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The Markets
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Telecoms

Vodafone forecasts lowered ahead of half year results

Jefferies said Vodafone "faces intractable headwind" as it lowered its forecasts for the telecom company

Vodafone Group PLC (LSE:VOD) has had forecasts reduced by Jefferies ahead of its half-year results on 15 November.

The telecommunications company “faces intractable headwinds” said the US bank with its German business faltering and the cost-of-living crisis causing uncertainty in the market.

Jefferies lowered its forecast of Vodafone’s earnings before interest and tax by between 1%-2.4% and said it expects the company’s free cash flow to decline by €0.3bn in 2024 to €4.9bn.

It forecast Vodafone’s revenue to be €45.46bn in the 2023 financial year, with earnings before tax and inflation at €15.05bn.

Jefferies also referenced that Vodafone’s most readily deliverable transaction, its sale of a major stake in Vantage Towers, has been announced already when giving reasons for the forecast reductions.

In terms of Vodafone’s upcoming results, Jefferies outlined that in the UK the company will likely be facing a loss of subscribers and a weakening tailwind from its business earlier this year.

Jefferies reiterated Vodafone’s hold status, with its share price rising by 0.46% to 104p.

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