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Faltu ki rumours ko lagaya full stop, VI ka CLAM plan aaya saamne!
Sabse pehle toh company ne ye saaf kar diya ki Vodafone Group se koi bhi share transfer ki baat nahi chal rahi hai. Matlab, jo rumors udh rahi thi, woh sab faltu hain. Ab VI ka poora focus hai apne CLAM (Contingent Liability Adjustment Mechanism) plan par, jis se ₹5,836 Crore tak ki recovery hone wali hai. Yeh recovery cash aur equity ke through hogi, jiske baad hi investors ka trust wapas aaya aur stock 8.36% upar chala gaya.
CLAM Plan kya hai aur isse kaise ₹5,836 Cr aayenge?
Yeh CLAM mechanism merger ke baad ki liabilities ko manage karne ke liye banaya gaya hai aur December 31, 2025 tak finalize hoga. Is plan mein ₹2,307 Crore cash mein next 12 mahine mein milenge, aur baaki ka paisa 3.28 billion equity shares se aayega, jinhe 5 saal tak hold karna hoga. Yeh saara paisa seedha VI ko milega jisse company ki financial position strong hogi aur regulators ko immediate payment nahi karni padegi.
Sector badh raha hai, par VI ki financial situation?
Hain toh VI ka stock thoda bhaga, par sach toh yeh hai ki company ki financial health abhi bhi challenged hai. Bharti Airtel (market cap ₹10.72 lakh Crore) aur Jio Platforms (estimated $130-170 billion) ke comparison mein VI ka market cap sirf ₹1.32 lakh Crore hai. India ka telecom sector toh grow kar raha hai, ARPU ₹220 tak ja sakta hai, par VI ke liye challenges bahut zyada hain.
Analysts kya bol rahe hain VI ke baare mein?
Analysts abhi bhi VI ko lekar thode cautious hain. Unka kehna hai ki ₹2 lakh Crore se zyada debt aur negative shareholder equity ke karan company ke liye mushkilien kam nahi hain. Bahut se analysts ne 'Neutral' rating de rakhi hai aur price target bhi ₹9.84 ka hi diya hai, jo current level se neeche hai. Matlab, 'Sell' aur 'Hold' warnings abhi bhi zyada hain.