Vodafone Idea shares surged over 5% to an intraday high of ₹9.2 apiece on Monday after reports of potential fresh investment and government relief measures. The rally reflects growing optimism around the debt-laden telecom operator’s recovery prospects.
According to The Economic Times, US-based private equity firm Tillman Global Holdings (TGH) is in advanced talks to invest between ₹35,000 crore and ₹52,800 crore ($4-6 billion) in Vodafone Idea.
The deal could give TGH operational control of the company, but the investment is contingent upon full relief from the government on adjusted gross revenue (AGR) and spectrum dues.
Government May Offer Partial Relief
As per NDTV Profit, the government may extend limited relief to Vodafone Idea by reviewing and correcting possible errors in AGR calculations.
The Department of Telecommunications (DoT) is reportedly reassessing ₹9,450 crore in additional demand for the period up to FY17, following the Supreme Court’s October 27 ruling that allowed reassessment of discrepancies.
Last week, the Supreme Court permitted the Centre to reconsider Vodafone Idea’s pending AGR dues of ₹5,606 crore for FY17. The company said it looked forward to working with the DoT to resolve the matter in the interest of its nearly 200 million subscribers.
AGR Dues and Relief Options
Vodafone Idea owes nearly ₹83,400 crore in AGR dues, with annual payments of ₹18,000 crore due from March 2026. When interest and penalties are included, the total liability exceeds ₹2 lakh crore.
Reports suggest the DoT may offer a two-year moratorium on statutory payments, reduced annual payouts, and a waiver on penalties and interest to help stabilize the company.
Vodafone Idea Shares Performance
At 10:10 AM, Vodafone Idea shares were trading at ₹8.95 apiece on the National Stock Exchange, up 2.52%. Over the past six months, Vodafone Idea shares have gained 23%, and since the beginning of 2025, they are up around 10%.
The stock touched a one-year high of ₹10.57 on October 27, 2025, while its 52-week low stood at ₹6.12 on August 14, 2025.
Analysts believe Vodafone Idea shares are reacting positively to the prospect of a large-scale investment and potential regulatory support.
The developments could ease financial pressure and strengthen the company’s position in the competitive telecom market.
What Lies Ahead for Vodafone Idea
If the proposed investment from Tillman Global Holdings materializes and the government finalizes relief measures, Vodafone Idea could see a major turnaround.
The twin developments may boost liquidity, enhance network investments, and improve long-term viability. However, execution risks and regulatory clarity remain key factors to watch.
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