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    Javier Borrachero Kieselack

    Research Analyst at Kepler Cheuvreux

    Javier Borrachero Kieselack is the Head of Telecom Sector Research at Kepler Cheuvreux, where he specializes in European telecommunications coverage for leading companies such as Vodafone. Renowned for his in-depth sector analysis and investment insights, he has delivered strong performance and influential research within the market. Borrachero Kieselack began his career as an analyst at Bernstein before joining Kepler Cheuvreux, and has held professional roles representing the Spanish CFA Society and serving as a board member for financial standards organizations. Holding the Chartered Financial Analyst (CFA) designation, he is recognized for his expertise, sector leadership, and contributions to investment performance best practices.

    Javier Borrachero Kieselack's questions to VODAFONE GROUP PUBLIC LTD (VOD) leadership

    Javier Borrachero Kieselack's questions to VODAFONE GROUP PUBLIC LTD (VOD) leadership • Q1 2026

    Question

    Javier Borrachero Kieselack from Kepler Cheuvreux asked about future shareholder returns, specifically the potential for extending the share buyback program, and inquired about Vodafone's satisfaction with its current asset footprint and potential disposals.

    Answer

    Group CFO Luka Mucic stated that the company is executing its current capital allocation framework, including buybacks funded by the Italy and Spain sales. Any decision on additional returns would be made later in the year after considering other investment opportunities. He noted the Vodafone Investments team continues to look for value creation opportunities across the associate portfolio, but nothing is immediately imminent.

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