IDEANSE9 April 2025

Vodafone Idea Limited

7,315words
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Key numbers — 40 extracted
rs,
a - Kurla Complex, Bandra (E), Mumbai – 400 051 Dear Sir, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations a
200 million
locations ~460,300 Broadband sites ~308,100 km OFC(2) > 487,000 Towns and villages covered ~200 million Subscriber base 1.2 billion+ Population coverage ~14,000 4G MIMO radio deployment Edge cloud
1.2 billion
sites ~308,100 km OFC(2) > 487,000 Towns and villages covered ~200 million Subscriber base 1.2 billion+ Population coverage ~14,000 4G MIMO radio deployment Edge cloud 60+ Distributed Cloud Locati
rs 2
respective operator 1. Calculated by dividing respective spectrum holding with respective subscribers 2. Source: Department of Telecommunications after 2024 Spectrum Auction 3. Source: Subs/4G Subs as re
rs 4
case of Jio, reported subs are considered as 4G/5G subs 4. Amongst the top 3 operators by subscribers 4 Trusted brand with strong proposition Trusted Indian brand Extensive reach Digital Assets Stro
95%
th long standing relationships • Ability to communicate effectively with ~200 million users • 95%+ district distribution coverage, serving customer across 728k+ retailers and 2.4k+ branded stor
49%
oters  In addition to being the policy maker and largest creditor, Government of India would own ~49%1 equity stake post the conversion of — debt representing NPV (~Rs 161.3 bn) of interest arising f
Rs 161.3
Government of India would own ~49%1 equity stake post the conversion of — debt representing NPV (~Rs 161.3 bn) of interest arising from deferment of AGR and spectrum instalments in Feb’23 and — debt repres
Rs 369.5
st arising from deferment of AGR and spectrum instalments in Feb’23 and — debt representing NPV (~Rs 369.5 bn) of certain spectrum dues payable during FY26 to FY28, subject to necessary order from relevant a
Rs. 560
fone Group and Aditya Birla Group have invested significant capital into the business — VIL raised Rs. 560 bn equity since merger of which Rs. 260 bn was raised between Mar’24 and Feb’25 — Promoter group in
Rs. 260
nvested significant capital into the business — VIL raised Rs. 560 bn equity since merger of which Rs. 260 bn was raised between Mar’24 and Feb’25 — Promoter group invested Rs. 270 bn of the above Rs. 560 b
Rs. 270
ty since merger of which Rs. 260 bn was raised between Mar’24 and Feb’25 — Promoter group invested Rs. 270 bn of the above Rs. 560 bn Shareholding Post Government Conversion Promoter group Shareholding ~26
Guidance — 7 items
ET Retail Awards for Vi Shop
opening
With tariff hike effective July 2024, annualized growth of ~11.7% in FY25.
ET Retail Awards for Vi Shop
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50-55k crores in next 3 years, towards 7 x+ • Expansion of 4G population coverage in 17 priority circles to improve competitiveness • Offer 4G on sub-GHz 900 band in 16 circles for better coverage and experience 4.1 x • For 5G, launch and expansion of services in key cities/ geographies 3.2 x • Capacity expansion to address the increasing 2.1 x x 1.0 data demand FY25 Achievements: Sep'18 Mar'20 Mar'24 Mar'25 Mar'26E Sep'18 Mar'20 Mar'24 Mar'25 Mar'26E • Capex spend for 9MFY25 was Rs.
ET Retail Awards for Vi Shop
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5k+ crores resulting in increase of 4G data capacity by ~24% and 4G population coverage by ~41 million • Capex guidance for FY25 is Rs.
Improving read rates
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This Presentation does not solicit any action based on the material contained herein and no offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
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This Presentation should not be relied upon as a recommendation or forecast by the Company.
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The Company cannot guarantee that these assumptions and expectations are accurate or will be realised.
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There will be no public offering of the Equity Shares in the United States.
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Speaking time
ET Retail Awards for Vi Shop
1
Enterprise adoption
1
Evolving user behavior
1
Monetizing potential
1
Strategic partnership
1
Revenue growth
1
Focus on right reach
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Improving read rates
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Opening remarks
ET Retail Awards for Vi Shop
a. Customer Engagement & Experience Initiative b. Emerging E-Commerce Platform Of The Year Best customer experience strategy for the year (19th CX Strategy Summit & Awards 2025) Source: Company filings as of December-31, 2024 (1) Includes 17.6 MHz of non-liberalized spectrum. Liberalized spectrum is spectrum freely usable towards deployment of any technology. (2) Including own built, IRU OFC and excluding overlapping routes. 3 Competitive and adequate spectrum to fuel growth Spectrum Holding per mn subs1 - unpaired basis (MHz) Vodafone Idea Bharti Airtel Jio 9.1 6.6 4.0 13.3 12.7 10.0 8.1 6.7 6.0 Spectrum excl 5G per mn subs Spectrum excl mmWave per mn subs 5G spectrum per mn 4G subs All spectrum which can be utilised towards 4G* All spectrum except 26 GHz# VIL Airtel Jio VIL Airtel Jio 700MHz and 3300 MHz to offer 5G services^ VIL Airtel Jio Spectrum (MHz)2 Subscribers (Mn)3 1,812.8 2,338.4 1,920.8 2,662.8 4,538.4 4,800.8 850.0 2,200.0 2,880.0 199.8 356.6 482.1 199.8 356.6 482.1 126 2
Enterprise adoption
200+ brands across key industries like BFSI, Ecommerce, Retail etc. Scalability: 2X volume growth in a year C2 – Vodafone Idea Internal C2 – Vodafone Idea Internal
Evolving user behavior
Read rate, CTR etc. showcase preference for rich and interactive messaging Next Generation Business Messaging: 2.5X engagement rates in 12 months
Monetizing potential
Premium pricing due to the value being delivered to the brands High read and engagement rate: across industries including emerging adopters like Realty, Heath care etc.
Improving read rates
content optimization and intelligent message delivery Industry leadership: Drive innovation to make RBM the gold standard for messaging Awards & Accolades 2023 2024 2025* *Till Feb25 CIO Choice Award Cloud Telephony, IoT, SD-WAN Services, Carrier (Mobile Access), Carrier (International Access), RBM, ReadyForNext Assessment for MSMEs ET Brand Equity DG+ Awards Digital Campaign in B2B Category’ for ReadyForNext initiative CIO Choice Award Cloud Telephony, IoT, SD-WAN Services, Carrier (Mobile Access), Carrier (International Access), RBM, F&S Best Practices Tech Innovation Leadership SIP Trunking Smart Mobility Solution CIO Choice Award Digital Transformation Enabler ET Brand Equity DG+ Awards B2B Campaign (ReadyForNext) V&D excellence Award Customer Experience & Enterprise Business Services e4m Indian Marketing Awards Gold in B2B sector for ReadyforNext initiative V&D excellence Award IoT Smart Central Silver Feather Awards Best New Product Launch (Vi Business Assist) eUttar Pradesh Summ
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