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Investor Presentation

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.

Highlights
Revenue growth6.0% YoY
MarginsEBITDA margin stable at 43.1%
Demand visibilityStrong data usage growth (27.9% YoY)
Management confidenceHigh

Growth

Revenue grew 6.0% YoY and 3.2% QoQ. ARPU improved 10.2% YoY to Rs. 195.

Outlook

Targeting Rs. 45,000 Cr capex over 3 years; Rs. 9,000 Cr orders already placed for network expansion.

Risks

Company remains loss-making with a PAT loss of Rs. 3,754 Cr this quarter and heavy debt obligations.

Last quarter's promises, checked

Delivered

  • Guided turn positive subscriber addition → delivered net addition (= BEAT)
  • Guided 4G/5G subscriber growth → delivered 130.1 mn vs 128.9 mn (= BEAT)
  • Guided ARPU upgrade focus → delivered Rs. 195 vs Rs. 190 (= BEAT)

Partly delivered

  • Guided Rs. 45,000 Cr 3-year capex → delivered Rs. 9,000 Cr orders (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: IDEA. Summary written with AI assistance from the document.

Read 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.

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