Infrastructure Monetization And CapEx Optimization Will Improve Operational Efficiency

AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Published
20 Feb 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
R53.50
10.1% overvalued intrinsic discount
31 Jul
R58.89
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1Y
159.4%
7D
2.1%

Author's Valuation

R53.5

10.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 30%

The consensus price target for Telkom SA SOC has risen sharply, primarily reflecting stronger investor sentiment as indicated by higher future P/E multiples and a slight uptick in expected revenue growth, resulting in a new target of ZAR53.50. What's in the News Telkom SA SOC Ltd declared a special dividend of 97.82051 cents per ordinary share, payable to shareholders after obtaining Exchange Control approval, with a payment date of July 14 and record date of July 11.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.31%

AnalystConsensusTarget has increased revenue growth from 1.5% to 3.1% and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on26 Mar 25
Fair value Decreased 1.22%

AnalystConsensusTarget has decreased revenue growth from 3.1% to 1.5%, decreased profit margin from 6.6% to 5.9% and increased future PE multiple from 10.1x to 11.4x.

Shared on19 Mar 25
Fair value Decreased 2.83%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on13 Mar 25
Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.