| Revenue growth | 2.9% YoY for Q4FY26 |
|---|---|
| Margins | EBITDA margin improved to 43.1% in Q4 |
| Demand visibility | Strong data usage growth (30.1% YoY) |
| Management confidence | High on ARPU and 5G |
Growth
FY26 Revenue grew 2.9% YoY to ₹44,873 Cr; Cash EBITDA up 4.8% to ₹9,217 Cr.
Outlook
Capex plan of ₹45,000 Cr till FY29; target to thrice Cash EBITDA in 3 years.
Risks
Continued subscriber churn with EOP subs declining from 198.2 Mn to 192.8 Mn YoY.
Last quarter's promises, checked
Delivered
- Guided to stabilize sub base → Delivered 192.8M (first stabilization post-merger = BEAT)
- Guided 7 KPI delivery → Delivered performance against all 7 parameters (= BEAT)
- Guided bank debt reduction → Reduced to ₹726 Cr from ₹2,326 Cr (= BEAT)
Partly delivered
- Guided 5G rollout → Live in 80+ cities vs 145+ mentioned in summary (= PARTIAL)
Missed
- Guided FY26 Capex → Delivered ₹8,742 Cr vs ₹9,600 Cr in FY25 (= MISS)
Earnings Call filed with BSE, NSE: IDEA. Summary written with AI assistance from the document.
Vodafone Idea Ltd: key numbers
- Share price
- ₹14.26
- Market cap
- ₹1,54,497 Cr
- Revenue (annual)
- ₹44,873 Cr
- Net profit (annual)
- ₹34,552 Cr
- P/E (TTM)
- 4.1×Sector 33.0×
- Promoter holding
- 25.64%+0.00% QoQ
- FII holding
- 6.17%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Vodafone Idea Ltd
All →Vodafone Idea Annual General Meeting
Vodafone Idea Limited issued a Postal Ballot Notice seeking shareholder approval to appoint Mr. Anil Berera and Ms. Gopika Pant as Independent Directors of the Company.
Vodafone Idea Management Change
Vodafone Idea appointed Ms. Gopika Pant as Independent Woman Director for five years w.e.f. 17 September 2026. The appointment is subject to shareholder approval via postal ballot.
Vodafone Idea Legal & Regulatory
Vodafone Idea disclosed a TRAI monetary penalty of Rs. 0.02 Crore for QoS failures in October 2025. The company is reviewing the order for next steps.
- Value
- ₹0.02 Cr
Vodafone Idea Investor Presentation: Key Takeaways
VIL's Q1FY27 presentation highlights a return to positive net subscriber additions (0.3Mn) and revenue growth to ₹11,689 Cr, driven by 4G/5G adoption and recent tariff hikes.
Vodafone Idea Earnings Call Transcript: Key Takeaways
Vodafone Idea reported Q1FY27 revenue of ₹11,689 Cr, up 6% YoY, driven by ARPU expansion and the first positive net subscriber addition since the merger.
Vodafone Idea Investor Presentation: Key Takeaways
Vodafone Idea reports Q1FY27 revenue of Rs. 11,689 Cr, up 6.0% YoY, with EBITDA reaching Rs. 5,034 Cr (43.1% margin). The company continues its network expansion strategy focusing on 4G/5G rollout.