IDEA

What Vodafone Idea promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 20 tracked 5 delivered 1 missed 14 open
  • FY25 Capex delivered, diluted said Q3 FY25 Promised: around Rs. 100 billion Q1 FY27: Promise fulfilled in a prior period.
  • EBITDA Growth (3-Year) diluted said Q4 FY26 Promised: 3x in the next three years Q1 FY27: Management clarified the target is '3x of the cash EBITDA', a significant reduction from the implied target of 3x total EBITDA.
  • 4G Population Coverage (Ultimate) on track said Q3 FY25 Promised: 1.2 billion (~90% population coverage) Q1 FY27: Pan-India 4G coverage expanded to 87.0%. Management intends to finish 4G rollout over the next 18 months.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 20 tracked commitments for Vodafone Idea — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens