Brokerages see growth improving as Vodafone Idea steps up network spending and Indus Towers expands into Africa, with higher dividends expected from FY27 onwards
Improving subscriber trends and ARPU offer some comfort, but Vodafone Idea still needs substantial funding to finance its ₹45,000 crore capex plan and meet obligations
The benefit is available on select prepaid, postpaid and enterprise plans, with varying international data quotas and outgoing minutes, the company said
This move is likely to prompt other lenders to move forward with their decision to back telco
Airtel and Jio have accused Vi of making it harder for customers to port out. The dispute recalls a 2021 row that led Trai to order telcos to enable port-out SMS on all plans
Vi denies wrongdoing, saying it operates within existing laws and regulations; Airtel and Jio allege deceptive solicitation and hurdles to mobile number porting
Vodafone Idea, the country's third-biggest wireless operator in terms of users but still loss-making, plans to use some funds to improve its network and better compete with Airtel and Jio
Vodafone Idea share price target: Jefferies has initiated coverage of Vodafone Idea with a 'Buy' rating and set a target price of ₹20, implying a 30 per cent upside from the previous close of ₹15.51.
The Supreme Court declined to interfere with a Bombay High Court ruling that quashed GST proceedings against Vodafone Mobile Services, which had ceased to exist after merger
The Supreme Court dismissed the Centre's appeal against a Bombay High Court ruling that had quashed a ₹363 crore GST demand against Vodafone Idea over a merged entity
In the past four trading days, the stock price of Vi soared 11% after it unveiled a new dynamic identity signalling optimistic future and roping in Shah Rukh Khan to tease what's next for the brand.
Vodafone Idea has brought in Shah Rukh Khan for its brand makeover, but experts say star power must be backed by network and business improvement
No 3 carrier changes logo, launches brand campaign with SRK teaser
The six months from February through July mark a sharp reversal for Vi. During the preceding six months, the carrier lost more than 3.6 million customers
According to reports, Vodafone Idea is in the final stages of closing debt funding from a State Bank of India (SBI)-led consortium of public sector banks.
The court held that a refund arising from an assessment or appellate order cannot be withheld merely because the taxpayer has not furnished Form 26B
Disbursement subject to telco raising funds from private banks
Pravesh Gour of Swastika Investmart believes the industry's growth model is shifting from cheap data and aggressive subscriber addition towards premiumisation, higher ARPU & better cash generation.
In the past six trading days, Vodafone Idea's share price rallied 12 per cent after the telecom company reported June 2026 quarter (Q1FY27) earnings.
Airtel's withdrawal of select prepaid plans could lift its ARPU, but analysts say Vodafone Idea may gain more if it follows with a similar tariff rejig