Make India Competitive Again

Featured image

Edition #11   •   23 Jun 2025    •   9 min read

Starlink found a partner in Airtel Africa. In India, it found paperwork

In Africa, a partnership gives Starlink scale, licences, and legitimacy. In India, it’s stuck navigating regulation, pricing, and politics… mostly alone

by Sumit Chakraborty

In Africa, a partnership gives Starlink scale, licences, and legitimacy. In India, it’s stuck navigating regulation, pricing, and politics… mostly alone

What India is doing, will do, and should do—to not just survive but thrive in the chaos unleashed by Trump. Subscribe here

Good morning [%first_name |Dear Reader%],

It took Elon Musk’s Starlink three years to get a commercial licence in India. Three years. For a company that covers Ukraine in wartime and delivers hardware to the middle of the Amazon, the hold-up wasn’t technology. It was red tape. 

A few days ago, the telecom department finally handed Starlink a Global Mobile Personal Communication by Satellite (or GMPCS) licence—one that allows the company to offer satellite-based internet services in the country. Starlink’s response was basically: “Cool, now can we have spectrum?”

Not yet. Because getting a licence is not equal to launch readiness.

Trai, India’s telecom regulator, has capped the duration of satellite spectrum licences at five years, with a possible two-year extension. Starlink had asked for 20. So instead of certainty, what it’s got now is a running stopwatch.

Spectrum assignment, ground‑station approvals, security vetting, terminal certifications—all are still pending. India needs clear steps: spectrum allocation timelines, IN-SPACe clearance, testing windows. Only after all those boxes are ticked can Starlink actually sell dishes and connect users. Expect months more before commercial services begin, despite telco tie‑ups. 

That hasn’t stopped India’s telecom operators from trying to get ahead of the curve. Or at least look like they are.

Last week, Vodafone Idea signed a deal with AST SpaceMobile to bring direct-to-device satellite connectivity to India. The announcement was bold. The details, less so. No integration timeline, no capex plan, no pricing model. Just a broad agreement that sounded more like a placeholder than a rollout strategy. In India’s satcom space, this is becoming a genre: deals that check the innovation box without opening the service tap.

Still, Starlink is moving.

It plans to roll out services in India by August. The pricing is… optimistic. A dish that costs Rs 33,000 upfront, plus Rs 3,000–4,200 per month. That’s about 8–12X what most Indian households pay for unlimited fibre broadband, which typically starts around Rs 399 per month. India’s average revenue per user (Arpu) for broadband is Rs 220. So unless you live in a Himalayan village or your house is surrounded by tigers, it’s a tough sell.

Starlink is offering this in a market with over 955 million broadband users already—95% of them on mobile data—and nearly 700,000 km of government-laid optical fibre under Bharatnet. And it’s not like this is static: India adds about 25 million internet users every year, almost entirely on mobile.

Make India Competitive Again is a weekly newsletter only available to subscribers on our Premium plan.
Already a subscriber? Log in

The only business subscription you need

Unrivaled analysis and powerful stories about businesses from award-winning journalists.
Read by 5,00,000+ subscribers globally who want to be prepared for what comes next.

Only Free + Premium Podcasts Information icon
Only Free Podcasts

Access to podcasts covering the hottest business and startup trends in India

Image depicting how multiple users can get access in a unified subscription

Gift a 1 Year Subscription for Free Information icon
1+1 subscription

Gift a subscription to The Ken to anyone you like

Calendar image depicting a year

App Access

Get access to our app on both iOS and Android

iPad App Access

Priority Access

To new product offerings, features, community features, and events

Check mark

Daily Long-form
Stories Information icon
Daily Long-form Stories

Daily long-form stories from India’s startup ecosystem, internet economy, and publicly-listed tech and consumer companies.

Only Subscriber + Premium Newsletters Information icon
Only Subscriber Newsletters

Topical and sharp weekly industry newsletters covering e-commerce, retail, fintech, personal finance, edtech. Fresh and original weekend newsletters like The Nutgraf and First Principles.

A collection of newsletters

Visual Stories

All Visual Stories

Only Free + Premium Podcasts Information icon
Free + Premium Podcasts

Covering the most interesting workplaces, career and business trends, along with candid conversations with founders and business leaders.

2 Years

Archive access to the last two years of stories

5 Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon

Premium story
gift
credits per month

3 User Icon User Icon User Icon

Monthly subscription
gift credits per year

2 Icon of a desktop computer Icon of a mobile phone

Simultaneous browser sessions

+

1 Icon of a desktop computer

Android/iOS App

Free + Premium Podcasts Information icon
Free + Premium Podcasts

Access to our entire collection of premium podcasts covering the most interesting business, career, and startup trends in India

Image depicting how multiple users can get access in a unified subscription

Gift a 1 Year Subscription for Free Information icon
1+1 subscription

Gift a subscription to The Ken to anyone you like

Calendar image depicting a year

App Access

Get access to our app on both iOS and Android

iPad App Access

Image of an iPad with the app open

Priority Access

To new product offerings, features, community features, and events

Check mark

Daily Long-form
Stories Information icon
Daily Long-form Stories

Daily long-form stories from India’s startup ecosystem, internet economy, and publicly-listed tech and consumer companies.

Subscriber + Premium Newsletters Information icon
Subscriber + Premium Newsletters

Topical and sharp weekly industry newsletters covering e-commerce, retail, fintech, personal finance, edtech. Fresh and original weekend newsletters like The Nutgraf and First Principles.

A collection of newsletters

Visual Stories Information icon
Visual stories

Understand business the way it’s meant to be seen, through charts, graphs, and infographics.

All Visual Stories

Free + Premium Podcasts Information icon
Free + Premium Podcasts

Access to the collection of premium podcasts that cover the most interesting workplaces, career, and business trends, along with candid conversations with founders and business leaders.

Unlimited

Access to all The Ken's Archives

10 Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon

Premium story
gift
credits per month

5 User Icon User Icon User Icon User Icon User Icon

Monthly subscription
gift credits per year

2 Icon of a desktop computer Icon of a mobile phone

Simultaneous browser sessions

+

2 Icon of a desktop computer Icon of a mobile phone

Android/iOS App + iPad App

Free + Premium Podcasts Information icon
Free + Premium Podcasts

Access to our entire collection of premium podcasts covering the most interesting business, career, and startup trends in India

Image depicting how multiple users can get access in a unified subscription

Gift a 1 Year Subscription for Free Information icon
1+1 subscription

Gift a subscription to The Ken to anyone you like

Calendar image depicting a year

App Access

Get access to our app on both iOS and Android

iPad App Access

Image of an iPad with the app open

Priority Access

To new product offerings, features, community features, and events

Check mark

Daily Long-form
Stories Information icon
Daily Long-form stories

Daily long-form stories from India’s startup ecosystem, internet economy, and publicly-listed tech and consumer companies.

Subscriber + Premium Newsletters Information icon
Subscriber + Premium Newsletters

Topical and sharp weekly industry newsletters covering e-commerce, retail, fintech, personal finance, edtech. Fresh and original weekend newsletters like The Nutgraf and First Principles.

A collection of newsletters

Visual Stories Information icon
Visual Stories

Understand business the way it’s meant to be seen, through charts, graphs, and infographics.

All Visual Stories

Free + Premium Podcasts Information icon
Free + Premium Podcasts

Access to the collection of premium podcasts that cover the most interesting workplaces, careers, and business trends, along with candid conversations with founders and business leaders.

Unlimited

Access to all The Ken's Archives

20 Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon Gift Icon

Premium story gift credits per month, with 10 credits per account

10 User Icon User Icon User Icon User Icon User Icon User Icon User Icon User Icon User Icon User Icon

Monthly subscription gift credits per year, with 5 credits per account

2 + 2 Icon of a desktop computer Icon of a mobile phone

Simultaneous browser sessions

+

2 + 2 Icon of a desktop computer Icon of a mobile phone

Android/iOS App + iPad App

Not Ready to Subscribe?

Sign up for free with just your email address and get one exclusive subscriber story, unlocked just for you. Every day, for 30 days.

Trusted by 5,00,000+ executives and leaders from the world’s most successful organisations and students at top post-graduate campuses

Netflix PepperFry Disney Hotstar Paytm Swiggy
Amazon Microsoft Google IIMB ISB
Current Wave

Sharp, Original, Insightful, Analytical, Handcrafted

Unrivaled analysis and powerful stories about businesses in India and abroad from award-winning journalists. Includes access to long-form articles, premium newsletters, and our top-ranked podcasts.
Globe

Coverage across Sectors, Companies, and Geographies

Decode the most significant shifts in business, technology, startups, and healthcare. All told through a combination of original reporting, beautifully visualised data, and compelling narratives.
Heart

Made even better by a 5,00,000+ community

Our subscribers include leaders from the world’s most successful companies, students at top post-graduate campuses, and smart, curious people who want to understand how business is shaping the future.

FAQs

We have three subscription plans - Basic, Premium, and Premium Duo.

  • The Basic plan only gives you access to daily long-form stories, subscriber newsletters, free podcasts, and archive access for the previous two years. You won’t get our premium newsletters, premium podcasts, visual stories, and the iPad app.
  • The Premium plan gives you complete access to all of The Ken’s products and features.
  • The Premium Duo plan gives you complete access to The Ken for two independent accounts.

We publish sharp, original, deeply reported long-form stories from India’s startup ecosystem, internet economy, and publicly listed tech and consumer companies. Our stories are forward-looking, analytical, and directional—supported by data, visualisations, and infographics. We use language and narrative that is accessible to even lay readers. And we optimise for quality over quantity, every single time.

Our specialised subscriber-only newsletters are written by our expert, award-winning journalists and cover a range of topics across finance, retail, clean energy, and edtech, alongside weekend newsletters like The Nutgraf and First Principles.

Yes, you can upgrade to a higher plan while your current subscription is still active. Our system will automatically give you a discount against the remainder of your current subscription.

You will get a discount equivalent to the time remaining in your current subscription.

Yes, we do have corporate subscriptions, corporate gift subscriptions, and campus plans for larger groups that wish to read The Ken together. Write to us at corporate@the-ken.com and we'll help you with that.

Yes. You will have to upload a valid student ID card during checkout to avail the 50% discount. You can purchase a student subscription here.

We do not allow downloading and distribution of our stories. The Ken is a digital subscription-based product and only those with an active subscription will have access to the stories, either on our app or the website.

We allow two simultaneous logins per subscription for the Basic plan, via only web and mobile.

We allow three simultaneous logins per subscription for the Premium and Premium Duo plans, via web, mobile, and Android tablet/iPad.

We do not offer any cancellations or refunds. If you are facing any issues with your subscription, you can write to us at support@the-ken.com.

No

Sorry, no. Our journalism is funded completely by our subscribers. We believe that quality journalism comes at a price, and readers trust and pay us so that we can remain independent.

Looking for Group Subscriptions?