Скачать или смотреть 📉 Government Relief, Market Reality: Why Vodafone Idea Still Crashed 15%

Despite a major policy announcement, Vodafone Idea shocked the market with a sharp 15% fall. The Union Cabinet froze ₹87,695 crore of AGR dues, giving the company time — but not forgiveness. And markets trade on outcomes, not headlines.

Investors were expecting a waiver or equity conversion that could meaningfully reduce liabilities. Instead, the relief merely postpones payments to FY32–FY41, while hefty dues from FY26–FY31 remain. With debt still above ₹2 lakh crore, weak cash flows, subscriber pressure, and a widening 5G gap versus rivals, confidence stayed fragile.

The result? Sell-on-news, unwinding of optimistic positions, and lower circuits. The message is clear: policy support can buy time, but only cash flows and execution create rallies. Until funding, capex visibility, and subscriber momentum improve, volatility will dominate the narrative.



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