Everyone knows Vodafone Thought has been suriving in phases of excellent and unhealthy. Properly, much less good, and extra unhealthy. The ailing telecom operator has not requested, or requested, however begged for assist from the federal government. The assistance was granted, not as soon as, however a number of occasions, each time it was desperately required. Whether or not it was the AGR (adjusted gross income) dues moratorium in 2021, or the moratorium in 2026, or the dues to fairness conversion in two tranches, which made Authorities of India (GoI) the biggest stakeholder of the telco.
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The traders placing cash into Vi are searching for a return. The telco’s inventory goes via a cycle of utmost highs and lows each a couple of times a yr. This shapes the query, will Vodafone Thought all the time preserve chasing the great, and by no means actually attain it? It takes me again to the phrases of Sunil Bharti Mittal, chairman of Bharti Enterprises, who just a few years again mentioned, Vi wants time to get better and finally make a comeback. Mittal had mentioned that the telco wants an investor/traders, who can put in capital and sit patiently for a very long time to see any returns.
Here is the true story although, which regularly will get hidden by advertising campaigns and PR actions: Vodafone Thought has been shedding clients each single quarter since its merger in 2018. Whereas the postpaid cell consumer base is rising, its general cell buyer base has been on a gentle decline. The financials, they do not present any main optimistic gentle both, apart from the latest quarter (Q3 FY26) which displayed a narrowed web loss.
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Sure, whereas Vi continues to speak about its capex (capital expenditure) story, what the whole lot finally boils right down to is that this – Did you add new clients final week or month? For Vodafone Thought, this reply continues to stay a easy “no”.
All the pieces thought-about, you possibly can’t rule Vodafone Thought out, particularly when the federal government appears to be displaying slightly further love in the direction of the telco. In the long term, will Vi ever thrive? I do not know. Tell us your ideas within the feedback? What can Vi presumably do to thrive?
