Added to YB: 2026-01-14
Pitch date: 2026-01-13
VOD [bullish]
Vodafone Group Public Limited Company
Author Info
Banyan Lane Capital aims to present actionable investment research on asymmetric opportunities that, in many cases, are not front and center for investors. Sign up for the newsletter.
Company Info
Vodafone Group Public Limited Company provides telecommunication services in Germany, the United Kingdom, rest of Europe, Turkey, and South Africa.
Market Cap
GBP 27.4B
Pitch Price
N/A
Price Target
36.00 (+3454%)
Dividend
3.86%
EV/EBITDA
5.90
P/E
-6.69
EV/Sales
1.84
Sector
Wireless Telecommunication Services
Category
turnaround
Vodafone Group Plc (VOD_LN, VOD)
VOD: Trades at 6.0x EBITDA but just completed major restructuring, monetizing €20B assets, stabilizing Germany post-Nebenkostenprivileg crisis, UK-Three merger creating market leader. Hidden gem: SatCo JV w/ AST for direct-to-device satellite service launching '26, massive European opportunity. Base case 8-9% TSR from yield+growth, bull case 30%+ TSR through '30 if D2D succeeds. Tech validated, sovereignty positioned vs Starlink.
Read full article (43 min)