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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.
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.
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