Guest discussed Vodafone Idea's operational turnaround signs, promoter fund infusion and possible SBI-led bank fund raise, also touching on Indus Towers and Bharti Airtel

Tue 29 Sep 2026

Heard on Live TV News Channel between 08:52:06 - 08:53:21 IST.

• Noted consistent signs of operational turnaround for Vodafone Idea with promoter money infused.
• Said SBI appears to be leading a bank consortium for fresh funding, per Live TV News Channel sources.
• Subscriber numbers showing positive month-on-month traction.
• Cautioned that significant capex is still needed for 5G ramp-up and 2G network exit, limiting conviction.
• Said firm does not own Vodafone Idea or Indus Towers but continues to hold Bharti Airtel in its global portfolio.

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