Daybreak

For years, Vodafone Idea (Vi) kept losing subscribers.

Since February, that’s stopped, and the company is now pushing hard with unlimited data, family plans and stacked offers, even roping in Shah Rukh Khan.

Its losses are shrinking, AGR dues are falling and margins are at a decade high.

But Airtel and Jio are still growing far faster, and Vi’s market share keeps slipping. In this episode, we look at what’s changed on the ground, the ₹45,000 crore capex plan still awaiting funding, and whether Vi can hold on to the customers it’s winning.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

Creators and Guests

RV
Host
Rachel Varghese

What is Daybreak?

Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful.

Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.