)
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.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.
- TimeTickerHeadlineOpen
- 5 FebPSSA3
Net income up 28% and revenue up 12% in 2025, with robust growth across all business lines. - 5 FebPSMT
All proposals passed with strong support; no shareholder questions were received. - 5 FebVARROC
Q3 FY26 revenue up 10.2% YoY, EV sales surge, but legal and exceptional costs impact results. - 5 FebNYKAA
Record 28% GMV growth, margin expansion, and strong Beauty and Fashion segment results. - 5 FebDHT
Q4 2025 saw strong earnings, high spot rates, and major fleet and market developments. - 5 FebBERGEPAINT
Gross margin reached a 15-quarter high as volume growth outpaced value, but profit declined. - 5 FebPAHC
Net sales jumped 21% and profits surged, leading to a raised full-year outlook. - 5 FebHARSHA
Q3 FY26 revenue and profit grew strongly, with robust margins and China expansion planned. - 5 FebKLIC
Q1 2026 revenue up 20%, strong margins, robust Q2 outlook, and business transition ongoing. - 5 FebSOBI
Q4 and FY 2025 saw 16% revenue growth and strong margins, driven by strategic launches.
Next Vodafone Idea earnings date
Next Vodafone Idea earnings date
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)