Sebi exempts govt from making open offer in Vodafone Idea stake acquisition; GoI holding to rise to 48.99%

 03 Apr 2025 07:00 PM

Sebi granted an exemption to the Government of India from open offer compliance for a direct equity acquisition in Vodafone Idea. This move aims to provide financial relief to the telecom company, enhancing its liquidity and cash flow. Government shareholding in VIL will rise to 48.99%.

Long-term, look for safe haven in these 3 pockets: Sudip Bandyopadhyay

 02 Apr 2025 08:31 AM

Sudip Bandyopadhyay suggests long-term investments in the power sector (NTPC, PFC, REC), Bharat Electronics, and construction, noting market dips as buying opportunities. He advises against investing in Vodafone Idea despite temporary relief from government aid and prefers Bharti Airtel in telecom. L&T and Bharat Electronics are recommended for their strong fundamentals and growth potential.

Sandip Sabharwal on why reciprocal tariff announcements may have little impact on India

 02 Apr 2025 08:11 AM

Sandip Sabharwal highlights that auto sales numbers from companies like Eicher Motors, TVS, and Ashok Leyland are surpassing analyst expectations, and are not significantly impacted by tariff concerns. He also discusses prospects for large banks and real estate, expressing an unfavorable view towards Vodafone Idea and IT stocks due to profitability and economic concerns.

Vodafone Idea's prospects rise with government aid, but banks stay wary

 02 Apr 2025 06:00 AM

Vodafone Idea's government equity conversion helps raise its bank credit potential, but bankers remain cautious due to unclear payment schedules and large dues. Despite improved liquidity, Vi faces intense competition and remains below investment grade, needing substantial debt funding for network upgrades.

Dues conversion eases near-term constraints for Vodafone Idea, but structural challenges intact: Analysts

 01 Apr 2025 07:27 PM

The government's decision to convert ₹36,950 crore of Vodafone Idea's (VIL) spectrum auction dues into equity provides near-term liquidity relief but does not resolve the telco's long-term structural challenges. Analysts highlight that while this move improves VIL’s prospects for raising debt, its free cash flow remains insufficient to cover regulatory payouts.

Stocks to Buy: Neeraj Dewan’s Take on Profit Booking & Volatility

 01 Apr 2025 03:18 PM

Neeraj Dewan sees Vodafone Idea as speculative with weak fundamentals. Defence and railways show strong order flow, while two-wheeler stocks offer long-term potential. BSE is a momentum play, but asset management firms provide stability. He advises leveraging market volatility to accumulate domestic growth stocks selectively. ITC’s acquisition timing remains uncertain.

Vodafone Idea shares surge 20% after government’s spectrum dues conversion

 01 Apr 2025 03:16 PM

Vodafone Idea stock: Vodafone Idea stock jumped 20% after the government converted ₹36,950 crore of spectrum dues into equity. Analysts see a ₹40,000 crore cash flow relief but highlight the need for ₹40,000 crore in debt funding for Vi’s capex and dues over FY26-27.

Vodafone Idea share price targets: What are brokerages saying after govt hikes stake to 49%

 01 Apr 2025 02:24 PM

Vodafone Idea's shares surged 23% after the government raised its stake to 49% by converting spectrum dues into equity. Brokerages hold mixed views, with target prices ranging from Rs 6.5 to Rs 15. Key concerns remain AGR dues, funding challenges, and subscriber growth. Long-term viability depends on tariff hikes and debt financing.

Stock Market Trends: Neeraj Dewan’s take on FIIs, tariffs & sectoral plays

 01 Apr 2025 10:38 AM

Neeraj Dewan, Market Expert, discusses the market's recovery post mid-February and evaluates shares like Vodafone Idea, BSE, and various two-wheelers. He advises cautious trading and selective investment in domestic economy-related stocks, considering market volatility and potential growth opportunities.

Vodafone Idea nearing PSU stock status. What's in store for 60 lakh shareholders?

 01 Apr 2025 10:18 AM

Vodafone Idea shares: The conversion, set at Rs 10 per share, represents a 47% premium over the stock's most recent closing price. As a result, Vi's shares surged by the 10% upper circuit limit, reaching Rs 7.49 on the BSE this morning.