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Telkom (TKG) investor relations material
Telkom Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary5 Aug, 2025
Executive summary
Group revenue increased 1.1% year-over-year to R10.8 billion, driven by strong data and fibre growth and a data-led strategy.
Group EBITDA rose 6.5% to R2.8 billion, with margin up to 25.9% due to cost optimisation.
Data revenue now comprises nearly 60% of total revenue, with mobile data subscribers up 27.5% to 17.2 million.
Mobile business revenue rose 7.8% year-over-year, with 1.9 million new data subscribers added in Q1.
BCX underperformed, with revenue down 8.3% and margin compressed to 6.5%.
Financial highlights
Group data revenue grew 7.1% year-over-year to R6.36 billion.
Mobile service revenue up 7.8% to R5.39 billion; mobile data revenue up 9.6% to R4.19 billion.
OpenServe revenue grew 2.8% year-over-year, with fibre revenue up 11.3% to R2.51 billion.
Telecom consumer revenue up 5.5% to R6.95 billion.
Group EBITDA margin (excluding property sales) improved to 24.7%.
Outlook and guidance
CapEx expected to align with full-year guidance of 12–15% of revenue, after a Q1 intensity of just over 10.3%.
Management remains focused on medium-term targets, with a strategy centered on data revenue growth and operational improvements.
OpenServe to accelerate fibre adoption and network simplification.
BCX to drive cloud/software portfolio growth and operational efficiencies.
Anticipated improvement in BCX performance in the remainder of the year, supported by public sector spend and strategic innovations.
What is driving Telkom Consumer's revenue growth?
Explain BCX's revenue decline of 8.3%.
Assess Openserve's network uptime performance.
Assess BCX improvement plans beyond cost cuts.
Explain mobile data sub growth drivers.
Detail fixed data revenue deceleration drivers.
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H1 202618 Nov, 2025
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Frequently asked questions
Telkom SA SOC Ltd (Telkom) is a comprehensive provider of information and communications technology (ICT) services based in South Africa. The company's portfolio spans integrated voice, broadband and internet, IT and cloud services, as well as equipment and devices. It also offers mobile, convergence, and data center solutions, catering to a wide array of industry sectors including retail, mining, banking, financial services, healthcare, and the public sector among others. Telkom's fixed-line services encompass subscription and various other services like data and internet, while its mobile segment provides voice services, data services, and handset sales. Additionally, Telkom operates significant business units such as Telkom Consumer, Openserve, BCX, and Gyro, each focusing on specific segments like fixed broadband, internet service, converged communications, and IT services.The company is headquartered in Centurion, South Africa, and its shares are listed on the Johannesburg Stock Exchange.
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