InvestorQ : How do you see the Reliance Jio market share in telecom sector improving? Do you see them widening their lead over Bharti Airtel and Vodafone Idea?
Dilmini Mercia made post

How do you see the Reliance Jio market share in telecom sector improving? Do you see them widening their lead over Bharti Airtel and Vodafone Idea?

Answer
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Dhwani Mehta answered.
3 months ago


It may be early to speculate on how market shares could pan out but Alliance Bernstein has an interesting analysis on the subject. Alliance projects that Jio could end up with 48% market share of the telecom and digital market by the year 2025. That would mean that Jio literally dominates half the addressable Indian telecom market with an active base of 50 billion users. That probably explains the rush for Reliance digital assets in the last couple of months with a slew of global PE funds and sovereign funds taking a stake in Jio Platforms. The overall valuation assigned is approximately $65 billion for Jio Platforms, excluding the Facebook stake. Investors in Jio Platforms include some marquee names like KKR, Facebook, Silver Lakes, Mubadala, TPG, Abu Dhabi Investment Authority, PIB of Saudi Arabia etc. Jio Platforms has monetized 24.71% of its holdings and has raised close to Rs.116,000 crore. If the market share expansion of Jio is even partially correct, then the PE funds that invested in Jio Platforms should be sitting on a goldmine in the next 3 years.