Vodacom Group Ltd (OTCPK:VODAF)

Half Year 2026 Vodacom Group Ltd Earnings Call and Q&A Session Transcript

Nov 10, 2025 / 01:00 PM GMT

Release Date Price: $5.75

Transcript

Key Points

Positve

Vodacom Group Ltd (VDMCY) reported a 10.9% increase in revenue, reaching 81.6 billion rand, supported by strong commercial performance.
The company saw an 8.6% increase in customers, reaching 223 million, with a target of 260 million by 2030.
Financial services customers grew by 13.1% to 94 million, contributing 25% to the profit before tax.
Egypt reported a significant contribution to the group's operating profit, up 66.5% on a rand basis.
The international business more than doubled its operating profit to 2.1 billion rand, with improved EBITDA margins.

Negative

South Africa faced challenges with pressure on prepaid services and a once-off cost impacting results.
The prepaid market in South Africa is under pressure due to consumer wallet impacts and competitive pressures.
The company anticipates continued challenges in the prepaid segment in the near term.
There is uncertainty regarding the regulatory setup in South Africa, particularly concerning price floors.
The settlement cost for the 'please call me' matter was recorded in the results, impacting financials.

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

VODJ.J - Vodacom Group Ltd
Half Year 2026 Vodacom Group Ltd Earnings Call and Q&A Session
Nov 10, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and good morning to those joining the call in the US. Welcome to the highlight call for our six months ended, 30th of September 2025.

I'm joined by our group CFO Raisipe Morati as well as our head of Investor relations, JP Davids. We trust that you enjoyed our video presentation that we screened before this call. The video is available on our website and covers our purpose-led strategy called Vision 2030, and the performance against our strategic ambitions.

For those not able to watch our presentation, I will take you through some key highlights from this period.

We will then move into a Q&A session.

We had a great start to the financial year delivering

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