Vodafone Idea AGM: Birla’s Reinvention Has Moved From Rescue To Execution
The 31st AGM outlined a credible operating reset. The unresolved investment question is whether Vi can fund the network cycle fast enough to turn...
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Primer: Vodafone Idea (IDEA IN) - Aug 2026
Vodafone Idea remains in a precarious financial position, characterized by a high debt burden, persistent subscriber churn, and a significant...
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Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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Jio Platforms Pre-IPO: Peer Comparison and Valuation
Jio Platforms has filed its draft prospectus with SEBI for its listing in India. In this note, we compare the company with its listed peers,...
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Vodafone Idea: The End of AGR Chapter, What Next?
DoT finalizes Vodafone Idea's AGR dues at INR64,046 crore, easing financial burden and paving the way for Vi's recovery and growth.
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