Half Year 2025 Telkom SA SOC Ltd Earnings Call( Q&A Conference) Transcript

Nov 18, 2024 / 02:00 PM GMT

Release Date Price: €1.5 (+4.17%)

Transcript

Key Points

Positve

Telkom SA SOC Ltd (FRA:TZL1) reported a robust operational performance with solid data-driven growth.
The company achieved a 12.7% increase in mobile data revenue and a 15.5% growth in fiber data revenue.
Adjusted EBITDA improved significantly to 5.6 billion rand, yielding an EBITDA margin of 26.2%.
The mobile business outperformed the market with a 10% growth in service revenue and a 24% increase in total mobile subscribers.
Telkom SA SOC Ltd (FRA:TZL1) maintained positive free cash flow, improving to 768 million rand, and realized 204 million rand from property sales.

Negative

There is uncertainty regarding the competition tribunal ruling on the CIVH deal, which could impact strategic decisions.
Staff costs in Gyro were notably low, raising questions about sustainability and future expectations.
The company faces competition in the fixed wireless access space, with peers starting to monetize spectrum.
Concerns were raised about the 1 billion rand outflow related to the Google transaction, though it was explained as a timing issue.
Despite strong performance, there is no interim dividend policy, and future dividends depend on debt reduction and capital requirements.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TKGJ.J - Telkom SA SOC Ltd
Half Year 2025 Telkom SA SOC Ltd Earnings Call( Q&A Conference)
Nov 18, 2024 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day, ladies and gentlemen and welcome to the Telkom interim results for the six months ended 30 September 2024.

All participants will be in listen-only mode.

There will be an opportunity to ask questions later during the conference.

If you should need assistance during the call, please click on an operator by pressing star and then zero.

Please note that this call is being recorded.

I would now like to turn the conference over to Serame Tong. Please go ahead, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.