Safaricom PLC (NAI:SCOM)

Full Year 2025 Safaricom Plc Earnings Call Transcript

May 9, 2025 / 01:00 PM GMT

Release Date Price: KES18.5 (+0.82%)

Transcript

Key Points

Positve

Safaricom PLC (NAI:SCOM) achieved double-digit growth in both revenue and net income, with group revenue increasing by 12.9% and net income climbing by 14.2%.
The company successfully expanded its operations in Ethiopia, now serving 9 million customers and contributing close to 10% of group revenue.
M-PESA continues to drive financial inclusion, with a 15.2% growth in revenue and a significant increase in merchant payments.
Safaricom PLC (NAI:SCOM) maintained a strong customer base, with a 7.1% increase in active customers, reaching 37.1 million.
The company has been recognized as a top employer in Ethiopia, Kenya, and across Africa, reflecting its commitment to world-class workplace standards.

Negative

The company faces pressure on disposable income and competition in Kenya, demanding active focus on delivering value-driven customer propositions.
Regulatory and industry dynamics in both Kenya and Ethiopia present challenges that require strategic navigation.
The Ethiopia business, while growing, still incurs significant losses, with an EBIT loss projected between 23 and 26 billion shillings for FY26.
Currency reforms and hyperinflationary accounting in Ethiopia have impacted the group's financial results.
Despite strong performance, the company continues to face reputational brand erosion and increased regulatory scrutiny in both markets.

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

SCOM.NR - Safaricom Plc
Full Year 2025 Safaricom Plc Earnings Call
May 09, 2025 / 01:00PM GMT

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Presentation
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While others would

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