US · Communication Services · Telecom Services
EPS came in at 1.69 against a street estimate of 1.59 — a beat of 6.3%.
Analysts rate VEON Ltd a strong buy (2 buy, 0 hold, 0 sell out of 2) with an average price target of $83.59.
CONFIDENT VEON raised FY26 guidance on strong digital growth (53.6% revenue, 66.2% EBITDA) and margin expansion. Digital now 27% of revenue with 36% EBITDA margin. Telecom stable; $183M share buybacks announced with $100M minimum annual commitment. Q2 FY26 All five markets grew revenue. Kazakhstan faced 6% VAT hike, smartphone bundling revenue recognition timing, and margin pressure (-7-9% YoY). Bangladesh impacted by energy outages (15% data reduction) but World Cup monetization ($12M digital contribution) and fintech pipeline offset. Pakistan and Ukraine executing reliably. Analysts pressed on guidance magnitude vs prior quarter caution (Paton), digital returns on capital evolution (Paton), Kazakhstan margin durability (Findlay), and multiplay penetration headroom (Mostafa). Management attributed raises to organic execution, digital margin outperformance, and macro stability vs Q1 conc…
Full summary in the app.
| Fund | Stake |
|---|---|
| Exor Investments (UK) LLP | 7.65% |
| Shah Capital Management | 6.78% |
| Solus Alternative Asset Management LP | 1.29% |
| Wellington Management Company LLP | 1.13% |
| Morgan Stanley - Brokerage Accounts | 1.12% |
| Panview Capital Ltd | 0.92% |
| BNP Paribas Investment Partners SA | 0.73% |
| VR Advisory Services Ltd | 0.57% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for VEON Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.