Vodafone Idea Ltd · NSE:IDEA
Vodafone Idea — Investor Presentation (September 2026)
21 slides from Vodafone Idea's investor presentation, Sep 15, 2026
Slide 1: Exchange filing cover letter under Regulation 30
15 September 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 Requiremen
Slide 2: Vodafone Idea Limited
Vodafone Idea Limited September 2026 1 C2 – Vodafone Idea Internal
Slide 3: Company Overview
Company Overview 2 C2 – Vodafone Idea Internal
Slide 4: An Overview
An Overview Network Assets Formidable wireless player • ~8,030 MHz - Spectrum Holdings (1) • 3 decades of Telco expertise • 209,000+ Unique sites • Strong Promoters • 351,000+ km OFC (2) • Credit rating • Crisil A - /Stable • ICRA A - (Stable) Scale and reach Digital Assets • 487,000 + towns and vil
Slide 5: Growth Opportunities
Growth Opportunities 4 C2 – Vodafone Idea Internal
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 economies 1 - growing major 1 2 • Overall wireless teledensity teledensity 3 over 60% 3 nearly 82%, rural • Large and growing population • Incr
Slide 7: VIL Strategy
VIL Strategy 6 6 C2 – Vodafone Idea Internal
Slide 8: Our 1-2-DIGIT Strategy
Our 1- 2- 3 Strategy 1 SUSTAINED Subscriber Addition 3 THRICE Cash EBITDA in 3 years 2 DOUBLE Revenue Growth DIGIT 17- 5 - 5 Brand Capitalising on Service as a Enterprise Network Play Reappraisal for ARPU growth differentiator Business scale subs growth levers 7 C2 – Vodafone Idea Internal
Slide 9: 17-5-5 Network play
17- 5 - 5 Network play ApGR* market share Q1FY27 (%) 1 % of Industry ApGR Mumbai Regaining coverage parity in 17 33% 3.9 % key circles Kerala 32% 3.5% Gujarat 27% 5.9% Haryana 25% 2.1% Kolkata 22% 1.9% VIL 17 ke y circles Maharashtra 21% 8.6% Delhi 21% 5.5% Rs. 45,000 Cr UP - W 21% 5.1% 5 other circ
Slide 10: Brand Reappraisal for subscriber growth
Brand Reappraisal for subscriber growth Roll out of refreshed identity S P O NEW IDENTITY Dynamic new logo signals an optimistic future — the yellow dot moved to R C the top, cuing Vi’s growth momentum I I N A T L BRAND AMBASSADOR Shah Rukh Khan was announced as the new brand ambassador of Vi CAMPAI
Slide 11: Brand Reappraisal for subscriber growth: Shah Rukh Khan association
Brand Reappraisal for subscriber growth The association with Shah Rukh Khan has energised Vi for the next phase of growth #SRK is From Curiosity to a cultural wave on Vi 1.3Mn+ * Views Tease Drop Reaction Amplification #BoloVi Music Video Launch Real people, 867K * real love for Followers @viofficia
Slide 12: Capitalising on ARPU growth levers
Capitalising 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 75.0% 220 Subscribers ( Mn) ARPU ( x times ) ARPU (Rs.) 4G/5G Subs 28.0 Data per 4G/
Slide 13: Service as a differentiator
Service as a differentiator Service at Touch Points AI led initiatives • Expanding retail footprint to 2.7k+ branded stores, Super Agents across 650 + cities Gen AI + Emotional intelligence • ~ 640 k retailers to deliver reach and our service for elevating contact center, promise Outbound & Vi App e
Slide 14: 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 15: 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 leading brands ● Available for all devices – for exclusive offers to Vi
Slide 16: All critical business parameters trending positively
All 7 critical business parameters trending positively 12,000 Revenue Cash EBITDA EBITDA 6,000 Customer ARPU (Rs) 4G/5G Subs (Mn) In Mn Subscribers Net Adds 200 130.5 130.1 11,689 195 130.0 195 5,500 129.5 199.0 1.5 11,500 6.0% ↑ 190 129.0 Net positive 0.3 5,000 185 128.5 2.2% ↑ 198.0 additions in -
Slide 17: Q1FY27 Update
Q1FY27 Update 16 C2 – Vodafone Idea Internal
Slide 18: Financial & Operating parameters showing improvement
Financial & Operating parameters showing improvement FY25 FY26 FY27 Operating KPIs Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Broadband Sites(‘000) 171 172 176 185 189 191 198 202 205 Customer ARPU (excluding M2M) (Rs) 154 166 173 175 177 180 186 190 195 Subscriber (Mn) EOP 210.1 205.0 199.8 198.2 197.7 196.7 192.9
Slide 19: 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 Produc
Slide 20: 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 ne eds of any particular person. This Presentation does not constitute any reco
Slide 21: Thank You
Thank You 20 C2 – Vodafone Idea Internal
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