Vodafone Idea Limited

NSEI:IDEA Voorraadrapport

Marktkapitalisatie: ₹1.1t

Vodafone Idea Inkomsten in het verleden

Verleden criteriumcontroles 0/6

Vodafone Idea is de winst gegroeid met een gemiddeld jaarlijks percentage van 6.5%, terwijl de Wireless Telecom industrie de winst jaarlijks groeide met 5.3%. De inkomsten zijn gegroeid met een gemiddelde van 1.9% per jaar.

Belangrijke informatie

6.47%

Groei van de winst

30.45%

Groei van de winst per aandeel

Wireless Telecom Groei van de industrie13.03%
Inkomstengroei1.89%
Rendement op eigen vermogenn/a
Nettomarge-55.32%
Laatste winstupdate31 Dec 2025

Recente prestatie-updates uit het verleden

Recent updates

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.

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).

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.

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).

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).

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).

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).

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

Jan 15
Vodafone Idea Limited's (NSE:IDEA) Intrinsic Value Is Potentially 97% Above Its Share Price

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).

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.

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).

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.

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

Nov 14
Market Participants Recognise Vodafone Idea Limited's (NSE:IDEA) Revenues Pushing Shares 25% Higher

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

Nov 13
₹7.98 - That's What Analysts Think Vodafone Idea Limited (NSE:IDEA) Is Worth After These Results

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.

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.

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

Jul 08
Investors Continue Waiting On Sidelines For Vodafone Idea Limited (NSE:IDEA)

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

Jun 03
Vodafone Idea Limited (NSE:IDEA) Just Released Its Full-Year Earnings: Here's What Analysts Think
User avatar

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.

Opbrengsten en kosten

Hoe Vodafone Idea geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NSEI:IDEA Opbrengsten, kosten en inkomsten (INR Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 25444,367-245,8445,0000
30 Sep 25442,281-259,0775,0000
30 Jun 25439,767-275,5945,0000
31 Mar 25434,557-273,8345,0000
31 Dec 24430,800-278,9195,6470
30 Sep 24426,521-282,6855,6470
30 Jun 24424,255-298,3055,6470
31 Mar 24425,727-312,3845,6470
31 Dec 23425,079-299,8276,7900
30 Sep 23424,483-309,8689,4120
30 Jun 23423,449-298,4449,4120
31 Mar 23421,426-293,0119,4120
31 Dec 22418,677-294,45317,1280
30 Sep 22409,702-286,8629,7910
30 Jun 22397,562-282,23000
31 Mar 22384,984-282,4549,7910
31 Dec 21378,665-287,0517,8750
30 Sep 21390,426-260,0637,8750
30 Jun 21404,285-260,92200
31 Mar 21419,382-442,4477,8750
31 Dec 20440,711-488,80611,6920
30 Sep 20442,557-507,87311,6920
30 Jun 20443,077-944,64200
31 Mar 20449,167-739,04911,7740
31 Dec 19449,217-671,41314,8240
30 Sep 19455,971-657,07114,8240
30 Jun 19424,036-197,34300
31 Mar 19370,056-146,28614,8240
31 Dec 18314,447-107,1255,3990
30 Sep 18261,412-69,92411,6820
30 Jun 18259,564-31,25211,6820
31 Mar 18282,471-41,96611,6820
31 Dec 17301,765-35,7603,5900
30 Sep 17323,892-26,75415,2470
30 Jun 17342,262-14,77312,5610
31 Mar 17355,527-4,42012,5610
31 Dec 16369,0163,22729,9620
30 Sep 16372,37413,65914,7080
30 Jun 16366,10520,36714,7080
31 Mar 16359,16426,71114,7080
31 Dec 15348,55632,18215,8180
30 Sep 15338,68233,25915,8180
30 Jun 15327,62033,19514,1410

Kwaliteitswinsten: IDEA is momenteel verliesgevend.

Groeiende winstmarge: IDEA is momenteel verliesgevend.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: IDEA is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 6.5% per jaar verminderd.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van IDEA over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: IDEA is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Wireless Telecom industrie ( 10% ).


Rendement op eigen vermogen

Hoge ROE: De schulden van IDEA zijn groter dan de activa, dus het is lastig om het rendement op het eigen vermogen te berekenen.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/01 06:56
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Vodafone Idea Limited wordt gevolgd door 53 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Deep Shah360 ONE Capital Market Private Limited
null null360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital