Incremental positives in Vodafone Idea, but funding hinges on AGR clarity: Balaji Subramanian

Vodafone Idea’s performance shows incremental positives with higher daily revenue and ARPU, but AGR relief is crucial for financial stability. The Supreme Court’s openness to government relief measures offers hope. Starlink’s high pricing in Bangladesh suggests it may only cater to niche markets in India, unlike affordable existing options.