Reliance Jio – Disrupting India Internet

Reliance Jio has truly disrupted the mobile internet space in India, acquiring a base of 400 Mn internet users and has become the leading mobile internet provider in the country, in a span of ~3-3.5 years. Jio now plans to ride on this promising opportunity through its online platforms across internet verticals like e-tailing (Grocery, Fashion), eB2B retail, digital content, digital payments, eHealth, Ed-tech and others. Post announcement of JioMart, Jio platforms has seen remarkable backing from global investors. Moreover, Jio enjoys strong brand trust among the Jio mobile internet users, which is significantly higher in Tier 2+ cities. Hence, the turf is quite promising for Jio to enable impact in the India internet space, but there is significant uncertainity around how Jio platforms will fare in the respective internet sectors. As part of this report, we’ve elaborated in detail on the business model, the existing play in sector, the potential impact in the near term and the opportunities / barriers that lay ahead for Jio platforms in the respective sectors.

This report also covers sector-level insights such as eGrocery sector opportunities as well as player-level insights such as or related to Jio market share, Jio Mart business model, Jio revenue, Ajio profitability and Jio ARPU, among others.