Jefferies sees Vodafone Idea revenue and EBITDA growth
In short
Jefferies said Vodafone Idea could grow revenue at 11% a year and EBITDA at 25% a year from FY2026 to FY2029.
It linked that view to network rollouts and higher tariffs. The reporting does not give the full scenario details or say what this means for the stock price.
What the reporting says
Jefferies said Vodafone Idea could post 11% revenue CAGR and 25% EBITDA CAGR over FY2026-FY2029, helped by ongoing network rollouts and tariff hikes. The note, cited in a CNBC TV18 Market summary, frames a scenario analysis for the telecom operator. The reporting does not say what share price target was used, or whether Jefferies changed its rating.
Why it matters
Jefferies’ note, as summarized by CNBC TV18 Market, points to Vodafone Idea’s network rollouts and tariff hikes as the drivers behind its FY2026-FY2029 growth view. The broker’s scenario analysis suggests stronger revenue and EBITDA growth for the telecom operator, but the reporting does not provide the share price assumption, valuation method, or any updated recommendation. The immediate market relevance is to Vodafone Idea shareholders and the broader telecom sector.