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Investor Presentation

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.

Highlights
Revenue growth6% YoY increase to ₹11,689 Cr.
MarginsEBITDA margins improving; Q1FY27 EBITDA at ₹5,034 Cr.
Demand visibilityStrong data usage growth, up 27.9% YoY to 88.4 Pb/day.
Management confidenceHigh; citing '1-2-3 Strategy' for sustained growth.

Growth

Revenue rose 6.0% YoY; ARPU reached ₹195, a 10.2% YoY increase. Cash EBITDA grew 13.5% to ₹2,475 Cr.

Outlook

Planned ₹45,000 Cr capex through FY29 for 5G rollout and 4G expansion. Targets tripling Cash EBITDA in 3 years.

Risks

Competitive pressure in 17 key circles and ongoing reliance on significant debt restructuring/NCDs (₹3,278 Cr).

Source

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

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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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