Update shared on 06 Nov 2025
Fair value Increased 3.06%Analysts have raised Vodafone Idea's fair value estimate from ₹7.11 to ₹7.33 per share, citing improved revenue growth projections and a reduced discount rate as key factors behind the revision.
What's in the News
- Tillman Global Holdings is in advanced talks to invest between $4 billion and $6 billion in Vodafone Idea, seeking operational control. The investment is contingent on the government providing a comprehensive relief package for existing liabilities. (Key Developments)
- Tejas Mehta has been appointed as Chief Financial Officer of Vodafone Idea. He brings over 25 years of experience from various leadership roles at Mondelez India and in international markets. (Key Developments)
- Abhijit Kishore is set to become Chief Executive Officer from August 19, 2025, succeeding Akshaya Moondra. Kishore has extensive prior experience leading Vodafone Idea's operations and enterprise business. (Key Developments)
- Lantronix Inc. has partnered with Vodafone IoT to launch Kompress.ai, an AI-powered platform aimed at improving the efficiency and sustainability of global industrial air compressor fleets. (Key Developments)
- Upcoming Board Meetings and a Special Shareholders Meeting are scheduled to consider financial results, executive appointments, and other business matters in the coming months. (Key Developments)
Valuation Changes
- Fair Value: Raised from ₹7.11 to ₹7.33 per share, reflecting a modest increase.
- Discount Rate: Reduced significantly from 16.80% to 13.47%.
- Revenue Growth: Increased slightly from 9.96% to 10.01%.
- Net Profit Margin: Marginally improved, moving from 17.91% to 17.94%.
- Future P/E: Decreased from 13.91x to 13.10x, indicating a lower valuation multiple.
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