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Jio Platforms is likely to keep satcom a niche complement to JioAirFiber while lobbying on spectrum rules.
For operators
Jio's prospectus says satcom is unlikely to scale and will compete on price with fixed wireless access, yet it flags Starlink and Eutelsat OneWeb entry as a risk to JioFiber and JioAirFiber, so broadband operators should watch pricing against Starlink's ~₹4800 per month US plan.
Watch
Starlink India consumer price below the ~₹4800 per month US plan, at its commercial launch, would mean satcom is pressuring JioAirFiber pricing, not staying niche.
The report, : Jio IPO filing: satellite broadband to stay niche on price, but Starlink, OneWeb entry flagged as risk to JioFiber
Jio Platforms said in its Sebi red herring prospectus that it plans a 1,600-satellite LEO constellation. It expects satellite broadband to stay niche against fixed wireless access on price, yet flagged administratively allocated spectrum and Starlink and OneWeb entry as competitive risks to JioFiber and AirFiber.
- Planned LEO satellites
- 1,600
- Starlink US plan, per month
- ~₹4800
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Reported figures
From the report. Source details below
| Starlink entry fixed broadband plan in USA: | ~₹4800 per month |
|---|---|
| Starlink plans in most African countries: | Rs 2500 - Rs 4500 per month |
What to watch next
- Final spectrum allocation method and pricing for satcom
- Eutelsat OneWeb India commercial launch announcement
- JioAirFiber subscriber additions in the next results after listing
- Changes to satcom risk-factor wording in the final prospectus
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