View ValuationVodafone Idea 将来の成長Future 基準チェック /16Vodafone Ideaの収益は年間78.4%で減少すると予測されていますが、年間収益は年間10.8%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に26.3% 83.9%なると予測されています。主要情報-78.4%収益成長率-83.91%EPS成長率Wireless Telecom 収益成長-3.9%収益成長率10.8%将来の株主資本利益率26.33%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報Price Target Changed • May 19Price target increased by 11% to ₹10.94Up from ₹9.84, the current price target is an average from 21 analysts. New target price is 19% below last closing price of ₹13.49. Stock is up 106% over the past year. The company is forecast to post a net loss per share of ₹1.82 compared to earnings per share of ₹3.20 last year.Price Target Changed • Jan 09Price target increased by 7.4% to ₹9.54Up from ₹8.89, the current price target is an average from 20 analysts. New target price is 15% below last closing price of ₹11.27. Stock is up 45% over the past year. The company is forecast to post a net loss per share of ₹2.43 next year compared to a net loss per share of ₹4.01 last year.Price Target Changed • Nov 12Price target increased by 7.3% to ₹7.67Up from ₹7.15, the current price target is an average from 22 analysts. New target price is 26% below last closing price of ₹10.37. Stock is up 41% over the past year. The company is forecast to post a net loss per share of ₹2.35 next year compared to a net loss per share of ₹4.01 last year.Price Target Changed • Nov 16Price target decreased by 8.6% to ₹10.36Down from ₹11.33, the current price target is an average from 22 analysts. New target price is 41% above last closing price of ₹7.34. Stock is down 50% over the past year. The company is forecast to post a net loss per share of ₹4.12 next year compared to a net loss per share of ₹6.41 last year.Price Target Changed • Sep 24Price target decreased by 7.8% to ₹11.63Down from ₹12.60, the current price target is an average from 22 analysts. New target price is 8.9% above last closing price of ₹10.68. Stock is down 12% over the past year. The company is forecast to post a net loss per share of ₹3.89 next year compared to a net loss per share of ₹6.41 last year.Price Target Changed • Jul 01Price target increased by 8.9% to ₹11.38Up from ₹10.45, the current price target is an average from 20 analysts. New target price is 35% below last closing price of ₹17.63. Stock is up 134% over the past year. The company is forecast to post a net loss per share of ₹4.21 next year compared to a net loss per share of ₹6.41 last year.すべての更新を表示Recent updatesPrice Target Changed • May 19Price target increased by 11% to ₹10.94Up from ₹9.84, the current price target is an average from 21 analysts. New target price is 19% below last closing price of ₹13.49. Stock is up 106% over the past year. The company is forecast to post a net loss per share of ₹1.82 compared to earnings per share of ₹3.20 last year.Reported Earnings • May 17Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹3.20 (up from ₹4.01 loss in FY 2025). Revenue: ₹447.9b (up 3.1% from FY 2025). Net income: ₹345.5b (up ₹619.4b from FY 2025). Profit margin: 77% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.New Risk • May 17New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Negative equity (-₹358b). Earnings are forecast to decline by an average of 95% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).お知らせ • May 12Vodafone Idea Limited to Report Q4, 2026 Results on May 16, 2026Vodafone Idea Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 16, 2026お知らせ • Mar 15JSW, ST Telemedia Among Firms Reportedly Eyeing Stake in Vodafone IdeaSingapore-based ST Telemedia and India's JSW Group have joined a few domestic and global investors that are in discussions with Vodafone Idea Limited (NSEI:IDEA) for acquiring a potential stake, people aware of the matter said. The investor interest in the loss-making and debt-heavy telecom operator comes after it received substantial financial relief from the Centre, which is also its largest shareholder. The talks are exploratory in nature and there is no certainty of a deal happening, the people told ET. Apart from these two, US-based Tillman Global Holdings is also in the fray, as ET reported earlier. Additionally, a few big domestic business houses are also vying for a stake, names of which could not be ascertained."There are a few serious suitors for the company and simultaneous talks are going on with them," one of the people said. The company's management is scheduled to meet institutional investors in Singapore and Hong Kong on March 16 and 17. The government, which holds a nearly 49% stake in Vi, has been seeking a strategic investor who could put in capital and run the company. The Aditya Birla Group and UK's Vodafone Group Plc are its promoters. "As of now, it is not decided if the promoters would sell their stake, or it would be a fresh issuance of equity," said a second person. Queries sent to Vi, JSW Group, ST Telemedia, Aditya Birla Group and Vodafone remained unanswered at the time of going to press on 13 March 2026.Reported Earnings • Jan 28Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: ₹0.49 loss per share (improved from ₹0.95 loss in 3Q 2025). Revenue: ₹115.2b (up 3.7% from 3Q 2025). Net loss: ₹52.9b (loss narrowed 20% from 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 21Vodafone Idea Limited to Report Q3, 2026 Results on Jan 27, 2026Vodafone Idea Limited announced that they will report Q3, 2026 results on Jan 27, 2026Price Target Changed • Jan 09Price target increased by 7.4% to ₹9.54Up from ₹8.89, the current price target is an average from 20 analysts. New target price is 15% below last closing price of ₹11.27. Stock is up 45% over the past year. The company is forecast to post a net loss per share of ₹2.43 next year compared to a net loss per share of ₹4.01 last year.Price Target Changed • Nov 12Price target increased by 7.3% to ₹7.67Up from ₹7.15, the current price target is an average from 22 analysts. New target price is 26% below last closing price of ₹10.37. Stock is up 41% over the past year. The company is forecast to post a net loss per share of ₹2.35 next year compared to a net loss per share of ₹4.01 last year.Reported Earnings • Nov 11Second quarter 2026 earnings released: ₹0.51 loss per share (vs ₹1.03 loss in 2Q 2025)Second quarter 2026 results: ₹0.51 loss per share (improved from ₹1.03 loss in 2Q 2025). Revenue: ₹111.7b (up 2.3% from 2Q 2025). Net loss: ₹55.2b (loss narrowed 23% from 2Q 2025). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05Vodafone Idea Limited to Report Q2, 2026 Results on Nov 10, 2025Vodafone Idea Limited announced that they will report Q2, 2026 results on Nov 10, 2025お知らせ • Nov 04Tillman Global Holdings Reportedly in Talks to Invest in Vodafone IdeaTillman Global Holdings, LLC (TGH) is in negotiations to invest $4 billion-$6 billion in Vodafone Idea Limited (NSEI:IDEA) (Vi) and take operational control of the cash-strapped and loss-making telecom operator, people aware of the matter said. The investment, however, will happen only if the government provides a comprehensive package covering all the liabilities of Vi, including dues based on adjusted gross revenue (AGR) and spectrum payments. "If the deal happens, TGH will take the promoter status and take control from existing promoters Aditya Birla Group and UK's Vodafone," said one of the people. The Indian government - telco's largest shareholder with a nearly 49% stake - will stay a passive minority investor, he said. Operational Expertise: The New York-based investment firm is not seeking a waiver of all dues, but a restructuring of the liabilities that will give some breathing space to the company, and has submitted a detailed proposal to the government, the people said. "The proposal from TGH would be in conjunction with the dues being resolved. The restructuring package sought by the firm would be conditioned on its investment and its investment would be conditioned on the waiver package," said the person quoted earlier. In case the government provides a relief package to Vi, a deal may be finalised in the coming months. "From the government's perspective, it's not about just providing a waiver, but how can a waiver be given in conjunction with bringing investment and operational expertise," said another person involved in the discussions. The people spoke on the condition of anonymity as the talks are private. Queries sent to TGH, Aditya Birla Group and Vodafone Group Plc remained unanswered at the time of going to press on November 2, 2025.New Risk • Oct 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). Negative equity (-₹703b). Shareholders have been substantially diluted in the past year (55% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (₹213b net loss in 2 years).お知らせ • Oct 06Vodafone Idea Announces Key Managerial Personnel ChangesVodafone Idea appointed Tejas Mehta as the and Key Managerial Personnel (KMP) of the company, effective October 6. This came after the end of tenure of Murthy GVAS as CFO and KMP with effect from the close of business hours on October 5. Mehta joins Vodafone Idea from Mondelez India, where he served as CFO. A Chartered Accountant by qualification, Mehta brings over 25 years of experience across Indian and international markets. He has held several senior leadership roles, including Group Finance Controller in London, CFO for Thailand and Turkey, and Supply Chain Management head for Asia Pacific, Middle East, and Africa. During his tenure at Mondelez, he was instrumental in driving business growth amid macroeconomic challenges such as sector volatility and inflationary pressures.お知らせ • Oct 04Vodafone Idea Announces CFO ChangesVodafone Idea Limited has appointed Tejas Mehta as its Chief Financial Officer, effective October 6, 2025. Prior to his appointment at Vodafone Idea, he was working as CFO in Mondelez India since 2002. Mehta(49) replaces Murthy Gvas, who ends his tenure on October 5. He is set to be the new CFO of Vodafone Idea with 25 years of rich and diverse experience across India and international markets. Mr. Tejas Mehta (Age 49 years) joins us from Mondelz India where he is the CFO. With over 25 years of rich and diverse experience across India and international markets, Tejas has led large P&Ls through periods of growth, transformation, and integration. He has played a pivotal role in building regional Centres of Excellence, strengthening business processes, and driving global initiatives in both functional excellence and talent development. A Chartered Accountant by qualification (1997), Mr. Tejas Mehta began his career at Marico Industries before joining Mondelez India in 2002 as a Treasury Manager. Over the course of two decades with the Company, he led several senior leadership positions, including Group Finance Controller in London, Finance. and IS Director (CFO) Thailand, CFO Turkey, and Supply Chain Management for Asia Pacific, Middle East and Africa, before returning to India in 2022. He was instrumental in driving consistent business growth amongst a challenging macroeconomic environment, marked by sector volatility and inflationary pressures.Buy Or Sell Opportunity • Oct 02Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₹8.53. The fair value is estimated to be ₹6.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Buy Or Sell Opportunity • Sep 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ₹7.67. The fair value is estimated to be ₹6.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.New Risk • Sep 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹703b). Shareholders have been substantially diluted in the past year (55% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹214b net loss in 2 years). Share price has been volatile over the past 3 months (6.8% average weekly change).Buy Or Sell Opportunity • Aug 23Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to ₹7.07. The fair value is estimated to be ₹5.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.お知らせ • Aug 09Vodafone Idea Limited to Report Q1, 2026 Results on Aug 14, 2025Vodafone Idea Limited announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • Aug 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: ₹4.01 loss per share (improved from ₹6.41 loss in FY 2024). Revenue: ₹434.6b (up 2.1% from FY 2024). Net loss: ₹273.8b (loss narrowed 12% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jun 02Vodafone Idea Limited, Annual General Meeting, Aug 25, 2025Vodafone Idea Limited, Annual General Meeting, Aug 25, 2025, at 16:00 Indian Standard Time.Reported Earnings • Jun 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: ₹4.01 loss per share (improved from ₹6.41 loss in FY 2024). Revenue: ₹434.6b (up 2.1% from FY 2024). Net loss: ₹273.8b (loss narrowed 12% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • May 27Vodafone Idea Limited to Report Q4, 2025 Results on May 30, 2025Vodafone Idea Limited announced that they will report Q4, 2025 results on May 30, 2025New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹954b). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹224b net loss in 2 years). Share price has been volatile over the past 3 months (9.2% average weekly change).Reported Earnings • Feb 12Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: ₹0.95 loss per share (improved from ₹1.44 loss in 3Q 2024). Revenue: ₹111.0b (up 4.0% from 3Q 2024). Net loss: ₹66.1b (loss narrowed 5.4% from 3Q 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 12Vodafone Idea Limited Announces Executive ChangesVodafone Idea Limited announced that on the recommendation of the Nomination and Remuneration Committee, the Board of Directors of Vodafone Idea Limited (`the Company') at its meeting held i.e. February 11, 2025, approved the appointment of Mr. Gurucharan Singh Gandhi as Chief Human Resource Officer (‘CHRO’), a Senior Management Personnel, With effect from April 1, 2025 in place of Mr. Suvamoy Roy Choudhary, current CHRO who will be superannuating from the Company With effect from March 31, 2025. Mr. Gurucharan Singh Gandhi has over 23 years of experience across different domains of Human Resources in Financial Services and Fashion Retail. He joins the Company from Aditya Birla Fashion and Retail Limited where he is heading HR for Madura Fashion and Lifestyle. Prior to this, he worked with Aditya Birla Sun Life Insurance and has also headed the business center of expertise for Learning & Development for Aditya Birla Capital.お知らせ • Feb 03Vodafone Idea Limited to Report Q3, 2025 Results on Feb 11, 2025Vodafone Idea Limited announced that they will report Q3, 2025 results on Feb 11, 2025New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 47% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹954b). Shareholders have been substantially diluted in the past year (47% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹225b net loss in 2 years). Share price has been volatile over the past 3 months (7.7% average weekly change).New Risk • Nov 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). Negative equity (-₹954b). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹223b net loss in 2 years). Shareholders have been diluted in the past year (43% increase in shares outstanding).Price Target Changed • Nov 16Price target decreased by 8.6% to ₹10.36Down from ₹11.33, the current price target is an average from 22 analysts. New target price is 41% above last closing price of ₹7.34. Stock is down 50% over the past year. The company is forecast to post a net loss per share of ₹4.12 next year compared to a net loss per share of ₹6.41 last year.Reported Earnings • Nov 14Second quarter 2025 earnings released: ₹1.03 loss per share (vs ₹1.79 loss in 2Q 2024)Second quarter 2025 results: ₹1.03 loss per share (improved from ₹1.79 loss in 2Q 2024). Revenue: ₹109.2b (up 1.9% from 2Q 2024). Net loss: ₹71.8b (loss narrowed 18% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 13Vodafone Idea Limited Announces Cessation of Krishnan Ramachandran as Independent Director, Effective December 26, 2024Vodafone Idea Limited at its board meeting held on November 13, 2024 Noted that Mr. Krishnan Ramachandran (DIN: 00193357), will cease to be an Independent Director on the Board of the Company with effect from close of business hours on December 26, 2024, consequent to completion of his second term as an Independent Director.お知らせ • Nov 04Vodafone Idea Limited to Report Q2, 2025 Results on Nov 13, 2024Vodafone Idea Limited announced that they will report Q2, 2025 results on Nov 13, 2024お知らせ • Oct 30Vodafone Idea Limited Announces Resignation of Sateesh Kamath as Non-Executive and Non-Independent DirectorVodafone Idea Limited announces the resignation of Mr. Sateesh Kamath, existing Nominee Director of Vodafone Group (one of the Promoter shareholders of the Company) pursuant to resignation letter dated October 29, 2024 as Non-Executive and Non-Independent Director of the Company due to other professional commitments, with effect from October 30, 2024.Price Target Changed • Sep 24Price target decreased by 7.8% to ₹11.63Down from ₹12.60, the current price target is an average from 22 analysts. New target price is 8.9% above last closing price of ₹10.68. Stock is down 12% over the past year. The company is forecast to post a net loss per share of ₹3.89 next year compared to a net loss per share of ₹6.41 last year.お知らせ • Sep 20Vodafone Idea Limited Announces Appointment of Ambika Khurana as the Chief Regulatory & Corporate Affairs OfficerVodafone Idea Limited informed of the appointment of Ms. Ambika Khurana as the Chief Regulatory & Corporate Affairs Officer (Senior Management Personnel) of the Company with effect from 23 September 2024. Brief profile: Ms. Ambika Khurana (Aged 48 years) has over 25 years of experience in Government Relations and Public Policy and has expertise in Regulatory Compliance, Corporate Affairs, Communications, External Affairs, AI, Cloud Management, Future of Work, Telecom regulations, Digital Transformation, Data Management and Digital Payments etc. Ambika was last posted at Netflix as Director and Head of Public Policy. She has also worked with organizations such as TCS, HCL, IBM etc. She holds a Master of Business Administration from IIT Delhi and a Bachelor of Engineering from Thapar Institute of Engineering and Technology.お知らせ • Aug 30Vodafone Idea Limited Appoints Rajat Kumar Jain as Independent Director, Effective August 31, 2024Vodafone Idea Limited at its 29th Annual General Meeting held on 28th August, 2024, approved the Appointment of Mr. Rajat Kumar Jain as an Independent Director of the company for a period of five years effective August 31, 2024.Reported Earnings • Aug 10Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: ₹6.41 loss per share. Revenue: ₹425.7b (up 1.0% from FY 2023). Net loss: ₹312.4b (loss widened 6.6% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Wireless Telecom industry in Asia.お知らせ • Aug 05Vodafone Idea Limited to Report Q1, 2025 Results on Aug 12, 2024Vodafone Idea Limited announced that they will report Q1, 2025 results on Aug 12, 2024お知らせ • Jul 30+ 1 more updateVodafone Idea Limited, Annual General Meeting, Aug 28, 2024Vodafone Idea Limited, Annual General Meeting, Aug 28, 2024, at 16:00 Indian Standard Time.お知らせ • Jul 03Vodafone UK Reportedly May Offer INR 20 Billion Equity Top Up to ViVodafone Group Public Limited Company (LSE:VOD) may infuse INR 20.00 billion equity into Vodafone Idea Limited (NSEI:IDEA) (Vi) out of the proceeds of a likely sale of its balance 3.1% holding in Indus Towers Limited (NSEI:INDUSTOWER), said analysts who added that this may be used to clear a portion of the Indian telco's dues to the tower company. Vi may also make more substantial payments to Indus towards cutting its dues after the telco raises debt of INR 230.00 billion - INR 250.00 billion through term loans as planned, they added. After the recent sale of its 18% stake in Indus, UK's Vodafone holds 3.1% of the tower company and is said to be in talks with Bharti Airtel Limited (BSE:532454) to sell these shares, people familiar said. Earlier talks between the two parties got stuck over valuation differences but the latest discussions may yield results, said the people cited above. "An upcoming event catalyst that will now be in focus, in our view, is a potential equity infusion into Vi (up to INR 20.00 billion ballpark) once the balance 3% stake in Indus is sold by its UK promoter, which can be used by Vi to partly clear its past dues to Indus," Citi Research said in a note seen by ET. Vi Chief Executive Officer Akshaya Moondra had told ET that the Vodafone Group remained committed and can invest in the telco by monetising its stake in Indus. Bharti Airtel, Vodafone Plc and Indus Towers did not respond to ET's queries.Price Target Changed • Jul 01Price target increased by 8.9% to ₹11.38Up from ₹10.45, the current price target is an average from 20 analysts. New target price is 35% below last closing price of ₹17.63. Stock is up 134% over the past year. The company is forecast to post a net loss per share of ₹4.21 next year compared to a net loss per share of ₹6.41 last year.Price Target Changed • Jun 25Price target increased by 11% to ₹10.98Up from ₹9.85, the current price target is an average from 20 analysts. New target price is 36% below last closing price of ₹17.20. Stock is up 128% over the past year. The company is forecast to post a net loss per share of ₹4.36 next year compared to a net loss per share of ₹6.41 last year.お知らせ • Jun 14Vodafone Idea Limited announced that it expects to receive INR 24.579999899 billion in funding from Nokia Solutions And Networks India Private Limited, Ericsson India Private LimitedVodafone Idea Limited announced a private placement of 1,66,08,10,804 equity shares of face value of INR 10 each at an issue price of INR 14.8 per equity share (including a premium of INR 4.8 per equity share) for a gross proceeds INR 24,579,999,899.2 on June 13, 2024. The transaction includes participation from Nokia Solutions and Networks India Private Limited and Ericsson India Private Limited. The transaction is approved by board of directors and subject to approval from shareholders.Price Target Changed • Jun 01Price target increased by 10% to ₹10.29Up from ₹9.35, the current price target is an average from 19 analysts. New target price is 33% below last closing price of ₹15.26. Stock is up 113% over the past year. The company is forecast to post a net loss per share of ₹4.25 next year compared to a net loss per share of ₹6.41 last year.お知らせ • May 23Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 20.75 billion.Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 20.75 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 1,395,427,034 Price\Range: INR 14.87 Transaction Features: Subsequent Direct ListingReported Earnings • May 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: ₹6.41 loss per share. Revenue: ₹427.6b (up 1.5% from FY 2023). Net loss: ₹312.4b (loss widened 6.6% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Wireless Telecom industry in Asia.お知らせ • May 12Vodafone Idea Limited to Report Fiscal Year 2024 Results on May 16, 2024Vodafone Idea Limited announced that they will report fiscal year 2024 results on May 16, 2024Price Target Changed • May 07Price target increased by 9.2% to ₹7.99Up from ₹7.31, the current price target is an average from 16 analysts. New target price is 35% below last closing price of ₹12.38. Stock is up 81% over the past year. The company is forecast to post a net loss per share of ₹7.26 next year compared to a net loss per share of ₹8.43 last year.Price Target Changed • Apr 25Price target increased by 9.8% to ₹7.31Up from ₹6.66, the current price target is an average from 15 analysts. New target price is 47% below last closing price of ₹13.89. Stock is up 102% over the past year. The company is forecast to post a net loss per share of ₹7.32 next year compared to a net loss per share of ₹8.43 last year.お知らせ • Apr 23Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 180 billion.Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 180 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 5,727,272,728 Price\Range: INR 11 Security Name: Equity Shares Security Type: Common Stock Securities Offered: 4,909,090,908 Price\Range: INR 11 Security Name: Equity Shares Security Type: Common Stock Securities Offered: 3,272,727,272 Price\Range: INR 11 Security Name: Equity Shares Security Type: Common Stock Securities Offered: 2,454,545,455 Price\Range: INR 11 Transaction Features: Regulation Sお知らせ • Apr 12Vodafone Idea Limited has filed a Follow-on Equity Offering in the amount of INR 180 billion.Vodafone Idea Limited has filed a Follow-on Equity Offering in the amount of INR 180 billion. Security Name: Equity Shares Security Type: Common Stock Transaction Features: Regulation Sお知らせ • Apr 08Vodafone Idea Limited announced that it expects to receive INR 20.749999996 billion in funding from Oriana Investments Pte. Ltd., SingaporeVodafone Idea Limited announced a private placement of up to 1,395,427,034 common shares at the price of INR 14.87 per share for gross proceeds of INR 20,749,999,995.58 on April 6, 2024. The transaction will include participation from returning investor Oriana Investments Pte. Ltd., Singapore. The securities will be issued on preferential basis. The transaction has been approved by the board of directors of the company.New Risk • Mar 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Negative equity (-₹909b). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹243b net loss in 2 years). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).Price Target Changed • Feb 08Price target increased by 7.3% to ₹6.93Up from ₹6.46, the current price target is an average from 15 analysts. New target price is 53% below last closing price of ₹14.82. Stock is up 88% over the past year. The company is forecast to post a net loss per share of ₹7.41 next year compared to a net loss per share of ₹8.43 last year.Reported Earnings • Jan 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: ₹1.44 loss per share (improved from ₹2.45 loss in 3Q 2023). Revenue: ₹107.0b (flat on 3Q 2023). Net loss: ₹69.9b (loss narrowed 13% from 3Q 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 6.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 24Vodafone Idea Limited to Report Q3, 2024 Results on Jan 29, 2024Vodafone Idea Limited announced that they will report Q3, 2024 results on Jan 29, 2024Price Target Changed • Jan 12Price target increased by 12% to ₹6.42Up from ₹5.74, the current price target is an average from 16 analysts. New target price is 60% below last closing price of ₹15.87. Stock is up 117% over the past year. The company is forecast to post a net loss per share of ₹7.06 next year compared to a net loss per share of ₹8.43 last year.お知らせ • Jan 02Vodafone Idea Denies Link-Up with Musk's StarlinkVodafone Idea Limited (NSEI:IDEA) on January 2, 2024 refuted media reports claiming the company was in talks with Elon Musk's Starlink through a stock exchange intimation. News outlet BusinessWorld on December 29, 2023 reported that Musk was in talks to tie up with billionaire businessman Musk's Starlink during Vibrant Gujarat summit due to take place on January 10, 2024. The report claimed Vodafone Idea could be among the suitors as Starlink looks to enter the Indian market. The Bombay Stock Exchange (BSE) on January 1, 2024 asked the company for a clarification regarding the same. "In this regard, we would like to submit that the Company is not in any such discussion with the named party. We are not aware of the basis of the said news item," said Vodafone Idea in its statement. The shares of Vodafone Idea nosedived following the clarification, trading with losses of 5% as of 13:30.Price Target Changed • Dec 20Price target increased by 11% to ₹6.16Up from ₹5.55, the current price target is an average from 15 analysts. New target price is 53% below last closing price of ₹13.09. Stock is up 63% over the past year. The company is forecast to post a net loss per share of ₹6.95 next year compared to a net loss per share of ₹8.43 last year.お知らせ • Dec 18Vodafone Idea Reportedly Close to Selling Fibre Assets, Eyes Up to INR 120,000 MillionVodafone Idea Limited (NSEI:IDEA) in advanced negotiations with private equity companies to monetise its fibre assets and In-Building Solution (IBS) to raise INR 100,000 million to INR 120,000 million, people familiar with the matter said. "The company is in advanced stage talks with a few PE players as it plans to sell the fibre assets and then lease back the infrastructure on a long-term basis," one of the people told ET.お知らせ • Nov 06An unknown buyer entered into a Share Purchase Agreement to acquire Firefly Networks Limited from Bharti Airtel Limited (BSE:532454) and Vodafone Idea Limited (NSEI:IDEA) for approximately INR 120 million.An unknown buyer entered into a Share Purchase Agreement to acquire Firefly Networks Limited from Bharti Airtel Limited (BSE:532454) and Vodafone Idea Limited (NSEI:IDEA) for approximately INR 120 million on November 4, 2023. The completion is expected within 45 days from the date of execution of the agreement.Reported Earnings • Oct 29Second quarter 2024 earnings released: ₹1.79 loss per share (vs ₹2.34 loss in 2Q 2023)Second quarter 2024 results: ₹1.79 loss per share. Revenue: ₹107.2b (up 1.0% from 2Q 2023). Net loss: ₹87.4b (loss widened 15% from 2Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Wireless Telecom industry in Asia.お知らせ • Oct 21Vodafone Idea Limited to Report Q2, 2024 Results on Oct 26, 2023Vodafone Idea Limited announced that they will report Q2, 2024 results on Oct 26, 2023New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹744b). Earnings have declined by 2.0% per year over the past 5 years. Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • Sep 20Voda Idea Denies It's in Talks for Takeover by Big US CosVodafone Idea Limited (NSEI:IDEA) has denied that it is in talks to be acquired by US majors such Verizon Communications Inc. (NYSE:VZ), Amazon.com, Inc. (NasdaqGS:AMZN) or Space Exploration Technologies Corp. (Starlink). An online report suggesting it was in talks saw its stock losing nearly 8% in intra-day trade. A news report published on 17 September 2023 by an online portal said that the three US giants are in the race to acquire the loss-making telco by buying out part of the promoters' and government stake. “This is in relation to (a) News Item titled “Vodafone Idea to be acquired by a US telecom giant Soon Verizon, Amazon, or Starlink, in the race”, which is doing rounds in electronic and social media. We wish to submit that the said news item is incorrect. The company is not in any such discussion with any of the named parties,” the telco said in a filing to the stock exchanges before the markets opened. After opening on September 18, 2023, the Vodafone Idea shares fell to an intraday low of INR 10.8 before rallying to recoup some losses ending down 6.8% at INR 10.9 on the BSE. Vodafone Idea is promoted by UK's Vodafone Group and Indian conglomerate Aditya Birla Gro- up, both together hold 50.1% stake. The government is the company's shareholder with a 33.1% stake after it converted the telco's accrued interest towards adjusted gross revenue (AGR) arrears into equity in February 2023. The media report had said that one of the three companies was likely to invest around $4 billion initially and the total cost of acquisition could be as much as $10 billion. It added that the Vodafone Group is expected to offload most of its shares, while the Aditya Birla Group is expected to sell a smaller amount while the government could divest its entire stake in the telco.Reported Earnings • Aug 16First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: ₹1.61 loss per share. Revenue: ₹106.8b (up 2.6% from 1Q 2023). Net loss: ₹78.4b (loss widened 7.4% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Vodafone Idea Limited to Report Q1, 2024 Results on Aug 14, 2023Vodafone Idea Limited announced that they will report Q1, 2024 results on Aug 14, 2023Reported Earnings • Jun 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: ₹8.43 loss per share. Revenue: ₹421.4b (up 9.5% from FY 2022). Net loss: ₹293.0b (loss widened 3.7% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Wireless Telecom industry in Asia.お知らせ • May 27Vodafone Idea Limited Announces Resignation of Diego Massidda as Existing Nominee DirectorVodafone Idea Limited announced resignation of existing Nominee Director, namely Mr. Diego Massidda (Nominee of Vodafone Group, one of the Promoters of the Company) from the Board of the Company with effect from May 25, 2023.Reported Earnings • May 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: ₹8.43 loss per share. Revenue: ₹424.9b (up 10% from FY 2022). Net loss: ₹293.0b (loss widened 3.7% from FY 2022). Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) also missed analyst estimates by 6.4%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Asia.お知らせ • May 26Vodafone Idea Limited, Annual General Meeting, Jul 17, 2023Vodafone Idea Limited, Annual General Meeting, Jul 17, 2023.お知らせ • May 19Vodafone Idea Limited to Report Fiscal Year 2023 Results on May 25, 2023Vodafone Idea Limited announced that they will report fiscal year 2023 results on May 25, 2023Price Target Changed • Apr 07Price target decreased by 8.3% to ₹5.39Down from ₹5.88, the current price target is an average from 17 analysts. New target price is 14% below last closing price of ₹6.26. Stock is down 44% over the past year. The company is forecast to post a net loss per share of ₹8.04 next year compared to a net loss per share of ₹9.83 last year.お知らせ • Feb 15Vodafone Idea Limited Appoints Murthy GVAS as the Interim Chief Financial Officer, Effective from February 15, 2023Vodafone Idea Limited at the Board meeting held on February 14, 2023, has approved the appointment of Mr. Murthy GVAS, currently designated as Executive Vice President Financial Controller and Taxation Head, as the Interim Chief Financial Officer and Key Managerial Personnel of the Company, with effect from February 15, 2023. Mr. Murthy GVAS has an overall 32 years of experience and out of which 25 years in the telecom sector. He is a qualified Chartered Accountant. He has worked across various roles in Circles and Corporate Finance and has been holding the portfolio of Executive Vice President - Financial Controller and Taxation Head in the Company. He is also leading the Shared Services vertical in the finance function. Mr. Murthy GVAS has expertise in finance operations, consolidation, compliances, taxation, systems integration, mergers and acquisitions and brings deep knowledge of the business. He is well versed with the key business drivers, challenges and strategies.Reported Earnings • Feb 15Third quarter 2023 earnings: Revenues in line with analyst expectationsThird quarter 2023 results: Revenue: ₹106.2b (up 9.3% from 3Q 2022). Net loss: ₹79.9b (loss widened 11% from 3Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Asia.お知らせ • Feb 09Vodafone Idea Limited to Report Q3, 2023 Results on Feb 14, 2023Vodafone Idea Limited announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anjani Agarwal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 07Vodafone Idea in Talks with Investors to Raise FundsVodafone Idea Limited (NSEI:IDEA) is in advanced talks with investors to raise fresh capital, which will be used to expand 4G capacities and roll out 5G services, said Chief Executive Akshaya Moondra on November 4, 2022. He also said that the conversion of interest on the telecom operator's dues into equity by the government would help conclude the fundraising. "The discussions are at an advanced stage. We should be able to conclude those once the government conversion is effected," Moondra said in an analysts' call. The loss-making company has been trying to raise INR 200,000 million in debt and equity from external investors since 2020.Reported Earnings • Nov 05Second quarter 2023 earnings releasedSecond quarter 2023 results: ₹2.34 loss per share. Revenue: ₹106.1b (up 13% from 2Q 2022). Net loss: ₹76.0b (loss widened 6.5% from 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 30Vodafone Idea Limited Appoints Anjani Kumar Agarwal as an Independent DirectorVodafone Idea Limited approved the appointment of Mr. Anjani Kumar Agarwal as an independent director of the company for the period of three year effective August 27, 2022.お知らせ • Aug 18Vodafone Idea Limited Appoints Saurabh Bajaj as EVP of Prepaid MarketingVodafone Idea has appointed Saurabh Bajaj as Executive Vice President of prepaid marketing. Saurabh recently made this shift from working with Britannia as their Head of Marketing, Dairy. Prior to this, he worked briefly with Wipro Consumer Care & Lighting as Area Sales Manager. He has a decade of experience working with Mondelez International.お知らせ • Aug 07Vodafone Idea Limited, Annual General Meeting, Aug 29, 2022Vodafone Idea Limited, Annual General Meeting, Aug 29, 2022, at 15:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the Financial Year ended March 31, 2022, together with the Reports of the Board of Directors and Auditors thereon; to receive, consider and adopt the Audited Consolidated Financial Statements of the Company for the Financial Year ended March 31, 2022, together with the Report of the Auditors thereon; to consider appointment of a Director in place of Mr. Sunil Sood who retires by rotation, and being eligible, offers himself for re-appointment; to consider appointment of a Director in place of Mr. Diego Massidda who retires by rotation and being eligible, offers himself for re-appointment; to consider appointment of Statutory Auditors and fixation of remuneration; to consider ratification of remuneration payable to Cost Auditors for Financial Year 2022-23; to consider the approval of Material Related Party Transactions with Indus Towers Limited; and to consider any other matters.Reported Earnings • Aug 05First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: ₹104.1b (up 14% from 1Q 2022). Net loss: ₹73.0b (flat on 1Q 2022). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 5.4% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 04Vodafone Idea Limited Announces Cessation of Arun Thiagarajan as Independent DirectorVodafone Idea Limited announced that Mr. Arun Thiagarajan, will cease to be an Independent Director on the Board of the Company with effect from close of business hours on 26th August 2022, consequent to completion of his second term as an Independent Director.お知らせ • Jul 30Vodafone Idea Limited to Report Q1, 2023 Results on Aug 03, 2022Vodafone Idea Limited announced that they will report Q1, 2023 results on Aug 03, 2022お知らせ • Jul 23Vodafone Idea Limited Announces Executive ChangesVodafone Idea Limited announced that Mr. Ravinder Takkar, the Managing Director and Chief Executive Officer, was appointed as such by the Board of Directors of the Company on 19th August, 2019 for a term of three years, which term shall come to an end on close of business hours on 18th August, 2022. The Board of the Company, at its meeting held a while ago has, based on the recommendation of the Nomination & Remuneration Committee, appointed Mr. Akshaya Moondra, currently the Chief Financial Officer of the Company, as the Chief Executive Officer of the Company for a period of three years effective 19th August, 2022. Mr. Akshaya Moondra, an experienced professional with proven track record of more than 36 years, is currently the Chief Financial Officer of the Company, where he is responsible for all the financial activities of the Company and its subsidiaries. Mr. Moondra joined erstwhile Idea Cellular Limited (Idea) in 2008 as the Chief Financial Officer. Name of Idea was changed to Vodafone Idea Limited on 31st August, 2018, upon merger of Vodafone Groups' operating telecom entities in India. He has continued to hold the position of the Chief Financial Officer of the merged Company since August, 2018. He holds a bachelor's degree of commerce from University of Delhi and is a qualified Chartered Accountant and Licentiate Company Secretary. He has also completed Advance Management Program from Harvard Business School. He has earlier worked with Grasim Industries Limited, Thai Rayon Co. Ltd., Thai Epoxy and Allied Products Co. Ltd., Thai Acrylic Fibre Company Limited, Thailand in the past.お知らせ • Jul 07Cisco Reportedly in Talks to Buy Airtel-Vi JV Firefly Networks for INR 2,000 MillionCisco Systems, Inc. (NasdaqGS:CSCO) is in advanced talks to buy out Bharti Airtel Limited (BSE:532454)-Vodafone Idea Limited (NSEI:IDEA)'s WiFi joint venture (JV) for an enterprise value of INR 2,000 million, according to sources aware of the matter. A team of executives from the US technology and networking company was in India last week to finalise the deal negotiations. The Airtel-Vodafone Idea JV was set up in 2014 and named FireFly Networks. However, industry insiders claim the collaboration failed to take off as neither of the partners committed investments to the company. Cisco is likely to retain the existing management of FireFly Networks, which is led by its chief executive officer Raj Sethia, a former Vodafone executive, according to sources cited earlier."Cisco does not comment on rumours," the San Jose, California-headquartered company said in response to ET's queries. Vodafone Idea and Sethia declined to comment. Airtel had not responded to ET's queries until press time.お知らせ • Jun 23Vodafone Idea Limited announced that it expects to receive INR 4.362095494 billion in funding from Euro Pacific Securities LtdVodafone Idea Limited announced that it will issue either 427,656,421 equity shares, face value of INR 10 each at a price of INR 10.20 per equity share, including premium of INR 0.20 per equity share or up to 427,656,421 convertible warrants at a price of INR 10.20 per convertible warrant for gross proceeds of INR 4,362,095,494.2 on June 22, 2022. The transaction will include participation from returning investor Euro Pacific Securities Ltd. Each warrant is convertible into one equity share of the company, exercisable within a period of eighteen months from the date of allotment, and 100% of the issue price will be paid upfront at the time of subscription of warrants. The company will issue securities on preferential basis. The transaction has been approved by the board of directors of the company. The transaction is subject to seek approval of shareholders on July 15, 2022.お知らせ • May 31Vodafone Idea Reportedly in Talks with Amazon, PEs for INR 200,000 Million InvestmentAmazon.com, Inc. (NasdaqGS:AMZN) and a clutch of investors are in talks with Aditya Birla Management Corporation Private Limited (Aditya Birla Group) to invest up to INR 200,000 million in Vodafone Idea Limited (NSEI:IDEA). The proceeds of the sale will be used to bid for the upcoming 5G auction of spectrum and capital expenditure for the roll-out of services by year-end, say banking sources. Apart from Amazon, the group is talking to private equity investors planning to take an exposure to the telecom sector in India. “Talks are on with several players and an announcement on new investors is expected soon,” said a banking source. “They are about getting equity investment of up to INR 100,000 million and the rest is likely to be in debt,” the source added. The spokespersons of Aditya Birla Group and Amazon declined to comment.Reported Earnings • May 13Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: ₹9.83 loss per share (up from ₹15.39 loss in FY 2021). Revenue: ₹385.0b (down 8.2% from FY 2021). Net loss: ₹282.5b (loss narrowed 36% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.1%. Over the next year, revenue is forecast to grow 13%, compared to a 5.9% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Non Independent Director Krishna Maheshwari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Non Independent Director Krishna Maheshwari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Non Independent Director Krishna Maheshwari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 05Vodafone Idea Limited Announces Executive ChangesVodafone Idea Limited announced that Mr. D. Bhattacharya has resigned from the Board of the Company with effect from close of business hours on 2 March 2022, citing personal reasons. Based on recommendation of Nomination and Remuneration Committee, the Board has appointed Mr. K.K. Maheshwari, a nominee of Aditya Birla Group, as an Additional Director (Non-Executive and Non Independent) with effect from 3 March 2022. Mr. K.K. Maheshwari is not related to any other Director /KMP of the Company and is not debarred from holding the office of Director by virtue of any SEBI order or any other authority. A brief profile of Mr. K.K. Maheshwari is attached. In a distinguished career spanning four decades, of which 36 years have been with the Group, Mr. Maheshwari has held several key leadership roles, including that of steering the Group's chemicals, international trading, pulp and fibre, textiles and cement business.Buying Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be ₹13.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.業績と収益の成長予測BSE:532822 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029636,023-129,186183,643291,79293/31/2028561,529-171,183140,188267,886203/31/2027498,698-194,178121,435242,133193/31/2026447,890345,52078,430194,110N/A12/31/2025444,367-245,844N/AN/AN/A9/30/2025442,281-259,07721,229133,477N/A6/30/2025439,767-275,594N/AN/AN/A3/31/2025434,557-273,834-12,18192,906N/A12/31/2024430,800-278,919N/AN/AN/A9/30/2024426,521-282,68596,550175,343N/A6/30/2024424,255-298,305N/AN/AN/A3/31/2024425,727-312,384187,639208,261N/A12/31/2023425,079-299,827176,159200,916N/A9/30/2023424,483-309,868161,750175,953N/A6/30/2023423,449-298,444N/AN/AN/A3/31/2023421,426-293,011149,265188,687N/A12/31/2022418,677-294,453N/AN/AN/A9/30/2022409,702-286,862130,686199,467N/A6/30/2022397,562-282,230N/AN/AN/A3/31/2022384,984-282,454112,746173,870N/A12/31/2021378,665-287,051N/AN/AN/A9/30/2021390,426-260,06370,568140,676N/A6/30/2021404,285-260,922N/AN/AN/A3/31/2021419,382-442,447103,553156,397N/A12/31/2020440,711-488,806N/AN/AN/A9/30/2020442,557-507,87366,541114,279N/A6/30/2020443,077-944,642N/AN/AN/A3/31/2020449,167-739,049-6,38773,275N/A12/31/2019449,217-671,413N/AN/AN/A9/30/2019455,971-657,071N/A96,178N/A6/30/2019424,036-197,343N/AN/AN/A3/31/2019370,056-146,286N/A53,478N/A12/31/2018314,447-107,125N/A41,503N/A9/30/2018261,412-69,924N/AN/AN/A6/30/2018259,564-31,252N/AN/AN/A3/31/2018282,471-41,966N/A53,324N/A12/31/2017301,765-35,760N/A66,096N/A9/30/2017323,892-26,754N/AN/AN/A6/30/2017342,262-14,773N/AN/AN/A3/31/2017355,527-4,420N/A104,757N/A12/31/2016369,0163,227N/AN/AN/A9/30/2016372,37413,659N/AN/AN/A6/30/2016366,10520,367N/AN/AN/A3/31/2016359,16426,711N/A109,486N/A12/31/2015348,55632,182N/AN/AN/A9/30/2015338,68233,259N/AN/AN/A6/30/2015327,62033,195N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 532822の収益は今後 3 年間で減少すると予測されています (年間-78.4% )。収益対市場: 532822の収益は今後 3 年間で減少すると予測されています (年間-78.4% )。高成長収益: 532822の収益は今後 3 年間で減少すると予測されています。収益対市場: 532822の収益 ( 10.8% ) Indian市場 ( 10.8% ) よりも低い成長が予測されています。高い収益成長: 532822の収益 ( 10.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 532822の 自己資本利益率 は、3年後には高くなると予測されています ( 26.3 %)成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 00:26終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vodafone Idea Limited 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49 アナリスト機関Deep Shah360 ONE Capital Market Private LimitedVivekanand SubbaramanAmbit CapitalYogesh KirveAnand Rathi Shares and Stock Brokers Limited46 その他のアナリストを表示
Price Target Changed • May 19Price target increased by 11% to ₹10.94Up from ₹9.84, the current price target is an average from 21 analysts. New target price is 19% below last closing price of ₹13.49. Stock is up 106% over the past year. The company is forecast to post a net loss per share of ₹1.82 compared to earnings per share of ₹3.20 last year.
Price Target Changed • Jan 09Price target increased by 7.4% to ₹9.54Up from ₹8.89, the current price target is an average from 20 analysts. New target price is 15% below last closing price of ₹11.27. Stock is up 45% over the past year. The company is forecast to post a net loss per share of ₹2.43 next year compared to a net loss per share of ₹4.01 last year.
Price Target Changed • Nov 12Price target increased by 7.3% to ₹7.67Up from ₹7.15, the current price target is an average from 22 analysts. New target price is 26% below last closing price of ₹10.37. Stock is up 41% over the past year. The company is forecast to post a net loss per share of ₹2.35 next year compared to a net loss per share of ₹4.01 last year.
Price Target Changed • Nov 16Price target decreased by 8.6% to ₹10.36Down from ₹11.33, the current price target is an average from 22 analysts. New target price is 41% above last closing price of ₹7.34. Stock is down 50% over the past year. The company is forecast to post a net loss per share of ₹4.12 next year compared to a net loss per share of ₹6.41 last year.
Price Target Changed • Sep 24Price target decreased by 7.8% to ₹11.63Down from ₹12.60, the current price target is an average from 22 analysts. New target price is 8.9% above last closing price of ₹10.68. Stock is down 12% over the past year. The company is forecast to post a net loss per share of ₹3.89 next year compared to a net loss per share of ₹6.41 last year.
Price Target Changed • Jul 01Price target increased by 8.9% to ₹11.38Up from ₹10.45, the current price target is an average from 20 analysts. New target price is 35% below last closing price of ₹17.63. Stock is up 134% over the past year. The company is forecast to post a net loss per share of ₹4.21 next year compared to a net loss per share of ₹6.41 last year.
Price Target Changed • May 19Price target increased by 11% to ₹10.94Up from ₹9.84, the current price target is an average from 21 analysts. New target price is 19% below last closing price of ₹13.49. Stock is up 106% over the past year. The company is forecast to post a net loss per share of ₹1.82 compared to earnings per share of ₹3.20 last year.
Reported Earnings • May 17Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹3.20 (up from ₹4.01 loss in FY 2025). Revenue: ₹447.9b (up 3.1% from FY 2025). Net income: ₹345.5b (up ₹619.4b from FY 2025). Profit margin: 77% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
New Risk • May 17New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 13% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Negative equity (-₹358b). Earnings are forecast to decline by an average of 95% per year for the foreseeable future. High level of non-cash earnings (23% accrual ratio).
お知らせ • May 12Vodafone Idea Limited to Report Q4, 2026 Results on May 16, 2026Vodafone Idea Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on May 16, 2026
お知らせ • Mar 15JSW, ST Telemedia Among Firms Reportedly Eyeing Stake in Vodafone IdeaSingapore-based ST Telemedia and India's JSW Group have joined a few domestic and global investors that are in discussions with Vodafone Idea Limited (NSEI:IDEA) for acquiring a potential stake, people aware of the matter said. The investor interest in the loss-making and debt-heavy telecom operator comes after it received substantial financial relief from the Centre, which is also its largest shareholder. The talks are exploratory in nature and there is no certainty of a deal happening, the people told ET. Apart from these two, US-based Tillman Global Holdings is also in the fray, as ET reported earlier. Additionally, a few big domestic business houses are also vying for a stake, names of which could not be ascertained."There are a few serious suitors for the company and simultaneous talks are going on with them," one of the people said. The company's management is scheduled to meet institutional investors in Singapore and Hong Kong on March 16 and 17. The government, which holds a nearly 49% stake in Vi, has been seeking a strategic investor who could put in capital and run the company. The Aditya Birla Group and UK's Vodafone Group Plc are its promoters. "As of now, it is not decided if the promoters would sell their stake, or it would be a fresh issuance of equity," said a second person. Queries sent to Vi, JSW Group, ST Telemedia, Aditya Birla Group and Vodafone remained unanswered at the time of going to press on 13 March 2026.
Reported Earnings • Jan 28Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: ₹0.49 loss per share (improved from ₹0.95 loss in 3Q 2025). Revenue: ₹115.2b (up 3.7% from 3Q 2025). Net loss: ₹52.9b (loss narrowed 20% from 3Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 21Vodafone Idea Limited to Report Q3, 2026 Results on Jan 27, 2026Vodafone Idea Limited announced that they will report Q3, 2026 results on Jan 27, 2026
Price Target Changed • Jan 09Price target increased by 7.4% to ₹9.54Up from ₹8.89, the current price target is an average from 20 analysts. New target price is 15% below last closing price of ₹11.27. Stock is up 45% over the past year. The company is forecast to post a net loss per share of ₹2.43 next year compared to a net loss per share of ₹4.01 last year.
Price Target Changed • Nov 12Price target increased by 7.3% to ₹7.67Up from ₹7.15, the current price target is an average from 22 analysts. New target price is 26% below last closing price of ₹10.37. Stock is up 41% over the past year. The company is forecast to post a net loss per share of ₹2.35 next year compared to a net loss per share of ₹4.01 last year.
Reported Earnings • Nov 11Second quarter 2026 earnings released: ₹0.51 loss per share (vs ₹1.03 loss in 2Q 2025)Second quarter 2026 results: ₹0.51 loss per share (improved from ₹1.03 loss in 2Q 2025). Revenue: ₹111.7b (up 2.3% from 2Q 2025). Net loss: ₹55.2b (loss narrowed 23% from 2Q 2025). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05Vodafone Idea Limited to Report Q2, 2026 Results on Nov 10, 2025Vodafone Idea Limited announced that they will report Q2, 2026 results on Nov 10, 2025
お知らせ • Nov 04Tillman Global Holdings Reportedly in Talks to Invest in Vodafone IdeaTillman Global Holdings, LLC (TGH) is in negotiations to invest $4 billion-$6 billion in Vodafone Idea Limited (NSEI:IDEA) (Vi) and take operational control of the cash-strapped and loss-making telecom operator, people aware of the matter said. The investment, however, will happen only if the government provides a comprehensive package covering all the liabilities of Vi, including dues based on adjusted gross revenue (AGR) and spectrum payments. "If the deal happens, TGH will take the promoter status and take control from existing promoters Aditya Birla Group and UK's Vodafone," said one of the people. The Indian government - telco's largest shareholder with a nearly 49% stake - will stay a passive minority investor, he said. Operational Expertise: The New York-based investment firm is not seeking a waiver of all dues, but a restructuring of the liabilities that will give some breathing space to the company, and has submitted a detailed proposal to the government, the people said. "The proposal from TGH would be in conjunction with the dues being resolved. The restructuring package sought by the firm would be conditioned on its investment and its investment would be conditioned on the waiver package," said the person quoted earlier. In case the government provides a relief package to Vi, a deal may be finalised in the coming months. "From the government's perspective, it's not about just providing a waiver, but how can a waiver be given in conjunction with bringing investment and operational expertise," said another person involved in the discussions. The people spoke on the condition of anonymity as the talks are private. Queries sent to TGH, Aditya Birla Group and Vodafone Group Plc remained unanswered at the time of going to press on November 2, 2025.
New Risk • Oct 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). Negative equity (-₹703b). Shareholders have been substantially diluted in the past year (55% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (₹213b net loss in 2 years).
お知らせ • Oct 06Vodafone Idea Announces Key Managerial Personnel ChangesVodafone Idea appointed Tejas Mehta as the and Key Managerial Personnel (KMP) of the company, effective October 6. This came after the end of tenure of Murthy GVAS as CFO and KMP with effect from the close of business hours on October 5. Mehta joins Vodafone Idea from Mondelez India, where he served as CFO. A Chartered Accountant by qualification, Mehta brings over 25 years of experience across Indian and international markets. He has held several senior leadership roles, including Group Finance Controller in London, CFO for Thailand and Turkey, and Supply Chain Management head for Asia Pacific, Middle East, and Africa. During his tenure at Mondelez, he was instrumental in driving business growth amid macroeconomic challenges such as sector volatility and inflationary pressures.
お知らせ • Oct 04Vodafone Idea Announces CFO ChangesVodafone Idea Limited has appointed Tejas Mehta as its Chief Financial Officer, effective October 6, 2025. Prior to his appointment at Vodafone Idea, he was working as CFO in Mondelez India since 2002. Mehta(49) replaces Murthy Gvas, who ends his tenure on October 5. He is set to be the new CFO of Vodafone Idea with 25 years of rich and diverse experience across India and international markets. Mr. Tejas Mehta (Age 49 years) joins us from Mondelz India where he is the CFO. With over 25 years of rich and diverse experience across India and international markets, Tejas has led large P&Ls through periods of growth, transformation, and integration. He has played a pivotal role in building regional Centres of Excellence, strengthening business processes, and driving global initiatives in both functional excellence and talent development. A Chartered Accountant by qualification (1997), Mr. Tejas Mehta began his career at Marico Industries before joining Mondelez India in 2002 as a Treasury Manager. Over the course of two decades with the Company, he led several senior leadership positions, including Group Finance Controller in London, Finance. and IS Director (CFO) Thailand, CFO Turkey, and Supply Chain Management for Asia Pacific, Middle East and Africa, before returning to India in 2022. He was instrumental in driving consistent business growth amongst a challenging macroeconomic environment, marked by sector volatility and inflationary pressures.
Buy Or Sell Opportunity • Oct 02Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₹8.53. The fair value is estimated to be ₹6.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Buy Or Sell Opportunity • Sep 12Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to ₹7.67. The fair value is estimated to be ₹6.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
New Risk • Sep 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹703b). Shareholders have been substantially diluted in the past year (55% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹214b net loss in 2 years). Share price has been volatile over the past 3 months (6.8% average weekly change).
Buy Or Sell Opportunity • Aug 23Now 29% overvalued after recent price riseOver the last 90 days, the stock has risen 4.4% to ₹7.07. The fair value is estimated to be ₹5.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
お知らせ • Aug 09Vodafone Idea Limited to Report Q1, 2026 Results on Aug 14, 2025Vodafone Idea Limited announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • Aug 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: ₹4.01 loss per share (improved from ₹6.41 loss in FY 2024). Revenue: ₹434.6b (up 2.1% from FY 2024). Net loss: ₹273.8b (loss narrowed 12% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jun 02Vodafone Idea Limited, Annual General Meeting, Aug 25, 2025Vodafone Idea Limited, Annual General Meeting, Aug 25, 2025, at 16:00 Indian Standard Time.
Reported Earnings • Jun 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: ₹4.01 loss per share (improved from ₹6.41 loss in FY 2024). Revenue: ₹434.6b (up 2.1% from FY 2024). Net loss: ₹273.8b (loss narrowed 12% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • May 27Vodafone Idea Limited to Report Q4, 2025 Results on May 30, 2025Vodafone Idea Limited announced that they will report Q4, 2025 results on May 30, 2025
New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹954b). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹224b net loss in 2 years). Share price has been volatile over the past 3 months (9.2% average weekly change).
Reported Earnings • Feb 12Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: ₹0.95 loss per share (improved from ₹1.44 loss in 3Q 2024). Revenue: ₹111.0b (up 4.0% from 3Q 2024). Net loss: ₹66.1b (loss narrowed 5.4% from 3Q 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12Vodafone Idea Limited Announces Executive ChangesVodafone Idea Limited announced that on the recommendation of the Nomination and Remuneration Committee, the Board of Directors of Vodafone Idea Limited (`the Company') at its meeting held i.e. February 11, 2025, approved the appointment of Mr. Gurucharan Singh Gandhi as Chief Human Resource Officer (‘CHRO’), a Senior Management Personnel, With effect from April 1, 2025 in place of Mr. Suvamoy Roy Choudhary, current CHRO who will be superannuating from the Company With effect from March 31, 2025. Mr. Gurucharan Singh Gandhi has over 23 years of experience across different domains of Human Resources in Financial Services and Fashion Retail. He joins the Company from Aditya Birla Fashion and Retail Limited where he is heading HR for Madura Fashion and Lifestyle. Prior to this, he worked with Aditya Birla Sun Life Insurance and has also headed the business center of expertise for Learning & Development for Aditya Birla Capital.
お知らせ • Feb 03Vodafone Idea Limited to Report Q3, 2025 Results on Feb 11, 2025Vodafone Idea Limited announced that they will report Q3, 2025 results on Feb 11, 2025
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 47% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹954b). Shareholders have been substantially diluted in the past year (47% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹225b net loss in 2 years). Share price has been volatile over the past 3 months (7.7% average weekly change).
New Risk • Nov 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). Negative equity (-₹954b). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹223b net loss in 2 years). Shareholders have been diluted in the past year (43% increase in shares outstanding).
Price Target Changed • Nov 16Price target decreased by 8.6% to ₹10.36Down from ₹11.33, the current price target is an average from 22 analysts. New target price is 41% above last closing price of ₹7.34. Stock is down 50% over the past year. The company is forecast to post a net loss per share of ₹4.12 next year compared to a net loss per share of ₹6.41 last year.
Reported Earnings • Nov 14Second quarter 2025 earnings released: ₹1.03 loss per share (vs ₹1.79 loss in 2Q 2024)Second quarter 2025 results: ₹1.03 loss per share (improved from ₹1.79 loss in 2Q 2024). Revenue: ₹109.2b (up 1.9% from 2Q 2024). Net loss: ₹71.8b (loss narrowed 18% from 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 13Vodafone Idea Limited Announces Cessation of Krishnan Ramachandran as Independent Director, Effective December 26, 2024Vodafone Idea Limited at its board meeting held on November 13, 2024 Noted that Mr. Krishnan Ramachandran (DIN: 00193357), will cease to be an Independent Director on the Board of the Company with effect from close of business hours on December 26, 2024, consequent to completion of his second term as an Independent Director.
お知らせ • Nov 04Vodafone Idea Limited to Report Q2, 2025 Results on Nov 13, 2024Vodafone Idea Limited announced that they will report Q2, 2025 results on Nov 13, 2024
お知らせ • Oct 30Vodafone Idea Limited Announces Resignation of Sateesh Kamath as Non-Executive and Non-Independent DirectorVodafone Idea Limited announces the resignation of Mr. Sateesh Kamath, existing Nominee Director of Vodafone Group (one of the Promoter shareholders of the Company) pursuant to resignation letter dated October 29, 2024 as Non-Executive and Non-Independent Director of the Company due to other professional commitments, with effect from October 30, 2024.
Price Target Changed • Sep 24Price target decreased by 7.8% to ₹11.63Down from ₹12.60, the current price target is an average from 22 analysts. New target price is 8.9% above last closing price of ₹10.68. Stock is down 12% over the past year. The company is forecast to post a net loss per share of ₹3.89 next year compared to a net loss per share of ₹6.41 last year.
お知らせ • Sep 20Vodafone Idea Limited Announces Appointment of Ambika Khurana as the Chief Regulatory & Corporate Affairs OfficerVodafone Idea Limited informed of the appointment of Ms. Ambika Khurana as the Chief Regulatory & Corporate Affairs Officer (Senior Management Personnel) of the Company with effect from 23 September 2024. Brief profile: Ms. Ambika Khurana (Aged 48 years) has over 25 years of experience in Government Relations and Public Policy and has expertise in Regulatory Compliance, Corporate Affairs, Communications, External Affairs, AI, Cloud Management, Future of Work, Telecom regulations, Digital Transformation, Data Management and Digital Payments etc. Ambika was last posted at Netflix as Director and Head of Public Policy. She has also worked with organizations such as TCS, HCL, IBM etc. She holds a Master of Business Administration from IIT Delhi and a Bachelor of Engineering from Thapar Institute of Engineering and Technology.
お知らせ • Aug 30Vodafone Idea Limited Appoints Rajat Kumar Jain as Independent Director, Effective August 31, 2024Vodafone Idea Limited at its 29th Annual General Meeting held on 28th August, 2024, approved the Appointment of Mr. Rajat Kumar Jain as an Independent Director of the company for a period of five years effective August 31, 2024.
Reported Earnings • Aug 10Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: ₹6.41 loss per share. Revenue: ₹425.7b (up 1.0% from FY 2023). Net loss: ₹312.4b (loss widened 6.6% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • Aug 05Vodafone Idea Limited to Report Q1, 2025 Results on Aug 12, 2024Vodafone Idea Limited announced that they will report Q1, 2025 results on Aug 12, 2024
お知らせ • Jul 30+ 1 more updateVodafone Idea Limited, Annual General Meeting, Aug 28, 2024Vodafone Idea Limited, Annual General Meeting, Aug 28, 2024, at 16:00 Indian Standard Time.
お知らせ • Jul 03Vodafone UK Reportedly May Offer INR 20 Billion Equity Top Up to ViVodafone Group Public Limited Company (LSE:VOD) may infuse INR 20.00 billion equity into Vodafone Idea Limited (NSEI:IDEA) (Vi) out of the proceeds of a likely sale of its balance 3.1% holding in Indus Towers Limited (NSEI:INDUSTOWER), said analysts who added that this may be used to clear a portion of the Indian telco's dues to the tower company. Vi may also make more substantial payments to Indus towards cutting its dues after the telco raises debt of INR 230.00 billion - INR 250.00 billion through term loans as planned, they added. After the recent sale of its 18% stake in Indus, UK's Vodafone holds 3.1% of the tower company and is said to be in talks with Bharti Airtel Limited (BSE:532454) to sell these shares, people familiar said. Earlier talks between the two parties got stuck over valuation differences but the latest discussions may yield results, said the people cited above. "An upcoming event catalyst that will now be in focus, in our view, is a potential equity infusion into Vi (up to INR 20.00 billion ballpark) once the balance 3% stake in Indus is sold by its UK promoter, which can be used by Vi to partly clear its past dues to Indus," Citi Research said in a note seen by ET. Vi Chief Executive Officer Akshaya Moondra had told ET that the Vodafone Group remained committed and can invest in the telco by monetising its stake in Indus. Bharti Airtel, Vodafone Plc and Indus Towers did not respond to ET's queries.
Price Target Changed • Jul 01Price target increased by 8.9% to ₹11.38Up from ₹10.45, the current price target is an average from 20 analysts. New target price is 35% below last closing price of ₹17.63. Stock is up 134% over the past year. The company is forecast to post a net loss per share of ₹4.21 next year compared to a net loss per share of ₹6.41 last year.
Price Target Changed • Jun 25Price target increased by 11% to ₹10.98Up from ₹9.85, the current price target is an average from 20 analysts. New target price is 36% below last closing price of ₹17.20. Stock is up 128% over the past year. The company is forecast to post a net loss per share of ₹4.36 next year compared to a net loss per share of ₹6.41 last year.
お知らせ • Jun 14Vodafone Idea Limited announced that it expects to receive INR 24.579999899 billion in funding from Nokia Solutions And Networks India Private Limited, Ericsson India Private LimitedVodafone Idea Limited announced a private placement of 1,66,08,10,804 equity shares of face value of INR 10 each at an issue price of INR 14.8 per equity share (including a premium of INR 4.8 per equity share) for a gross proceeds INR 24,579,999,899.2 on June 13, 2024. The transaction includes participation from Nokia Solutions and Networks India Private Limited and Ericsson India Private Limited. The transaction is approved by board of directors and subject to approval from shareholders.
Price Target Changed • Jun 01Price target increased by 10% to ₹10.29Up from ₹9.35, the current price target is an average from 19 analysts. New target price is 33% below last closing price of ₹15.26. Stock is up 113% over the past year. The company is forecast to post a net loss per share of ₹4.25 next year compared to a net loss per share of ₹6.41 last year.
お知らせ • May 23Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 20.75 billion.Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 20.75 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 1,395,427,034 Price\Range: INR 14.87 Transaction Features: Subsequent Direct Listing
Reported Earnings • May 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: ₹6.41 loss per share. Revenue: ₹427.6b (up 1.5% from FY 2023). Net loss: ₹312.4b (loss widened 6.6% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • May 12Vodafone Idea Limited to Report Fiscal Year 2024 Results on May 16, 2024Vodafone Idea Limited announced that they will report fiscal year 2024 results on May 16, 2024
Price Target Changed • May 07Price target increased by 9.2% to ₹7.99Up from ₹7.31, the current price target is an average from 16 analysts. New target price is 35% below last closing price of ₹12.38. Stock is up 81% over the past year. The company is forecast to post a net loss per share of ₹7.26 next year compared to a net loss per share of ₹8.43 last year.
Price Target Changed • Apr 25Price target increased by 9.8% to ₹7.31Up from ₹6.66, the current price target is an average from 15 analysts. New target price is 47% below last closing price of ₹13.89. Stock is up 102% over the past year. The company is forecast to post a net loss per share of ₹7.32 next year compared to a net loss per share of ₹8.43 last year.
お知らせ • Apr 23Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 180 billion.Vodafone Idea Limited has completed a Follow-on Equity Offering in the amount of INR 180 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 5,727,272,728 Price\Range: INR 11 Security Name: Equity Shares Security Type: Common Stock Securities Offered: 4,909,090,908 Price\Range: INR 11 Security Name: Equity Shares Security Type: Common Stock Securities Offered: 3,272,727,272 Price\Range: INR 11 Security Name: Equity Shares Security Type: Common Stock Securities Offered: 2,454,545,455 Price\Range: INR 11 Transaction Features: Regulation S
お知らせ • Apr 12Vodafone Idea Limited has filed a Follow-on Equity Offering in the amount of INR 180 billion.Vodafone Idea Limited has filed a Follow-on Equity Offering in the amount of INR 180 billion. Security Name: Equity Shares Security Type: Common Stock Transaction Features: Regulation S
お知らせ • Apr 08Vodafone Idea Limited announced that it expects to receive INR 20.749999996 billion in funding from Oriana Investments Pte. Ltd., SingaporeVodafone Idea Limited announced a private placement of up to 1,395,427,034 common shares at the price of INR 14.87 per share for gross proceeds of INR 20,749,999,995.58 on April 6, 2024. The transaction will include participation from returning investor Oriana Investments Pte. Ltd., Singapore. The securities will be issued on preferential basis. The transaction has been approved by the board of directors of the company.
New Risk • Mar 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). Negative equity (-₹909b). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (₹243b net loss in 2 years). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
Price Target Changed • Feb 08Price target increased by 7.3% to ₹6.93Up from ₹6.46, the current price target is an average from 15 analysts. New target price is 53% below last closing price of ₹14.82. Stock is up 88% over the past year. The company is forecast to post a net loss per share of ₹7.41 next year compared to a net loss per share of ₹8.43 last year.
Reported Earnings • Jan 30Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: ₹1.44 loss per share (improved from ₹2.45 loss in 3Q 2023). Revenue: ₹107.0b (flat on 3Q 2023). Net loss: ₹69.9b (loss narrowed 13% from 3Q 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 6.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 24Vodafone Idea Limited to Report Q3, 2024 Results on Jan 29, 2024Vodafone Idea Limited announced that they will report Q3, 2024 results on Jan 29, 2024
Price Target Changed • Jan 12Price target increased by 12% to ₹6.42Up from ₹5.74, the current price target is an average from 16 analysts. New target price is 60% below last closing price of ₹15.87. Stock is up 117% over the past year. The company is forecast to post a net loss per share of ₹7.06 next year compared to a net loss per share of ₹8.43 last year.
お知らせ • Jan 02Vodafone Idea Denies Link-Up with Musk's StarlinkVodafone Idea Limited (NSEI:IDEA) on January 2, 2024 refuted media reports claiming the company was in talks with Elon Musk's Starlink through a stock exchange intimation. News outlet BusinessWorld on December 29, 2023 reported that Musk was in talks to tie up with billionaire businessman Musk's Starlink during Vibrant Gujarat summit due to take place on January 10, 2024. The report claimed Vodafone Idea could be among the suitors as Starlink looks to enter the Indian market. The Bombay Stock Exchange (BSE) on January 1, 2024 asked the company for a clarification regarding the same. "In this regard, we would like to submit that the Company is not in any such discussion with the named party. We are not aware of the basis of the said news item," said Vodafone Idea in its statement. The shares of Vodafone Idea nosedived following the clarification, trading with losses of 5% as of 13:30.
Price Target Changed • Dec 20Price target increased by 11% to ₹6.16Up from ₹5.55, the current price target is an average from 15 analysts. New target price is 53% below last closing price of ₹13.09. Stock is up 63% over the past year. The company is forecast to post a net loss per share of ₹6.95 next year compared to a net loss per share of ₹8.43 last year.
お知らせ • Dec 18Vodafone Idea Reportedly Close to Selling Fibre Assets, Eyes Up to INR 120,000 MillionVodafone Idea Limited (NSEI:IDEA) in advanced negotiations with private equity companies to monetise its fibre assets and In-Building Solution (IBS) to raise INR 100,000 million to INR 120,000 million, people familiar with the matter said. "The company is in advanced stage talks with a few PE players as it plans to sell the fibre assets and then lease back the infrastructure on a long-term basis," one of the people told ET.
お知らせ • Nov 06An unknown buyer entered into a Share Purchase Agreement to acquire Firefly Networks Limited from Bharti Airtel Limited (BSE:532454) and Vodafone Idea Limited (NSEI:IDEA) for approximately INR 120 million.An unknown buyer entered into a Share Purchase Agreement to acquire Firefly Networks Limited from Bharti Airtel Limited (BSE:532454) and Vodafone Idea Limited (NSEI:IDEA) for approximately INR 120 million on November 4, 2023. The completion is expected within 45 days from the date of execution of the agreement.
Reported Earnings • Oct 29Second quarter 2024 earnings released: ₹1.79 loss per share (vs ₹2.34 loss in 2Q 2023)Second quarter 2024 results: ₹1.79 loss per share. Revenue: ₹107.2b (up 1.0% from 2Q 2023). Net loss: ₹87.4b (loss widened 15% from 2Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • Oct 21Vodafone Idea Limited to Report Q2, 2024 Results on Oct 26, 2023Vodafone Idea Limited announced that they will report Q2, 2024 results on Oct 26, 2023
New Risk • Sep 26New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-₹744b). Earnings have declined by 2.0% per year over the past 5 years. Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • Sep 20Voda Idea Denies It's in Talks for Takeover by Big US CosVodafone Idea Limited (NSEI:IDEA) has denied that it is in talks to be acquired by US majors such Verizon Communications Inc. (NYSE:VZ), Amazon.com, Inc. (NasdaqGS:AMZN) or Space Exploration Technologies Corp. (Starlink). An online report suggesting it was in talks saw its stock losing nearly 8% in intra-day trade. A news report published on 17 September 2023 by an online portal said that the three US giants are in the race to acquire the loss-making telco by buying out part of the promoters' and government stake. “This is in relation to (a) News Item titled “Vodafone Idea to be acquired by a US telecom giant Soon Verizon, Amazon, or Starlink, in the race”, which is doing rounds in electronic and social media. We wish to submit that the said news item is incorrect. The company is not in any such discussion with any of the named parties,” the telco said in a filing to the stock exchanges before the markets opened. After opening on September 18, 2023, the Vodafone Idea shares fell to an intraday low of INR 10.8 before rallying to recoup some losses ending down 6.8% at INR 10.9 on the BSE. Vodafone Idea is promoted by UK's Vodafone Group and Indian conglomerate Aditya Birla Gro- up, both together hold 50.1% stake. The government is the company's shareholder with a 33.1% stake after it converted the telco's accrued interest towards adjusted gross revenue (AGR) arrears into equity in February 2023. The media report had said that one of the three companies was likely to invest around $4 billion initially and the total cost of acquisition could be as much as $10 billion. It added that the Vodafone Group is expected to offload most of its shares, while the Aditya Birla Group is expected to sell a smaller amount while the government could divest its entire stake in the telco.
Reported Earnings • Aug 16First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: ₹1.61 loss per share. Revenue: ₹106.8b (up 2.6% from 1Q 2023). Net loss: ₹78.4b (loss widened 7.4% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.4%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Vodafone Idea Limited to Report Q1, 2024 Results on Aug 14, 2023Vodafone Idea Limited announced that they will report Q1, 2024 results on Aug 14, 2023
Reported Earnings • Jun 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: ₹8.43 loss per share. Revenue: ₹421.4b (up 9.5% from FY 2022). Net loss: ₹293.0b (loss widened 3.7% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • May 27Vodafone Idea Limited Announces Resignation of Diego Massidda as Existing Nominee DirectorVodafone Idea Limited announced resignation of existing Nominee Director, namely Mr. Diego Massidda (Nominee of Vodafone Group, one of the Promoters of the Company) from the Board of the Company with effect from May 25, 2023.
Reported Earnings • May 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: ₹8.43 loss per share. Revenue: ₹424.9b (up 10% from FY 2022). Net loss: ₹293.0b (loss widened 3.7% from FY 2022). Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) also missed analyst estimates by 6.4%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • May 26Vodafone Idea Limited, Annual General Meeting, Jul 17, 2023Vodafone Idea Limited, Annual General Meeting, Jul 17, 2023.
お知らせ • May 19Vodafone Idea Limited to Report Fiscal Year 2023 Results on May 25, 2023Vodafone Idea Limited announced that they will report fiscal year 2023 results on May 25, 2023
Price Target Changed • Apr 07Price target decreased by 8.3% to ₹5.39Down from ₹5.88, the current price target is an average from 17 analysts. New target price is 14% below last closing price of ₹6.26. Stock is down 44% over the past year. The company is forecast to post a net loss per share of ₹8.04 next year compared to a net loss per share of ₹9.83 last year.
お知らせ • Feb 15Vodafone Idea Limited Appoints Murthy GVAS as the Interim Chief Financial Officer, Effective from February 15, 2023Vodafone Idea Limited at the Board meeting held on February 14, 2023, has approved the appointment of Mr. Murthy GVAS, currently designated as Executive Vice President Financial Controller and Taxation Head, as the Interim Chief Financial Officer and Key Managerial Personnel of the Company, with effect from February 15, 2023. Mr. Murthy GVAS has an overall 32 years of experience and out of which 25 years in the telecom sector. He is a qualified Chartered Accountant. He has worked across various roles in Circles and Corporate Finance and has been holding the portfolio of Executive Vice President - Financial Controller and Taxation Head in the Company. He is also leading the Shared Services vertical in the finance function. Mr. Murthy GVAS has expertise in finance operations, consolidation, compliances, taxation, systems integration, mergers and acquisitions and brings deep knowledge of the business. He is well versed with the key business drivers, challenges and strategies.
Reported Earnings • Feb 15Third quarter 2023 earnings: Revenues in line with analyst expectationsThird quarter 2023 results: Revenue: ₹106.2b (up 9.3% from 3Q 2022). Net loss: ₹79.9b (loss widened 11% from 3Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Wireless Telecom industry in Asia.
お知らせ • Feb 09Vodafone Idea Limited to Report Q3, 2023 Results on Feb 14, 2023Vodafone Idea Limited announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anjani Agarwal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 07Vodafone Idea in Talks with Investors to Raise FundsVodafone Idea Limited (NSEI:IDEA) is in advanced talks with investors to raise fresh capital, which will be used to expand 4G capacities and roll out 5G services, said Chief Executive Akshaya Moondra on November 4, 2022. He also said that the conversion of interest on the telecom operator's dues into equity by the government would help conclude the fundraising. "The discussions are at an advanced stage. We should be able to conclude those once the government conversion is effected," Moondra said in an analysts' call. The loss-making company has been trying to raise INR 200,000 million in debt and equity from external investors since 2020.
Reported Earnings • Nov 05Second quarter 2023 earnings releasedSecond quarter 2023 results: ₹2.34 loss per share. Revenue: ₹106.1b (up 13% from 2Q 2022). Net loss: ₹76.0b (loss widened 6.5% from 2Q 2022). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Asia. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 30Vodafone Idea Limited Appoints Anjani Kumar Agarwal as an Independent DirectorVodafone Idea Limited approved the appointment of Mr. Anjani Kumar Agarwal as an independent director of the company for the period of three year effective August 27, 2022.
お知らせ • Aug 18Vodafone Idea Limited Appoints Saurabh Bajaj as EVP of Prepaid MarketingVodafone Idea has appointed Saurabh Bajaj as Executive Vice President of prepaid marketing. Saurabh recently made this shift from working with Britannia as their Head of Marketing, Dairy. Prior to this, he worked briefly with Wipro Consumer Care & Lighting as Area Sales Manager. He has a decade of experience working with Mondelez International.
お知らせ • Aug 07Vodafone Idea Limited, Annual General Meeting, Aug 29, 2022Vodafone Idea Limited, Annual General Meeting, Aug 29, 2022, at 15:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the Financial Year ended March 31, 2022, together with the Reports of the Board of Directors and Auditors thereon; to receive, consider and adopt the Audited Consolidated Financial Statements of the Company for the Financial Year ended March 31, 2022, together with the Report of the Auditors thereon; to consider appointment of a Director in place of Mr. Sunil Sood who retires by rotation, and being eligible, offers himself for re-appointment; to consider appointment of a Director in place of Mr. Diego Massidda who retires by rotation and being eligible, offers himself for re-appointment; to consider appointment of Statutory Auditors and fixation of remuneration; to consider ratification of remuneration payable to Cost Auditors for Financial Year 2022-23; to consider the approval of Material Related Party Transactions with Indus Towers Limited; and to consider any other matters.
Reported Earnings • Aug 05First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: ₹104.1b (up 14% from 1Q 2022). Net loss: ₹73.0b (flat on 1Q 2022). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 5.4% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 04Vodafone Idea Limited Announces Cessation of Arun Thiagarajan as Independent DirectorVodafone Idea Limited announced that Mr. Arun Thiagarajan, will cease to be an Independent Director on the Board of the Company with effect from close of business hours on 26th August 2022, consequent to completion of his second term as an Independent Director.
お知らせ • Jul 30Vodafone Idea Limited to Report Q1, 2023 Results on Aug 03, 2022Vodafone Idea Limited announced that they will report Q1, 2023 results on Aug 03, 2022
お知らせ • Jul 23Vodafone Idea Limited Announces Executive ChangesVodafone Idea Limited announced that Mr. Ravinder Takkar, the Managing Director and Chief Executive Officer, was appointed as such by the Board of Directors of the Company on 19th August, 2019 for a term of three years, which term shall come to an end on close of business hours on 18th August, 2022. The Board of the Company, at its meeting held a while ago has, based on the recommendation of the Nomination & Remuneration Committee, appointed Mr. Akshaya Moondra, currently the Chief Financial Officer of the Company, as the Chief Executive Officer of the Company for a period of three years effective 19th August, 2022. Mr. Akshaya Moondra, an experienced professional with proven track record of more than 36 years, is currently the Chief Financial Officer of the Company, where he is responsible for all the financial activities of the Company and its subsidiaries. Mr. Moondra joined erstwhile Idea Cellular Limited (Idea) in 2008 as the Chief Financial Officer. Name of Idea was changed to Vodafone Idea Limited on 31st August, 2018, upon merger of Vodafone Groups' operating telecom entities in India. He has continued to hold the position of the Chief Financial Officer of the merged Company since August, 2018. He holds a bachelor's degree of commerce from University of Delhi and is a qualified Chartered Accountant and Licentiate Company Secretary. He has also completed Advance Management Program from Harvard Business School. He has earlier worked with Grasim Industries Limited, Thai Rayon Co. Ltd., Thai Epoxy and Allied Products Co. Ltd., Thai Acrylic Fibre Company Limited, Thailand in the past.
お知らせ • Jul 07Cisco Reportedly in Talks to Buy Airtel-Vi JV Firefly Networks for INR 2,000 MillionCisco Systems, Inc. (NasdaqGS:CSCO) is in advanced talks to buy out Bharti Airtel Limited (BSE:532454)-Vodafone Idea Limited (NSEI:IDEA)'s WiFi joint venture (JV) for an enterprise value of INR 2,000 million, according to sources aware of the matter. A team of executives from the US technology and networking company was in India last week to finalise the deal negotiations. The Airtel-Vodafone Idea JV was set up in 2014 and named FireFly Networks. However, industry insiders claim the collaboration failed to take off as neither of the partners committed investments to the company. Cisco is likely to retain the existing management of FireFly Networks, which is led by its chief executive officer Raj Sethia, a former Vodafone executive, according to sources cited earlier."Cisco does not comment on rumours," the San Jose, California-headquartered company said in response to ET's queries. Vodafone Idea and Sethia declined to comment. Airtel had not responded to ET's queries until press time.
お知らせ • Jun 23Vodafone Idea Limited announced that it expects to receive INR 4.362095494 billion in funding from Euro Pacific Securities LtdVodafone Idea Limited announced that it will issue either 427,656,421 equity shares, face value of INR 10 each at a price of INR 10.20 per equity share, including premium of INR 0.20 per equity share or up to 427,656,421 convertible warrants at a price of INR 10.20 per convertible warrant for gross proceeds of INR 4,362,095,494.2 on June 22, 2022. The transaction will include participation from returning investor Euro Pacific Securities Ltd. Each warrant is convertible into one equity share of the company, exercisable within a period of eighteen months from the date of allotment, and 100% of the issue price will be paid upfront at the time of subscription of warrants. The company will issue securities on preferential basis. The transaction has been approved by the board of directors of the company. The transaction is subject to seek approval of shareholders on July 15, 2022.
お知らせ • May 31Vodafone Idea Reportedly in Talks with Amazon, PEs for INR 200,000 Million InvestmentAmazon.com, Inc. (NasdaqGS:AMZN) and a clutch of investors are in talks with Aditya Birla Management Corporation Private Limited (Aditya Birla Group) to invest up to INR 200,000 million in Vodafone Idea Limited (NSEI:IDEA). The proceeds of the sale will be used to bid for the upcoming 5G auction of spectrum and capital expenditure for the roll-out of services by year-end, say banking sources. Apart from Amazon, the group is talking to private equity investors planning to take an exposure to the telecom sector in India. “Talks are on with several players and an announcement on new investors is expected soon,” said a banking source. “They are about getting equity investment of up to INR 100,000 million and the rest is likely to be in debt,” the source added. The spokespersons of Aditya Birla Group and Amazon declined to comment.
Reported Earnings • May 13Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: ₹9.83 loss per share (up from ₹15.39 loss in FY 2021). Revenue: ₹385.0b (down 8.2% from FY 2021). Net loss: ₹282.5b (loss narrowed 36% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.1%. Over the next year, revenue is forecast to grow 13%, compared to a 5.9% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Non Independent Director Krishna Maheshwari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Non Independent Director Krishna Maheshwari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Non Independent Director Krishna Maheshwari was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 05Vodafone Idea Limited Announces Executive ChangesVodafone Idea Limited announced that Mr. D. Bhattacharya has resigned from the Board of the Company with effect from close of business hours on 2 March 2022, citing personal reasons. Based on recommendation of Nomination and Remuneration Committee, the Board has appointed Mr. K.K. Maheshwari, a nominee of Aditya Birla Group, as an Additional Director (Non-Executive and Non Independent) with effect from 3 March 2022. Mr. K.K. Maheshwari is not related to any other Director /KMP of the Company and is not debarred from holding the office of Director by virtue of any SEBI order or any other authority. A brief profile of Mr. K.K. Maheshwari is attached. In a distinguished career spanning four decades, of which 36 years have been with the Group, Mr. Maheshwari has held several key leadership roles, including that of steering the Group's chemicals, international trading, pulp and fibre, textiles and cement business.
Buying Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be ₹13.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.