Update shared on 21 Nov 2025
Fair value Increased 17%Analysts have raised their price target for Vodafone Idea from ₹7.33 to ₹8.55. This change reflects improved revenue growth forecasts, a slightly lower discount rate, and stronger expected profit margins.
What's in the News
- Kyndryl renewed its partnership with Vodafone Idea for three more years to transform IT operations, streamline cybersecurity, and deliver automation-driven service enhancements. (Client Announcements)
- Tillman Global Holdings is in talks to invest $4 to $6 billion in Vodafone Idea and potentially take operational control if government liabilities are resolved. (M&A Rumors and Discussions)
- Vodafone Idea appointed Tejas Mehta as Chief Financial Officer, effective October 6, 2025, bringing over 25 years of experience from Mondelez India and international roles. (Executive Changes, CFO)
- Vodafone Idea is considering a 26% equity investment in a special purpose vehicle for captive power plant operations, with the matter on the upcoming board meeting agenda. (Board Meeting)
- An extraordinary shareholders meeting is scheduled to discuss the appointment of Mr. Abhijit Kishore as Chief Executive Officer. (Special or Extraordinary Shareholders Meeting)
Valuation Changes
- The consensus analyst price target has increased from ₹7.33 to ₹8.55.
- The discount rate has decreased slightly from 13.47% to 13.30%.
- The revenue growth estimate has improved modestly from 10.01% to 10.39%.
- The net profit margin forecast has risen from 17.94% to 18.92%.
- The future P/E multiple has increased from 13.10x to 14.65x.
Disclaimer
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