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The Telecom Regulatory Authority of India (TRAI) released subscriber data for Aug’22. Here are the key highlights:

* Industry gross subscribers grew 1.1m MoM (v/s 0.6m in Jul’22 and sub-1m in the last five months) to 1,149m, led by RJio whose gross subscribers increased by 3.3m, while IDEA lost 2m subscribers MoM. Subscriber growth for BHARTI was marginal, up 0.3m.

* The gross subscriber market share for RJio increased by 30bp MoM to 36.5%, while IDEA lost 20bp to 22%. The market share for BHARTI was flat at 31.7% in Aug’22.

* The active subscriber base for the industry grew 1.3m MoM (v/s -4.4m in Jul’22 and sustained consolidation in the last few months) to 1,015m, led by RJio, whose active subscribers rose 3m MoM, while IDEA lost 1.7m. Subscriber growth for BHARTI was flat for Aug’22 at 0.3m net additions.

* Active subscriber market share for RJio grew 30bp MoM to 38%, while IDEA lost 20bp to 21.2%. The same for BHARTI was flat at 35.1% in Aug’22. IDEA has been losing market share from the last five months.

* The pace of industrywide 4G subscriber additions continued, with 5.7m additions at 782m. RJio/BHARTI/IDEA added 3.3m/1.7m/0.2m subscribers in Aug’22.

* The 4G market share for BHARTI/RJio/IDEA was stable at 28%/54%/16%.

* Wired broadband subscribers for the industry grew 0.9m to 30.4m. This is majorly led by two players. RJio/BHARTI added 0.29m/0.14m subscribers, while BSNL’s remained flat at 3.9m.

* BHARTI saw a gross subscriber addition of 0.3m MoM (v/s an addition of 0.5m in Jul’22), maintaining its gross subscriber market share at 31.7%. Active subscriber base grew 0.3m MoM to 356m in Aug’22. Its active subscriber market share remains stable at 35.1%. 4G subscriber additions grew 1.7m MoM to 219m.

* RJio: Gross subscriber additions were the highest in the industry in the last five months, with 3.3m additions in Aug’22 v/s 2.9m in Jul’22. Also, its active subscriber base grew 3m MoM to 385m. The company retained its pole position at 38% in Aug’22.

* IDEA continued to lose gross/active subscribers, down 2m/1.7m on a MoM basis (v/s 1.5m/1.8m in Jul’22) to 253m/215m. Its 4G subscriber base grew marginally by 0.2m MoM to 123m.

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