Vodafone Group Public Limited Company

LSE:VOD 주식 리포트

시가총액: UK£25.6b

Vodafone Group 경영진

경영진 기준 점검 3/4

Vodafone Group CEO는 Margherita Della Valle, Dec2022 에 임명되었습니다 의 임기는 3.42 년입니다. 총 연간 보상은 €5.45M, 27.4% 급여 및 72.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 £6.06M 가치에 해당하는 회사 주식의 0.024% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.7 년과 4 년입니다.

핵심 정보

Margherita Della Valle

최고경영자

€5.4m

총 보수

CEO 급여 비율27.39%
CEO 재임 기간3.4yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간5.7yrs
이사회 평균 재임 기간4yrs

최근 경영진 업데이트

분석 기사 Jul 22

We Think Vodafone Group Public Limited Company's (LON:VOD) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Vodafone Group to hold its Annual General Meeting on 29th of July Total pay for CEO Margherita Della Valle...

Recent updates

내러티브 업데이트 May 19

VOD: Rising Telecom Confidence May Drive Re Rating On Branded Calling

Analysts have nudged their average price target for Vodafone higher to £1.48 from £1.25, reflecting updated assumptions around a lower discount rate, slightly adjusted revenue growth and profit margin expectations, as well as a higher future P/E multiple, alongside a mix of recent target increases and one downgrade to Hold. Analyst Commentary Recent research updates show a mix of views, with at least one downgrade to Hold alongside several upward price target revisions.
내러티브 업데이트 May 03

VOD: Cash Flow Hopes Will Confront Persistent P/E And Execution Risks

Vodafone Group's analyst price targets have increased by between £0.05 and £0.15 across several recent reports, as analysts highlight updated assumptions around revenue growth, profit margins and a lower future P/E multiple in their refreshed models. Analyst Commentary Recent research updates show that while several firms have adjusted price targets higher in absolute terms, some of the commentary around Vodafone Group remains cautious.
내러티브 업데이트 Apr 16

VOD: Higher Price Hopes Will Continue To Face Execution Risks

Narrative Update: Vodafone Group The analyst price target for Vodafone Group has moved higher to £1.04 from £1.02, with analysts pointing to updated assumptions around revenue growth, profitability and a lower future P/E. This is reflected in a series of recent target lifts from major banks.
내러티브 업데이트 Apr 02

VOD: Higher Price Hopes Will Face Ongoing Execution Risk Concerns

The analyst fair value estimate for Vodafone has been adjusted higher to reflect a slightly lower discount rate, modest tweaks to revenue growth and profit margin assumptions, and a higher future P/E. Recent price target increases from multiple firms, including moves such as Berenberg's lift to £1.19 and Goldman Sachs's to £11.58, have reset expectations around the shares.
내러티브 업데이트 Mar 19

VOD: Cash Flow Hopes Will Face Persistent Execution And Capital Allocation Risks

Narrative Update The updated analyst price target for Vodafone Group moves to £11.58 from £10.48. This reflects analysts' focus on slightly higher assumed revenue growth, improved profit margins and free cash flow expectations, alongside a lower future P/E, following recent research that highlights potential for sustainable cash generation and a stronger balance sheet.
내러티브 업데이트 Mar 05

VOD: Fair Value View Balances Free Cash Flow Resilience And Execution Risks

Analysts have nudged their fair value targets on Vodafone Group higher, with our updated view moving from £0.99 to £1.02. This reflects slightly stronger assumptions on revenue growth, profit margins and future P/E after recent price target increases and rating changes from the Street.
내러티브 업데이트 Feb 18

VOD: Lofty Cash Flow Hopes Will Struggle Against Execution And Legal Risks

Narrative Update Vodafone's updated fair value estimate edges higher to reflect a modest uplift in analyst price targets, with recent moves such as Berenberg's increase to £1.19 and broader Street commentary pointing to expectations for steadier free cash flow, a more supportive profit margin profile, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Vodafone highlights a mix of optimism and restraint, with some firms lifting price targets while still flagging execution and valuation risks.
내러티브 업데이트 Feb 04

VOD: Elevated Cash Flow And Dividend Hopes Will Likely Disappoint

Analysts have raised their price target on Vodafone Group, with the updated fair value implying a modest uplift. This view is supported by expectations for sustainable free cash flow, dividend growth, and what they see as greater capacity for value creation following recent research upgrades that cited an increasingly robust balance sheet.
내러티브 업데이트 Jan 21

VOD: Free Cash Flow Resilience And Fibre Competition Will Shape Future Returns

Analysts have lifted their fair value estimate for Vodafone, pointing to a higher blended price target. This is supported by expectations for more resilient free cash flow and dividends highlighted in recent research, even as views remain split between a £1.19 Buy case and an £0.80 Sell case on competition and tower revenue risks.
내러티브 업데이트 Jan 07

VOD: Rising German Fiber Competition Will Pressure Future Free Cash Flows

Analysts have lifted their price target for Vodafone Group, citing refreshed views on revenue growth, improved profit margins and a lower assumed future P/E multiple. Together, these factors support a higher fair value for the shares in light of recent bullish and cautious Street research.
내러티브 업데이트 Dec 16

VOD: Rising German Fiber Competition Will Pressure Cash Flows And Share Price

Analysts have nudged their consolidated price target for Vodafone Group modestly higher by roughly 7 percent to about 140 GBp, citing a lower perceived risk profile from a reduced discount rate and slightly better margin and earnings multiple assumptions, even as they factor in tougher revenue trends and competitive pressures in key European markets. Analyst Commentary Bearish analysts continue to flag structural and execution risks that, in their view, are not fully reflected in Vodafone Group's current valuation.
내러티브 업데이트 Dec 02

VOD: Rising Fiber Competition And Efficiency Drives Will Balance Future Prospects

Vodafone Group's analyst consensus price target has increased from £0.89 to £0.90 per share, as analysts point to improved revenue growth projections and a higher future earnings multiple. This comes despite heightened risks in key markets.
내러티브 업데이트 Nov 18

VOD: Competitive Pressures And Efficiency Moves Will Shape Outlook Amid Modest Fairness

Analysts have modestly increased their fair value estimate for Vodafone Group to £0.89 per share from £0.88. They cite a slightly improved profit margin outlook, continuing premium valuation concerns, and shifting competitive dynamics in key markets.
분석 기사 Nov 14

The Vodafone Group Public Limited Company (LON:VOD) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

Investors in Vodafone Group Public Limited Company ( LON:VOD ) had a good week, as its shares rose 9.4% to close at...
내러티브 업데이트 Nov 03

VOD: Upcoming Partnerships And Competitive Pressures Will Shape Near-Term Performance

Vodafone Group's analyst price target has been increased by analysts, rising from £0.87 to £0.88 per share. This change reflects updated expectations for stronger revenue growth, an improved discount rate, and market positioning amidst competitive pressures.
분석 기사 Nov 02

Insufficient Growth At Vodafone Group Public Limited Company (LON:VOD) Hampers Share Price

When you see that almost half of the companies in the Wireless Telecom industry in the United Kingdom have...
내러티브 업데이트 Oct 14

Digital Partnerships With Google And Microsoft Will Strengthen Future Operations

Narrative Update on Vodafone Group Analysts have raised Vodafone Group's price target by 5 GBp to 140 GBp, citing improved valuation metrics and a supportive market outlook. Analyst Commentary Analyst sentiment around Vodafone Group's outlook reflects a mix of optimism regarding recent improvements and ongoing caution in several key areas.
분석 기사 Jul 22

We Think Vodafone Group Public Limited Company's (LON:VOD) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights Vodafone Group to hold its Annual General Meeting on 29th of July Total pay for CEO Margherita Della Valle...
분석 기사 Jun 29

Here's Why Vodafone Group (LON:VOD) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
새로운 내러티브 Nov 24

Critical Partnerships And Digital Expansion Pave The Way For Telecom Growth And Innovation

Investments in Germany and strategic partnerships aim to drive revenue growth and improve margins through market share and digital services expansion.

CEO 보수 분석

Margherita Della Valle의 보수는 Vodafone Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-€289m

Sep 30 2025n/an/a

-€4b

Jun 30 2025n/an/a

-€4b

Mar 31 2025€5m€1m

-€4b

Dec 31 2024n/an/a

-€893m

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024€5m€1m

€1b

Sep 30 2023n/an/a

€11b

Jun 30 2023n/an/a

€12b

Mar 31 2023€4m€917k

€12b

Dec 31 2022n/an/a

€7b

Sep 30 2022n/an/a

€2b

Jun 30 2022n/an/a

€2b

Mar 31 2022€3m€831k

€2b

Dec 31 2021n/an/a

€985m

Sep 30 2021n/an/a

-€161m

Jun 30 2021n/an/a

-€24m

Mar 31 2021€3m€823k

€59m

Dec 31 2020n/an/a

€1b

Sep 30 2020n/an/a

€2b

Jun 30 2020n/an/a

€779m

Mar 31 2020€2m€790k

-€920m

보상 대 시장: Margherita의 총 보수(USD6.33M)는 UK 시장에서 비슷한 규모 기업의 평균(USD6.97M) 수준입니다.

보상과 수익: Margherita의 보상은 회사가 적자임에도 증가했습니다.


CEO

Margherita Della Valle (60 yo)

3.4yrs
재임 기간
€5,449,772
보수

Ms. Margherita Della Valle was Independent Non-Executive Director of Reckitt Benckiser Group plc from July 01, 2020 to April 1, 2026. Ms. Valle has been Executive Director of Vodafone Group Public Limited...


리더십 팀

이름직위재임 기간보수지분
Margherita Della Valle
Group Chief Executive & Executive Director3.4yrs€5.45m0.024%
£ 6.1m
Maria López Álvarez
CFO & Executive Directorless than a year데이터 없음데이터 없음
Scott Petty
Chief Digital & Information Officer and CTO9.3yrs데이터 없음데이터 없음
Matthew Johnson
Investor Relations Directorno data데이터 없음데이터 없음
Stefanie Reichel
Director of Legal & Compliance6.1yrs데이터 없음데이터 없음
Maaike De Bie
Group General Counsel & Company Secretary3.2yrs데이터 없음데이터 없음
Ruth McGill
Chief HR Officerless than a year데이터 없음데이터 없음
António Rui Lacerda Carrapatoso
Chief Executive Officer of Vodafone Portugal Operationsno data데이터 없음데이터 없음
Rob Mukherjee
Head of North West regional business14.2yrs데이터 없음데이터 없음
Joakim Reiter
Chief External & Corporate Affairs Officer5.3yrs데이터 없음데이터 없음
Eloy Rodrigo
Chief Financial Officer of Vodafone Spain6.2yrs데이터 없음데이터 없음
Shameel Joosub
Chief Executive Officer of Vodacom Group14.3yrs데이터 없음데이터 없음
5.7yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: VOD의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.7 년).


이사회 구성원

이름직위재임 기간보수지분
Margherita Della Valle
Group Chief Executive & Executive Director7.8yrs€5.45m0.024%
£ 6.1m
Maria López Álvarez
CFO & Executive Directorless than a year데이터 없음데이터 없음
Ahmed Essameldin Aboushelbaya
CEO of European Markets & Executive Chairman of Vodafone Germany2.1yrs데이터 없음데이터 없음
Stephen Carter
Independent Non-Executive Director3.8yrs€142.10k0.00076%
£ 194.8k
Simon Dingemans
Independent Non-Executive Director1.3yrs€34.63k0.00023%
£ 59.0k
Simon Segars
Senior Independent Non-Executive Director3.8yrs€304.49k0.00017%
£ 43.6k
Jean-Francois M. van Boxmeer
Independent Chairman of the Board5.8yrs€813.17k0.0059%
£ 1.5m
Antonio da Costa Coimbra
Non-Executive Chairman of Vodafone Spain5.5yrs데이터 없음데이터 없음
Michel Demare
Independent Non-Executive Director8.3yrs€143.29k0.00043%
£ 110.2k
Maria Moraleda Martinez
Independent Non-Executive Director8.9yrs€234.04k0.00013%
£ 33.3k
Deborah Kerr
Independent Non-Executive Director4.2yrs€149.26k0.00052%
£ 133.3k
Delphine Cunci
Independent Non-Executive Director & Workforce Engagement Lead3.8yrs€143.29k0.00038%
£ 97.4k
4.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: VOD의 이사회경험이 있음으로 간주됩니다(평균 재임 4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 10:01
종가2026/05/22 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Vodafone Group Public Limited Company는 37명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrew Charles BealeArete Research Services LLP
John EadeArgus Research Company
William PowerBaird