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Vodacom Group (VOD) investor relations material
Vodacom Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Group revenue rose 11.0% year-over-year to R43.9 billion, with service revenue up 12.7% and strong contributions from Egypt and International operations.
Strategic milestones included acquiring an additional 20% stake in Safaricom and final approval for the Maziv fibre business acquisition in South Africa.
Financial services and mobile money platforms remain key growth drivers, with over US$500.7 billion transacted in the last twelve months.
Financial highlights
Group service revenue increased 12.7% year-over-year, with normalised growth at 13.6%.
Egypt service revenue surged 39.0% to R9.5 billion, now representing 27.5% of Group service revenue.
International business service revenue grew 12.6% (15.4% normalised) to R8.8 billion.
South Africa service revenue grew 1.4% to R16.4 billion, supported by financial services and fixed connectivity.
Group financial services revenue increased 24.7% to R4.5 billion.
Outlook and guidance
Management remains confident in achieving medium-term growth targets, supported by macroeconomic and currency stability.
Focus remains on advancing financial inclusion, scaling digital and financial services, and executing Vision 2030.
- TimeTickerHeadlineOpen
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Net profit surged 61.9% YoY on strong wireless, broadband, and AIDC growth. - S68
Record revenue, robust segment growth, and strong IPO pipeline drive positive outlook. - 6723
AI and industrial demand drive growth, timing business sold, inventory targets raised. - 6417
Strong pachinko sales drove revenue growth, with major treasury stock cancellation planned. - BPT
H1 FY26 revenue hit $1B, with strong gas prices and LNG cargoes offsetting lower production. - CPAY
Record 2025 results and 2026 outlook driven by strong segment growth and capital deployment. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue.
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