Q2 2026 Vodafone Idea Ltd Earnings Call Transcript
Key Points
- Vodafone Idea Ltd (BOM:532822) expanded its 5G services to 29 cities across 17 circles, which contribute nearly 99% of its revenue.
- The company increased its 4G population coverage to over 84% as of September 2025, up from nearly 77% in March 2024.
- Data traffic grew by 21.4% year on year, with 4G and 5G data usage increasing by 20.3% over the same period.
- The company launched innovative customer retention programs like the nonstop hero plan and v guarantee program, which have driven customer acquisition and retention.
- Vodafone Idea Ltd (BOM:532822) reported a revenue growth of 2.4% year on year, reaching INR111.9 billion for the quarter.
- The company experienced a subscriber loss, with a marginal increase in churn, attributed partly to seasonality.
- Despite investments, the cash EBITDA declined by 3.4% year on year due to higher network operating costs.
- The company faces challenges in extensive coverage, impacting its ability to retain and grow its subscriber base.
- Vodafone Idea Ltd (BOM:532822) is still in discussions with lenders to secure long-term debt financing for its CapEx plans.
- The company has not yet provided a clear timeline for when it expects to achieve positive subscriber additions.
Ladies and gentlemen, good day and welcome to Vodafone Idea Limited Q2F526 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Abhijit Kishore, Chief Executive Officer, Vodafone Idea Limited.
Thank you, and over to you, Mrs.
Thank you, Rju.
A warm welcome to all the participants of this earnings call. It's a pleasure to be speaking with you on my first earnings call as CEO.
Before we begin, I would like to acknowledge that this quarter marks an important transition for our leadership team. I stepped into this role on August 19th, and I want to thank Akshay as well as other members of the management for making this transition
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