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Vodafone Idea Investor Presentation November 2026

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Şu koleksiyonda: Yatırımcı sunumu örnekleri · Hindistan'dan yatırımcı sunumu örnekleri

Vodafone Idea Investor Presentation November 2026 — Vodafone Idea Limited (Vi) investor presentation, filed with BSE and NSE (the Indian stock exchanges), covering the company overview, its 1-2-3 strategy, and Q2FY27 results with revenue of Rs. 11,884 Cr, EBITDA of Rs. 4,981 Cr and a subscriber base of 194.4 Mn.

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Etiketler

Vodafone idea
Vi
Investor presentation
Q2fy27
Indian telecom

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Vodafone Idea Investor Presentation November 2026 — Vodafone Idea Limited (Vi) investor presentation, filed with BSE and NSE (the Indian stock exchanges), covering the company overview, its 1-2-3 strategy, and Q2FY27 results with revenue of Rs. 11,884 Cr, EBITDA of Rs. 4,981 Cr and a subscriber base of 194.4 Mn.

Temel Avantajlar

  • •Shows Q2FY27 results across five quarters (Q2FY26 to Q2FY27): revenue, EBITDA, cash EBITDA, PAT, customer ARPU and subscribers.
  • •Explains the 1-2-3 Strategy: sustained subscriber addition, double digit revenue growth and thrice cash EBITDA in 3 years.
  • •Details the 17-5-5 network plan, with Rs. 45,000 Cr capex guidance for network rollout by FY29.
  • •Includes the full mobility KPI table (subscribers, ARPU, churn, coverage, towers, data usage) and the 30-Sep-26 balance sheet.
  • •Covers shareholding pattern and stock market data (BSE code 532822, NSE symbol IDEA) as at 30 September 2026.

Hedef Kitle

  • •Equity investors and analysts researching Vodafone Idea Limited (Vi) and Indian telecom
  • •Telecom sector researchers comparing ARPU, subscriber and 4G/5G trends
  • •Finance and investor relations teams building quarterly investor or earnings decks
  • •Students and consultants studying turnaround strategy and brand repositioning in telecom

Kullanım Senaryoları

  • •Reviewing Vi's Q2FY27 operating and financial performance before an investment decision
  • •Benchmarking Indian telecom KPIs such as customer ARPU, churn and data usage per 4G/5G subscriber
  • •Using the slide structure (overview, strategy, quarterly update, financial tables, KPIs, shareholding, glossary, disclaimer) as a template for an investor presentation
  • •Understanding Vi's network, brand, service and enterprise strategy for competitive analysis

Benzersiz Değer Önerileri

  • •Pairs a strategy narrative (1-2-3 Strategy, 17-5-5 Network Play) with five-quarter financial and KPI tables in one deck.
  • •Combines chart slides and dense full-table slides with a glossary of telecom terms, a useful reference for deck layout.
  • •Reports amounts in Rs. Cr (rupees crore) for financials, with subscribers in Mn and data usage in Pb/day.
  • •Documents the Vi brand refresh, including the new identity, Shah Rukh Khan as brand ambassador and the 'Vi pe sab hain VIP' campaign.

Slayt Sayfaları (24)

Her slayt sayfasının detaylı görünümü, düzen, temel içerik ve görsel öğeler dahil.

Sayfa 1
title slide

Vodafone Idea Limited — November 2026

İçerik

Title slide for the Vodafone Idea Limited investor presentation dated November 2026, with the Vi logo at top left.

Düzen Yapısı

Large left-aligned company name and date on white, with the Vi logo above and a colorful ribbon illustration down the right side.

Temel Görsel Öğeler

  • •Vi logo with yellow dot
  • •Multicolor ribbon artwork in red, purple, yellow and light blue
  • •Large dark title text
  • •Date line
Sayfa 2
section divider

Company Overview

İçerik

Section divider introducing the Company Overview part of the deck.

Düzen Yapısı

Section title on the left over white, with a large red angular block on the right and the Vi logo at bottom right.

Temel Görsel Öğeler

  • •Large red geometric shape
  • •Section title text
  • •Vi logo
Sayfa 3
company overview

An Overview

İçerik

Network assets: ~8,030 MHz spectrum holdings, 216,500+ unique sites and 355,000+ km OFC. Scale and reach: 487,000+ towns and villages covered, 194.4 Mn subscriber base, 1.2 Bn+ population coverage, 400 cities/towns with 5G across 17 circles, ~635k retailers and ~2.8k+ branded stores in 650+ cities. Credit ratings are Crisil A-/Stable and ICRA A- (Stable); data is as of September 30, 2026.

Düzen Yapısı

Four rounded cards (Network Assets, Scale and reach, Formidable wireless player, Digital Assets) arranged around a central four-color circular Vi puzzle graphic, with footnotes at the bottom.

Temel Görsel Öğeler

  • •Central puzzle ring with Vi logo
  • •Four information cards
  • •Vodafone and Aditya Birla Group logos
  • •Digital asset logos (Vi movies & tv, Vi App, ViFinance, Ready for Next)
  • •Footnotes on spectrum and OFC
Sayfa 4
section divider

Growth Opportunities

İçerik

Section divider introducing the Growth Opportunities part of the deck.

Düzen Yapısı

Section title on the left over white, with a large red angular block on the right and the Vi logo at bottom right.

Temel Görsel Öğeler

  • •Large red geometric shape
  • •Section title text
  • •Vi logo
Sayfa 5
market opportunity

Indian telecom: Structural growth drivers and market upside

İçerik

Four growth drivers: macroeconomic tailwinds; low penetration (overall wireless teledensity 82.00%, rural teledensity 60.72%); improving adoption (wireless broadband subscribers 964.98 Mn vs 48.89 Mn wired, over 800 Mn UPI transactions daily, 70% of individuals in India using the internet as of 2025, up from 20% in 2018); and growing revenue with a stable market structure (3 private players plus 1 Government player, ARPU among the lowest globally, data consumption among the highest).

Düzen Yapısı

Central four-petal numbered diamond graphic labeled Growth Drivers with a text block in each corner, and a numbered source footnote line at the bottom.

Temel Görsel Öğeler

  • •Four-diamond numbered graphic
  • •Icons for each driver
  • •Bulleted text blocks
  • •Sources footnote (IMF, GSMA, TRAI, NPCI, World Bank)
Sayfa 6
section divider

VIL Strategy

İçerik

Section divider introducing the VIL Strategy part of the deck.

Düzen Yapısı

Section title on the left over white, with a large red angular block on the right and the Vi logo at bottom right.

Temel Görsel Öğeler

  • •Large red geometric shape
  • •Section title text
  • •Vi logo
Sayfa 7
strategy overview

Our 1-2-3 Strategy

İçerik

Three goals: 1 Sustained subscriber addition, 2 Double digit revenue growth, 3 Thrice cash EBITDA in 3 years. Five enablers are listed beneath: 17-5-5 Network Play, Brand Reappraisal for subs growth, Capitalising on ARPU growth levers, Service as a differentiator, and Enterprise Business scale.

Düzen Yapısı

Three large numbered headline goals with icons across the top, and a row of five icon-and-label enablers across the bottom.

Temel Görsel Öğeler

  • •Numbered 1-2-3 headlines
  • •Subscriber, revenue and growth-chart icons
  • •Row of five red enabler icons
Sayfa 8
strategy detail

17-5-5 Network play

İçerik

Capex guidance of Rs. 45,000 Cr for network rollout by FY29. Outcomes on completion: regaining coverage parity in 17 key circles; 5 other circles with 100% 2G=4G on national highways, key state highways, airports and places of tourists' interest; and a seamless 5G experience across urban markets.

Düzen Yapısı

Left block with the large capex figure and an arrow labeled By FY29 pointing to three numbered outcome rows on the right.

Temel Görsel Öğeler

  • •Rs. 45,000 Cr headline figure
  • •Red arrow labeled By FY29
  • •Numbered circles 17, 5 and a 5G icon
Sayfa 9
marketing and brand

Brand Reappraisal for subscriber growth

İçerik

Roll out of the refreshed identity: a new logo with the yellow dot moved to the top, Shah Rukh Khan announced as brand ambassador, and the campaign 'Vi pe sab hain VIP' capturing commitment to inclusivity. The slide notes why it matters: the ambassador symbolizes energy, ambition and optimism for the new phase.

Düzen Yapısı

Left collage of print, social and retail creative examples with vertical labels; right column of four rounded text boxes (New Identity, Brand Ambassador, Campaign, Why it matters).

Temel Görsel Öğeler

  • •Print ad 'Vi is now vi'
  • •Social posts featuring Shah Rukh Khan
  • •Retail store and SIM pack imagery
  • •Four rounded text boxes
Sayfa 10
marketing and brand

Brand Reappraisal for subscriber growth (campaign phases)

İçerik

Three campaign phases are shown: 1 Teaser to campaign launch (SRK's first GRWM video), 2 AI-powered network with customized circle-wise network communication, 3 Industry-first free international roaming. The images are low resolution and small print is not legible.

Düzen Yapısı

Three-column image grid with a header strip for each phase, and creative ad images above photos of in-market placements.

Temel Görsel Öğeler

  • •Campaign ad creatives
  • •Regional-language network ads
  • •International roaming ad
  • •In-market photos (shops, airport)
Sayfa 11
data visualization

Capitalising on ARPU growth levers

İçerik

Three charts: upsell potential (194.4 Mn total subs, 63.4 Mn non-4G/5G subs, ULD users with ~3.5x the ARPU of non-ULD); ARPU expanding as 4G/5G mix improves (ARPU from Rs. 166 to 198; 4G/5G subs from 125.9 Mn to 131.0 Mn); and engagement improving (data per 4G/5G sub from 15.4 GB to 23.0 GB; share of 4G/5G subs from 61.4% to 67.4%). Not every intermediate bar label is legible.

Düzen Yapısı

Three bordered chart panels side by side joined by plus signs, each with a heading, legend and bar or line chart.

Temel Görsel Öğeler

  • •Bar chart of subscribers and ARPU multiples
  • •ARPU bars with 4G/5G subs line
  • •Data-per-sub bars with % 4G/5G line
  • •Plus-sign connectors
Sayfa 12
strategy detail

Service as a differentiator

İçerik

Service at touch points: ~2.8k+ branded stores across 650+ cities and ~635k retailers. i@50 aims to cut assisted interactions by 50% and has delivered a 42% reduction in assisted customer complaints; ZIC (Zero Interaction Complaints) shows a 74% reduction in interaction-related complaints. AI-led initiatives: Super Agents, Voice Biometric and Self-Healing Network.

Düzen Yapısı

Left half with photos and bullet text on service touch points and initiatives; right half with three stacked image-and-description rows for AI-led initiatives.

Temel Görsel Öğeler

  • •Vi store photo
  • •Stock photos for each initiative
  • •Bulleted text
  • •Three AI initiative rows
Sayfa 13
strategy detail

Enterprise Business scale

İçerik

Positioned as being the trusted partner to enterprises. Four pillars: Drive Segmented GTM (industry vertical solutions, Product Penetration Index), Grow Core Connectivity (dedicated enterprise corridors, private networks for Industry 4.0, AI-enabled value adds such as CCaaS, CPaaS, Hybrid SD-WAN, Managed Wi-Fi, RBM), Accelerate IoT (IoT Smart Central platform, innovation lab), and Invest in NextGen Services (cloud, SaaS portfolio, NextGen SOCaaS).

Düzen Yapısı

Four equal columns, each with a gray header, an icon and stacked bold sub-headings with short descriptions.

Temel Görsel Öğeler

  • •Four column cards
  • •Target, globe, location pin and cloud-screen icons
  • •Red subtitle line
Sayfa 14
product overview

Digital assets powering a digital ecosystem

İçerik

Four digital assets around the Vi App: Vi movies & tv (OTT aggregator with multiple OTTs and 300+ TV channels under one subscription), ViShop (digital marketplace for utility payments and brand offers), Vi Ads (end-to-end ad-tech platform) and ViFinance (personal loans, fixed deposits and credit cards, with planned expansion over the next 1 year).

Düzen Yapısı

Central Vi App phone icon on a semicircle arc, with four gray text panels, two on each side, each tied to a product logo tile.

Temel Görsel Öğeler

  • •Vi App phone icon
  • •Colored arc segments
  • •Four product logo tiles
  • •Four bulleted panels
Sayfa 15
data visualization

All 7 critical business parameters trending positively

İçerik

Q2FY26 vs Q2FY27: revenue 11,195 to 11,884 (+6.2%); EBITDA 4,685 to 4,981 (+6.3%); cash EBITDA 2,246 to 2,498 (+11.2%); customer ARPU Rs. 180 to 198 (+9.7%); 4G/5G subs 127.8 Mn to 131.0 Mn (+2.5%); data usage 73.6 to 93.6 Pb/day (+27.1%); broadband sites 191k to 214k (>22.5k increase). Subscribers reached 194.4 Mn with net adds of 1.3 Mn in Q2FY27.

Düzen Yapısı

Four chart panels separated by dashed lines: a revenue/EBITDA bar and line chart, stacked ARPU and data usage charts, stacked 4G/5G subs and broadband sites charts, and a subscribers and net adds combo chart with a highlighted Q2FY27 box.

Temel Görsel Öğeler

  • •Revenue bars with EBITDA and cash EBITDA lines
  • •Paired bar charts with percent change
  • •Subscriber and net-adds trend with dashed highlight
  • •Callout on improving net additions
Sayfa 16
section divider

Q2FY27 Update

İçerik

Section divider introducing the Q2FY27 Update part of the deck.

Düzen Yapısı

Section title on the left over white, with a large red angular block on the right and the Vi logo at bottom right.

Temel Görsel Öğeler

  • •Large red geometric shape
  • •Section title text
  • •Vi logo
Sayfa 17
financial table

Financial Highlights – Profit & Loss Account

İçerik

In Rs. Cr, Q2FY27: revenue from operations 11,884, opex 6,903, EBITDA 4,981 (41.9% margin), D&A 5,505, interest and financing cost 4,975, exceptional items (462), PBT (5,961), PAT (5,975), cash EBITDA 2,498 (21.0% margin) and PAT adjusted for exceptional item (5,513). Side notes explain the EBITDA margin moderation, the Rs. 462 Cr mark-to-market exceptional item and cash EBITDA up 11.2% YoY.

Düzen Yapısı

Wide five-quarter financial table with highlighted subtotal rows on the left and three commentary blocks on the right.

Temel Görsel Öğeler

  • •Five-quarter P&L table (Q2FY26 to Q2FY27)
  • •Highlighted margin and total rows
  • •Three red-headed commentary notes
Sayfa 18
financial table

Financial Highlights – Balance Sheet

İçerik

In Rs. Cr, 30-Sep-26 vs 31-Mar-26: total assets 197,409 vs 191,638; total equity (44,298) vs (35,758); total non-current liabilities 195,771; total current liabilities 45,936; cash and cash equivalents 3,967; long-term deferred payment obligations 146,974.

Düzen Yapısı

Two side-by-side balance sheet tables, assets on the left and equity and liabilities on the right, with highlighted subtotals and a red total row.

Temel Görsel Öğeler

  • •Assets table
  • •Equity and liabilities table
  • •Highlighted subtotal rows
  • •Red total rows
Sayfa 19
KPI table

Key Performance Indicators

İçerik

Mobility KPIs for Q2FY27: subscriber base 194.4 mn, postpaid 33.9 mn, 4G/5G subscribers 131.0 mn, blended ARPU INR 178, customer ARPU (excluding M2M) INR 198, blended churn 4.0%, 4G population coverage 87.8%, total unique towers 216,560, total broadband sites 610,521, data usage 93.6 Pb/day and 23.0 GB average per 4G/5G subscriber. Commentary notes 1.3 Mn customer additions and the highest quarterly unique broadband tower addition in nine quarters.

Düzen Yapısı

Large KPI table with unit and five quarterly columns on the left, and four red-headed commentary blocks on the right.

Temel Görsel Öğeler

  • •Mobility KPI table across five quarters
  • •Four commentary blocks (Subscribers, Customer ARPU, Data usage, Network improvement)
Sayfa 20
shareholding table

Shareholding Pattern

İçerik

As on September 30, 2026: Aditya Birla Group 9.57%, Vodafone Group 16.07%, total promoter holding 25.64%, Government of India 49.00%, institutional holding 12.47%, non-institutional holding 12.89%, with total shares of 1,08,34,30,35,001 (100.00%).

Düzen Yapısı

Single table with shaded group header rows, share counts and percentage columns, and a red total row.

Temel Görsel Öğeler

  • •Shareholding table
  • •Share count and percent columns
  • •Red total row
Sayfa 21
stock market data

Stock Market Highlights

İçerik

As at 30 September 2026: NSE closing price Rs. 13.0 per share and market capitalisation Rs. 140,304 Cr. Listing data: BSE code 532822, NSE symbol IDEA, Reuters IDEA.NS, shares outstanding 108,343.0 Mn, combined volume 427.6 Mn/day and combined value Rs. 603 Cr/day, for the trading period 1 July to 30 September 2026.

Düzen Yapısı

Two large headline figures at top, a listing information table at bottom left and a daily price and volume combination chart at bottom right.

Temel Görsel Öğeler

  • •Two large headline numbers
  • •Listing and trading information table
  • •Volume bars with NSE closing price line chart
Sayfa 22
glossary

Glossary

İçerik

Definitions of abbreviations used in the deck, including MHz, OFC, IRU, ARPU, IoT, GTM, SD-WAN, SaaS, ULD, OTT, M2M, VOLTE, KPI, CCaaS, EBITDA, 2G/4G/5G and TRAI.

Düzen Yapısı

Two side-by-side term and description tables with red headers.

Temel Görsel Öğeler

  • •Two term and description tables
  • •Red header rows
Sayfa 23
disclaimer

Disclaimer

İçerik

Legal disclaimer stating the presentation is issued by Vodafone Idea Limited for general information only and is not an offer of securities, includes forward-looking statements, and is prepared for publication in India with U.S. Securities Act restrictions on offers and sales of the equity shares.

Düzen Yapısı

Full-slide dense text in several paragraphs under the title, in small print.

Temel Görsel Öğeler

  • •Dense paragraphs of legal text
  • •Bold defined terms
Sayfa 24
closing slide

Thank You

İçerik

Closing slide with the message Thank You.

Düzen Yapısı

Title text on the left over white, with a large red angular block on the right and the Vi logo at bottom right.

Temel Görsel Öğeler

  • •Large red geometric shape
  • •Thank You text
  • •Vi logo

Sık Sorulan Sorular

Bu slayt ve temel sunum içeriği hakkında yaygın sorular.

What period does the Vodafone Idea Investor Presentation November 2026 cover?

It is dated November 2026 and presents the Q2FY27 update, comparing Q2FY26 through Q2FY27. Operating data and shareholding are as of 30 September 2026.

Where was this Vodafone Idea presentation published?

The presentation was filed with BSE and NSE, the Indian stock exchanges where Vodafone Idea shares are listed (BSE code 532822, NSE symbol IDEA).

What were Vodafone Idea's key Q2FY27 financial results?

Revenue from operations was Rs. 11,884 Cr (up 6.2% YoY) and EBITDA was Rs. 4,981 Cr (41.9% margin). Cash EBITDA was Rs. 2,498 Cr (21.0% margin, up 11.2% YoY), and PAT was Rs. (5,975) Cr.

How many subscribers did Vi have and what was its ARPU in Q2FY27?

The subscriber base was 194.4 Mn, with 1.3 Mn net additions in the quarter and 131.0 Mn on 4G/5G. Customer ARPU (excluding M2M) was Rs. 198 versus Rs. 180 a year earlier.

What is Vodafone Idea's 1-2-3 Strategy?

The slides name three goals: sustained subscriber addition, double digit revenue growth, and thrice cash EBITDA in 3 years. They are supported by the 17-5-5 network play, brand reappraisal, ARPU growth levers, service differentiation and enterprise business scale.

What is the 17-5-5 network plan and its capex?

It targets coverage parity in 17 key circles, 100% 2G=4G on key roads and locations in 5 other circles, and a seamless 5G experience in urban markets. Capex guidance for the network rollout is Rs. 45,000 Cr by FY29.

How is the presentation structured?

It runs 24 slides: company overview, growth opportunities, VIL strategy and the Q2FY27 update with P&L, balance sheet, KPIs, shareholding and stock data. It ends with a glossary, a disclaimer and a thank-you slide.

Who owns Vodafone Idea according to the shareholding slide?

As on September 30, 2026, the Government of India held 49.00%, the Vodafone Group 16.07% and the Aditya Birla Group 9.57%. Total promoter holding was 25.64%, with institutions at 12.47% and non-institutions at 12.89%.

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