Stock Markets August 18, 2026 05:36 PM

Moody's Moves Four Vodafone Hybrids Up One Notch After Terms Change

Ratings agency lifts four hybrid instruments to Baa3, citing amended terms; outlook stays stable

By Derek Hwang
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Moody's Ratings upgraded four Vodafone Group hybrid securities to Baa3 from Ba1 following amendments to their terms and conditions announced by the company. The move places the hybrids one notch beneath Vodafone's Baa2 senior unsecured rating, aligns them with other recent hybrids, and preserves partial equity credit while keeping a five-year limit on coupon deferral. Moody's retains a stable outlook for Vodafone based on an expected improvement in operating performance after fiscal 2026 and gradually falling adjusted debt/EBITDA through fiscal 2028.

Moody's Moves Four Vodafone Hybrids Up One Notch After Terms Change
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Key Points

  • Moody's upgraded four Vodafone hybrid securities to Baa3 from Ba1 after Vodafone amended their terms and conditions.
  • The upgraded hybrids are now rated one notch below Vodafone's Baa2 senior unsecured rating and align with two other hybrids issued in September 2025.
  • Moody's continues to apply 50% equity credit and 50% debt treatment to these instruments and highlighted a five-year limit on coupon deferral.

Moody's Ratings has upgraded four hybrid debt instruments issued by Vodafone Group Plc to Baa3 from Ba1, citing changes to their terms and conditions announced by the telecommunications company on the same day. The rating agency left the outlook on the securities stable.

The four upgraded issues are:

  • a GBP 500 million hybrid maturing in 2086, callable in 2031 and issued in 2023;
  • a EUR 750 million hybrid maturing in 2084, callable in 2029 and issued in 2023;
  • a EUR 1,000 million hybrid maturing in 2080, callable in 2030 and issued in 2020;
  • a EUR 500 million hybrid maturing in 2078, callable in 2028 and issued in 2018.

With the upgrade to Baa3, these hybrid securities are now rated one notch below Vodafone's Baa2 senior unsecured rating, rather than two notches below as before. The securities remain subordinated to all senior debt obligations but are senior to ordinary share capital and to certain USD-denominated hybrids that were not amended.

Moody's noted that the amended hybrids carry a contractual five-year limit on coupon deferral. The agency also said the four instruments are now rated in line with two other hybrid securities issued in September 2025 and are no longer treated as preferred-equivalent instruments.

For financial leverage metrics, Moody's continues to apply 50% equity credit and 50% debt treatment to these hybrids. The agency cited a set of structural features that support that split, including the option to defer coupons with mandatory settlement after five years, contractual maturities of at least 30 years, and the absence of any coupon step-up before year 10.

The stable outlook reflects Moody's expectation that Vodafone's operating performance will continue to improve after fiscal 2026. Moody's-adjusted debt/EBITDA is expected to decline gradually through fiscal 2028. The agency also said Moody's-adjusted retained cash flow to net debt should remain strong for the current rating despite some weakening following the cash buyout of VodafoneThree.


Context and implications

The upgrade narrows the rating gap between these hybrids and Vodafone's senior unsecured debt, altering the capital-structure positioning of the affected instruments. By maintaining mixed equity/debt treatment and a defined period for coupon deferral, Moody's has preserved a degree of equity-like loss absorption while recognising the amended contractual protections.

Moody's decision does not change the agency's view on the issuer's senior unsecured rating, which remains Baa2, and the stable outlook indicates the agency expects gradual balance-sheet improvement rather than immediate changes to credit trends.

Risks

  • The hybrids remain junior to all senior debt obligations, which could affect recovery for these instruments in a stress event - this primarily impacts fixed income and credit markets.
  • Moody's noted some weakening of retained cash flow to net debt following the cash buyout of VodafoneThree, which introduces cash-flow pressure that could influence leverage metrics - this affects issuer credit quality and capital markets.
  • The ratings outcome depends on Vodafone's operating performance improving after fiscal 2026 and declining Moody's-adjusted debt/EBITDA through fiscal 2028; failure to meet these expectations could alter credit assessments - this is relevant to lenders, debt investors, and corporate credit monitors.

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