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AXA IM Alts Buys 40% of FiberPass for €500 Million, Telefónica Keeps Control

The deal advances Spain’s fiber carve‑out strategy, leaving Vodafone with a small 5% holding after raising €1.8 billion from recent disposals.

Overview

  • Telefónica sold an 8% stake in FiberPass for about €100 million and now holds 55% through Telefónica España (30%) and Telefónica Infra (25%).
  • Vodafone España sold 32% for €400 million and retains 5%, sharply reducing its exposure to the joint fiber venture.
  • FiberPass, launched in March 2025, reaches 3.7 million premises and serves 1.4 million customers with roughly 40% penetration.
  • In August, GIC acquired 25% of the larger MasOrangeVodafone PremiumFiber, delivering €1.4 billion to Vodafone and €3.2 billion to MasOrange and reshaping ownership.
  • Vodafone España reported first‑half revenues of €1.79 billion, EBITDAAL of €664 million up 7.62%, and operating cash flow of €411 million up 30%, signaling progress in its transformation.