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Vodafone Idea Limited strategy deck summary

NSE: IDEA · BSE: 532822

Strategy deck of 28 Jan 2026, summarised by AI from the filing.

Vodafone Idea fixed AGR dues at ₹87,695 cr and targets double digit revenue growth and thrice cash EBITDA in 3 years with ₹45,000 cr investment.

Key takeaways

  1. AGR dues Dues fixed at ₹87,695 cr as of December 31, 2025, with payment schedule of ₹124 cr per year for FY26 to FY31.
  2. Guidance Double digit revenue growth and thrice cash EBITDA targeted in 3 years, with ₹45,000 cr investment in next 3 years.
  3. Growth driver Consistent and right investment helping to stem customer loss, with revenue growth of +5.7% in invested sites vs -3.3% in rest of network.
  4. Risk AGR judgement loomed large over Vi, impacting customer confidence, funding, investment, brand perception and network experience.

Original filing on BSE

Vodafone Idea Limited Q1 FY27 results

As filed: Revenue ₹11,689 cr (+6% year on year), EBITDA ₹5,034 cr (+9% year on year), PAT −₹3,754 cr, EBITDA margin 43.1% (+123 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹11,332 cr (+3% year on year), EBITDA ₹4,889 cr (+5% year on year), PAT ₹51,970 cr, EBITDA margin 43.1% (+84 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend. EBITDA margin rose 84 bps year on year. Tax rate 0%. Share price after the results: +15.4% in 30 days (Nifty 500: +1.6%).
  • Q3 FY26: Revenue ₹11,323 cr (+2% year on year), EBITDA ₹4,817 cr (+2% year on year), PAT −₹5,286 cr, EBITDA margin 42.5% (+16 bps). Score 39 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 16 bps year on year. Share price after the results: +13.4% in 30 days (Nifty 500: +2.8%).
  • Q2 FY26: Revenue ₹11,195 cr (+2% year on year), EBITDA ₹4,685 cr (+3% year on year), PAT −₹5,524 cr, EBITDA margin 41.9% (+23 bps). Score 41 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 23 bps year on year. Share price after the results: +12.8% in 30 days (Nifty 500: −0.8%).
  • Q1 FY26: Revenue ₹11,023 cr (+5% year on year), EBITDA ₹4,612 cr (+10% year on year), PAT −₹6,608 cr, EBITDA margin 41.8% (+182 bps). Score 15 of 100, Below trend. Revenue and EBITDA growth were above the company's own trend. EBITDA margin rose 182 bps year on year. Share price after the results: +24.6% in 29 days (Nifty 500: +2.2%).
  • Q4 FY25: Revenue ₹11,014 cr (+4% year on year), EBITDA ₹4,659 cr (+8% year on year), PAT −₹7,166 cr, EBITDA margin 42.3% (+162 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend. EBITDA margin rose 162 bps year on year. Share price after the results: +6.6% in 28 days (Nifty 500: +3.6%).
  • Q3 FY25: Revenue ₹11,117 cr (+4% year on year), EBITDA ₹4,712 cr (+8% year on year), PAT −₹6,609 cr, EBITDA margin 42.4% (+164 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend. EBITDA margin rose 164 bps year on year.
  • Q2 FY25: Revenue ₹10,932 cr (+2% year on year), EBITDA ₹4,550 cr (+6% year on year), PAT −₹7,176 cr, EBITDA margin 41.6% (+166 bps). Score 43 of 100, In line with trend. EBITDA margin rose 166 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Vodafone Idea Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.