Vodafone Idea Limited has released an investor presentation for November 2026, outlining its strategic initiatives, financial performance, and key operational updates. The presentation covers the company’s 1-2-3 strategy, focusing on subscriber addition, revenue growth, and cash EBITDA. It also details Q2FY27 performance indicators, including subscriber base, ARPU, data usage, and network improvements, alongside financial highlights and a balance sheet overview.
Vodafone Idea Investor Presentation Released
Vodafone Idea Limited (Vi) has published an investor presentation on November 12, 2026, detailing its business strategy, financial health, and operational achievements. The document, submitted to the National Stock Exchange of India Limited and BSE Limited, provides an in-depth look at the company’s current standing and future outlook.
Strategic Pillars and Growth Initiatives
Vi’s strategy is built on a ‘1-2-3’ framework: Sustained Subscriber Addition, Double Digit Revenue Growth, and Thrice Cash EBITDA in 3 years. Key initiatives supporting this strategy include a 17-5-5 Network Play with a capex guidance of Rs. 45,000 Cr by FY29, brand reappraisal for subscriber growth, capitalizing on ARPU growth levers, service as a differentiator, and scaling the enterprise business.
An Overview of Operations
The presentation highlights Vi’s extensive network assets, including ~8,030 MHz of spectrum and over 216,500 unique sites. The company boasts a subscriber base of 194.4 million and a population coverage of 1.2 billion. Vi is also a formidable wireless player with 3 decades of Telco expertise and strong promoters, with credit ratings of Crisil A-/Stable and ICRA A- (Stable).
Key Performance Indicators and Financials
The Q2FY27 performance update shows a continued strong subscriber addition momentum, adding 1.3 million customers, bringing the total subscriber base to 194.4 million. Customer ARPU saw a YoY improvement, reaching Rs. 198 (excluding M2M). Data usage increased by 27.1% YoY, with average data usage by 4G/5G subscribers reaching 23.0 GB. Network improvements are also noted, with the highest quarterly unique broadband tower addition in nine quarters.
Financial highlights include a Revenue from Operations of Rs. 11,884 Cr in Q2FY27 and a Cash EBITDA of Rs. 2,498 Cr, reflecting improved cost management. The EBITDA margin remained stable at 41.9%, while the Cash EBITDA margin stood at 21.0%.
Digital Assets and Enterprise Scale
Vi is enhancing its digital ecosystem through offerings like the OTT aggregator App, Vi Ads-Digital Advertising, a Digital Marketplace, and Personal Finance services. The enterprise business aims to be a trusted partner, focusing on Drive Segmented GTM, Grow Core Connectivity, Accelerate IoT, and Invest in NextGen Services.
Shareholding and Stock Market Highlights
As of September 30, 2026, the shareholding pattern shows the Government of India as the largest shareholder with 49.00%. The stock market highlights indicate an NSE closing price of Rs. 13.0 and a market capitalization of Rs. 140,304 Cr.
Source: BSE
