Vodafone Group Public Limited Company(VODPF)

$1.70—Stale · unknown old

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Vodafone Group Public Limited Company(VODPF)

OTCMARKET • Last print unknown ago

$1.70—Stale · unknown old

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VODPF(VODPF)

VODPF

9/10/26

Vodafone (VODPF)

Thursday

3:16 AM

ThesisVodafone: the story is balanced — Service revenue trends in Germany (largest market, ~25% of group revenue) - particularly converged customer net adds…

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$40.2B	$45.0B	$46.7B
Rev. Growth	+7.3%	+12.1%	+3.6%
EPS	$-0.02	$0.10	$0.12
EPS Growth	+89.8%	+723%	+21.5%
P/E (fwd)	—	16.6×	13.7×

★ Analysts see FY2027 revenue reaching $45.0B — +12.1% growth in a single year.

What Moves the Stock

01Service revenue trends in Germany (largest market, ~25% of group revenue) - particularly converged customer net adds and ARPU progression
02Free cash flow generation and deleveraging progress - ability to reduce net debt/EBITDA ratio below 2.5x target while maintaining dividend
03M&A activity and portfolio optimization - market reactions to asset sales (Vantage Towers, Italy merger discussions) or spectrum auction outcomes
04Regulatory developments including EU roaming policies, network sharing agreements, and infrastructure competition from fiber overbuilders
05Currency movements particularly EUR/GBP given UK operations and USD/EUR affecting emerging market contributions
06Mobile services (consumer and business) representing approximately 60-65% of revenue across European markets
07Fixed broadband and converged bundles (mobile + fiber) representing 25-30% of revenue, particularly strong in Germany and Spain
08Enterprise and wholesale services including IoT, cloud connectivity, and network infrastructure representing 10-15% of revenue

FY2026 Snapshot

Revenue: $40.2B
Rev. Growth: +7.3%
Gross Margin: 31.5%
Op. Margin: 8.6%
Net Margin: -1.0%
Net Income: $-394M
NI Growth: +90.5%
EPS: $-0.02
1Y Return: +56.0%

My Notes

value/dividend - Attracts income-focused investors seeking 6-8% dividend yield and defensive exposure to European telecom infrastructure.
Rising interest rates create dual pressure: (1) Higher financing costs on €40B+ net debt position…
Watch on earnings: EUR/GBP exchange rate given UK operations represent 15-20% of group EBITDA with GBP exposure, German consumer confidence and business investment trends as largest market indicator, European Central Bank policy rate affecting floating-rate debt costs and refinancing expenses.

One Sentence Summary:

Vodafone: the story is balanced — service revenue trends in germany (largest market, ~25% of group revenue) - particularly converged customer net adds and arpu progression.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research noteFirst read for a new ticker takes about 20-30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

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Metric

FY2026

FY2027E

FY2028E

P/E (fwd)

—

16.6×

13.7×

What Moves the Stock

01Service revenue trends in Germany (largest market, ~25% of group revenue) - particularly converged customer net adds and ARPU progression

02Free cash flow generation and deleveraging progress - ability to reduce net debt/EBITDA ratio below 2.5x target while maintaining dividend

03M&A activity and portfolio optimization - market reactions to asset sales (Vantage Towers, Italy merger discussions) or spectrum auction outcomes

04Regulatory developments including EU roaming policies, network sharing agreements, and infrastructure competition from fiber overbuilders

05Currency movements particularly EUR/GBP given UK operations and USD/EUR affecting emerging market contributions

06Mobile services (consumer and business) representing approximately 60-65% of revenue across European markets

07Fixed broadband and converged bundles (mobile + fiber) representing 25-30% of revenue, particularly strong in Germany and Spain

08Enterprise and wholesale services including IoT, cloud connectivity, and network infrastructure representing 10-15% of revenue

My Notes

value/dividend - Attracts income-focused investors seeking 6-8% dividend yield and defensive exposure to European telecom infrastructure.

Rising interest rates create dual pressure: (1) Higher financing costs on €40B+ net debt position…

Watch on earnings: EUR/GBP exchange rate given UK operations represent 15-20% of group EBITDA with GBP exposure, German consumer confidence and business investment trends as largest market indicator, European Central Bank policy rate affecting floating-rate debt costs and refinancing expenses.

Vodafone (VODPF)

Revenue Outlook

What Moves the Stock

VODPF Chart

My Notes

One Sentence Summary:

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Vodafone (VODPF)

Revenue Outlook

What Moves the Stock

VODPF Chart

My Notes

One Sentence Summary: