Vodafone Idea: Why a 5-Year Moratorium Only Delays Collapse | AGR Debt Crisis

In this video, I critically analyze the financial reality of Vodafone Idea’s ongoing crisis. Despite a possible 5-year moratorium on government dues (AGR + spectrum), the core issue remains — Vi simply doesn’t have the cash EBITDA to survive beyond the moratorium.

I question the logic behind calling this “public money” when no money is actually flowing — and draw parallels to absurd landlord-tenant logic that dominates current telecom policymaking. I also break down:

The real cash EBITDA of Vi vs reported EBITDA

Why banks won’t lend without deep debt restructuring

How spectrum and AGR dues balloon to ₹3 Lakh Cr

Why tariff hikes are not viable without industry-wide coordination

And how arbitrary DoT decisions have led us to this point

👉 Slides and Excel analysis shown in the video
👉 Minister’s comments addressed with hard-hitting counterpoints
👉 Vi needs a multi-organ transplant, not a temporary oxygen mask

📺 Watch my earlier video for context: https://www.youtube.com/watch?v=zGyrORD70qU

Let me know what you think in the comments!

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