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Telkom (TKG) investor relations material
Telkom H1 2026 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 (Q&A) earnings summary18 Nov, 2025
Executive summary
Group revenue grew 3.4% year-over-year to R22.1bn, driven by a data-led strategy and strong mobile and fibre performance, with data revenue now 59.1% of total revenue.
Group EBITDA increased 7.4% to R6.0bn, with margin expanding to 27.2% due to revenue growth, cost efficiencies, and disciplined management.
Headline earnings per share (HEPS) rose 16.4% to 305.6c, reflecting strong profit momentum and lower finance charges.
Free cash flow remained robust at R724m, supporting ongoing investment in growth and network expansion.
Net debt to EBITDA held at 0.7x after significant debt repayment and special dividend distribution.
Financial highlights
Mobile service revenue up 7.9% to R11,027m, with mobile data revenue up 10.3% to R8.7bn, now 59.1% of group revenue.
Fibre-related data revenue increased 12.3% to R4.1bn, with external fibre revenue up 9.1% and homes connected up 18.1% to 756,409.
EBITDA margin improved by 1.1 ppts to 27.2%, driven by cost management and operational efficiencies.
Capex increased 12.9% to R2.87bn, with a capex-to-revenue ratio of 13.0%.
Net debt to EBITDA: 0.7x; interest cover: 12.1x.
Outlook and guidance
Medium-term guidance (FY26–FY28) unchanged: mid-single digit revenue growth, EBITDA margin 25–27%, capex intensity 12–15%, net debt to EBITDA 0.5x–1.5%.
Focus on expanding mobile and fibre networks, operational efficiencies, and disciplined cash management.
Service revenue growth in Mobile expected to remain mid-single digit, with EBITDA margin moderating due to seasonal investment.
Openserve to focus on FTTH and enterprise growth, with continued cost optimisation.
BCX to pursue margin-accretive revenue and disciplined execution of strategic actions.
BCX margin expansion: What drives sustainability?
Mitigating fixed-voice/non-fibre data decline?
Swiftnet disposal's full lease liability impact?
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H2 20269 Jun, 2026
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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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