Toh bhai, Vi management bade plans bana rahi hai FY26 se FY29 tak revenue double digit mein badhane ke liye aur cash EBITDA ko teen guna karne ka target hai. Iske liye wo apne 4G aur 5G network ko upgrade karne mein lagbhag ₹450 billion kharch karne wale hain. Ye paisa 4G network ko 17 circles mein improve karne aur urban areas mein 5G roll out karne mein use hoga.
Lekin Motilal Oswal ka kehna hai ki, bhaale hi plans acche lag rahe hon, Vi ka valuation abhi bhi bade competitors ke comparison mein thoda premium lag raha hai. Is wajah se, unhone target ₹10 rakha hai, jo pehle ₹11 tha. Ye lagbhag 13x FY28E EV/EBITDA multiple ke aas paas hai.
Overall, brokerage ka stance 'Neutral' hai. Management confident toh hai, par market ko execution risks aur competition ko bhi dekhna padega. Aage ka raasta abhi bhi thoda mushkil lag raha hai.