ALFA Finder| Revenue growth | Revenue +6.2% YoY to Rs11,884 Cr |
|---|---|
| Margins | EBITDA margin 41.9% vs 43.1% QoQ; Cash EBITDA margin 21.0% |
| Demand visibility | Net adds 1.3 Mn QoQ; subs 194.4 Mn vs 196.7 Mn YoY |
Growth
Revenue +6.2% YoY; Cash EBITDA +11.2% to Rs2,498 Cr; customer ARPU Rs198 (+10%). PAT loss widened to Rs5,975 Cr.
Outlook
Rs45,000 Cr capex for 17-5-5 network by FY29. Targets double-digit revenue growth and Cash EBITDA thrice in 3 years.
Risks
EBITDA margin fell to 41.9% from 43.1% QoQ. Rs462 Cr treasury mark-to-market hit; interest cost Rs4,975 Cr; negative net worth.
Last quarter's promises, checked
Delivered
- ARPU 'a little better than Rs195' → Rs198 (= BEAT)
- Positive net adds 'will continue' → +1.3Mn QoQ (= BEAT)
Partly delivered
- Rs9,000-9,100Cr orders deployed within 2 qtrs → Rs1,930Cr Q1 capex; Q2 capex unreported (= PARTIAL)
Missed
- Double-digit revenue growth → +6.2% YoY (= MISS)
- Cash EBITDA ~16.8% CAGR → +11.2% YoY (= MISS)
Investor Presentation filed with BSE, NSE: IDEA. Summary written with AI assistance from the document.
Vodafone Idea Ltd: key numbers
- Share price
- ₹12.57
- Market cap
- ₹1,36,187 Cr
- Revenue (annual)
- ₹44,873 Cr
- Net profit (annual)
- ₹34,552 Cr
- P/E (TTM)
- 3.7×Sector 36.6×
- 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
All →Vodafone Idea Earnings Call Transcript: Key Takeaways
Vodafone Idea shows operational recovery with reduced subscriber loss and growing ARPU, though heavy debt and pending bank funding remain critical hurdles.
Vodafone Idea Management Change
Vodafone Idea announced that independent director Sunirmal Talukdar will cease on 5 December 2026 on completing his tenure. Dr. V S Parthasarathy was appointed as an independent director from 6 December 2026.
Vodafone Idea Other Announcement
Vodafone Idea filed its Monitoring Agency Report on warrant-proceeds utilisation for the quarter ended 30 September 2026. Board reviewed it on 12 November 2026.
Vodafone Idea Results Update
Vodafone Idea filed its Q2FY27 Quarterly Report for the period ended 30 September 2026. Revenue from operations was Rs 11,884 Cr, with PAT of Rs (5,975) Cr.
Vodafone Idea Q2 FY27 Results: Net Loss of ₹5,975 Cr, Loss Widens
Vodafone Idea Ltd reported revenue from operations of ₹11,884 Cr (+6.2% YoY) and a net loss of ₹5,975 Cr for Q2 FY27.
- Key figure
- Net loss ₹5,975 Cr
Vodafone Idea Employee Stock Options
Vodafone Idea's NRC approved granting 95,90,243 stock options under VIL Scheme 2024. Options vest at 33% annually over 3 years with a 5-year exercise window.