Vodafone Idea

Reassessment of AGR begins, No 3 carrier confident of servicing obligations

Vodafone Idea's (Vi) revenue from operations for the quarter stood at ₹11,323 crore, up 1.85 per cent year-on-year (Y-o-Y) and 1.14 per cent sequentially

Q3FY26 company results: Firms including Tata Consumer Products, Vishal Mega Mart, Sumitomo Chemical, Prime Focus, and Ramkrishna Forgings are also to release their October-December earnings today

Drumil Vithlani of Bonanza reckons that support for Vodafone Idea can be anticipated in ₹9.80-₹9.60 range; below which the stock can technically lose momentum.

TTSL and TTML together owe about ₹19,259 crore in AGR dues, while Bharti Airtel has dues of around ₹48,103 crore

Indian telcos have urged the I&B Ministry to restart the technical evaluation of direct-to-mobile technology, calling for broader standards-setting and consultation involving all stakeholders

According to sources, the government has begun evaluation of the AGR dues at all circle levels following its communication to the number three carrier

Vodafone Idea shares fell 2% despite 10-year AGR moratorium. Analysts cite spectrum dues, funding risks, and limited upside despite cash-flow relief

Debt-laden Vodafone Idea has been given a chance to turn itself around. This is also crucial for the government, which wants to avoid a duopoly in the telecom sector

Studying the implications, and will take deeper look at the company's financials, bankers said

The telco will also pay ₹100 crore annually, from March 2032 to March 2035

While Vodafone Idea has shifted focus toward other options including raising debt, a potential equity investment may still take place, the people said

In a month, Vodafone Idea share price has gained 7 per cent, as compared to Sensex's rise of 0.57 per cent

In the past four months, Indus Towers has outperformed the market by soaring 31%, as compared to 3.7% rise in the BSE Sensex.

Telecom revenues seen rising up to 2.6% in Q3FY26, led by Jio and Airtel, while Vodafone Idea lags amid subscriber losses and modest ARPU gains

Telecom players have claimed that D2M broadcasting has direct implications for spectrum bands identified for existing and future 5G use

JM Financial has maintained its 'Buy' rating on Bharti Airtel, Bharti Hexacom and Tata Communications

From Vodafone Idea's AGR moratorium and concerns over telecom duopoly to urban governance failures, global trade disruptions and India's openness to capital, here is today's opinion newsletter

The five-year AGR moratorium gives Vodafone Idea crucial breathing space, but raises questions on fair competition and a level playing field in India's telecom sector

On Wednesday, Vi's stock price had slipped 11 per cent, after hitting a 52-week high of ₹12.80 on December 31, 2025