"Just spotted a sharp ~10-13% rally in #VodafoneIdea ($IDEA) today amid heavy volumes. My take: Pre-Budget optimism for telecom sectorโGST relief hopes on license/spectrum fees (18% to 5%?), plus Vi's โน45K cr capex plan for 4G/5G push. Timing was spot on! ๐ #UnionBudget2026
But look for the #BhaskarNote: if Vi stops interest from the Nov Verdict date instead of the Dec 31 Cabinet date, we could see a massive positive surprise in the bottom line. ๐(2/2)
Will Vodafone Idea #VIL beat Q3 estimates with a "Bhaskar Note"? ๐
โWhile analysts wait for Jan 27, Iโm looking at a bold move: Will Vi "stop the clock" on AGR interest from the Supreme Court verdict date (Nov 3, 2025) instead of the Cabinet's Dec 31 freeze?(1/2)
"Analysts estimate a โน6,986Cr loss for #VIL on Jan 27. But look for the #BhaskarNote: if Vi stops interest from the Nov Verdict date instead of the Dec 31 Cabinet date, we could see a massive positive surprise in the bottom line. ๐"
"After closely monitoring Vodafone Idea (Vi) for the past 24 months, my independent analysis points to a major turnaround: โน200 crore NET PROFIT in Q3 FY26 (Oct-Dec 2025) โ the first profitable quarter ( only my prediction, not to follow on my words)
I have understood from the words of the telecom minister today on the Vodafone Idea:
He has hinted VI to invest or bring capital into a company in the form of equity, so that, govt stake will come down to < 49% and can be filled upto 49% in converting AGR dues into equity.
@ncbn@naralokesh@PawanKalyan
"Honorable CM Sir/ Dy CM Sir, Andhra Pradesh. Suggest exploring partnership with TATA IPL 2025 to planting in Amaravati. For every dot ball, they plant 18 plants. Can we Offer with TATA officials to plant the trees in AP.
@TsspdclCorporat , Sir, there is no power in our locality for the last one hour. (Medipally Police station road), service number: 1632 01425 request to look into this and resolve. Tq