The company posted a soft Q4FY25 results in which the integrated net loss was reported at Rs 7,166.1 crore in the quarter ended March 31, 2025 (Q4FY25), with a record registered in the same quarter last year. Out of the loss of Rs 7,674.59 crore, there is a improvement of 6.6%.
Further, the company will not see any visibility of relief on its long -based adjusted gross revenue (AGR) dues, which is about Rs.
Following this, analysts of brokerage companies have weighed their views about stock. What they say is here:
UBS: Buy | Target Price: Rs. 12.10
Brokerage Pay FirM has noted that Will’s Q4FY25 results were below their expectations. In addition, the company lost 1.6 million subscribers in Q4 (a loss of 5.1-5.2 million in Q2/Q3 and 1.8 million subscriber loss in Q4). Overall, the results were slightly less than estimates and the UBS noted that funds .But updates, capex plan, 5G coverage and any possible AGR / spectrum relief measures needed to be eye on.
Nuvama: Hold | Target Price: Rs. 7.5
According to Nuwama, Vodafone Idea has reported in-line Q4FY 25 results, with mute ARPU growth decreased by 0.9% quarter-on-quarter, which is attributed to less working days in partial quarters.
Nuwama observed that when subscriber damage is central to pre-tariff tourism levels, they still obstruct the company’s recovery. Delay in Debt Fund is a big overhang on VIL’s viability. Brokerage has reduced the percentage of its financial year 26E and FY27E EBITDA, respectively, citing the government’s equity holding, respectively. VIL’s value is 11x FY 27 E. EV/Ibitda.
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Mquar Query: Underperform | Target Price: 6.50
The Global Brokerage Firm QUAR Quarry reported that Ville posted a poor set of Q4FY 25 results, with a continuous erosion of the subscriber and the missing estimate due to more interest loads. VI’s net subscriber base has dropped 1.6 million quarters-on-quarters to about 198 million, while ARPU marginal increased 0.6% to Rs. 164.
The QUAR Query noted that the outpost of the company’s government was about $ 22.5 billion, with a spectrum of $ 4.3 billion in equity, which led to 49% government shareholding. On the contrary, the bank and the financial responsibilities were US $ 0.3 billion, and the cash amount was US $ 1.2 billion. The board has approved funds of $ 200 billion (US $ 2.3 billion) by equity, debt or hybrid road.
The ongoing erosion in subscribers indicates continuous structural challenges in subscribers, and despite the government’s largest shareholder, any of the next equity motivation is uncertain. Mquar Query continues to view industry-wide televines from the tariff hikes that benefits the Bharif Airtel and Reliance Industries, which maintains it as outperform-rated stocks.
Motilal Oswal: Sell | Target Price: 6.5
Motilal Oswal also published that due to poor ARPU conversion, poor subscriber mixing and high churning rates, Vodafone Idea continues to lose the market for colleagues. In the next two to three years to remove the network gap with Telco competitors, 50,000 – RS is planning a significant capex cycle of Rs 55,000 crore. However, the brokerage has noted that it would be challenging to recover lost subscribers in view of the strong cash flow of rival and ER -pando financial reserves.
Motilal Oswal added that Vodafone Idea’s network investments depend heavily on fresh Debt funds, with an annual cash deficiency of approximately Rs 20,000 crore through FY 26–31, continuous AGR relief and government support. Stabilizing the subscriber base and getting more relief from the government is seen as a decisive for the company’s long -term existence.
(Connection: The recommendations, suggestions, opinions and opinions provided by experts have their own. This does not represent opinions of economic time)
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