VIL TARGET PRICE
Jefferies says Vodafone Idea shares can soar 143% in bull case scenario. 3 reasons why brokerage is upbeat
Jefferies sees a wide risk-reward range for Vodafone Idea, forecasting up to 143% upside in its bull case and 25% downside in its bear case. Network expansion, improving subscriber trends and tariff hikes could support strong revenue and EBITDA growth.
FIIs dump telecom for 8th straight month, outflows cross Rs 32,000 crore. Are stocks set for rebound?
Foreign portfolio investors have dumped Indian telecom stocks for the eighth consecutive month, pulling out over Rs 32,000 crore in CY26. Heavy 5G capex, delayed tariff hikes, and legal dues weigh on cash flows, leaving market participants questioning if a stock rebound is near.
Vodafone Idea shares price in focus as Jefferies initiates coverage with Buy rating. Why are analysts bullish?
Jefferies has initiated coverage on Vodafone Idea with a ‘Buy’ rating and a Rs 20 price target, implying 29% upside. The brokerage expects subscriber stabilisation, tariff hikes and operating leverage to drive recovery, with cash EBITDA forecast to grow at a 25% CAGR through FY31. However, funding needs and execution remain key risks to the turnaround.
Vodafone Idea a high-beta turnaround play, says Jefferies; initiates buy with 29% upside potential
Jefferies initiated coverage on Vodafone Idea with a Buy rating and Rs 20 target, citing subscriber stabilisation, tariff hikes and operating leverage. The brokerage expects strong revenue and cash EBITDA growth, but flags funding needs, execution risks and cash outflows.
Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages say
Vodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. While some see potential catalysts like government support and promoter infusion, many highlight significant challenges. Key concerns include securing crucial bank funding for capex and regaining market share. Investors await further developments on debt raising and operational recovery.
Vodafone Idea shares jump 4% to fresh record high but Nomura, other brokerages remain cautious; here’s why
Vodafone Idea shares surged over 4% to a new record high, driven by a significant net profit increase in Q4 FY26, largely due to accounting gains. Despite a near 100% rally in the past year, brokerages remain cautious, with Nomura downgrading to 'Neutral' while increasing its target price, citing the need for successful debt raises to fund its strategic plan.
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Vodafone Idea share price target above Rs 12? What brokerages say
Vodafone Idea shares: The brokerage firm observed that VIL’s Q4FY25 results fell short of expectations. The company also saw a loss of 1.6 million subscribers during the quarter, which was lower than the 5.1–5.2 million lost in Q2 and Q3, but slightly better than UBS’s forecast of a 1.8 million decline.
Vodafone Idea nearing PSU stock status. What's in store for 60 lakh shareholders?
Vodafone Idea share price: The conversion, set at Rs 10 per share, represents a 47% premium over the stock's most recent closing price. As a result, Vi's shares surged by the 10% upper circuit limit, reaching Rs 7.49 on the BSE this morning.
Vodafone Idea shares rally over 3% after narrowing Q1 losses. Should you invest?
Vodafone Idea's shares climbed 3.5% as it narrowed its Q1 2024 losses to Rs 6,432 crore. Revenue dipped slightly by 1.38% to Rs 10,508 crore. The company's ARPU grew to Rs 146 from Rs 139. Brokerages provided differing opinions on Vodafone Idea's future, amid concerns about debt and government support.
Vodafone Idea shares get big upgrade from UBS; stock up 5%
Global brokerage UBS upgrades Vodafone Idea to buy, setting target at Rs 18, citing potential relief on government dues and expected mobile price increase. Stock jumps over 5% to Rs 14.82.
Vodafone Idea approves Rs 2,075 crore preferential allotment to AB Group
The allotment aggregates to Rs 2,075 crore and will be issued to Oriana Investments Pte Ltd (Aditya Birla Group entity forming part of the promoter group)
Nomura upgrades Vodafone Idea, doubles target price. Should you buy?
Vodafone Idea Target Price: Nomura has upgraded its rating on Vodafone Idea, expressing optimism that the worst is behind the company and it is now poised for better prospects. The stock has been upgraded from "reduce" to "neutral". Vodafone Idea's Q4 revenue stood at Rs 10,600 crore, which was in line with estimates.
BofA hikes target prices of Vodafone Idea, 3 other telecom stocks on tariff hike expectations
The brokerage also increased the target price for other key players in the sector with Bharti Airtel’s target at Rs 1,430 and Reliance Industries’ target price at Rs 3,340, foreseeing an upside of 13.5% and 17.4%, respectively.
Voda Idea gets Nuvama upgrade, but Bharti Airtel remains in numero uno spot. Here’s why
Voda Idea's Rs 18,000 crore FPO is one of the largest fundraisers in the history of Indian capital markets and will be followed by the proposed debt raise of Rs 25,000 crore. This could enable Vi to break out of the vicious loop of high debt, lower capex, inferior network quality, and subscriber loss, Nuvama said in a note.
Sentimentally positive but completion key: Experts on VIL's mega fundraise plans
Stating that the VIL's announcement of the fundraise was similar to its declaration in September 2020, CLSA said, "VIL has been in talks with potential investors, but fundraising is still pending". The brokerage said it expects financial crunch for Vodafone Idea going forward, at the point when annual spectrum and AGR payments to the government of USD 4 billion per annum (3x of current cashflows) become due, unless the government does conversion of principal debt to equity at the end of the moratorium.
Vodafone Idea shares fall 10% as fund-raise plan is good but not enough for Rs 2.5 lakh crore debt
Vodafone Idea plans to raise Rs 20,000 crore through equity, but shares fell as it may have limited financial impact due to its massive debt pile. Investors are concerned about the company's ability to bring in external investors. Nomura also highlights the importance of improving the subscriber base. Government dues and subscriber additions are additional challenges.
Sectoral Spotlight: Telecom to see further consolidation; focus shifts to Bharti Airtel ahead of Q4 results
Bharti Airtel is expected to benefit from a migration of subscribers from Vodafone India and Bharat Sanchar Nigam Limited in India, according to analysts. Bharti Airtel, along with Reliance Jio Infocomm, are likely to gain as the sector consolidates. The sector is moving away from three to four fights to a duopoly, the analysts from Prabhudas Lilladher said. The telecoms industry lost 1.1 million net wireless subscribers in February, according to regulator TRAI, but Jio and Bharti each gained a million.
Tariff concern overdone! RIL stock can rally 37%, says Jefferies
"While there is a growing concern that telecom tariff hikes may only take place after general elections on May 24, we note this could lead to accelerated market share shifts and, in theory, an effective duopoly which could add Rs 93/share upside potential," Jefferies said in a note.
No hope left for Vodafone Idea investors after Q1 earnings? Here's the Street view
Stating that fund-raising is critical for Vi, it said the telco's 5G rollouts would remain constrained in the near term as the current cash EBITDA run-rate (Rs 84 billion) is insufficient to meaningfully increase capex, large upcoming debt repayments (Rs 70 billion) and also delays in external fund raise.
Hold Indus Towers, target price Rs 305: Emkay Global
Indus Towers Ltd., incorporated in the year 2006, is a Large Cap company (having a market cap of Rs 74097.29 Crore) operating in Telecommunications sector.
Hold Indus Towers, target price Rs 266: ICICI Securities
Indus Towers Ltd. key Products/Revenue Segments include Income from Infrastructure Activity for the year ending 31-Mar-2021.
Neutral on Indus Towers, target price Rs 250: Motilal Oswal
Indus Towers Ltd., incorporated in the year 2006, is a Large Cap company (having a market cap of Rs 59854.55 Crore) operating in Telecommunications sector.
Sell Vodafone Idea, target price Rs 5: ICICI Securities
Vodafone Idea Ltd., incorporated in the year 1995, is a Mid Cap company (having a market cap of Rs 26005.53 Crore) operating in Telecommunications sector.
Telecom ARPU poised for 'structural uptrend' via tariff hike, high data usage post COVID-19: Report
The note by JM Financial titled 'A tale of supremacy, defence and survival' said with consolidation of India's telecom industry largely complete, the wireless industry's revenue is expected to double to about Rs 2,60,000 crore by 2024-25 as ARPU hike looks "inevitable".
Here’s what brokerages say after Reliance Jio unleashes new postpaid tariff war
According to ICICIdirect, the new postpaid plans by Reliance Jio creates a new layer of tariff-based competition in the segment that was so far unchallenged and lucrative.
Buy Bharti Infratel, target price Rs 245: ICICI Securities
Bharti Infratel Ltd., incorporated in the year 2006, is a Large Cap company (having a market cap of Rs 35179.55 Crore) operating in Telecommunications sector.
JioPhone offer could be targeted at 2G users of Airtel, Voda Idea, say analysts
Three-year-old Jio, led by billionaire Mukesh Ambani, on Tuesday announced limited period promotional offer for its 4G feature phone, JioPhone.
Vodafone Idea promoter stake may cross limit
Telco will have to go for a QIP or preferential placement within a year if minority shareholders don’t contribute enough.
Bharti Infratel seen as potential buyer of Voda Idea’s fibre assets
Brokerages Credit Suisse and BNP Paribas said Bharti Infratel — the listed tower arm of Bharti Airtel — could emerge a potential buyer of Vodafone Idea’s fibre assets, going forward.
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