Broadband
Airtel and Jio surge ahead as Vodafone Idea and BSNL lose subscribers in December
India’s mobile base rises in December, but gains skewed towards the top two operators
NEW DELHI: India’s telecom market ended 2025 with a familiar split: the leaders sprinting ahead, the laggards slipping further. Fresh data from the Telecom Regulatory Authority of India (TRAI) show Bharti Airtel and Reliance Jio adding millions of wireless users in December, while Vodafone Idea and state-run BSNL continued to bleed subscribers.
India’s overall telephone subscriber base, wireless and wireline, climbed to 1.306 billion in December 2025, a monthly rise of 0.66 per cent. Growth was driven largely by wireless, which accounted for the bulk of new additions.
Bharti Airtel added 5.42 million wireless subscribers during the month, the biggest net gain among operators. Reliance Jio followed with roughly 2.96 million additions. Their gains were spread across multiple licensed service areas, underscoring broad-based momentum.
The story was starkly different for their rivals. Vodafone Idea recorded a net loss of about 9.4 lakh wireless subscribers, extending a run of monthly erosion. BSNL also saw its base shrink by around 2.06 lakh users. Despite marginal gains in a few circles, the PSU’s overall wireless base continued to contract.
Taken together, net wireless (mobile) additions across operators stood at 7.23 million in December.
Wireless subscribers, including mobile and fixed wireless access (FWA), rose to 1.258 billion, a net monthly increase of 8.21 million. Wireless tele-density improved to 88.41 per cent, though the urban–rural divide remained wide: urban tele-density at 140.66 per cent versus 59.07 per cent in rural areas.
The wireline segment posted modest growth. Subscribers increased from 47.05 million in November to 47.37 million in December, a 0.68 per cent monthly rise. Urban areas continued to dominate, while rural wireline tele-density stayed low.
Broadband crossed a symbolic milestone, with total subscribers topping one billion to reach 1,007.35 million by December-end. Mobile wireless broadband remained the primary access mode. In fixed wireless access, 5G FWA subscribers grew 5.59 per cent month on month, signalling gradual uptake of next-generation services.
Yet churn remains high. TRAI noted that about 16.12 million subscribers submitted mobile number portability requests in December alone.
The scoreboard is clear: scale is breeding more scale at the top, while smaller players struggle to hold ground. In India’s brutally competitive telecom arena, December’s numbers show a market that is still growing, but not evenly—and momentum, for now, sits firmly with the frontrunners.
Broadband
Tejas Networks names Arnob Roy as MD and CEO, overhauls top leadership team
The Bengaluru-based telecom gear maker reshuffles its entire top team even as quarterly revenue collapses by 83 per cent
BENGALURU: Tejas Networks is changing the guard at the top, and doing so at speed. The Bengaluru-headquartered telecom equipment maker has elevated Arnob Roy as managing director and chief executive officer, effective April 15, 2026, for a term running through to August 3, 2028, and in the same breath announced new appointments across operations and finance. The timing is pointed: the company is navigating one of the roughest patches in its recent history.
Roy steps up from his role as executive director and chief operating officer, a position he has held since March 2019. He brings more than three decades of experience in the high-technology sector across research and development, operations, and sales. His predecessor, Anand Athreya, resigned last year citing personal reasons and was relieved on June 20, 2025, leaving a gap at the top that has now been formally filled.
The numbers Roy inherits are sobering. Tejas posted a net loss of Rs 211.3 crore in the fourth quarter of fiscal year 2026, a near-194 per cent widening year on year from Rs 71.8 crore in the same period a year earlier. Revenue for the quarter collapsed 82.6 per cent year on year to Rs 333 crore, down from Rs 1,907 crore. EBITDA swung to a loss of Rs 118.2 crore against a profit of Rs 121.5 crore a year ago. The culprit is not hard to identify: Tejas has derived the bulk of its revenue from BSNL’s fourth-generation network project, delivered as part of a Tata Consultancy Services-driven consortium, and that roll-out is now winding down.
Roy, speaking during a post-earnings conference call with analysts, was candid about where the company has been. “The BSNL 4G network went live across 100,000 sites. We deployed our largest indigenous router networks in the country through the BSNL MAN network, as well as in the BharatNet Phase 3 network,” he said, adding that Tejas had also successfully rolled out its 400G and 800G DWDM equipment in domestic and international markets, and continued the deployment of what it describes as the world’s largest satellite IoT network through its vehicle tracking system solution.
The pivot to new revenue streams is already under way. Tejas has partnered with Japan’s Rakuten Symphony and NEC Corporation to push deeper into international markets, with several Open Radio Access Network trials ongoing, one of which concluded recently. The company is also diversifying across equipment categories and geographies to sustain momentum as the BSNL chapter closes.
To prosecute that strategy, Roy needs a full team around him. Preetham Uthaiah has been appointed chief operating officer, moving up from his current role as vice president of product management for wireless products at Tejas Networks. Uthaiah brings nearly 30 years of global experience spanning engineering, product management, and business development across India and the United States. Before joining Tejas Networks, he served as executive vice president of product management, marketing, and strategy at Saankhya Labs, and held senior roles at Tech Mahindra on both sides of the Atlantic. He holds an MBA from Arizona State University and a degree in electronics and communications from Karnatak University.
On the finance front, AVS Prasad has been approved as chief financial officer, effective May 16, 2026, succeeding Sumit Dhingra, who has resigned. Prasad, currently serving as finance controller at Tejas Networks, brings over 27 years of experience within the Tata Group across telecom, aerostructures, and defence. A company secretary and cost and management accountant by training, he has spent more than 15 years in senior finance roles including CFO and financial controller positions, with expertise spanning corporate finance, treasury management, regulatory compliance, internal audit, and governance.
New chief executive, new chief operating officer, new chief financial officer — all installed in a single move, at a moment when the company’s largest revenue source is drying up and the next chapter remains unwritten. Tejas Networks has placed its bets. Now it has to deliver.
