Loading...
Back to narrative

IDEA: Future Outlook Will Remain Constrained By Unresolved Government Liability Risks

Expanding 5G Network And Digital Shift Will Unlock Value

IDEA logo
IDEA
AnalystConsensusTarget
Not Invested
Published 26 Jan 2025

Update shared on 05 Dec 2025

Fair value Increased 3.93%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
45.7%
7D
7.8%

Analysts have raised their price target on Vodafone Idea to Rs 8.88 from Rs 8.55, citing slightly lower perceived risk, modestly stronger expected revenue growth, a marginally improved profit margin outlook, and a higher anticipated future price to earnings multiple.

What's in the News

  • Kyndryl renewed its three-year partnership with Vodafone Idea to modernize IT operations, deploy a cyber resilience framework and expand AI driven automation across Vi's technology estate (Client Announcements).
  • The board will meet on November 10, 2025 to review Q2 and half year FY26 results and consider investing in a special purpose vehicle owning a captive power plant to meet regulatory requirements (Board Meeting).
  • Tillman Global Holdings is negotiating a potential 4 billion to 6 billion dollar investment in Vodafone Idea that could give it promoter status and operational control, contingent on a comprehensive government relief package on AGR and spectrum dues (M&A Rumors and Discussions).
  • Lantronix partnered with Vodafone IoT to launch the Kompress.ai platform, using Vodafone's global IoT connectivity to deliver real time, AI powered optimization for industrial air compressor fleets (Strategic Alliances).
  • Vodafone Idea appointed Tejas Mehta, a veteran finance leader with over 25 years of experience at Mondelez and other multinationals, as Chief Financial Officer effective October 6, 2025 (Executive Changes).

Valuation Changes

  • Fair Value Estimate has risen slightly from ₹8.55 to ₹8.88 per share, reflecting marginally stronger fundamentals.
  • The Discount Rate edged down modestly from 13.30 percent to 13.17 percent, indicating a slightly lower perceived risk profile.
  • Revenue Growth increased slightly from 10.39 percent to 10.56 percent, pointing to a marginally improved top line outlook.
  • Net Profit Margin improved fractionally from 18.92 percent to 18.98 percent, suggesting a small uplift in expected profitability.
  • Future P/E moved up moderately from 14.65x to 15.06x, implying a somewhat higher valuation multiple on forward earnings.

Have other thoughts on Vodafone Idea?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.