“Piyush Pandey is bullish on Jio Platforms, expecting its IPO around October-November to be well-received due to strong investor interest and a small equity issue. He forecasts healthy ARPU growth of about 10% annually over the next 4-5 years, driven by anticipated tariff hikes of 10-12% in 3-6 months, 5G adoption, and migration to higher data plans. Additionally, AI-based consumer applications are seen as a significant future value driver.”