Vodafone Group PLC (LSE:VOD) appears to be turning a corner, with Deutsche Bank raising its price target from 130p to 135p and maintaining a ‘buy' rating on the shares. The Deutsche new valuation represents a 65% premium to the current price of 81.64p (flat on the day).
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Vodafone Group PLC (LSE:VOD) shares were one of the top risers on the FTSE 100 as the telecoms group lined up a new chief financial officer to take over this autumn, who had the feel of a potential CEO succession candidate in time. Pilar López will succeed Luka Mucic, who is stepping down as CFO at the end of November.
BT's strong cost control, rising profitability, and sustainable dividend growth make it a safer income pick versus Vodafone, despite lower revenues. Vodafone faces ongoing challenges in Germany, regulatory headwinds, and has cut its dividend, relying on asset sales and buybacks for shareholder returns. Both BT and Vodafone are restructuring, focusing on core markets, cost reduction, and digital transformation, but BT's UK-centric model offers better cash visibility.
NOK teams up with Vodafone Qatar to modernize networks, boosting 5G speed, security and future-ready digital services.
Vodafone Group PLC (LSE:VOD) completed the merger of its UK arm and Three UK over the weekend, creating a new business called VodafoneThree that is 51% owned by the FTSE 100 company. The telecoms group said it plans to invest £11 billion over the next 10 years, including £1.3 billion in capital expenditure in this first year, to accelerate its 5G network.
The repeated references to an "inflexion point" or "turning point" by Vodafone chief executives underline just how long this company has been disappointing investors. The modern Vodafone is much smaller than it once was — just as the U.K. economy now feels rather less globally significant than in the recent past.
Vodafone is a deep value play, trading at historically low valuations despite recent operational improvements and a stronger financial position. Germany remains a weak spot due to regulatory changes, but management expects stabilization and a return to growth in FY 2026. Strong performance in other regions, robust free cash flow, and a new €2 billion share buyback signal confidence and capital return potential.
Vodafone Group Public Limited Company (NASDAQ:VOD ) Q4 2025 Earnings Conference Call May 20, 2025 5:00 AM ET Company Participants Margherita Della Valle - Group Chief Executive Officer & Executive Director Luka Mucic - Group Chief Financial Officer & Executive Director Conference Call Participants Akhil Dattani - JPMorgan Emmet Kelly - Morgan Stanley Andrew Lee - Goldman Sachs Joshua Mills - BNP Paribas Exane Carl Murdock-Smith - Citigroup Adam Fox-Rumley - HSBC James Ratzer - New Street David Wright - Bank of America Merrill Lynch Ottavio Adorisio - Bernstein Polo Tang - UBS Robert Grindle - Deutsche Numis Margherita Della Valle Good morning everyone and thank you for joining us today. As you will have seen from our results, our performance in FY '25 has been in line with expectations.
The group swung to pretax loss on impairment charges, but said it would start a share buyback of up to €500 million.
Vodafone Group PLC (LSE:VOD) announced a new €2 billiion share buyback as it posted results for the past year, saying the turnaround of its business in Germany is bearing fruit and a return to growth is expected this year. The FTSE 100-listed telecoms group reported a 2.0% increase in total revenue to €37.4 billion, as service revenue rose by 2.8% to €30.8 billion, or 5.0% on an organic basis.
Vodafone Group Public Limited Company's Q4 results are expected to show steady growth, with no major surprises anticipated in sales or EPS. German operations remain the key focus due to regulatory headwinds and revenue declines; signs of stabilization or recovery are crucial. UK and Turkey segments are performing well, and continued momentum in these markets, along with Cloud & Security growth, are positive catalysts.