roles, he has been an active investor and advisor since 2020, backing startups such as BotMD, Muxy, Creator plus, Intellect, Sealed and CricFlex through a creator-economy-led thesis.
Rao spent over eight years at Google, holding senior partnership roles across search, assistant, chrome, web and YouTube in APAC, and earlier cut his teeth in strategy consulting at OC&C in London and investment finance at W. P. Carey in Europe and the US.
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