Loading...
IDEA logo

Vodafone Idea LimitedNSEI:IDEA 株式レポート

時価総額 ₹1.5t
株価
₹14.04
₹5.79
142.3% 割高 内在価値ディスカウント
1Y102.6%
7D9.2%
1D
ポートフォリオ価値
表示

Vodafone Idea Limited

NSEI:IDEA 株式レポート

時価総額:₹1.5t

IDEA Community Fair Values

Create Narrative

See what 63 others think this stock is worth. Follow their fair value or set your own to get alerts.

Vodafone Idea Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Vodafone Idea
過去の株価
現在の株価₹14.04
52週高値₹14.09
52週安値₹6.12
ベータ0.28
1ヶ月の変化47.48%
3ヶ月変化28.69%
1年変化102.60%
3年間の変化97.75%
5年間の変化62.31%
IPOからの変化-83.62%

最新ニュース

分析記事 May 24

Vodafone Idea's (NSE:IDEA) Performance Raises Some Questions

After announcing healthy earnings, Vodafone Idea Limited's ( NSE:IDEA ) stock rose over the last week. Despite the...
分析記事 May 19

Results: Vodafone Idea Limited Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Vodafone Idea Limited ( NSE:IDEA ) had a good week, as its shares rose 5.6% to close at ₹12.86 following...

Recent updates

分析記事 May 24

Vodafone Idea's (NSE:IDEA) Performance Raises Some Questions

After announcing healthy earnings, Vodafone Idea Limited's ( NSE:IDEA ) stock rose over the last week. Despite the...
分析記事 May 19

Results: Vodafone Idea Limited Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Vodafone Idea Limited ( NSE:IDEA ) had a good week, as its shares rose 5.6% to close at ₹12.86 following...
ナラティブの更新 May 03

IDEA: Prolonged Funding Uncertainty Will Eventually Pressure Recent Share Price Optimism

Analysts have made a small adjustment to their Vodafone Idea price target to ₹5.19, reflecting updated views on discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News Singapore based ST Telemedia and India's JSW Group are in discussions with Vodafone Idea for a potential equity stake, alongside other domestic and global investors, according to people cited by ET (Key Developments).
ナラティブの更新 Apr 18

IDEA: Funding Uncertainty And Investor Talks Will Eventually Erode Recent Optimism

Analysts have trimmed their fair value estimate for Vodafone Idea to ₹5.19 from ₹5.40, reflecting slightly softer assumptions on revenue growth, profit margins and future P/E, partly offset by a marginally lower discount rate. What's in the News Singapore based ST Telemedia and India's JSW Group are in discussions with Vodafone Idea for a potential equity stake, alongside US based Tillman Global Holdings and other unnamed domestic business houses.
ナラティブの更新 Apr 03

IDEA: Higher Funding Uncertainty Will Eventually Undermine Recently Improved Outlook

Analysts have slightly trimmed their fair value estimate for Vodafone Idea to ₹5.40 from ₹5.43, reflecting updated assumptions around a higher discount rate, expectations of stronger revenue growth, a marginally softer profit margin, and a modestly lower future P/E multiple. What's in the News Singapore based ST Telemedia and India's JSW Group are among several domestic and global investors in talks with Vodafone Idea for a potential stake, alongside US based Tillman Global Holdings and a few large Indian business houses, with discussions described as exploratory and with no certainty of a deal (ET report).
ナラティブの更新 Mar 20

IDEA: Future Returns Will Benefit From Potential New Equity Investor Interest

Analysts have lifted their fair value estimate for Vodafone Idea from ₹8.88 to ₹9.97, reflecting updated assumptions around revenue growth, profit margins and future P/E levels, along with a modest adjustment to the discount rate. What's in the News Singapore based ST Telemedia and India's JSW Group are in discussions with Vodafone Idea for a potential equity stake, alongside US based Tillman Global Holdings and other unnamed domestic business houses (Key Developments) The interest from multiple investors follows financial relief extended by the Government of India, which now holds nearly 49% of Vodafone Idea and is seeking a new investor to inject capital and run the company (Key Developments) Promoters Aditya Birla Group and Vodafone Group Plc have not yet clarified whether any deal would involve a sale of existing promoter holdings or a fresh equity issuance (Key Developments) Vodafone Idea's management is scheduled to meet institutional investors in Singapore and Hong Kong on 16 and 17 March 2026, with discussions described as exploratory and without certainty of a transaction (Key Developments) The board plans to meet on 27 January 2026 to consider and approve the standalone and consolidated unaudited financial results for the third quarter and nine months ended 31 December 2025 (Key Developments) Valuation Changes Fair Value: Revised from ₹8.88 to ₹9.97, indicating a modest uplift in the analyst fair value estimate.
ナラティブの更新 Mar 06

IDEA: Future Guarantee And Pledge Obligations Will Undermine Optimistic Margin Outlook

Analysts have lifted their price target on Vodafone Idea from ₹5.10 to ₹5.43, citing refreshed assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this update. What's in the News A board meeting is scheduled on Jan 27, 2026 to consider and approve standalone and consolidated unaudited financial results for the third quarter and nine months ended Dec 31, 2025 (company filing).
ナラティブの更新 Feb 19

IDEA: Future Guarantee And Pledge Obligations Will Undermine Optimistic Margin Outlook

Analysts have nudged their price target on Vodafone Idea higher to ₹5.10 from ₹5.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News A board meeting is scheduled on Jan 27, 2026 to consider and approve standalone and consolidated unaudited financial results for the third quarter and nine months ended Dec 31, 2025 (company filing).
ナラティブの更新 Feb 05

IDEA: Future Guarantee And Pledge Risks Will Outweigh Upbeat Profit Assumptions

Analysts have lifted their valuation for Vodafone Idea, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E that together support a higher implied price target than before. What's in the News A board meeting is scheduled on Jan 27, 2026 to review and approve Vodafone Idea's standalone and consolidated unaudited financial results for the third quarter and nine months ended Dec 31, 2025 (Board Meeting).
ナラティブの更新 Jan 22

IDEA: Upcoming Funding Talks And Board Actions Will Reshape Future Prospects

Analysts have inched up their price target for Vodafone Idea to ₹15.10 from ₹15.00, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E as the key drivers behind the recalibration. What's in the News A board meeting is scheduled for Jan 27, 2026 to consider and approve standalone and consolidated unaudited financial results for the third quarter and nine months ended Dec 31, 2025 (company filing).
分析記事 Jan 15

Vodafone Idea Limited's (NSE:IDEA) Intrinsic Value Is Potentially 97% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vodafone Idea fair value estimate is ₹21.87 Current share...
ナラティブの更新 Jan 08

IDEA: Upcoming Funding Partnership Will Reshape Balance Sheet And Future Prospects

Analysts have lifted their fair value estimate for Vodafone Idea to ₹15.00 from ₹12.38, citing updated assumptions for revenue growth, profit margins and the discount rate, along with a slightly revised future P/E outlook. What's in the News Upcoming board meeting on Dec 09, 2025 to consider issuing a corporate guarantee in favour of IDBI Trusteeship Services Limited to secure amounts payable by Vodafone Idea Telecommunications Infrastructure Limited (VITIL) for a non convertible debenture issue, along with a related pledge over 100% of VITIL's equity share capital held by Vodafone Idea and its subsidiary (Board Meeting).
ナラティブの更新 Dec 19

IDEA: Future Returns Will Stay Limited By Government Liability Overhang

Narrative Update on Analyst Price Target Analysts have made a modest upward revision to their price target on Vodafone Idea, citing slightly lower discount rates, marginally improved long term profit margin expectations, and a marginally cheaper projected future P E multiple that together enhance the stock's risk reward profile. This nudges fair value closer to ₹8.90 per share.
ナラティブの更新 Dec 05

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

Analysts have raised their price target on Vodafone Idea to Rs 8.88 from Rs 8.55, citing slightly lower perceived risk, modestly stronger expected revenue growth, a marginally improved profit margin outlook, and a higher anticipated future price to earnings multiple. What's in the News Kyndryl renewed its three-year partnership with Vodafone Idea to modernize IT operations, deploy a cyber resilience framework and expand AI driven automation across Vi's technology estate (Client Announcements).
ナラティブの更新 Nov 21

IDEA: Future Outlook Will Remain Challenged by Pending Government Liability Resolution

Analysts have raised their price target for Vodafone Idea from ₹7.33 to ₹8.55. This change reflects improved revenue growth forecasts, a slightly lower discount rate, and stronger expected profit margins.
分析記事 Nov 14

Market Participants Recognise Vodafone Idea Limited's (NSE:IDEA) Revenues Pushing Shares 25% Higher

Despite an already strong run, Vodafone Idea Limited ( NSE:IDEA ) shares have been powering on, with a gain of 25% in...
分析記事 Nov 13

₹7.98 - That's What Analysts Think Vodafone Idea Limited (NSE:IDEA) Is Worth After These Results

It's been a pretty great week for Vodafone Idea Limited ( NSE:IDEA ) shareholders, with its shares surging 10% to...
ナラティブの更新 Nov 06

IDEA: Prospective Investment Remains Uncertain Amid Relief Package Dependence

Analysts have raised Vodafone Idea's fair value estimate from ₹7.11 to ₹7.33 per share, citing improved revenue growth projections and a reduced discount rate as key factors behind the revision. What's in the News Tillman Global Holdings is in advanced talks to invest between $4 billion and $6 billion in Vodafone Idea, seeking operational control.
ナラティブの更新 Sep 04

Expanding 5G Network And Digital Shift Will Unlock Value

Vodafone Idea’s future P/E declined marginally while net profit margin stayed stable, leading analysts to maintain a fair value price target of ₹7.11. What's in the News Mr. Abhijit Kishore appointed as new CEO effective August 19, 2025, succeeding Akshaya Moondra; Kishore is a long-time company executive with extensive industry experience.
分析記事 Jul 08

Investors Continue Waiting On Sidelines For Vodafone Idea Limited (NSE:IDEA)

There wouldn't be many who think Vodafone Idea Limited's ( NSE:IDEA ) price-to-sales (or "P/S") ratio of 1.8x is worth...
分析記事 Jun 03

Vodafone Idea Limited (NSE:IDEA) Just Released Its Full-Year Earnings: Here's What Analysts Think

As you might know, Vodafone Idea Limited ( NSE:IDEA ) recently reported its yearly numbers. The results overall were...
User avatar
新しいナラティブ Jan 26

Upcoming Network Expansion Will Strain Finances But May Unlock Future Opportunities In Indian Telecom

Aggressive CapEx investments to expand 4G and prepare 5G may strain financial resources without immediate revenue increase, impacting future earnings negatively.

株主還元

IDEAIN Wireless TelecomIN 市場
7D9.2%3.0%0.5%
1Y102.6%27.2%-0.5%

業界別リターン: IDEA過去 1 年間で27.2 % の収益を上げたIndian Wireless Telecom業界を上回りました。

リターン対市場: IDEA過去 1 年間で-0.5 % の収益を上げたIndian市場を上回りました。

価格変動

Is IDEA's price volatile compared to industry and market?
IDEA volatility
IDEA Average Weekly Movement6.5%
Wireless Telecom Industry Average Movement3.8%
Market Average Movement7.2%
10% most volatile stocks in IN Market10.1%
10% least volatile stocks in IN Market4.8%

安定した株価: IDEA 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: IDEAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19959,985Abhijit Kishorewww.myvi.in

ボーダフォン・イデア社はインドでモバイル通信サービスを提供している。4G VoLTEおよびVoice over WIFIによる音声・データ通信サービス、3Gおよび/または4Gプラットフォームによるブロードバンドデータ通信サービス、コンテンツおよびデジタル製品・サービス、エンターテイメント、ユーティリティ、音声・ショートメッセージングサービスなどの付加価値サービスを提供している。長距離サービスやISPサービス、人材サービス、ビジネス・企業向けサービス、IoT、クラウド、マネージドサービスなどのビジネス接続サービスも提供している。また、携帯端末、データカード、関連アクセサリーやサービスの販売、通信サービスプロバイダーへのパッシブインフラのレンタルも行っている。さらに、技術、ソフトウェア、ハードウェア、VAS、アプリケーション・ソフトウェア、コンテンツおよび関連製品・サービスを提供し、単一または複数のプラットフォームやオペレーティング・システム上で、情報技術(IT)を活用したVAS製品やサービスへのアクセスを容易にし、発展させる。同社は以前はIdea Cellular Limitedとして知られていたが、2018年8月にVodafone Idea Limitedに社名を変更した。Vodafone Idea Limitedは1995年に設立され、インドのムンバイに本社を置いている。

Vodafone Idea Limited 基礎のまとめ

Vodafone Idea の収益と売上を時価総額と比較するとどうか。
IDEA 基礎統計学
時価総額₹1.52t
収益(TTM)₹345.52b
売上高(TTM)₹447.89b
4.4x
PER(株価収益率
3.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
IDEA 損益計算書(TTM)
収益₹447.89b
売上原価₹248.31b
売上総利益₹199.58b
その他の費用-₹145.94b
収益₹345.52b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)3.19
グロス・マージン44.56%
純利益率77.14%
有利子負債/自己資本比率-418.0%

IDEA の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/25 00:04
終値2026/05/25 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Limited
Vivekanand SubbaramanAmbit Capital
Yogesh KirveAnand Rathi Shares and Stock Brokers Limited