Vodafone Idea Ltd
Vodafone Idea Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Vodafone Idea targets sustained net customer addition, growing from positive momentum since February 2026. - Plans for double-digit revenue growth over the next three years, backed by a Rs. Vodafone Idea Limited targets sustained net customer addition, double-digit revenue growth, and a 3x increase in EBITDA over the next three years (FY27-FY29). - The company plans a Rs.
From Vodafone Idea Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Vodafone Idea targets sustained net customer addition, growing from positive momentum since February 2026.
- Plans for double-digit revenue growth over the next three years, backed by a Rs. 45,000 Crore capex investment.
- Expansion of population coverage by adding 60,000 to 70,000 4G sites in the next 1-1.5 years, bringing 125 million new population under network.
- ARPU growth driven by network improvements, premium offerings like Nonstop Hero, and smartphone migration; significant upside potential exists.
- Focus on improving customer quality, reducing churn from around 4% by 0.5%-0.6%, and providing a viable third option in MNP-driven market share shifts.
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Profitability & Margins
See what Vodafone Idea Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Vodafone Idea Limited plans to invest Rs. 45,000 Crores over the next three years in capex.
- The capex is expected to intensify starting from Q1 FY27 and further increase in subsequent quarters.
- Capex will support network expansion, focusing on adding 60,000 to 70,000 4G sites and rolling out 5G infrastructure.
- Investment includes enhancing population coverage, improving network quality, and capacity to reduce churn and attract higher quality customers.
- Funding sources for capex include a Rs. 25,000 Crores funded debt facility, Rs. 10,000 Crores non-funded facility, promoter equity infusion, cash EBITDA generation (~Rs. 60,000 Crores over FY27-29), and CLAM settlements plus income tax refunds (~Rs. 10,000 Crores).
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Top-ranked in Telecom - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Vodafone Idea Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Vodafone Idea Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹11.3K Cr, net profit ₹52.0K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Vodafone Idea's management said in earlier quarters
- Q3 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
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Frequently Asked Questions
What were Vodafone Idea Ltd Q4 FY26 results?
Vodafone Idea targets sustained net customer addition, growing from positive momentum since February 2026. - Plans for double-digit revenue growth over the next three years, backed by a Rs. Vodafone Idea Limited targets sustained net customer addition, double-digit revenue growth, and a 3x increase in EBITDA over the next three years (FY27-FY29). - The company plans a Rs.
What is Vodafone Idea Ltd share price analysis?
Vodafone Idea Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹152,872 Cr. Investors should review the full earnings analysis for detailed insights.
Is Vodafone Idea Ltd planning capital expenditure?
Vodafone Idea Limited plans to invest Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.