Dues frozen as of December 31, 2025 will be reassessed under DoT's deduction verification process, with repayments proposed from FY32; Vi says it has received no communication
Debt-laden Vodafone Idea, however, has denied receiving any official communication from the Centre regarding the relief package
Reports indicate the Union Cabinet has likely cleared an adjusted gross revenue (AGR) relief package for the financially stressed operator, including a five-year moratorium on AGR payments
In the calendar year 2025, Vodafone Idea and Indus Towers share prices have soared 52 per cent and 24 per cent, respectively, as against a 8 per cent rise in the BSE Sensex.
Voda Idea stock outlook: According to a CLSA note, the Centre is likely to consider a partial waiver of interest, penalties and interest on penalties for Vi, that make up a bulk of the AGR dues.
Vodafone Idea stock in focus: Reports suggest that the government is likely to offer an interest-free moratorium of 4 to 5 years to Vi on over ₹83,000-crore pending AGR dues.
The average trading volumes on the Vodafone Idea counter nearly doubled with as many as a combined 1,083 million equity shares changing hands on the NSE and BSE till 03:04 PM on Thursday.
Analysts expect telcos' FY25-28 ARPU to grow at 12% CAGR given the consolidated industry structure, to ensure a '3+1' player market and higher ARPU requirement for Jio.
Motilal Oswal remains positive on the telecom sector and maintains 'Buy' ratings on Bharti Airtel and Reliance Jio via Reliance Industries
JM Financial values Jio at about $140 billion in equity ($153 billion enterprise value) and argues that the IPO will reinforce the "free cash flow growth story"
Telecom firm's proposal to DoT aims to halve dues, enabling ₹25,000 cr fundraising for 5G rollout and government stake dilution
Vodafone Idea clarified that it has already addressed the AGR issue in earlier disclosures and will update exchanges only if further developments occur.
The unit of India's third-largest wireless carrier will now raise around ₹3,200 crore ($359 million) through bond sales, down from ₹5,000 crore
In the past three trading days, the stock price of Vodafone Idea has rallied 12 per cent after the company announced its financial results for the second quarter of 2025-26 (Q2FY26).
The price-to-moving averages action has turned favourable for Voda Idea stock for the first-time since July 2024; Key hurdles for the stock stand at ₹10.69 and ₹11.88 levels, show long-term charts.
Vodafone Idea CEO Abhijit Kishore said the telco is in talks with the DoT for next steps after the Supreme Court allowed reassessment of AGR dues up to FY17, paving the way for clarity on liabilities
Vodafone Idea's shares climbed 6.31 per cent to log an intraday high of ₹10.10 per share on the NSE
Stocks to Watch today: Vodafone Idea, Bajaj Finance, Emami, Ather Energy, Britannia Industries and Glenmark Pharma are among the stocks to watch today, November 11, 2025
Telco in talks with DoT for next steps after top court's AGR decision
Debt-ridden telecom operator Vodafone Idea on Monday said its consolidated net loss year-on-year narrowed to Rs 5,524 crore in the second quarter ended September 205. The company had posted a net loss of Rs 71,75.9 crore in the year-ago period, according to the company's regulatory filing. Its consolidated revenue from operations increased 2.4 per cent to Rs 11,195 crore during the reported quarter from Rs 10,932.2 crore a year ago. The customer ARPU (average revenue per user) rose 8.7 per cent year-on-year to Rs 180 in the reported quarter from Rs 166 in the September 2025 quarter, mainly due to customer upgrades and tariff increases, the company said. The total debt of the company stood at Rs 2,02,951 crore at the end of the reported quarter.