Telkom SA SOC (TKG) Aperçu de l'action
Telkom SA SOC Ltd fournit des services intégrés de communications et de technologies de l'information (TI) aux particuliers, aux entreprises, aux administrations, aux grossistes et aux sociétés en Afrique du Sud, aux États-Unis, au Royaume-Uni, dans le reste de l'Europe et dans le reste du monde. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 1/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
TKG Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Telkom SA SOC Ltd Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | R55.53 |
| Plus haut sur 52 semaines | R66.61 |
| Plus bas sur 52 semaines | R45.02 |
| Bêta | 0.49 |
| Variation sur 1 mois | -1.84% |
| Variation sur 3 mois | -5.90% |
| Variation sur 1 an | 7.10% |
| Variation sur 3 ans | 96.57% |
| Variation sur 5 ans | 45.14% |
| Évolution depuis l'introduction en bourse | 96.91% |
Nouvelles et mises à jour récentes
TKG: Outlook Will Highlight Rising Margins And Dividend Support For Returns
The analyst fair value estimate for Telkom SA SOC has been adjusted from ZAR60.00 to ZAR82.00, with analysts citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. What’s in the News for Telkom SA SOC Telkom SA SOC Ltd announced an annual dividend of ZAR 2.7010 per share, with an ex-dividend date of June 24, 2026, a record date of June 26, 2026, and payment scheduled for June 29, 2026.
TKG: Dividend Outlook And Governance Changes Will Support Measured Fair Value
Analysts have slightly adjusted their fair value estimate for Telkom SA SOC to ZAR65.67 from ZAR66.08. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples.Recent updates
TKG: Outlook Will Highlight Rising Margins And Dividend Support For Returns
The analyst fair value estimate for Telkom SA SOC has been adjusted from ZAR60.00 to ZAR82.00, with analysts citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. What’s in the News for Telkom SA SOC Telkom SA SOC Ltd announced an annual dividend of ZAR 2.7010 per share, with an ex-dividend date of June 24, 2026, a record date of June 26, 2026, and payment scheduled for June 29, 2026.TKG: Dividend Outlook And Governance Changes Will Support Measured Fair Value
Analysts have slightly adjusted their fair value estimate for Telkom SA SOC to ZAR65.67 from ZAR66.08. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples.We Think Telkom SA SOC's (JSE:TKG) Robust Earnings Are Conservative
Telkom SA SOC Ltd's ( JSE:TKG ) earnings announcement last week was disappointing for investors, despite the decent...TKG: Governance Changes And Margin Outlook Will Support Measured Fair Value
Analysts have trimmed their price target for Telkom SA SOC slightly to ZAR66.08 from ZAR66.30, reflecting updated assumptions around discount rates, modest revenue growth and profit margins, and a recalibrated future P/E multiple. What's in the News Telkom SA SOC has scheduled a Board meeting for Mar 27, 2026, to consider various changes to its Board Committees.Here's Why Telkom SA SOC (JSE:TKG) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...TKG: Higher Margin Outlook Will Support Stronger Fair Value Estimate
Analysts have lifted their ZAR fair value estimate for Telkom SA SOC from ZAR56.50 to ZAR66.30, citing updated assumptions around discount rate, profit margin and future P/E as key drivers of the higher price target. What's in the News A board meeting is scheduled for March 27, 2026, to consider various changes to Telkom SA SOC's board committees, with effect from May 1, 2026 (Key Developments).
TKG: Stable Outlook As Committee Changes And Margin Assumptions Shape Future P/E
Analysts have lifted their price target for Telkom SA SOC from ZAR54.00 to ZAR58.00, citing refined assumptions around the discount rate, revenue growth, profit margin and future P/E that slightly adjust their valuation framework. What's in the News Telkom SA SOC has scheduled a Board meeting for March 27, 2026, to review various changes to its Board Committees, effective May 1, 2026 (company event filing).TKG: Stable Outlook As Margin Assumptions Rise But P/E Expectations Ease
Analysts have kept their ZAR54.00 price target for Telkom SA SOC unchanged, citing small adjustments to discount rate and revenue growth assumptions, along with a higher expected profit margin and a lower future P/E as key drivers of their updated view. What's in the News Telkom SA SOC Ltd has scheduled a Board meeting for Mar 27, 2026, focused on considering various changes to its Board Committees with effect from May 1, 2026 (Key Developments).TKG: Higher Required Returns And Rich P/E Will Limit Future Upside
Analysts have raised their price target on Telkom SA SOC from ZAR51.00 to ZAR54.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the revision. Valuation Changes Fair Value: revised from ZAR51.00 to ZAR54.00, reflecting a modest uplift in the estimated equity value per share.TKG: Unchanged Fair Value Will Constrain Future Upside Potential
Analysts have kept their ZAR51.00 price target for Telkom SA SOC unchanged, citing only marginal adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E that were not material enough to shift their valuation view. Valuation Changes Fair Value: ZAR51.00 remains unchanged, with no adjustment to the overall valuation outcome.TKG: Lower Margin And P/E Assumptions Will Limit Future Upside
Analysts have kept their ZAR51.00 price target for Telkom SA SOC unchanged, citing only modest tweaks to the discount rate, revenue growth, profit margin, and forward P/E assumptions that did not materially alter their overall valuation view. Valuation Changes Fair Value: ZAR51.00 remains unchanged, indicating no shift in the overall valuation anchor used.Telkom SA SOC Ltd's (JSE:TKG) Business Is Trailing The Market But Its Shares Aren't
With a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...TKG: Lower Discount Rate And Firmer Margins Will Support Fair Value
Analysts have lifted their price target for Telkom SA SOC from R53.00 to R56.50, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations as the key drivers of the change. Valuation Changes Fair Value: Analyst fair value estimate increased from ZAR53.00 to ZAR56.50.TKG: Higher Required Return And Lower Margins Will Pressure Future Upside
Analysts have revised their fair value estimate for Telkom SA SOC from R45 to R51, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Valuation Changes The Fair Value Estimate was increased from ZAR45 to ZAR51, reflecting a higher assessed equity value per share.TKG: Outlook Will Balance Higher Return Assumptions With Stable Profitability Expectations
Analysts have maintained their fair value estimate for Telkom SA SOC at R60.00. They cited only minor adjustments to assumptions such as discount rate, revenue growth, profit margin and forward P/E, which were not significant enough to change the overall price target.These 4 Measures Indicate That Telkom SA SOC (JSE:TKG) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...TKG: Outlook Will Balance Higher Required Returns With Moderated Profitability Expectations
Analysts have lowered their 12 month price target on Telkom SA SOC from R88.00 to R60.00. This reflects more cautious assumptions around revenue growth, profit margins, and valuation multiples.TKG: Future Earnings Multiple Will Offset Softer Margins And Growth Expectations
Analysts have trimmed their price target on Telkom SA SOC slightly to R53.00 from R53.40, citing a higher perceived discount rate, more muted revenue growth expectations, and softer profit margin forecasts, partially offset by a higher future P/E multiple assumption. Valuation Changes The consensus analyst price target decreased slightly from ZAR 53.40 to ZAR 53.00, reflecting a modest downward revision in fair value.TKG: Market Reactions Will Balance Fibre Acquisition Rumours and Margin Concerns
Analysts have revised their price target for Telkom SA SOC downward from R60.25 to R53.40. They cite anticipated shifts in discount rates and profit margins, even though revenue growth projections are slightly higher.Telkom SA SOC Ltd's (JSE:TKG) Share Price Not Quite Adding Up
There wouldn't be many who think Telkom SA SOC Ltd's ( JSE:TKG ) price-to-earnings (or "P/E") ratio of 9x is worth a...We Ran A Stock Scan For Earnings Growth And Telkom SA SOC (JSE:TKG) Passed With Ease
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Infrastructure Monetization And CapEx Optimization Will Improve Operational Efficiency
Despite a slight downgrade in revenue growth forecasts, a meaningful expansion in Telkom SA SOC’s future P/E multiple has driven the consensus analyst price target up from ZAR53.50 to ZAR60.25. What's in the News MTN Group is considering reviving acquisition talks with Telkom SA SOC, potentially adding Telkom’s 23 million subscribers to its existing 298 million across Africa, although there is no guarantee a deal will be reached.Here's Why Telkom SA SOC Ltd's (JSE:TKG) CEO Compensation Is The Least Of Shareholders' Concerns
JSE:TKG 1 Year Share Price vs Fair Value Explore Telkom SA SOC's Fair Values from the Community and select yours Key...We Think Telkom SA SOC (JSE:TKG) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Telkom SA SOC Ltd's (JSE:TKG) 30% Price Boost Is Out Of Tune With Earnings
Telkom SA SOC Ltd ( JSE:TKG ) shareholders have had their patience rewarded with a 30% share price jump in the last...
Infrastructure Monetization And CapEx Optimization Will Improve Operational Efficiency
Telkom's growth in mobile and fiber data revenue and strategic asset disposals suggest strong potential for revenue and earnings enhancement.Telkom SA SOC's (JSE:TKG) Returns On Capital Not Reflecting Well On The Business
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Returns On Capital At Telkom SA SOC (JSE:TKG) Paint A Concerning Picture
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Telkom SA SOC (JSE:TKG) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Rendement pour les actionnaires
| TKG | ZA Telecom | ZA Marché | |
|---|---|---|---|
| 7D | -0.7% | 2.9% | 0.09% |
| 1Y | 7.1% | 13.4% | 9.0% |
Rendement vs Industrie: TKG a sous-performé le secteur ZA Telecom qui a rapporté 13.4 % au cours de l'année écoulée.
Rendement vs marché: TKG a sous-performé le marché ZA qui a rapporté 9 % au cours de l'année écoulée.
Volatilité des prix
| TKG volatility | |
|---|---|
| TKG Average Weekly Movement | 5.8% |
| Telecom Industry Average Movement | 4.6% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in ZA Market | 10.7% |
| 10% least volatile stocks in ZA Market | 2.7% |
Cours de l'action stable: TKG n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché ZA.
Volatilité au fil du temps: La volatilité hebdomadaire de TKG ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1991 | 9,492 | Serame Taukobong | www.telkom.co.za |
Telkom SA SOC Ltd fournit des services intégrés de communications et de technologies de l'information (TI) aux particuliers, aux entreprises, aux administrations, aux grossistes et aux sociétés en Afrique du Sud, aux États-Unis, au Royaume-Uni, dans le reste de l'Europe et dans le reste du monde. Elle opère par le biais des segments Openserve, Telkom Consumer, BCX, Gyro et autres. La société propose des services de télécommunications mobiles et fixes, notamment des solutions de connectivité interentreprises à large bande, optique et opérateur, des solutions d'interconnexion, de données à large bande, de voix, de contenu et de jeux, ainsi que des solutions d'information, de communication et de technologie pour les petites et moyennes entités, de même que des services de mobilité professionnelle, de télécommunications mondiales, de communication convergente, de gestion de réseaux de données centrés sur les applications, de gestion de réseaux locaux, de collaboration unifiée en tant que service, et des services internet et à valeur ajoutée.
Telkom SA SOC Ltd Résumé des fondamentaux
| TKG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | R27.84b |
| Bénéfices(TTM) | R3.54b |
| Recettes(TTM) | R44.72b |
Le site TKG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TKG compte de résultat (TTM) | |
|---|---|
| Recettes | R44.72b |
| Coût des recettes | R24.65b |
| Marge brute | R20.08b |
| Autres dépenses | R16.53b |
| Les revenus | R3.54b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Nov 17, 2026
| Résultat par action (EPS) | 7.08 |
| Marge brute | 44.89% |
| Marge bénéficiaire nette | 7.92% |
| Ratio dettes/capitaux propres | 19.4% |
Quelles ont été les performances à long terme de TKG?
Voir les performances historiques et les comparaisonsDividendes
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/21 19:06 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Telkom SA SOC Ltd est couverte par 17 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |