FY25 H1 Results Presentation

Appendix VIII Net debt, liquidity & total funding obligations

Total funding obligations

Net debt progression (€billion)

H1 FY25

FY24 €m €m

€41.0bn

0.9

1.2

0.1

1.0

€36.0bn

Bonds

(39,522)

(40,743)

€31.0bn

€33.2bn

Bank loans

(725)

(767)

€31.8bn

(4.6)

€26.0bn

Other borrowings including spectrum

(2,443)

(1,457)

FY24 2.5x Net debt/ Adj. EBITDAaL 1

H1 FY25 2.6x Net debt/ Adj. EBITDAaL

€21.0bn

Gross debt

(42,690)

(42,967)

1

Cash and cash equivalents

7,008 4,101 1,196

6,183 3,225 2,204

€16.0bn

Short-term investments

€11.0bn

Derivative financial instruments Net collateral (liabilities)/assets

€6.0bn

FY24

Adjusted FCF H1 FY25

Spectrum & restructuring

Dividends

Share buybacks

M&A & Other

H1 FY25

(1,390)

(1,887)

Net debt (a)

(31,775)

(33,242)

Other funding obligations Lease liabilities

Bond maturity profile (€billion)

(10,790)

(9,672) (1,479)

Guarantees over Australia joint ventures loans

(1,450)

Current liquidity Senior

Hybrid

Pension liabilities

(174)

(181)

Equity content of hybrid bonds 2

4,497

4,497

0.8

Total funding obligations (b)

(39,692)

(40,092)

Adjusted EBITDAaL (c)

11,003 11,019

2.2

Depreciation on right of use assets

2,920

3,003

13.6

9.7

Interest on leases

443

440

0.6

Adjusted EBITDAaL before leases (d)

14,366 14,462

6.9

1.4

0.8

1.1 2.3

2.6

2.3

1.0

1.0

Ratio of net debt to adjusted EBITDAaL (a/c) 1

2.6x 2.5x

2.5x 2.4x

Ratio of total funding obligations to adjusted EBITDAaL before leases (b/d) 1

Current liquidity

FY26

FY27

FY28

FY29

FY30

FY31-39

FY40+

100% of bonds fixed. Average life of bonds 13.7 years

All 3 credit rating agencies at BBB

1. FY24 ratio is pro forma for FX and M&A (incl. Vodafone Italy & Spain, excl. Hungary, Ghana & Vantage Towers); H1 FY25 ratio is pro forma for FX and M&A (incl. Vodafone Italy, excl. Vodafone Spain). Both periods exclude the impact of hyperinflationary accounting in Turkey. 2. The balance at 30 September 2024 includes equity content for hybrid bonds of €415 million that were repaid on 3 October 2024.

H1 FY25 results ⫶ November 2024

32

Powered by