Vodafone Idea (IDEA) Investor presentation summary

Company overview and assets

• Holds ~8,030 MHz spectrum, 209,000+ unique sites, and 351,000+ km of optical fiber cable.

• Covers 487,000+ towns/villages, 193+ million subscribers, and 1.2 billion population.

• 5G live in 200+ cities across all 17 circles with 640k retailers and 2.7k+ branded stores.

• Digital assets include OTT, gaming, finance, and advertising platforms.

• Credit ratings: Crisil A-/Stable, ICRA A- (Stable).

Market environment and growth drivers

• India is among the fastest-growing major economies with increasing tech adoption.

• Wireless teledensity at 82%, rural at 60%, with 950+ million wireless subscribers.

• 70% internet penetration in 2025, up from 20% in 2018.

• Market structure: 3 private and 1 government player, low ARPU but high data consumption.

Strategic priorities and execution

• Focus on sustained subscriber addition, double-digit revenue growth, and positive cash EBITDA in 3 years.

• Regaining coverage parity in 17 key circles, which account for ~99% of revenue.

• Major capex plan for network rollout through FY29.

• Brand repositioning with new identity and Shah Rukh Khan as ambassador to drive growth.

• Leveraging ARPU growth through higher 4G/5G adoption and tariff hikes.