Guidance ledger · Q2 FY26

Vodafone Idea Ltd VODAFONEIDEA

1 revisions on record · 1 lowered · 0 raised — the strikethrough is what management used to say

directional guidance only · shifted across quarters

Holding view → · latest concall · The pulse

↓ lowered FY26 total capex guidance Q1 FY26 → Q2 FY26

~~H1 INR 50-60 billion (Rs. 5,000-6,000 crores), with beyond-September limited to cash EBITDA (~Rs. 2,100-2,200 crores/quarter)~~ → Rs. 7,500-8,000 crores for full year FY26 (no external funding required for this plan)

“our guidance is that we would be in a position from a year-on point of view, roughly in the range of Rs. 7,500 crores to Rs. 8,000 crores of capex by the end of FY26”

Method. Revisions come from management's own stated numbers, compared quarter over quarter across the covered concalls; each carries the verbatim quote. “No revisions” can also mean guidance too vague to pin down — see the posture chip above. Not investment advice.