What stood out in the Reliance Jio Q3 results?

Jio led on net profit, showing strong scale and cost control, but it trailed Airtel on ARPU and India revenue. That split underscores a monetization gap. Investors should watch whether tariff plans, premium bundles, or 5G upgrades can lift ARPU over coming quarters without raising churn.

Why does ARPU matter in Airtel vs Jio ARPU comparisons?

ARPU reflects pricing power and user monetization. Higher ARPU can drive steadier cash flows and support margins. In Airtel vs Jio ARPU comparisons, Airtel’s lead implies stronger monetization. If Jio closes the ARPU gap while keeping churn low, it can improve profits and support a better valuation.

How could a Jio IPO 2026 affect Reliance Industries stock?

A Jio IPO in 2026 could unlock value through a market-based valuation for the digital arm, better disclosure, and targeted capital allocation. The impact depends on ARPU momentum, 5G monetization, and listing structure. Positive tariff and premium plan updates ahead of filing could aid sentiment and multiples.

What are the key technical signals on RELIANCE.NS today?

Momentum is soft with RSI at 32.75 and Stochastic near 6, both oversold. Price sits below the 50-day average around 1494 and near the 200-day near 1450. MACD is negative, and ADX at 23.4 shows a modest trend. Wait for closes above the 50-day and RSI recovery.

Is Reliance Industries stock a buy after the latest quarter?

It depends on your risk and time frame. Fundamentals are supported by Jio’s profit lead, but the ARPU gap is a key risk. Technically, signals are oversold and need confirmation. Consider staggered entries on strength and reassess around earnings on 23 April 2026 and any tariff or listing updates.

Global Market Insights

RELIANCE.NS Stock Today: February 08 — Jio Q3 Profit Leads, ARPU Lags Airtel

ByDanny Kontos February 8, 2026February 8, 2026

Reliance Jio Q3 results take center stage on February 08 as investors weigh profit strength against an ARPU gap with Airtel. The mix supports RELIANCE.NS sentiment, yet highlights the need for better monetization. We review the comparison with Airtel, the impact on Reliance Industries stock, technical signals, and how a potential Jio IPO 2026 could unlock value. Our aim is to give India-focused investors clear takeaways for near-term positioning and long-term conviction, without noise or hype.