Vodafone Idea Limited — PPTs, 09-04-2025: Investor Presentation

**Investor Presentation Summary for Vodafone Idea Limited**

1. **Financial Highlights:** In Q3FY25, Vodafone Idea Limited (VIL) achieved a revenue of ₹111.2 billion and an EBITDA of ₹24.5 billion, marking the highest EBITDA post-merger. The average revenue per user (ARPU) reached ₹173, reflecting consistent growth over the last 14 quarters. The subscriber base stands at 199.8 million, showing a slight decline but overall market performance remains competitive.

2. **Strategic Initiatives and Growth Drivers:** VIL is focusing on 4G and upcoming 5G rollouts, with data capacity increased by 24% recently. A capital expenditure plan of ₹50-55 billion is set for the next three years, primarily targeting 17 priority circles for enhanced 4G coverage and capacity.

3. **Business Developments:** Significant investments in network capabilities are underway, with a strong emphasis on digital transformation. The launch of 5G services in major cities began recently, enhancing customer experience and positioning VIL for future growth.

4. **Market Position and Competitive Advantage:** VIL holds the highest spectrum per million subscribers among top operators, positioning the company for substantial growth as market dynamics evolve. The focus on ARPU enhancement and digital service expansion continues to strengthen its competitive standing.

5. **Investor Implications:** The alignment towards 5G capabilities and strategic partnerships showcases VIL's commitment to innovation and growth. Investors should note the potential for revenue growth through improving ARPU and subscriber upgrades, offering a positive outlook amidst a competitive landscape.

Overall, VIL remains well-positioned to capitalize on growth opportunities in India's telecom sector, suggesting a favorable investment outlook moving forward.