Vodafone Idea 향후 성장
Future 기준 점검 0/6
Vodafone Idea은 연간 수입과 매출이 각각 13.7%와 10.1% 증가할 것으로 예상되고 EPS는 연간 18%만큼 증가할 것으로 예상됩니다.
핵심 정보
13.7%
이익 성장률
17.98%
EPS 성장률
| Wireless Telecom 이익 성장 | -2.9% |
| 매출 성장률 | 10.1% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • 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...Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).
내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).
내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 631,759 | -151,733 | 116,161 | N/A | 4 |
| 3/31/2028 | 564,756 | -180,449 | 137,936 | N/A | 18 |
| 3/31/2027 | 500,279 | -218,753 | 135,421 | N/A | 19 |
| 3/31/2026 | 450,561 | -237,359 | 135,188 | N/A | 19 |
| 12/31/2025 | 444,367 | -245,844 | N/A | N/A | N/A |
| 9/30/2025 | 442,281 | -259,077 | 21,229 | 133,477 | N/A |
| 6/30/2025 | 439,767 | -275,594 | N/A | N/A | N/A |
| 3/31/2025 | 434,557 | -273,834 | -12,181 | 92,906 | N/A |
| 12/31/2024 | 430,800 | -278,919 | N/A | N/A | N/A |
| 9/30/2024 | 426,521 | -282,685 | 96,550 | 175,343 | N/A |
| 6/30/2024 | 424,255 | -298,305 | N/A | N/A | N/A |
| 3/31/2024 | 425,727 | -312,384 | 187,639 | 208,261 | N/A |
| 12/31/2023 | 425,079 | -299,827 | 176,159 | 200,916 | N/A |
| 9/30/2023 | 424,483 | -309,868 | 161,750 | 175,953 | N/A |
| 6/30/2023 | 423,449 | -298,444 | N/A | N/A | N/A |
| 3/31/2023 | 421,426 | -293,011 | 149,265 | 188,687 | N/A |
| 12/31/2022 | 418,677 | -294,453 | N/A | N/A | N/A |
| 9/30/2022 | 409,702 | -286,862 | 130,686 | 199,467 | N/A |
| 6/30/2022 | 397,562 | -282,230 | N/A | N/A | N/A |
| 3/31/2022 | 384,984 | -282,454 | 112,746 | 173,870 | N/A |
| 12/31/2021 | 378,665 | -287,051 | N/A | N/A | N/A |
| 9/30/2021 | 390,426 | -260,063 | 70,568 | 140,676 | N/A |
| 6/30/2021 | 404,285 | -260,922 | N/A | N/A | N/A |
| 3/31/2021 | 419,382 | -442,447 | 103,553 | 156,397 | N/A |
| 12/31/2020 | 440,711 | -488,806 | N/A | N/A | N/A |
| 9/30/2020 | 442,557 | -507,873 | 66,541 | 114,279 | N/A |
| 6/30/2020 | 443,077 | -944,642 | N/A | N/A | N/A |
| 3/31/2020 | 449,167 | -739,049 | -6,387 | 73,275 | N/A |
| 12/31/2019 | 449,217 | -671,413 | N/A | N/A | N/A |
| 9/30/2019 | 455,971 | -657,071 | N/A | 96,178 | N/A |
| 6/30/2019 | 424,036 | -197,343 | N/A | N/A | N/A |
| 3/31/2019 | 370,056 | -146,286 | N/A | 53,478 | N/A |
| 12/31/2018 | 314,447 | -107,125 | N/A | 41,503 | N/A |
| 9/30/2018 | 261,412 | -69,924 | N/A | N/A | N/A |
| 6/30/2018 | 259,564 | -31,252 | N/A | N/A | N/A |
| 3/31/2018 | 282,471 | -41,966 | N/A | 53,324 | N/A |
| 12/31/2017 | 301,765 | -35,760 | N/A | 66,096 | N/A |
| 9/30/2017 | 323,892 | -26,754 | N/A | N/A | N/A |
| 6/30/2017 | 342,262 | -14,773 | N/A | N/A | N/A |
| 3/31/2017 | 355,527 | -4,420 | N/A | 104,757 | N/A |
| 12/31/2016 | 369,016 | 3,227 | N/A | N/A | N/A |
| 9/30/2016 | 372,374 | 13,659 | N/A | N/A | N/A |
| 6/30/2016 | 366,105 | 20,367 | N/A | N/A | N/A |
| 3/31/2016 | 359,164 | 26,711 | N/A | 109,486 | N/A |
| 12/31/2015 | 348,556 | 32,182 | N/A | N/A | N/A |
| 9/30/2015 | 338,682 | 33,259 | N/A | N/A | N/A |
| 6/30/2015 | 327,620 | 33,195 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: IDEA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: IDEA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: IDEA 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: IDEA 의 수익(연간 10.1%)이 Indian 시장(연간 10.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: IDEA 의 수익(연간 10.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: IDEA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/15 15:25 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/03/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Vodafone Idea Limited는 53명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Deep Shah | 360 ONE Capital Market Private Limited |
| null null | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |