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Vodacom Group (VOD) investor relations material

Vodacom Group Q1 2026 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 TU earnings summary23 Jul, 2025

Executive summary

  • Group revenue rose 10.6% year-over-year to ZAR40 billion, with service revenue up 11.4% to ZAR32.3 billion and normalized group service revenue growth reaching 13.8%, exceeding medium-term targets.

  • Egypt delivered standout performance with 43.8% local currency service revenue growth; South Africa saw 3% growth.

  • Financial services revenue increased 18.1% to ZAR3.9 billion, with mobile money transaction value up 14.9% to US$460 billion.

  • Beyond mobile services contributed 21.4% of group service revenue, progressing toward a 30% target by 2030.

  • Purpose-led strategy includes major educational partnerships and community support initiatives.

Financial highlights

  • South Africa revenue grew 3.2% to ZAR22.5 billion; service revenue up 3% to ZAR15.8 billion, with contract revenue up 5.3%.

  • Egypt revenue increased 34.2% to ZAR9.3 billion; service revenue up 33.7%.

  • International business revenue rose 10.2% to ZAR8.4 billion; service revenue up 9.7%.

  • Group financial services revenue reached ZAR3.9 billion, up 18.1% year-over-year.

  • Data traffic in South Africa grew 32.7%; Egypt's data traffic up 23.6%.

Outlook and guidance

  • Focus remains on Vision 2030: targeting 260 million customers and 120 million financial services customers.

  • EBITDA ambition for FY2026 is 4% growth, supported by ongoing cost programs.

  • Confident in delivering double-digit normalized service revenue growth, with strong international and Egypt performance offsetting South Africa's slower growth.

  • South Africa expected to grow at or slightly above inflation, with group targeting continued double-digit growth.

  • Plans to invest ZAR12 billion in capital expenditure for the year to enhance customer experience.

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Frequently asked questions

Vodacom Group Limited (Vodacom) is a prominent mobile communications company operating in several African countries, providing a comprehensive range of services that cater to both individual consumers and enterprise businesses. It offers voice, data, and messaging services to consumers, while its enterprise products include connectivity, managed mobility, cloud and hosting services, managed services, security, and unified communications. Additionally, Vodacom extends financial services, including M-Pesa, and provides low-cost handsets equipped with voice, messaging, and data services. The company is headquartered in Johannesburg, South Africa, and its shares are listed on the Johannesburg Stock Exchange.

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