Full Year 2026 Telkom SA SOC Ltd Earnings Call Transcript

Jun 2, 2026 / 08:00 AM GMT

Release Date Price: R62.88 (+1.62%)

Transcript

Key Points

Positve

Telkom SA SOC Ltd (FRA:TZL1) reported a 7.6% growth in data revenue, now accounting for over 60% of group revenue.
EBITDA increased by 5.8% to $12.5 billion, with a margin of 28.1%, indicating improved profitability.
The company declared an increased ordinary dividend of $0.270 per share, a 65.7% increase, reflecting strong free cash flow.
Telkom SA SOC Ltd (FRA:TZL1) achieved 14 consecutive quarters of market-leading service growth in its mobile segment.
OpenServe, the company's infrastructure arm, reported a fiber revenue growth of 8.1% and an EBITDA margin of 33.8%.

Negative

Overall revenue growth was modest at 1.4%, partly due to a strategic shift away from legacy fixed-line services.
BCX, one of the company's business units, faced challenges with declining revenue from legacy and traditional voice services.
The company experienced a slowdown in mobile data growth in Q4, attributed to a larger base and seasonal factors.
Despite improvements, the cost to income ratio remains relatively high at 73%, indicating room for further cost optimization.
The company faces competitive pressures in the prepaid mobile segment, with stable ARPUs amidst a challenging market.

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

TKGJ.J - Telkom SA SOC Ltd
Full Year 2026 Telkom SA SOC Ltd Earnings Call
Jun 02, 2026 / 08:00AM GMT

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Presentation
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Every day at Telkom Group, momentum is unlocked.

Movement in ideas, movement in technology. Movement in people determined to propel South Africa forward.

Behind momentum is infrastructure.

The systems, the networks, the platforms. Built, sustained, and continuously strengthened.

Our fiber network extends beyond 180,000 kilometers.

Over 7,000 integrated 4.5G sites powering seamless mobile connectivity.

Three cable landing stations connecting not just our country but the continent. We've sharpened our ambitions, organized our capabilities, and built an organization that performs as one. The story of a successful OneTelcom.

A more focused organization, a more resilient

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