Vodafone Idea Ltd · NSE:IDEA
Vodafone Idea — Investor Presentation (June 2026)
20 slides from Vodafone Idea's investor presentation, Jun 30, 2026
Slide 1: Disclosure under Regulation 30 – Investor Presentation cover letter
30 June 2026 National Stock Exchange of India Limited BSE Limited “Exchange Plaza”, Phiroze Jeejeebhoy Towers, Bandra - Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Dear Sir, Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) R
Slide 2: Vodafone Idea Limited
Vodafone Idea Limited June 2026 1
Slide 3: Company Overview
Company Overview 2
Slide 4: An Overview
An Overview Network Assets Formidable wireless player • ~8,030 MHz- Spectrum Holdings(1) • 3 decades of Telco expertise • ~207,000 Unique locations • Strong Promoters • 350,000+ km OFC(2) • Improved credit rating • Crisil A-/Stable May’26 • ICRA A- (Stable) Jun’26 Scale and reach Digital Assets • 48
Slide 5: Growth Opportunities
Growth Opportunities 4
Slide 6: Indian telecom: Structural growth drivers and market upside
Indian telecom : Structural growth drivers and market upside Macroeconomic Tailwinds Low penetration – large market potential • India one of world’s fastest-growing major economies1 1 2 • Overall wireless teledensity3 over 81%, rural teledensity3 over 60% • Large and growing population • Increasing
Slide 7: VIL Strategy
VIL Strategy 6
Slide 8: Vodafone Idea Strategy
Vodafone Idea Strategy 1 SUSTAINED Subscriber Addition 3 THRICE 2 Cash EBITDA in 3 years DOUBLE DIGIT Revenue Growth 17-5-5 Brand Capitalising on Service as a Enterprise Network Play Reappraisal for ARPU growth differentiator Business scale subs growth levers 7
Slide 9: 17-5-5 Network Strategy
17-5-5 Network Strategy ApGR* market share Q4FY26 (%)1 % of Industry ApGR Mumbai 33% Regaining coverage parity in 17 4.1% key circles Kerala 32% 3.5% Gujarat 27% 6.0% Haryana 25% 2.1% Kolkata 22% 1.9% VIL 17 key circles UP - W 20% 5.1% Delhi Maharashtra 20% 5.6% Rs. 45,000 Cr 21% 8.7% 5 other circle
Slide 10: Brand Reappraisal for subscriber growth
Brand Reappraisal for subscriber growth • Expanded Vi Limitless proposition to 20 circles, strengthening the premium postpaid portfolio • Intensified Vi Nonstop Hero drive across key markets to strengthen adoption of unlimited data proposition Build Consumer Preference & Trust • Leveraged CSK partne
Slide 11: Capitalizing on ARPU growth levers
Capitalizing on ARPU growth levers Upsell opportunities supported by ARPU expanding as share of 4G/5G Improving engagement as subs mix moves structural growth in digitalization and data customers improves favourably Subscribers (Mn) ARPU (x times) 130.0 ARPU (Rs.) 4G/5G Subs Data per 4G/5G sub (MB)
Slide 12: Service as a differentiator
Service as a differentiator Service at Touch Points AI led initiatives • Expanding retail footprint to 2.6k+ branded stores Super Agents • 650k+ retailers to deliver reach and our service Gen AI + Emotional intelligence promise for elevating contact center, Outbound & Vi App experience Gaining compe
Slide 13: Enterprise Business Scale
Enterprise Business Scale Be the trusted partner to Enterprises – powering their businesses in a digital economy Drive Segmented Grow Core Accelerate Invest in NextGen GTM Connectivity IoT Services › Industry vertical › Dedicated Enterprise › IoT Smart Central › Strengthen Cloud solutions Corridors
Slide 14: Digital assets powering a Digital ecosystem
Digital assets powering a Digital ecosystem OTT aggregator App Digital Marketplace ● Offers multiple OTTs & 300+ ● Offers utility payments, TV channels under one app recharging of Fastag, DTH etc. subscription ● Partnership with ONDC and ● Available across all TV OS, other leading brands Firestick,
Slide 15: Strategic initiative translating into improving performance
Strategic initiative translating into improving performance FY 26 (Rs. Cr) Customer ARPU (Rs) 4G/5G Subscribers (Mn) In Mn Revenue 44,873 200 130.0 128.9 200.0 Subscribers Net Adds 0.5 190 126.4 (0.1) EBITDA 19,003 195 128.0 198.2 197.7 190 126.0 198.0 185 124.0 196.7 Cash EBITDA 9,217 180 175 122.0
Slide 16: Q4FY26 and FY26 Update
Q4FY26 and FY26 Update 15
Slide 17: Financial & Operating KPIs showing improving trends
Financial & Operating KPIs showing improving trends FY25 FY26 Operating KPIs Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Broadband Sites(‘000) 171 172 176 185 189 191 198 202 Customer ARPU (excluding M2M) (Rs) 153.8 165.7 173.5 175.3 176.8 180.2 186.2 189.9 Subscriber (Mn) EOP 210.1 205.0 199.8 198.2 197.7 196.7 192.9
Slide 18: Glossary
Glossary Term Description Term Description MHz Mega Hertz TDD Time Division Duplex OFC Optical Fibre Cable NSA Non-Standalone IRU Indefeasible Right to Use M2M Machine to Machine ARPU Average Revenue Per User Per Month VOLTE Voice over LTE / Voice over Long Term Evolution GDP Gross Domestic Product
Slide 19: Disclaimer
Disclaimer This presentation (“Presentation”) is issued by Vodafone Idea Limited (the “Company”) for general information purposes only, without regard to any specific objectives, suitability, financial situations and needs of any particular person. This Presentation does not constitute any recommend
Slide 20: Thank You
Thank You 19