)
Visual
test
Vodafone Idea
Vodafone Idea (IDEA) investor relations material
Vodafone Idea Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary28 Jan, 2026
Executive summary
Leadership announced a strategic reset post-AGR resolution, focusing on aggressive investment, network expansion, and operational turnaround over three years.
Three key goals: sustained customer addition, double-digit revenue growth, and tripling EBITDA in three years, with INR 45,000 crore CapEx commitment.
Revenue for Q3FY26 was ₹11,323 Cr, up 1.9% year-over-year, with ARPU rising 7.3% to ₹186 and 4G/5G subscribers reaching 128.5 million.
Net loss for Q3FY26 narrowed to ₹5,286 Cr from ₹6,609 Cr in Q3FY25, reflecting operational improvements.
Promoters reaffirmed their commitment, with recent and potential future support if required.
Financial highlights
Raised INR 3,300 crore via NCDs despite AGR uncertainty; promoters infused INR 27,000 crore post-merger.
Cleared INR 36,500 crore of bank debt over six years from internal accruals.
Invested INR 16,000 crore in network over seven quarters, increasing coverage to 86% and launching 5G in 43 cities.
Reported EBITDA for Q3FY26 was ₹4,816 Cr, with a margin of 42.5%; cash EBITDA (pre-IndAS 116) was ₹2,358 Cr.
Capex for Q3FY26 was ₹2,252 Cr; cash and bank balance at quarter-end was ₹6,963 Cr.
Outlook and guidance
INR 45,000 crore CapEx over three years, focused on network expansion, 5G rollout, and service differentiation.
CapEx to be front-loaded in the first two years for faster returns.
Confident of generating sufficient cash flow to meet obligations over the next 12 months, supported by AGR payment clarity and ongoing debt discussions.
Planned investments to increase 4G coverage in 17 circles to over 95% and further expand 5G rollout.
No immediate equity infusion planned; funding through INR 25,000 crore bank debt, INR 10,000 crore non-funded facility, and internal accruals.
What is the cash outflow impact of new AGR terms?
How does AGR resolution support going concern?
What is the strategy for 4G/5G subscriber growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Vodafone Idea earnings date
Q4 25/2625 May, 2026
Vodafone Idea
Next Vodafone Idea earnings date
Q4 25/2625 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Vodafone Idea Limited is a telecommunications company in India offering mobile voice and data services under the brand name Vi. Formed from the merger of Vodafone India and Idea Cellular, the company provides a range of telecom services, including 4G, 3G, and 2G mobile networks, as well as digital solutions for consumers and businesses. Vodafone Idea also offers value-added services like mobile payments, cloud services, and IoT solutions, catering to both urban and rural customers across India. The company is headquartered in Mumbai, India, and its shares are listed on the BSE and NSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage