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News Topical, Digital Desk : The massive buying of Vodafone Idea (Vi) shares by foreign investors (FIIs) in recent months has caught the market's attention. Over the past nine months, FIIs have purchased millions of shares, increasing their stake from 10.6% to 12.15%. Significantly, these purchases are occurring at a time when the company is still facing numerous challenges. This raises the question: what significant opportunity do FIIs see in Vodafone Idea?
First, understand how big a purchase FIIs made.
Foreign institutional investors have been buying Vodafone Idea continuously for the last three quarters. FII share in June 2025: 10.6%, increased to 12.15% in December 2025. This means that foreign investors have bought crores of new shares and increased their stake in the company. Generally, FIIs do not invest in any stock just like that. They invest by looking at the long-term potential growth and the possibility of major changes.
Reason No. 1: The company has a big investment plan of ₹45,000 crore
Vodafone Idea has recently announced a big capex plan of ₹45,000 crore. This investment will be made in the next 3 years.
The objective of this investment is-
strengthening the network
improving customer experience
increasing revenue
tripling EBITDA
When a company makes such a big investment plan, it means that the company is preparing for future growth. This is the reason it is attracting FIIs.
Reason No. 2: Promoter Kumar Mangalam Birla's purchase
Kumar Mangalam Birla has also increased his stake in Vodafone Idea. When the promoter himself buys shares, it is the biggest positive signal for investors. This sends the message that the promoter has confidence in the future of the company. FIIs usually take such signals from the promoter seriously.
Reason No. 3: Expectations of AGR relief and government support
Vodafone Idea's hopes of relief in AGR (Adjusted Gross Revenue) matters and the support it has received in the past have also boosted investor confidence. AGR-related relief means that financial pressure on the company may ease, increasing its growth potential.
Reason No. 4: Continued strength in the stock Vodafone Idea's stock has been consistently performing well. So far in 2026, the stock has risen 6%. It has delivered a return of 36% in one year. On February 16, even in a falling market, the stock rose 2% to reach close to ₹12. When a stock consistently performs well, large investors invest more in it.
What should investors who own the stock do? If you already own Vodafone Idea shares, this could be a positive sign for you. Positive signs: FIIs are consistently buying. Promoter confidence has increased. The company is making large investments.
Is a major change coming to Vodafone Idea? Continued FII buying, increased promoter holdings, and the company's large investment plans indicate that Vodafone Idea is working to strengthen its business in the future. While challenges remain, the confidence of major investors indicates that the company may see significant changes in the future.
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