Vodafone Idea Q2 FY26: revenue up 2.4%, loss narrows, going concern flagged
IDEA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 6.5 pts more than Nifty Midcap 150 and 5.7 pts more than its Telecom - Cellular & Fixed line services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
Revenue from operations grew 2.4% YoY to Rs 111.9 bn; net loss narrowed to Rs 55.2 bn from Rs 71.8 bn. Cash EBITDA was Rs 22.5 bn; ARPU rose 8.7% to Rs 180. Net worth is deeply negative at minus Rs 824.6 bn. Bank debt is Rs 15.3 bn but deferred obligations total about Rs 2,014 bn. Auditor flagged going concern uncertainty over AGR dues and funding needs. Vi finished 5G rollout in all 17 priority circles and expanded 4G coverage to 84%.
Going concern flag and over Rs 2 trillion deferred dues keep risk high. Narrower loss helps but equity is deeply negative. Expect volatility.