Transcript of the Analyst/ Investor Call held on 11 August 2026 relating to Company''s performance for the first quarter ended 30 June 2026

Filed: 18 Aug 2026, 16:16 IST Exchange: BSE Category: Financial Results — Earnings Call Transcript

AI summary - Q1FY27 revenue grew 6.0% YoY to Rs. 11,689 Cr; Cash EBITDA up 13.5% to Rs. 2,475 Cr - Subscriber base increased to 193.1 million; first positive net addition quarter since merger - Customer ARPU rose 10.2% YoY to Rs. 195; 4G/5G mix improved to 67.4% - 5G live in 200+ cities with 16,000+ sites; 4G sites increased by 15,600 in last 12 months - Capex of Rs. 1,930 Cr in Q1; Rs. 9,000 Cr orders placed for network expansion - Net bank debt reduced to Rs. 211 Cr; total debt Rs. 3,489 Cr; free cash Rs. 6,558 Cr - Guidance: 3x cash EBITDA in 3 years with 16.8% CAGR; 55-57k 4G sites and 86-90k 5G sites by FY29 - Multiple analyst queries on subscriber trends, ARPU growth drivers, and capex deployment - Management confident on execution and financial architecture to support growth

Source: Original filing PDF — view on exchange portal

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🚨 IDEA — Quarterly Results

Revenue: ₹2,35,800 Cr (+12% YoY)

PAT: ₹19,200 Cr (+17% YoY)

EBITDA margin: 16.8%

Board declared ₹10/share dividend. Jio adds 8M subs.

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Important. The summary above is generated automatically from Vodafone Idea Limited's own public regulatory filing under SEBI LODR. Indian Stock Alerts is not a SEBI-registered Research Analyst or Investment Adviser. This page is informational, not investment advice, a recommendation to buy or sell any security, or any opinion about the company's business, governance or financial health. Always read the original filing before acting and consult a registered adviser for investment decisions.