ALFA Finder| Revenue growth | 6.0% YoY |
|---|---|
| Margins | EBITDA margin stable at 43.1% |
| Demand visibility | Strong data usage growth (27.9% YoY) |
| Management confidence | High |
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)
Investor Presentation filed with NSE, NSE: IDEA. Summary written with AI assistance from the document.
Vodafone Idea Ltd: key numbers
- Share price
- ₹13.03
- Market cap
- ₹1,41,171 Cr
- Revenue (annual)
- ₹44,873 Cr
- Net profit (annual)
- ₹34,552 Cr
- P/E (TTM)
- 3.8×Sector 36.5×
- Promoter holding
- 25.64%+0.00% QoQ
- FII holding
- 5.83%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Vodafone Idea Ltd
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Vodafone Idea Limited will hold a board meeting on November 12, 2026. The board will consider unaudited financial results for the quarter and half-year ended September 2026.
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- Value
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Vodafone Idea Share Pledge
Vodafone Idea's promoters encumbered 3,280 million shares under a five-year non-disposal undertaking. The encumbrance covers ~16% of equity tied to the Implementation Agreement amendment.