Vodafone Concept Restricted (VIL), the third-largest telecom operator, has introduced an formidable purpose to boost and deploy Rs 45,000 crore for capex (capital expenditure) within the subsequent three years. This quantities to Rs 15,000 crore annually. That is along with the Rs 18,000 crore the telco has already invested within the final six quarters, mentioned Abhijit Kishore, CEO of Vodafone Concept, on the firm’s latest earnings name. Vi reported a web lack of Rs 5,286 crore in Q3 FY26. The telco’s ARPU (common income per person) reached Rs 186, which is now inching nearer to Rs 200. With one other spherical of tariff hike, Vi ought to be capable to surpass the Rs 200 ARPU determine, and Jio ought to attain near Rs 250. As for Airtel, the telco would possibly simply soar close to the Rs 300 determine as it’s already standing on Rs 256 on the finish of Q2 FY26.
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For now, let’s circle again to Vi and the CEO’s assertion on capex. “So, if you happen to see, over a four-and-a-half-year interval, we might be investing greater than Rs 60,000 crore,” mentioned Kishore. This can be a main quantity, and would enable Vi to return nearer to its opponents together with Jio and Airtel.
“I believe the sport right here is now to maneuver from survival and suspicion to power, and from the intent to essentially transfer into the impression of creating a significant constructive long-term impression,” Kishore added. The telco’s AGR (adjusted gross reveue) dues have been frozen by the federal government for a decade, with little or no quantities of annual funds to be made. This may assist the telco in elevating extra funds through debt within the close to future.
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Even Kumar Mangalam Birla commented on the event, and mentioned, “For the primary time in years, the fog has cleared, permitting the enterprise to look past survival, and give attention to sustainable progress.”
