● 18 leaders tracked21 storiesNew Arun MisraUpdated 02.10.26 · 00:34 IST

Stories · Analysis

Shashwat Sharma has until Wednesday to argue with one number

Airtel’s chief executive has until Wednesday to tell a regulator why 80% is the wrong number. His rival’s chief executive says the product it protects never mattered anyway.

Leaders to Watch

4 min read

5G antenna panels and radio units bolted to a rooftop mast, seen from below against an overcast sky

Three months after Airtel launched India’s first consumer product built on 5G network slicing, no regulator has told it yes and no regulator has told it no. On Wednesday the comment window closes on something larger: a proposed rule that would let the regulator switch any operator’s slice off.

The question India spent the summer arguing about was whether one company should be allowed to sell a faster lane. The answer arriving is not about that company at all. On 5 August the Telecom Regulatory Authority of India published a consultation paper proposing to fold 5G network slicing into the quality-of-service regulations that already govern call drops and broadband speeds. Comments close on 26 August. Counter-comments close on 7 September.

Nobody has ruled on Airtel’s Fast Lane. TRAI is writing the rule for everybody instead, and that is a more serious outcome for Airtel than a verdict would have been.

The 80% rule

The mechanism in the consultation paper is a number. Operators would have to keep Physical Resource Block utilisation, the measure of how much of a 5G cell’s radio capacity is in use, below 80%. TRAI’s proposed wording: “Whenever PRB utilisation exceeds 80% for any five days in a month, service providers must take necessary action to augment the capacity in a timely manner so that PRB utilisation reduces below 80%.” And then the sentence that matters: “in case PRB utilisation cannot be reduced below 80% even after a period of month then such cells must be removed from network slicing.”

Two more proposals sit alongside it. An operator creating a new slice would have to file capacity-sufficiency details within 21 days. And each slice would be treated as a separate tariff offering, carrying its own quality-of-service obligations rather than sheltering under the operator’s overall numbers.

Read together, that is a technical off switch for a commercial product, written into general regulation rather than aimed at anyone. A congested cell loses its slice. The premium customer on that tower stops being premium until the operator spends money on capacity. That is a far more precise instrument than the blunt one everybody was arguing about in May, which was whether to permit the product at all.

The rename that was not a retreat

Airtel launched the product on 19 May as Priority Postpaid. Within a week a parliamentary standing committee had summoned officials from the telecom department and TRAI. By early June TRAI’s preliminary reading was that the plan showed no immediate net neutrality violation, and it asked Airtel for technical and quality-of-service data. On 10 June the product became Fast Lane. Nothing under the name changed. “There is no question of withdrawal of our new postpaid plan,” the company said. Its launch campaign had ended, it added, and the new descriptor captured the offer better.

We wrote about that decision at the time, and about the chief executive who made it. The judgement then was that Airtel had chosen not to back down from an argument it had lost twice before, in 2015 over Airtel Zero and in 2020 over Platinum, a postpaid plan withdrawn after the same objection. That judgement holds. What has changed is where the argument moved.

The department asked a bigger question than anyone expected

On 8 July the Department of Telecommunications wrote to TRAI asking for recommendations to revisit the net neutrality framework itself, the one settled in 2017. The letter says it would be “prudent to revisit the extant Net Neutrality framework with a view to protect interests of the consumers, ensure quality of service, promote and ensure orderly growth of telecommunication services”, and asks TRAI to examine “emerging technologies and network management practices, including network slicing and differentiated service offerings.” It notes that the technologies 5G enables were at a nascent stage when the 2017 guidelines were written.

A single postpaid plan has therefore reopened the rulebook for an entire industry in under three months. Airtel got no adverse order, and India’s foundational internet rule is now under review.

Nobody has measured the thing everybody is arguing about

Here is the gap at the centre of the whole dispute. Airtel has told the regulator that prepaid customers have experienced no degradation since 19 May, and says it has shared that data. Neither TRAI nor the parliamentary committee has published a study of whether ordinary users are receiving measurably worse service. Three months in, both sides are arguing a principle, because the measurement does not exist in public.

TV Ramachandran of the Broadband India Forum framed the concern in the consultation coverage without reference to any operator: “If two automotive companies, say Maruti and Toyota, seek similar services, they should not receive different treatment.” That is the fear the 80% rule is built to answer, and it is a fear about capacity rather than about content.

Meanwhile, commercially, almost nothing happened

Airtel had its strongest postpaid quarter on record in the three months to June, adding a million postpaid customers and taking that base past 30 million, with average revenue per user at ₹264. Its executive vice chairman did not attribute the surge to the slicing product specifically.

And the competitor the product was aimed at says it has felt nothing. On Vodafone Idea’s June-quarter call, chief executive Abhijit Kishore was asked directly whether Airtel’s fast lane was pulling away his premium customers. “As we speak, we don’t see that as a challenge,” he said. “The net addition for us in postpaid has been consistently positive over the past 6 to 8 quarters and it’s growing with no dip.” Vodafone Idea reported its own subscriber base at 193.1 million and ARPU at ₹195.

So the scoreboard after three months reads: one company sold a lot of postpaid, no rival lost anything measurable, no regulator issued a verdict, and the country’s net neutrality framework went back on the table. Jio, which has argued that slicing is compatible with the existing rules and that operators should consult the department before launching rather than after, has not put a competing consumer product on the market.

What to watch

Wednesday is the real date. The comments filed by 26 August will show which operators want the 80% threshold softened, which want it hardened, and whether anyone argues that a slice should not be treated as its own tariff plan. Counter-comments follow on 7 September. Separately, TRAI still owes the telecom department its recommendations on the wider framework, and no deadline for those has been published.

The thing worth watching in all of it is whether a threshold survives contact with the operators who have to meet it. A rule that removes a slice from a congested cell is only as strong as the number attached to it, and 80% is a number that can be negotiated. If it moves, that is the whole story, and it will happen in written submissions almost nobody reads.

Sources

  • TRAI, the consultation paper page for the Standards of Quality of Service of Access and Broadband Service Regulations, 2024, published 5 August 2026
  • MediaNama, TRAI proposes rules to include 5G network slicing under Quality-of-Service regulations, 7 August 2026, carrying the PRB wording, the deadlines and the Broadband India Forum quote
  • MediaNama, As DoT asks TRAI to review net neutrality rules, here’s how Jio is approaching network slicing, 3 August 2026, quoting the 8 July departmental letter
  • ET Telecom, Airtel rebrands Priority Postpaid as Fast Lane, 10 June 2026
  • Moneycontrol, Vodafone Idea sees no postpaid churn from Airtel’s 5G Fast Lane, 11 August 2026
  • Communications Today, on the parliamentary committee, the TRAI review, the 2020 Platinum precedent and the absence of any published study of prepaid service quality, 31 July 2026
  • The Hindu BusinessLine, on Airtel’s June-quarter profit, ARPU and record postpaid additions, 8 August 2026
  • PRS India, the sittings log for the Standing Committee on Communications and Information Technology, checked 24 August 2026

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