Telkom SA SOC Ltd.

Telkom SA SOC Ltd.

5,588.00
ZAC
+117.00
(+2.14%)
2.90TMarket Cap
Nov 17Next Earn
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
TTM
Revenue per Share
61.28
64.16
73.02
79.72
78.27
83.99
86.46
87.42
87.23
86.37
87.21
89.43
90.29
- -
Basic EPS, GAAP
7.49
6.03
4.32
7.39
5.76
5.62
1.07
4.9
5.37
-20.59
3.85
15.28
7.19
- -
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
11.47
17.2
22.13
0.25
-3.08
3.43
9.97
7.14
- -
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
43.72
47.51
50.78
54.23
54.5
59.52
59.04
63.47
69.9
49.94
53.57
68.26
72.68
72.68
Tangible Book Value per Share
38.28
42.07
42.17
44.97
45.42
50.42
49.52
54.15
61.19
40.66
42.68
57.24
61.29
61.29
Basic Weighted Avg Shares
511
511
511
514
507
497
498
494
490
484
487
491
493
493
Sales/Revenue/Turnover
31,288
32,760
37,325
40,970
39,661
41,774
43,043
43,222
42,756
41,838
42,463
43,880
44,477
- -
Operating Margin (%)
13.83
8.62
6.64
12.41
12.38
11.77
8.64
13.3
13.12
4.36
12.4
13.4
14.47
- -
Depreciation Expense
5,259
5,285
5,328
5,518
5,585
5,814
6,915
6,670
6,728
20,653
5,561
5,962
6,236
- -
Net Income, GAAP
3,822
3,079
2,210
3,797
2,917
2,795
535
2,422
2,630
-9,973
1,877
7,497
3,544
- -
Effective Tax Rate (%)
9.04
- -
18.82
15.2
27.07
29.35
40.4
30.53
30.73
- -
25.47
19.15
25.4
- -
Profit Margin (%)
12.22
9.4
5.92
9.27
7.35
6.69
1.24
5.6
6.15
-23.84
4.42
17.09
7.97
- -
Working Capital
-1,735
-383
-220
484
1,060
-1,453
-943
-1,439
-2,427
-596
528
5,402
1,599
1,599
LT Debt
3,775
3,244
4,566
4,733
7,158
4,840
13,813
13,934
12,561
16,616
15,635
14,468
9,881
9,881
Total Equity
23,148
25,040
26,365
27,832
27,151
29,768
29,361
31,341
34,044
24,161
26,175
33,585
35,891
35,891
Return on Invested Capital (%)
14
- -
8.66
13.46
9.91
8.72
3.64
7.41
7.26
- -
6.8
8.84
9.27
- -
Return on Capital (%)
16.43
- -
8.2
12.95
9.84
8.84
3.4
7.02
6.88
- -
7.55
18.23
8.93
- -
Return on Common Equity (%)
18.84
12.96
8.72
14.17
10.69
9.89
1.81
7.97
8.04
-34.24
7.45
25.07
10.2
- -

Capital Structure

ZAR

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
ST Debt
4,163
3,101
4,329
LT Borrowings
9,368
5,719
4,524
LT Finance Leases
5,100
4,826
5,357
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
492
494
494
Market Capitalization
18,278
25,280
29,050

Working Capital

ZAR

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
Total Current Assets
23,005
17,639
18,566
Cash, Cash Equivalents & STI
11,054
5,682
7,723
Accounts Receivable, Net
5,913
5,263
5,198
Inventories
747
817
544
Total Current Liabilities
17,603
15,798
16,967
Payables & Accruals
- -
- -
- -
ST Debt
4,163
3,101
4,329
Deferred Revenue
- -
- -
- -

Growth Rates

ZAR

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
4.12%
4.62%
6.87%
Free Cash Flow
- -
-296.22%
-28.15%
Net Income, GAAP
-2.65%
-68.55%
-52.73%
Sales/Revenue/Turnover
1.83%
0.59%
1.36%
Total Cash Common Dividend
- -
- -
- -

Semi-annual Revenue

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
42,463
2025
- -
- -
43,880
2026
- -
- -
44,477

Semi-annual Earnings Per Share

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
3.85
2025
- -
- -
15.28
2026
- -
- -
7.19

Semi-annual Dividends Per Share

ZAR

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
- -
2025
- -
- -
- -
2026
- -
- -
- -

Company Description

CEO
Serame Taukobong
Full Time Employees
9,894
Sector
Communications
Industry
Major telecommunications
Address
61 Oak Avenue Centurion GT South Africa 0157
IPO Date
Mar 4, 2003
Business
Telkom SA SOC Ltd (TKG.JO) operates as a leading integrated communications and information technology services provider in South Africa, with operations extending to the United States, the United Kingdom, rest of Europe and select international markets. Founded in 1991 and headquartered in Pretoria, South Africa, the company delivers a comprehensive portfolio of core products and services through its principal business units, including Openserve, which provides wholesale open-access fibre, copper and wireless connectivity infrastructure along with broadband, enterprise ethernet, optical carrier and global network solutions; Telkom Consumer, which offers fixed-line residential broadband, mobile voice and data services including prepaid bundles such as FlexOn data-voice-SMS combinations, WhatsApp bundles, social media bundles and streaming bundles to retail consumers across all nine provinces; BCX, which supplies end-to-end ICT solutions encompassing cloud computing, software-defined wide area networks, enterprise applications, analytics, voice connectivity, cybersecurity and digital transformation services to medium and large enterprises, government and business customers; and Gyro, which manages property portfolios, data centres and ancillary infrastructure solutions. The company targets residential consumers, small-to-medium businesses, large enterprises, government entities and wholesale carriers, primarily within the converged ICT sector focused on fixed, mobile and IT services. In March 2025, Telkom completed the sale of its Swiftnet tower infrastructure unit, comprising over 4,000 telecom tower sites, to an Actis-led consortium including the Mineworkers Investment Company and Royal Bafokeng Holdings for an enterprise value of approximately ZAR6.75 billion (US$370 million), enabling substantial debt reduction, improved free cash flow and a strategic shift toward core fibre and mobile operations amid ongoing network resilience investments to counter loadshedding impacts. Recent operational enhancements include mobile price adjustments to support revenue growth and sustained capital discipline, positioning the company for potential sector consolidation opportunities such as interest in its Openserve fibre network. Telkom maintains its listing on the Johannesburg Stock Exchange under the ticker TKG.JO, with the South African government holding a significant minority stake.