Vodafone Idea Limited
7,315words
8turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
200 million
1.2 billion
rs 2
rs
4
95%
49%
Rs 161.3
Rs 369.5
Rs. 560
Rs. 260
Rs. 270
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
opening
“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
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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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