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Telecom: Only Jio saw subscriber growth in Oct In Oct ’21, the sector’s reported/active subscriber base was flattish and rose by 0.3m/0.8m. Jio was the only telco to add subs with 1.8m/3.1m reported/active sub adds. Despite market share loss in FY22YTD, Bharti has raised tariffs in prepaid segment, reflecting its ARPU focus. This may affect Bharti’s net adds but will boost revenues/ margins. 4G subscriber adds led by Jio: 3G/4G subscribers rose by 3.9m in Oct led by 1.8m subscriber adds by Jio. Bharti Airtel gained 1.3m 4G subscribers, VIL added 0.1m 4G subscribers. Jio – Only telco to gain subs: After a sharp decline in reported subs in Sept, Jio added 1.8m reported subscribers in Oct. Jio’s active sub adds, however moderated a bit to 3.1m subs in Oct vs 4m+ sub adds in Aug/Sept. Jio’s share of active subs was steady at 84% post the subscriber clean-up in Sept. The subscriber decline was driven by a 1.3m decline in urban subs, while rural subs increased by 0.8m.