Vodafone Idea Faces Massive Spectrum Debt Beyond AGR Relief: Analysts Warn
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CNBC Awaaz•09-01-2026, 12:38
Vodafone Idea Faces Massive Spectrum Debt Beyond AGR Relief: Analysts Warn
- •Vodafone Idea received some relief on AGR dues, but analysts highlight a larger challenge.
- •AGR liabilities are only 40% of Voda-Idea's total government dues; spectrum debt is the major portion.
- •Analyst Balaji Subramanian from IIFL warns of significant spectrum payments in the coming years.
- •Voda-Idea faces payments of ₹6,000 crore next year, ₹15,000 crore in FY2028, and ₹25,000–26,000 crore annually from FY2029.
- •New equity investors could be a solution, potentially converting spectrum debt to equity, but risk significant dilution.
Why It Matters: Vodafone Idea's primary challenge is its massive spectrum debt, far exceeding AGR dues, requiring urgent financial solutions.
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