BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
Since the last report, when we discussed Vodafone Idea Ltd.’s pressing need to improve liquidity to service debt, two major developments have occurred:
the government’s relief package, including the four-year moratorium on regulatory payments, and
~20% tariff hikes.
This has certainly given Vodafone Idea some breathing room, but this begs some key questions: Is this enough to bring it out of the woods? What would the corollaries of this be on peers? We elucidate this in the report.
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