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 pretty much dead in line with analyst forecasts; revenues were ₹435b and statutory losses were ₹4.01 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

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Taking into account the latest results, the most recent consensus for Vodafone Idea from 20 analysts is for revenues of ₹488.1b in 2026. If met, it would imply a meaningful 12% increase on its revenue over the past 12 months. Per-share losses are supposed to see a sharp uptick, reaching ₹2.99. Yet prior to the latest earnings, the analysts had been forecasting revenues of ₹484.0b and losses of ₹3.23 per share in 2026. So there seems to have been a moderate uplift in analyst sentiment with the latest consensus release, given the upgrade to loss per share forecasts for this year.

Check out our latest analysis for Vodafone Idea

The average price target held steady at ₹8.00, seeming to indicate that business is performing in line with expectations. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Vodafone Idea analyst has a price target of ₹15.00 per share, while the most pessimistic values it at ₹2.40. We would probably assign less value to the analyst forecasts in this situation, because such a wide range of estimates could imply that the future of this business is difficult to value accurately. With this in mind, we wouldn't rely too heavily the consensus price target, as it is just an average and analysts clearly have some deeply divergent views on the business.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Vodafone Idea's past performance and to peers in the same industry. It's clear from the latest estimates that Vodafone Idea's rate of growth is expected to accelerate meaningfully, with the forecast 12% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 0.009% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 5.4% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Vodafone Idea to grow faster than the wider industry.

The Bottom Line

The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Vodafone Idea going out to 2028, and you can see them free on our platform here..

Even so, be aware that Vodafone Idea is showing 5 warning signs in our investment analysis , and 3 of those are potentially serious...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.