Vodacom Group Limited

Report azionario JSE:VOD

Capitalizzazione di mercato: R294.5b

Vodacom Group Crescita futura

Criteri Future verificati 3/6

Vodacom Group prevede che gli utili e i ricavi cresceranno rispettivamente di 15.7% e 15.8% all'anno. Si prevede che l'EPS crescerà di 13.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 31.7% in 3 anni.

Informazioni chiave

15.7%

Tasso di crescita degli utili

13.70%

Tasso di crescita dell'EPS

Wireless Telecom crescita degli utili24.3%
Tasso di crescita dei ricavi15.8%
Rendimento futuro del capitale proprio31.68%
Copertura analitica

Good

Ultimo aggiornamento17 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

JSE:VOD - Stime future degli analisti e dati finanziari passati (ZAR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di VOD ( 15.7% all'anno) è superiore al tasso di risparmio ( 9.8% ).

Guadagni vs Mercato: Si prevede che gli utili di VOD ( 15.7% all'anno) cresceranno più lentamente rispetto al mercato ZA ( 15.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di VOD cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di VOD ( 15.8% all'anno) crescerà più rapidamente del mercato ZA ( 7.1% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di VOD ( 15.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di VOD sarà elevato tra 3 anni ( 31.7 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 12:40
Prezzo dell'azione a fine giornata2026/05/25 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Vodacom Group Limited è coperta da 23 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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