Vodafone Idea Share Blast! Promoter Ka Invest, Govt Ki AGR Relief - Stock **3.8%** Bhaga!

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AuthorKavya Nair|Published at:
Vodafone Idea Share Blast! Promoter Ka Invest, Govt Ki AGR Relief - Stock **3.8%** Bhaga!
Overview

Arre yaaron! Vodafone Idea (Vi) ke shares ne aaj toh kamaal kar diya. Promoter Kumar Mangalam Birla ne khud market se **4.09 crore** shares kharid liye aur company ko AGR dues mein **10 saal** ki relief mil gayi, jiske baad stock **3.8%** tak upar bhaag gaya.

Vodafone Idea (Vi) ke stock mein aaj toh toofani tezi dikhi! Promoter Kumar Mangalam Birla ne khud ne market se 4.09 crore shares kharid liye, jisme unhone lagbhag ₹45.18 crore lagaye. Yeh sab January 30 se February 1 ke beech hua, jo promoter ka strong commitment dikhata hai. Aur issi ke saath, govt ne AGR dues ke ₹87,695 crore wale amount par 10 saal ki deferral de di hai, woh bhi bina interest ke! Isse company ko immediate cash flow ki tension kaafi kam ho gayi hai. CARE Ratings ne bhi company ke outlook ko 'Positive' kar diya hai. Is sab ka asar stock par dikha, jo February 9, 2026 ko lagbhag 3.8% badhkar ₹11.55 par trade kar raha tha. Trading volume bhi 380 million se zyada tha. Arre bhai, mazaa aa gaya!

Brokerage firms ki taraf se bhi positive vibes aa rahi hain. Emkay Global Financial Services toh bhai itna bullish ho gaya ki unhone stock ko 'Add' rating de di aur price target ko double karke ₹12 kar diya. Unka kehna hai ki AGR moratorium se company ke cash flow mein kafi relief milegi.

Par bhai, asli picture kya hai? Thoda deep dive karte hain. Vodafone Idea ka P/E ratio abhi bhi negative mein chal raha hai, lagbhag -3.37 se -5.03 TTM basis par. Wahi, industry leader Bharti Airtel ka P/E 30.06 hai. Market cap dono ki kareeb ₹1.20 Trillion hai, par performance mein zameen-aasmaan ka antar hai.

Aur agar financial numbers dekhein toh Q3 FY26 mein company ne ₹0.49 per share ka net loss report kiya, jabki Airtel ne usi quarter mein ₹6,791.7 million ka profit kamaya. Return on Equity aur Return on Assets bhi negative hain, aur pichhle 5 saal se sales growth -0.62% hi hai. Company ka Average Revenue Per User (ARPU) bhi ₹172 par hai, jo sector ke overall growth potential ke comparison mein abhi bhi kam hai.

Aur 5G ki race mein Vi kaafi peeche hai. Company ne apna 5G service March 2025 mein launch kiya, jabki Reliance Jio aur Bharti Airtel 2022 mein hi shuru ho gaye the. Is late entry se market share pakadna unke liye ek bada challenge hoga.

Ek aur badi baat, wo ₹87,695 crore wala AGR amount abhi DoT ki committee ke reassessment mein hai. Iska final decision 2 mahine mein aane ki ummeed hai. Agar decision company ke favour mein nahi aaya toh wapas financial pressure aa sakta hai.

Analysts ka kya kehna hai? Emkay ne toh target ₹12 diya hai, par baaki 21 analysts ka average target ₹9.40 hai, jo current trading price se 15-22% niche hai. Toh overall, promoter ka investment aur AGR relief se short term mein toh company ko thoda saans lene ka mauka mila hai. Par long term mein Vi ko abhi bhi competitors se ladte hue, apna market share badhana hoga aur profitability improve karni hogi. Agla step kya hoga, dekhte hain!

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