Vodacom Group Limited

JSE:VOD Rapport sur les actions

Capitalisation boursière : R295.6b

Vodacom Group Croissance future

Future contrôle des critères 3/6

Vodacom Group devrait augmenter ses bénéfices et son chiffre d'affaires de 15.7% et de 15.8% par an respectivement. Le BPA devrait croître de de 13.7% par an. Le rendement des capitaux propres devrait être 31.7% dans 3 ans.

Informations clés

15.7%

Taux de croissance des bénéfices

13.70%

Taux de croissance du BPA

Wireless Telecom croissance des bénéfices24.7%
Taux de croissance des recettes15.8%
Rendement futur des capitaux propres31.68%
Couverture par les analystes

Good

Dernière mise à jour17 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • May 16

VOD: Neutral UBS View Will Support Margin Strength And Future Upside

Analysts have slightly reduced their Vodacom Group price target to about ZAR201, as they recalibrate assumptions for slower revenue growth, slightly stronger profit margins and a marginally lower future P/E multiple, in line with recently initiated neutral coverage from the Street. Analyst Commentary Recent commentary around the neutral initiation highlights a balanced view on Vodacom Group, with some analysts pointing to a mix of steady fundamentals and valuation support even as overall ratings remain cautious.
Mise à jour du récit • Apr 29

VOD: Neutral UBS Initiation And Margin Risks Will Likely Cap Upside

Analysts keep their ZAR fair value estimate steady at ZAR130.00 for Vodacom Group, pointing to slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a marginally lower future P/E assumption, supported by recent neutral initiation commentary from UBS and peers. Analyst Commentary Recent neutral commentary highlights a mixed setup for Vodacom Group, with the ZAR130.00 fair value estimate held steady but framed by a cautious tone on revenue growth, margins, and the future P/E assumption.
Mise à jour du récit • Apr 15

VOD: Neutral Stance And Margin Pressure Will Likely Cap Future Upside

Analysts have maintained their Vodacom Group fair value estimate at ZAR130.00 per share. Updated assumptions reflect higher modelled revenue growth, a lower profit margin and a slightly lower future P/E multiple, in line with recent neutral Street research on the stock.
Mise à jour du récit • Apr 01

VOD: Neutral UBS Stance Will Support Higher Future Earnings Multiple

Analysts have nudged their Vodacom Group price target slightly higher to ZAR201.69 from ZAR200.72, reflecting updated assumptions around revenue growth, profit margins and future P/E following recent research that includes a new neutral stance from UBS on the shares. Analyst Commentary Bullish analysts see the latest ZAR201.69 price target as consistent with a view that Vodacom Group can support its current P/E assumptions if it executes reliably on revenue and margin expectations.
Mise à jour du récit • Mar 18

VOD: Lower Growth And Higher Margins Will Shape Balanced Medium Term Outlook

Analysts have adjusted their Vodacom Group price target slightly higher from ZAR150.00 to ZAR151.88. This reflects updated assumptions that balance a lower revenue growth outlook with a higher profit margin and a modestly lower future P/E and discount rate.
Mise à jour du récit • Mar 04

VOD: Modest Margin Pressure Will Likely Restrain Future Upside Potential

Analysts have increased their Vodacom Group price target from ZAR125 to ZAR130, citing updated assumptions that reflect slightly higher modelled revenue growth, a modest adjustment to profit margins and a lower discount rate, while keeping the expected future P/E essentially unchanged. Valuation Changes Fair Value: raised from ZAR125 to ZAR130, representing a modest upward adjustment.
Mise à jour du récit • Feb 16

VOD: Potential Safaricom Stake Increase Will Support Higher Future Earnings Multiple

Analysts have raised their Vodacom Group price target from ZAR180.39 to ZAR200.72, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation anchor. What's in the News Vodacom Group is in talks with the Kenyan government about potentially acquiring part of the state’s stake in Safaricom Ltd., according to people familiar with the matter, with discussions described as ongoing and not final (Key Developments).
Mise à jour du récit • Feb 02

VOD: Safaricom Stake Talks And Dividend Will Shape Balanced Medium-Term Outlook

Analysts have nudged their price target for Vodacom Group slightly higher, from R148.33 to R150.00. The change reflects updated assumptions around revenue growth, profit margins and future P/E expectations.
Mise à jour du récit • Jan 19

VOD: Safaricom Stake Talks And Dividend Will Support Balanced Medium-Term Outlook

Analysts have raised their fair value estimate for Vodacom Group from R146.44 to R148.33 per share. This reflects updated assumptions that combine higher revenue growth expectations with slightly lower profit margin forecasts and an unchanged forward P/E multiple.
Article d’analyse • Jan 07

Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing

Vodacom Group Limited's ( JSE:VOD ) price-to-earnings (or "P/E") ratio of 15x might make it look like a strong sell...
Mise à jour du récit • Jan 05

VOD: Safaricom Stake Talks And Dividend Strength Will Support Steady Outlook

Analysts have nudged their price target for Vodacom Group higher, lifting fair value from R145.22 to R146.44, as small adjustments to projected revenue growth, profit margins and future P/E assumptions filter through their models. What's in the News Vodacom is in discussions with the Kenyan government about potentially acquiring part of its stake in Safaricom, where Vodacom already holds a 39.93% interest, according to people familiar with the talks (M&A Rumors and Discussions).
Mise à jour du récit • Dec 19

VOD: Dividend, Margins And Safaricom Stake Moves Will Shape Steady Outlook

Analysts have raised their price target on Vodacom Group slightly, from ZAR 122.00 to ZAR 125.00. They cited a modestly improved profit margin outlook and a marginally lower discount rate, which more than offset slightly reduced revenue growth expectations and a marginally lower future P/E assumption.
Mise à jour du récit • Dec 05

VOD: East African Expansion And Dividend Payout Will Support Steady Outlook

Analysts have modestly raised their price target on Vodacom Group from approximately R140.80 to about R145.22 per share. This reflects slightly lower discount rate assumptions and a marginally higher future price to earnings multiple, which together more than offset small trims to long term revenue growth and profit margin expectations.
Article d’analyse • Dec 01

Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse • Nov 13

Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30

The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will pay a dividend on the 1st of December, with...
Mise à jour du récit • Oct 06

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

Vodacom Group's analyst price target has been slightly reduced from R142.67 to R140.80, as analysts factor in upward revisions to forecasted revenue growth and profit margins. This is partially offset by a lower future P/E ratio.
Mise à jour du récit • Sep 04

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

With consensus forecasts for revenue growth and net profit margin both remaining stable, analysts have maintained Vodacom Group’s fair value estimate unchanged at ZAR142.67. What's in the News Vodacom Group approved an amendment to the company's memorandum of incorporation at its annual general meeting.
Article d’analyse • Aug 27

Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 16.6x Vodacom Group Limited ( JSE:VOD ) may be sending very bearish...
Article d’analyse • Aug 06

Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Article d’analyse • Jul 16

We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Key Insights Vodacom Group's Annual General Meeting to take place on 22nd of July CEO Mohamed Shameel Joosub's total...
Article d’analyse • Jun 15

Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year

Vodacom Group Limited ( JSE:VOD ) will increase its dividend from last year's comparable payment on the 23rd of June to...
Article d’analyse • May 22

Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35

The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will be paying its dividend of ZAR3.35 on the 23rd...
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Nouveau récit • Nov 13

Expanding Digital Horizons And Smashing Barriers To Drive Growth In African Telecom Markets

Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams.

Prévisions de croissance des bénéfices et des revenus

JSE:VOD - Estimations futures des analystes et données financières antérieures (ZAR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/2029279,798N/A57,946N/A2
3/31/2028239,87428,31041,05274,9467
3/31/2027223,20224,26637,38770,4918
3/31/2026167,65220,64732,77356,019N/A
12/31/2025163,96319,75532,81856,864N/A
9/30/2025160,27418,86332,86257,708N/A
6/30/2025156,25117,73130,48655,254N/A
3/31/2025152,22716,59828,10952,799N/A
12/31/2024151,78115,67426,69950,487N/A
9/30/2024151,33414,75025,28848,175N/A
6/30/2024150,96415,52125,98748,593N/A
3/31/2024150,59416,29226,68649,011N/A
12/31/2023144,42516,85226,09246,860N/A
9/30/2023138,25517,41225,49744,709N/A
6/30/2023128,71317,09023,13742,830N/A
3/31/2023119,17016,76720,77640,951N/A
12/31/2022112,88216,56318,41337,836N/A
9/30/2022106,59316,35816,04934,720N/A
6/30/2022104,66516,76118,11734,374N/A
3/31/2022102,73617,16320,18534,028N/A
12/31/2021101,52516,63019,85132,820N/A
9/30/2021100,31416,09619,51731,611N/A
6/30/202199,30816,33919,71832,486N/A
3/31/202198,30216,58119,91833,361N/A
12/31/202096,25216,86119,64133,516N/A
9/30/202094,20117,14019,36433,671N/A
6/30/202092,47416,54219,15433,253N/A
3/31/202090,74615,94418,94432,834N/A
12/31/201989,52816,018N/A31,746N/A
9/30/201988,30916,092N/A30,658N/A
6/30/201987,46815,457N/A29,349N/A
3/31/201986,62714,822N/A28,040N/A
12/31/201886,85514,940N/A27,817N/A
9/30/201887,08215,058N/A27,594N/A
6/30/201886,72615,201N/A26,850N/A
3/31/201886,37015,344N/A26,105N/A
12/31/201784,74614,585N/A25,034N/A
9/30/201783,12213,826N/A23,963N/A
6/30/201782,20013,622N/A24,852N/A
3/31/201781,27813,418N/A25,740N/A
12/31/201681,47713,157N/A26,146N/A
9/30/201681,67612,895N/A26,552N/A
6/30/201680,87712,906N/A25,448N/A
3/31/201680,07712,917N/A24,344N/A
12/31/201577,79212,932N/A23,389N/A
9/30/201575,50612,946N/A22,434N/A
6/30/201575,00312,809N/A21,827N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VOD ( 15.7% par an) est supérieure au taux d'épargne ( 9.8% ).

Bénéfices vs marché: Les bénéfices de VOD ( 15.7% par an) devraient croître plus lentement que le marché ZA ( 15.7% par an).

Croissance élevée des bénéfices: Les bénéfices de VOD devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VOD ( 15.8% par an) devrait croître plus rapidement que le marché ZA ( 6.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VOD ( 15.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VOD devrait être élevé dans 3 ans ( 31.7 %)

Découvrir les entreprises en croissance

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 21:06
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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

Vodacom Group Limited est couverte par 23 analystes. 8 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.

AnalysteInstitution
Jonathan BradleyAbsa Bank Limited
Niel VenterAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.