An analyst from YES Securities said that Vodafone Idea is presenting a compelling buying opportunity as it finds robust support, despite a recent retreat from its high.
In his annual reflections note, Birla talked about how the world remains a “U3 world: Uncertain, Unpredictable, and Unorthodox,” adding that the “contracts between nation states are being recrafted” as diplomacy gives way to “stark realpolitik
Axis Securities in its Budget 2026 note said the telecom industry is seeking GST relief on regulatory payments, including exemption or reduction of GST from 18 per cent to 5 per cent on license fees and spectrum charges.
Vodafone Idea’s management, during its analyst meet, unveiled an Rs 45,000 crore capex plan for the next three years, aimed at reaching parity with peers on 4G network coverage in 17 priority circles.
Earlier this month, the telecom operator announced an update on its adjusted gross revenue (AGR) dues. In an exchange filing, the company said it received a communication from the Department of Telecommunications (DoT) providing relief in the long-pending AGR issue.
Jio Platforms has the potential to be the largest IPO in India in 2026. Two large-listed telecom operators in India post the IPO could result in an increase in telecom sector weightage in indices.
Vodafone Idea AGR dues: The government’s selective relief for Vi has prompted Airtel and the Tata entities to review potential legal and procedural routes to achieve parity.
Vodafone Idea has received major relief on its AGR dues, with repayments stretched till 2041, significantly easing near-term cash flow pressure and reducing debt in net present value terms.
In an exchange filing, the company said it has received a communication from the Department of Telecommunications (DoT) outlining relief in the long-pending AGR matter.
Benchmark indices could deliver returns of around 12–13 per cent, while investors who pick outperforming mid- and small-cap stocks may see overall portfolio returns of 15–16 per cent in 2026, the market expert told Business Today.
Vodafone Idea is likely to report revenue, reported Ebitda, and cash Ebitda largely flat QoQ, as net subscriber losses of around 35 lakh are expected to offset ARPU growth of 1.1 per cent QoQ to Rs 169.





