Vodafone Idea Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Vodafone Idea posted Q4FY26 revenue of Rs. 11,332 Cr (up 2.9% YoY) and ARPU grew 8.3% YoY to Rs. 190. A one-time gain from AGR liability reduction resulted in a Rs. 51,970 Cr Q4 net profit. Subscriber base stabilized, a post-merger first. Promoters committed Rs. 4,730 Cr equity, and the credit rating was upgraded. 5G is now live in over 80 cities. Management targets sustained customer additions, double-digit revenue growth, and 3x EBITDA in three years, supported by Rs. 45,000 Cr capex. The firm feels the worst is over, with confidence in future growth.