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NSEI:IDEA Community
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Vodafone Idea
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
5G Rollout And Tariff Hikes Will Strengthen Market Position
Key Takeaways Vodafone Idea's strategic 4G and 5G expansions aim to drive subscriber retention and growth, enhancing ARPU and boosting revenue. Planned tariff hikes and digital service initiatives are expected to increase ARPU and net margins, supported by government and funding assistance.
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₹7.35
FV
5.9% undervalued
intrinsic discount
11.25%
Revenue growth p.a.
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5
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1 day ago
author updated this narrative
Vodafone Idea
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Rising Spectrum Fees And Underinvestment Will Hamper 5G Rollout
Key Takeaways Severe regulatory and financial pressures limit Vodafone Idea's ability to invest in network upgrades, risking subscriber losses and continued margin erosion. Intense competition, disruptive digital entrants, and failed capital raises threaten long-term revenue growth, competitiveness, and strategic positioning.
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₹2.30
FV
200.4% overvalued
intrinsic discount
8.17%
Revenue growth p.a.
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0
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8 days ago
author updated this narrative
Vodafone Idea
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
India's Digital Boom And 5G Rollout Will Transform Connectivity
Key Takeaways Rapid network expansion and targeted pricing strategies could accelerate subscriber gains and revenue growth beyond current expectations, strengthening earnings and market share. Diversification into digital services and industry consolidation, supported by regulatory relief, may drive sustained margin improvements and stabilise long-term financial health.
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₹12.47
FV
44.6% undervalued
intrinsic discount
16.22%
Revenue growth p.a.
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0
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8 days ago
author updated this narrative
Your Valuation for
IDEA
IDEA
Vodafone Idea
Your Fair Value
₹
Current Price
₹6.91
56.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-739b
696b
2015
2018
2021
2024
2025
2027
2030
Revenue ₹695.8b
Earnings ₹77.5b
Advanced
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