Vodacom Group（5VD）株式概要ボーダコム・グループ・リミテッドは、南アフリカ、エジプト、および国際的な接続、デジタル、金融サービス企業として事業を展開している。 詳細5VD ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績5/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より73.6%で取引されている 収益は年間16.32%増加すると予測されています 過去5年間の収益は年間0.2%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見る5VD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.8524.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0324b2016201920222025202620282031Revenue R323.6bEarnings R38.1bAdvancedSet Fair ValueView all narrativesVodacom Group Limited 競合他社1&1Symbol: XTRA:1U1Market cap: €4.0bfreenetSymbol: XTRA:FNTNMarket cap: €3.1bVantage TowersSymbol: HMSE:VTWRMarket cap: €19.3bTelefónica Deutschland HoldingSymbol: HMSE:O2DMarket cap: €6.2b価格と性能株価の高値、安値、推移の概要Vodacom Group過去の株価現在の株価R7.8552週高値R8.8552週安値R6.10ベータ0.351ヶ月の変化8.28%3ヶ月変化-1.26%1年変化19.85%3年間の変化38.94%5年間の変化8.28%IPOからの変化5.98%最新ニュースお知らせ • Apr 07Vodacom Group Limited to Report Fiscal Year 2026 Results on May 11, 2026Vodacom Group Limited announced that they will report fiscal year 2026 results on May 11, 2026お知らせ • Nov 20Vodacom Reportedly in Talks to Add Stake in ZAR 157 Billion SafaricomVodacom Group (Vodacom Group Limited) (JSE:VOD) is in talks with Kenya about potentially acquiring part of the government’s stake in Safaricom Ltd. (NASE:SCOM), according to people familiar with the matter. The Johannesburg-based company already owns 39.93% of East Africa’s largest listed company, and is considering increasing its stake in the business, although no final decisions have been made, according to one of the people, who asked to remain anonymous as the information is still private. A second person confirmed shareholding talks between the two. Vodacom and Safaricom declined to comment. Kenyan National Treasury officials were not immediately available to comment. Safaricom Kenya’s biggest wireless carrier with close to two-thirds of the country’s subscribers is valued at ZAR 157 billion. For the Kenyan government, selling some of its stake in the profitable business will assist with its efforts to raise revenue as it pushes to address growing debt costs and budget deficits. Vodacom previously increased its stake in Safaricom through an all-share deal with its UK parent Vodafone in 2017. Vodacom and Safaricom want to further expand M-Pesa, already Africa’s largest and fastest-growing mobile money business.お知らせ • Oct 08Vodacom Group Limited to Report First Half, 2026 Results on Nov 10, 2025Vodacom Group Limited announced that they will report first half, 2026 results on Nov 10, 2025お知らせ • Jul 22Vodacom Group Limited Announces Social and Ethics Commitee AppointmentsVodacom Group Limited at its meeting held on July 22, 2025 announced the appointment of Mr. KL Shuenyane, Ms NC Nqweni, Mr. SJ Macozoma, Mr. MS Aziz Joosub, Mr. JH Reiter, Ms LS Wood as members of Social and Ethics Commiteee.お知らせ • Jun 13+ 1 more updateVodacom Group Limited, Annual General Meeting, Jul 22, 2025Vodacom Group Limited, Annual General Meeting, Jul 22, 2025. Location: vodacom world, 082 vodacom boulevard, midrand, johannesburg, South Africaお知らせ • Nov 15+ 2 more updatesVodacom Group Limited to Report Fiscal Year 2025 Results on May 19, 2025Vodacom Group Limited announced that they will report fiscal year 2025 results on May 19, 2025最新情報をもっと見るRecent updatesお知らせ • Apr 07Vodacom Group Limited to Report Fiscal Year 2026 Results on May 11, 2026Vodacom Group Limited announced that they will report fiscal year 2026 results on May 11, 2026お知らせ • Nov 20Vodacom Reportedly in Talks to Add Stake in ZAR 157 Billion SafaricomVodacom Group (Vodacom Group Limited) (JSE:VOD) is in talks with Kenya about potentially acquiring part of the government’s stake in Safaricom Ltd. (NASE:SCOM), according to people familiar with the matter. The Johannesburg-based company already owns 39.93% of East Africa’s largest listed company, and is considering increasing its stake in the business, although no final decisions have been made, according to one of the people, who asked to remain anonymous as the information is still private. A second person confirmed shareholding talks between the two. Vodacom and Safaricom declined to comment. Kenyan National Treasury officials were not immediately available to comment. Safaricom Kenya’s biggest wireless carrier with close to two-thirds of the country’s subscribers is valued at ZAR 157 billion. For the Kenyan government, selling some of its stake in the profitable business will assist with its efforts to raise revenue as it pushes to address growing debt costs and budget deficits. Vodacom previously increased its stake in Safaricom through an all-share deal with its UK parent Vodafone in 2017. Vodacom and Safaricom want to further expand M-Pesa, already Africa’s largest and fastest-growing mobile money business.お知らせ • Oct 08Vodacom Group Limited to Report First Half, 2026 Results on Nov 10, 2025Vodacom Group Limited announced that they will report first half, 2026 results on Nov 10, 2025お知らせ • Jul 22Vodacom Group Limited Announces Social and Ethics Commitee AppointmentsVodacom Group Limited at its meeting held on July 22, 2025 announced the appointment of Mr. KL Shuenyane, Ms NC Nqweni, Mr. SJ Macozoma, Mr. MS Aziz Joosub, Mr. JH Reiter, Ms LS Wood as members of Social and Ethics Commiteee.お知らせ • Jun 13+ 1 more updateVodacom Group Limited, Annual General Meeting, Jul 22, 2025Vodacom Group Limited, Annual General Meeting, Jul 22, 2025. Location: vodacom world, 082 vodacom boulevard, midrand, johannesburg, South Africaお知らせ • Nov 15+ 2 more updatesVodacom Group Limited to Report Fiscal Year 2025 Results on May 19, 2025Vodacom Group Limited announced that they will report fiscal year 2025 results on May 19, 2025Declared Dividend • Nov 14First half dividend of R2.85 announcedShareholders will receive a dividend of R2.85. Ex-date: 27th November 2024 Payment date: 2nd December 2024 Dividend yield will be 56%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 13First half 2025 earnings released: EPS: R3.54 (vs R4.34 in 1H 2024)First half 2025 results: EPS: R3.54 (down from R4.34 in 1H 2024). Revenue: R73.5b (up 1.0% from 1H 2024). Net income: R6.84b (down 18% from 1H 2024). Profit margin: 9.3% (down from 12% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.お知らせ • Oct 02Vodacom Group Limited to Report Q2, 2025 Results on Nov 11, 2024Vodacom Group Limited announced that they will report Q2, 2025 results on Nov 11, 2024New Risk • Aug 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total loss to shareholders of 17% over the past three years.お知らせ • Jun 15Vodacom Group Limited, Annual General Meeting, Jul 17, 2024Vodacom Group Limited, Annual General Meeting, Jul 17, 2024. Location: vodacom world, 082 vodacom boulevard, midrand, johannesburg, South AfricaUpcoming Dividend • Jun 12Upcoming dividend of R2.85 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.0%).Declared Dividend • May 15Final dividend of R2.85 announcedShareholders will receive a dividend of R2.85. Ex-date: 19th June 2024 Payment date: 24th June 2024 Dividend yield will be 67%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 23% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 15Vodacom Group Limited Declares Final Dividend in Respect of the Financial Year Ended 31 March 2024, Payable on 24 June 2024Vodacom Group Limited announced that a gross final dividend number 30 of 285 cents per ordinary share in respect of the financial year ended 31 March 2024 has been declared payable on 24 June 2024 to shareholders recorded in the register at the close of business on 21 June 2024. This brings the full mass dividend to ZAR 5.90 per share, equating to ZAR 12.2 billion in cash paid. The number of ordinary shares in issue at the date of this declaration is 2,077,841,204. The ordinary dividend will be subject to a local dividend withholding tax rate of 20% which will result in a net final dividend to those shareholders not exempt from paying dividend withholding tax of 228 cents per ordinary share. The last day to trade shares cum dividend is 18 June 2024, shares commence trading ex-dividend is 19 June 2024, record date is 21 June 2024, and payment date is 24 June 2024. On 24 June 2024, the final dividend will be electronically transferred into the bank accounts of all certificated shareholders where this facility is available.Reported Earnings • May 13Full year 2024 earnings released: EPS: R8.42 (vs R9.48 in FY 2023)Full year 2024 results: EPS: R8.42 (down from R9.48 in FY 2023). Revenue: R150.6b (up 26% from FY 2023). Net income: R16.3b (down 2.8% from FY 2023). Profit margin: 11% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 27Vodacom Group Limited to Report Fiscal Year 2024 Results on May 13, 2024Vodacom Group Limited announced that they will report fiscal year 2024 results on May 13, 2024お知らせ • Mar 13Vodacom Group Limited Appoints Govinda Sateesh Kamath as Non-Executive Director, Effective March 15, 2024Vodacom Group Limited announced that Govinda Sateesh Kamath will join the board of directors as a non-executive director with effect from 15 March 2024. Sateesh is the Global Finance Director Markets of Vodafone Group Plc, responsible for financial oversight of Vodafone's operations in Europe, Africa, and its joint ventures and associates in Asia. Prior to assuming this role, Sateesh held other senior financial roles in Vodafone including Regional Finance Director for Europe cluster, Global Financial Director for Vodafone Business and Regional Controller for Asia, Middle East and Africa. Sateesh was also Finance director of Vodacom Tanzania from May 2014 to 2016 and the Chief Financial Officer of Safaricom Plc from August 2016 to July 2020. During his tenure Safaricom saw a step change in M-Pesa product portfolio and revenues and digitization of operations, resulting in significant improvement in margins and market capitalisation. Before joining Vodafone in 2004, Sateesh held various senior financial roles in Coca-Cola Beverages and listed entities in India Amara Raja Batteries and Coats Viyella Limited. An Indian national, Sateesh holds a BCom (First Class Honours) from Mahatma Gandhi University and is a Qualified Accountant from the Institute of Cost and Works Accountants of India. He also holds a Practitioners Diploma in Executive Coaching from the Academy of Executive Coaching.Upcoming Dividend • Nov 24Upcoming dividend of R3.05 per share at 6.3% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (5.0%). Lower than average of industry peers (7.9%).New Risk • Nov 15New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (14% increase in shares outstanding).お知らせ • Nov 15Vodacom Group Limited Announces Interim Dividend for the Six Months Ended 30 September 2023, Payable on 4 December 2023Vodacom Group Limited announced that a gross interim dividend number 29 of 305 cents per ordinary share in respect of the six months ended 30 September 2023 has been declared payable on 4 December 2023 to shareholders recorded in the register at the close of business on 1 December 2023. Shares commence trading ex-dividend date is 29 November 2023.お知らせ • Sep 20Vodafone Group plc Announces Resignation of Ms Anna Dimitrova as A Non-Executive DirectorVodafone Group Plc advised that Ms Anna Dimitrova, a non-executive director, has resigned and has stepped down from the Vodacom Board with effect from 15 September 2023. The Chairman thanks Anna for her valuable contribution during her tenure and wishes her well with her future endeavours.お知らせ • Sep 13Vodacom Group Limited Announces Change in Directorate and Constitution of CommitteeVodacom Group Limited announced that Sunil Sood has tendered his resignation as a non-executive director of the board of directors ("Board") with effect from 5 October 2023. Joakim Reiter will join the Board with effect from 6 October 2023, and will also become a member of the Social and Ethics Committee, Joakim is the Chief External and Corporate Affairs Officer of Vodafone Group Plc, and a member of the Vodafone Group Plc Executive Committee. Joakim is responsible for public relations and corporate affairs, including policy and regulation, communications, security, sustainability and charitable activities. He is also currently on the board of the Swedish Space Corporation, Trustee of Vodafone Group Foundation, and fellow at the Royal Society of Arts, UK. Before joining Vodafone in April 2017, Joakim was the Assistant Secretary-General of the United Nations and the Deputy Secretary-General of the United Nations Conference on Trade and Development (UNCTAD). Prior to that, he spent more than 15 years in the foreign service of Sweden, including as Deputy Director-General of the Ministry of Foreign Affairs, Ambassador to the World Trade Organization and at the Permanent Representation to the European Union. Joakim also served as an EU negotiator with DG Trade at the European Commission. A Swedishnational, Joakim holds a Masters in Economics from the London School of Economics and a Masters in Political Science from Lund University.Upcoming Dividend • Jun 14Upcoming dividend of R3.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.9%).お知らせ • May 17Vodacom Group Limited Announces Final Dividend for the Financial Year Ended 31 March 2023, Payable on 26 June 2023Vodacom Group Limited announced that a gross final dividend number 28 of 330 cents per ordinary share in respect of the financial year ended 31 March 2023 has been declared payable on 26 June 2023 to shareholders recorded in the register at the close of business on 23 June 2023. The dividend will be subject to a local dividend withholding tax rate of 20% which will result in a net final dividend to those shareholders not exempt from paying dividend withholding tax of 264 cents per ordinary share.お知らせ • Feb 17Vodafone Mulls Options for Stake in Africa UnitVodafone Group Public Limited Company (LSE:VOD) is considering options for its majority 65% stake in African mobile communications company Vodacom Group Limited (JSE:VOD) in a push to gain more value from the holding, Bloomberg reported. The British firm has tapped advisers and has just started considering options, such as a merger with peers, selling assets in certain markets or selling a stake in the business, according to insiders cited by the news agency. Shares in Vodacom were trading 6.57% higher at ZAC 13,300 as of 1231 GMT+2. The company’s market capitalisation stands at about ZAR 260 billion (USD 14.4 billion/EUR 13.4 billion). Vodacom has operations in Tanzania, the Democratic Republic of the Congo, Mozambique, Lesotho and Kenya. Its mobile networks cover a population of over 400 million people, according to the company’s website. Vodafone earlier in 2023 reached a binding agreement to sell its operations in Hungary for HUF 660 billion (USD 1.85 billion/EUR 1.73 billion) with the divestment proceeds to be used for deleveraging.Buying Opportunity • Jan 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €8.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.Buying Opportunity • Dec 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €8.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.Upcoming Dividend • Nov 23Upcoming dividend of R3.40 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 05 December 2022. Payout ratio and cash payout ratio are on the higher end at 80% and 91% respectively. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.5%).Reported Earnings • Nov 16First half 2023 earnings released: EPS: R4.57 (vs R5.04 in 1H 2022)First half 2023 results: EPS: R4.57 (down from R5.04 in 1H 2022). Revenue: R53.7b (up 7.7% from 1H 2022). Net income: R7.74b (down 9.4% from 1H 2022). Profit margin: 14% (down from 17% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Nomkhita Nqweni was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Nov 03Vodacom Group Limited, Annual General Meeting, Jul 20, 2023Vodacom Group Limited, Annual General Meeting, Jul 20, 2023.お知らせ • Aug 04Vodacom Group Limited to Report Q1, 2024 Results on Jul 21, 2023Vodacom Group Limited announced that they will report Q1, 2024 results on Jul 21, 2023お知らせ • Aug 03+ 2 more updatesVodacom Group Limited to Report Q3, 2023 Results on Jan 31, 2023Vodacom Group Limited announced that they will report Q3, 2023 results on Jan 31, 2023Upcoming Dividend • Jun 15Upcoming dividend of R4.30 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 27 June 2022. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.5%). In line with average of industry peers (6.8%).Reported Earnings • May 18Full year 2022 earnings released: EPS: R10.13 (vs R9.78 in FY 2021)Full year 2022 results: EPS: R10.13 (up from R9.78 in FY 2021). Revenue: R102.7b (up 4.5% from FY 2021). Net income: R17.2b (up 3.5% from FY 2021). Profit margin: 17% (in line with FY 2021). Over the next year, revenue is forecast to grow 28%, compared to a 1.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.お知らせ • May 12Vodacom South Africa Announces Executive ChangesThe Vodacom Group has announced the appointment of Sitho Mdlalose as managing director (MD) of Vodacom South Africa. Mdlalose's appointment comes after the group announced that Balesh Sharma (current Vodacom SA MD) will be stepping down at the end of June to pursue an external career opportunity. Mdlalose is currently MD of Vodacom Tanzania, a position he has held since August 2021. He will report directly to Vodacom Group CEO Shameel Joosub and will join the Vodacom Group executive committee. Mdlalose's successor in Tanzania will be announced in due course.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Anne O'Leary was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 24Upcoming dividend of R4.20 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 6.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (5.5%).Reported Earnings • Nov 21First half 2022 earnings released: EPS R5.04 (vs R5.33 in 1H 2021)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2022 results: Revenue: R49.9b (up 4.2% from 1H 2021). Net income: R8.55b (down 5.4% from 1H 2021). Profit margin: 17% (down from 19% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.Recent Insider Transactions • Aug 06CEO & Executive Director recently sold €415k worth of stockOn the 3rd of August, Mohamed Shameel Joosub sold around 52k shares on-market at roughly €8.02 per share. This was the largest sale by an insider in the last 3 months. This was Mohamed Shameel's only on-market trade for the last 12 months.Upcoming Dividend • Jun 16Upcoming dividend of R4.10 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 28 June 2021. Trailing yield: 6.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (5.3%).Reported Earnings • Jun 15Full year 2021 earnings released: EPS R9.78 (vs R9.39 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R98.3b (up 8.3% from FY 2020). Net income: R16.6b (up 4.0% from FY 2020). Profit margin: 17% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.Reported Earnings • May 19Full year 2021 earnings released: EPS R9.78 (vs R9.39 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R98.3b (up 8.3% from FY 2020). Net income: R16.6b (up 4.0% from FY 2020). Profit margin: 17% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Mar 06YeboYethu (RF) Limited Appoints Vodacom Group Limited as Company Secretary with Effect from 5 March 2021YeboYethu (RF) Limited announced that its Board has appointed Vodacom Group Limited as company secretary with effect from 5 March 2021.Is New 90 Day High Low • Feb 07New 90-day high: €7.35The company is up 11% from its price of €6.60 on 09 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.61 per share.お知らせ • Jan 28Vodafone Reportedly Weighs Up Disposal of Ghana UnitVodafone Group Plc is exploring options for its controlling stake in Ghana Telecommunications Company Limited, including the potential sale to its majority-owned subsidiary, Vodacom Group Limited (JSE:VOD), as part of efforts to cut debt and restructure its African businesses, Bloomberg reported citing insiders. A deal of any kind would reportedly be subject to clearance by the government of Ghana, which owns the remaining 30% of the domestic telecoms firm. Vodafone has not yet made a firm decision on how to proceed with the holding, the sources cautioned.お知らせ • Nov 27Vodacom Group Limited Announces Directorate and Change in Committee MembershipVodacom Group Limited announced that Mr. Vivek Badrinath will step down from the Board with effect from 31 December 2020. Shareholders are further advised that Ms Anne O' Leary will join the Board as a non-executive director with effect from 1 January 2021. She is the CEO of Vodafone Ireland, a role she has held since 2013. Prior to that she was the Vodafone Business Director (2008-2013). Anne joined Vodafone from BT where she had been the managing director of BT Ireland from 2002 to 2008. Previously she held various senior executive roles at ESAT Telecoms, Golden Pages Advertising and Reuters London. Shareholders are advised that Mr. Khumo Shuenyane has assumed the role of chairman of the Social & Ethics Committee. He takes over from Mr. Saki Macozoma who remains a member of the Social & Ethics Committee.お知らせ • Nov 14+ 3 more updatesVodacom Group Limited to Report Fiscal Year 2021 Results on May 17, 2021Vodacom Group Limited announced that they will report fiscal year 2021 results on May 17, 2021Is New 90 Day High Low • Nov 11New 90-day high: €6.85The company is up 9.0% from its price of €6.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.72 per share.お知らせ • Oct 31+ 1 more updateVodacom Group Limited Announces Board ChangesVodacom Group Limited announced that Ms Raisibe Morathi would join Vodacom as Executive Director with effect from 1 November 2020. Mr. Sitho Mdlalose will resign as a director of the company and step down from the Board at close of business on 31 October 2020.Is New 90 Day High Low • Sep 23New 90-day low: €6.00The company is down 2.0% from its price of €6.15 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.91 per share.お知らせ • Jul 30Synergy Communications completed the acquisition of Enterprise focused operations in three markets of Vodacom Group Limited.Synergy Communications entered into an agreement to acquire Enterprise focused operations in three markets of Vodacom Group Limited on June 21, 2019. Deal involves business unit operations in Nigeria, Zambia and Cote d’Ivoire. Deal is subject to the approval of the regulatory authorities. Synergy Communications completed the acquisition of Enterprise focused operations in three markets of Vodacom Group Limited on May 11, 2020.株主還元5VDDE Wireless TelecomDE 市場7D10.6%2.7%3.4%1Y19.8%54.2%3.4%株主還元を見る業界別リターン: 5VD過去 1 年間で54.2 % の収益を上げたGerman Wireless Telecom業界を下回りました。リターン対市場: 5VD過去 1 年間で3.4 % の収益を上げたGerman市場を上回りました。価格変動Is 5VD's price volatile compared to industry and market?5VD volatility5VD Average Weekly Movement5.8%Wireless Telecom Industry Average Movement3.0%Market Average Movement6.0%10% most volatile stocks in DE Market12.5%10% least volatile stocks in DE Market2.7%安定した株価: 5VD 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 5VDの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1993n/aMohamed Shameel Joosubwww.vodacom.comボーダコム・グループ・リミテッドは、南アフリカ、エジプト、および国際的な接続、デジタル、金融サービス企業として事業を展開している。音声サービス、メッセージングサービス、データサービスなどの通信サービスを提供している。また、様々な無線、固定回線、衛星、モバイル、コンバージド・テクノロジー、モノのインターネット、サービスとしてのインフラ、サービスとしてのプラットフォーム、サービスとしてのソフトウェア、セキュリティ・サービス、ホスティングされたアプリケーション、すべてのハイパースケーラーへのプライマリおよびダイレクト接続から成るクラウド・ホスティングおよびセキュリティ・サービスを顧客に提供している。さらに、ホールセールAPNデータ、マイクロ波、マネージド衛星、WiFi、国際専用線、IPトランジット、ファイバー、IP-VPN、イーサネット・オーバーMPLS、キャリア・イーサネット、クラウド・コネクト、専用インターネット・アクセス、ブロードバンド・インターネット・アクセス、ソフトウェア定義WAN、VSATサービスなどのキャリア・サービス製品、SMARTコラボレーション製品、温度、速度、位置情報などの重要な情報の取得を可能にするリモート・マシンに取り付けられるセンサーやその他の電子機器も提供している。また、VodaPay、VodaLend、VodaSure、VodaTrade、Business Legal Coverなどの個人金融やビジネスソリューションのためのデジタル金融サービスも提供しています。さらに、同社は水と衛生、道路、教育、保健などのサービスで透明性と説明責任を提供するSmartCitizenモバイルアプリを提供しています。同社は1993年に設立され、南アフリカのミッドランドに本社を置いている。ボーダコム・グループ・リミテッドはボーダフォン・グループの子会社である。もっと見るVodacom Group Limited 基礎のまとめVodacom Group の収益と売上を時価総額と比較するとどうか。5VD 基礎統計学時価総額€14.78b収益（TTM）€977.05m売上高(TTM)€8.30b15.1xPER（株価収益率1.8xP/Sレシオ5VD は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5VD 損益計算書（TTM）収益R160.27b売上原価R72.23b売上総利益R88.05bその他の費用R69.19b収益R18.86b直近の収益報告Sep 30, 2025次回決算日May 11, 2026一株当たり利益（EPS）9.76グロス・マージン54.94%純利益率11.77%有利子負債／自己資本比率77.5%5VD の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.5%現在の配当利回り68%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 16:37終値2026/05/07 00:00収益2025/09/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vodacom Group Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Jonathan BradleyAbsa Bank LimitedNiel VenterAbsa Bank LimitedTibor BokorArqaam Capital Research Offshore S.A.L.20 その他のアナリストを表示
お知らせ • Apr 07Vodacom Group Limited to Report Fiscal Year 2026 Results on May 11, 2026Vodacom Group Limited announced that they will report fiscal year 2026 results on May 11, 2026
お知らせ • Nov 20Vodacom Reportedly in Talks to Add Stake in ZAR 157 Billion SafaricomVodacom Group (Vodacom Group Limited) (JSE:VOD) is in talks with Kenya about potentially acquiring part of the government’s stake in Safaricom Ltd. (NASE:SCOM), according to people familiar with the matter. The Johannesburg-based company already owns 39.93% of East Africa’s largest listed company, and is considering increasing its stake in the business, although no final decisions have been made, according to one of the people, who asked to remain anonymous as the information is still private. A second person confirmed shareholding talks between the two. Vodacom and Safaricom declined to comment. Kenyan National Treasury officials were not immediately available to comment. Safaricom Kenya’s biggest wireless carrier with close to two-thirds of the country’s subscribers is valued at ZAR 157 billion. For the Kenyan government, selling some of its stake in the profitable business will assist with its efforts to raise revenue as it pushes to address growing debt costs and budget deficits. Vodacom previously increased its stake in Safaricom through an all-share deal with its UK parent Vodafone in 2017. Vodacom and Safaricom want to further expand M-Pesa, already Africa’s largest and fastest-growing mobile money business.
お知らせ • Oct 08Vodacom Group Limited to Report First Half, 2026 Results on Nov 10, 2025Vodacom Group Limited announced that they will report first half, 2026 results on Nov 10, 2025
お知らせ • Jul 22Vodacom Group Limited Announces Social and Ethics Commitee AppointmentsVodacom Group Limited at its meeting held on July 22, 2025 announced the appointment of Mr. KL Shuenyane, Ms NC Nqweni, Mr. SJ Macozoma, Mr. MS Aziz Joosub, Mr. JH Reiter, Ms LS Wood as members of Social and Ethics Commiteee.
お知らせ • Jun 13+ 1 more updateVodacom Group Limited, Annual General Meeting, Jul 22, 2025Vodacom Group Limited, Annual General Meeting, Jul 22, 2025. Location: vodacom world, 082 vodacom boulevard, midrand, johannesburg, South Africa
お知らせ • Nov 15+ 2 more updatesVodacom Group Limited to Report Fiscal Year 2025 Results on May 19, 2025Vodacom Group Limited announced that they will report fiscal year 2025 results on May 19, 2025
お知らせ • Apr 07Vodacom Group Limited to Report Fiscal Year 2026 Results on May 11, 2026Vodacom Group Limited announced that they will report fiscal year 2026 results on May 11, 2026
お知らせ • Nov 20Vodacom Reportedly in Talks to Add Stake in ZAR 157 Billion SafaricomVodacom Group (Vodacom Group Limited) (JSE:VOD) is in talks with Kenya about potentially acquiring part of the government’s stake in Safaricom Ltd. (NASE:SCOM), according to people familiar with the matter. The Johannesburg-based company already owns 39.93% of East Africa’s largest listed company, and is considering increasing its stake in the business, although no final decisions have been made, according to one of the people, who asked to remain anonymous as the information is still private. A second person confirmed shareholding talks between the two. Vodacom and Safaricom declined to comment. Kenyan National Treasury officials were not immediately available to comment. Safaricom Kenya’s biggest wireless carrier with close to two-thirds of the country’s subscribers is valued at ZAR 157 billion. For the Kenyan government, selling some of its stake in the profitable business will assist with its efforts to raise revenue as it pushes to address growing debt costs and budget deficits. Vodacom previously increased its stake in Safaricom through an all-share deal with its UK parent Vodafone in 2017. Vodacom and Safaricom want to further expand M-Pesa, already Africa’s largest and fastest-growing mobile money business.
お知らせ • Oct 08Vodacom Group Limited to Report First Half, 2026 Results on Nov 10, 2025Vodacom Group Limited announced that they will report first half, 2026 results on Nov 10, 2025
お知らせ • Jul 22Vodacom Group Limited Announces Social and Ethics Commitee AppointmentsVodacom Group Limited at its meeting held on July 22, 2025 announced the appointment of Mr. KL Shuenyane, Ms NC Nqweni, Mr. SJ Macozoma, Mr. MS Aziz Joosub, Mr. JH Reiter, Ms LS Wood as members of Social and Ethics Commiteee.
お知らせ • Jun 13+ 1 more updateVodacom Group Limited, Annual General Meeting, Jul 22, 2025Vodacom Group Limited, Annual General Meeting, Jul 22, 2025. Location: vodacom world, 082 vodacom boulevard, midrand, johannesburg, South Africa
お知らせ • Nov 15+ 2 more updatesVodacom Group Limited to Report Fiscal Year 2025 Results on May 19, 2025Vodacom Group Limited announced that they will report fiscal year 2025 results on May 19, 2025
Declared Dividend • Nov 14First half dividend of R2.85 announcedShareholders will receive a dividend of R2.85. Ex-date: 27th November 2024 Payment date: 2nd December 2024 Dividend yield will be 56%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 13First half 2025 earnings released: EPS: R3.54 (vs R4.34 in 1H 2024)First half 2025 results: EPS: R3.54 (down from R4.34 in 1H 2024). Revenue: R73.5b (up 1.0% from 1H 2024). Net income: R6.84b (down 18% from 1H 2024). Profit margin: 9.3% (down from 12% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • Oct 02Vodacom Group Limited to Report Q2, 2025 Results on Nov 11, 2024Vodacom Group Limited announced that they will report Q2, 2025 results on Nov 11, 2024
New Risk • Aug 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €5.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total loss to shareholders of 17% over the past three years.
お知らせ • Jun 15Vodacom Group Limited, Annual General Meeting, Jul 17, 2024Vodacom Group Limited, Annual General Meeting, Jul 17, 2024. Location: vodacom world, 082 vodacom boulevard, midrand, johannesburg, South Africa
Upcoming Dividend • Jun 12Upcoming dividend of R2.85 per shareEligible shareholders must have bought the stock before 19 June 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.0%).
Declared Dividend • May 15Final dividend of R2.85 announcedShareholders will receive a dividend of R2.85. Ex-date: 19th June 2024 Payment date: 24th June 2024 Dividend yield will be 67%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 23% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 15Vodacom Group Limited Declares Final Dividend in Respect of the Financial Year Ended 31 March 2024, Payable on 24 June 2024Vodacom Group Limited announced that a gross final dividend number 30 of 285 cents per ordinary share in respect of the financial year ended 31 March 2024 has been declared payable on 24 June 2024 to shareholders recorded in the register at the close of business on 21 June 2024. This brings the full mass dividend to ZAR 5.90 per share, equating to ZAR 12.2 billion in cash paid. The number of ordinary shares in issue at the date of this declaration is 2,077,841,204. The ordinary dividend will be subject to a local dividend withholding tax rate of 20% which will result in a net final dividend to those shareholders not exempt from paying dividend withholding tax of 228 cents per ordinary share. The last day to trade shares cum dividend is 18 June 2024, shares commence trading ex-dividend is 19 June 2024, record date is 21 June 2024, and payment date is 24 June 2024. On 24 June 2024, the final dividend will be electronically transferred into the bank accounts of all certificated shareholders where this facility is available.
Reported Earnings • May 13Full year 2024 earnings released: EPS: R8.42 (vs R9.48 in FY 2023)Full year 2024 results: EPS: R8.42 (down from R9.48 in FY 2023). Revenue: R150.6b (up 26% from FY 2023). Net income: R16.3b (down 2.8% from FY 2023). Profit margin: 11% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 27Vodacom Group Limited to Report Fiscal Year 2024 Results on May 13, 2024Vodacom Group Limited announced that they will report fiscal year 2024 results on May 13, 2024
お知らせ • Mar 13Vodacom Group Limited Appoints Govinda Sateesh Kamath as Non-Executive Director, Effective March 15, 2024Vodacom Group Limited announced that Govinda Sateesh Kamath will join the board of directors as a non-executive director with effect from 15 March 2024. Sateesh is the Global Finance Director Markets of Vodafone Group Plc, responsible for financial oversight of Vodafone's operations in Europe, Africa, and its joint ventures and associates in Asia. Prior to assuming this role, Sateesh held other senior financial roles in Vodafone including Regional Finance Director for Europe cluster, Global Financial Director for Vodafone Business and Regional Controller for Asia, Middle East and Africa. Sateesh was also Finance director of Vodacom Tanzania from May 2014 to 2016 and the Chief Financial Officer of Safaricom Plc from August 2016 to July 2020. During his tenure Safaricom saw a step change in M-Pesa product portfolio and revenues and digitization of operations, resulting in significant improvement in margins and market capitalisation. Before joining Vodafone in 2004, Sateesh held various senior financial roles in Coca-Cola Beverages and listed entities in India Amara Raja Batteries and Coats Viyella Limited. An Indian national, Sateesh holds a BCom (First Class Honours) from Mahatma Gandhi University and is a Qualified Accountant from the Institute of Cost and Works Accountants of India. He also holds a Practitioners Diploma in Executive Coaching from the Academy of Executive Coaching.
Upcoming Dividend • Nov 24Upcoming dividend of R3.05 per share at 6.3% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (5.0%). Lower than average of industry peers (7.9%).
New Risk • Nov 15New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 44% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (14% increase in shares outstanding).
お知らせ • Nov 15Vodacom Group Limited Announces Interim Dividend for the Six Months Ended 30 September 2023, Payable on 4 December 2023Vodacom Group Limited announced that a gross interim dividend number 29 of 305 cents per ordinary share in respect of the six months ended 30 September 2023 has been declared payable on 4 December 2023 to shareholders recorded in the register at the close of business on 1 December 2023. Shares commence trading ex-dividend date is 29 November 2023.
お知らせ • Sep 20Vodafone Group plc Announces Resignation of Ms Anna Dimitrova as A Non-Executive DirectorVodafone Group Plc advised that Ms Anna Dimitrova, a non-executive director, has resigned and has stepped down from the Vodacom Board with effect from 15 September 2023. The Chairman thanks Anna for her valuable contribution during her tenure and wishes her well with her future endeavours.
お知らせ • Sep 13Vodacom Group Limited Announces Change in Directorate and Constitution of CommitteeVodacom Group Limited announced that Sunil Sood has tendered his resignation as a non-executive director of the board of directors ("Board") with effect from 5 October 2023. Joakim Reiter will join the Board with effect from 6 October 2023, and will also become a member of the Social and Ethics Committee, Joakim is the Chief External and Corporate Affairs Officer of Vodafone Group Plc, and a member of the Vodafone Group Plc Executive Committee. Joakim is responsible for public relations and corporate affairs, including policy and regulation, communications, security, sustainability and charitable activities. He is also currently on the board of the Swedish Space Corporation, Trustee of Vodafone Group Foundation, and fellow at the Royal Society of Arts, UK. Before joining Vodafone in April 2017, Joakim was the Assistant Secretary-General of the United Nations and the Deputy Secretary-General of the United Nations Conference on Trade and Development (UNCTAD). Prior to that, he spent more than 15 years in the foreign service of Sweden, including as Deputy Director-General of the Ministry of Foreign Affairs, Ambassador to the World Trade Organization and at the Permanent Representation to the European Union. Joakim also served as an EU negotiator with DG Trade at the European Commission. A Swedishnational, Joakim holds a Masters in Economics from the London School of Economics and a Masters in Political Science from Lund University.
Upcoming Dividend • Jun 14Upcoming dividend of R3.30 per share at 5.6% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.9%).
お知らせ • May 17Vodacom Group Limited Announces Final Dividend for the Financial Year Ended 31 March 2023, Payable on 26 June 2023Vodacom Group Limited announced that a gross final dividend number 28 of 330 cents per ordinary share in respect of the financial year ended 31 March 2023 has been declared payable on 26 June 2023 to shareholders recorded in the register at the close of business on 23 June 2023. The dividend will be subject to a local dividend withholding tax rate of 20% which will result in a net final dividend to those shareholders not exempt from paying dividend withholding tax of 264 cents per ordinary share.
お知らせ • Feb 17Vodafone Mulls Options for Stake in Africa UnitVodafone Group Public Limited Company (LSE:VOD) is considering options for its majority 65% stake in African mobile communications company Vodacom Group Limited (JSE:VOD) in a push to gain more value from the holding, Bloomberg reported. The British firm has tapped advisers and has just started considering options, such as a merger with peers, selling assets in certain markets or selling a stake in the business, according to insiders cited by the news agency. Shares in Vodacom were trading 6.57% higher at ZAC 13,300 as of 1231 GMT+2. The company’s market capitalisation stands at about ZAR 260 billion (USD 14.4 billion/EUR 13.4 billion). Vodacom has operations in Tanzania, the Democratic Republic of the Congo, Mozambique, Lesotho and Kenya. Its mobile networks cover a population of over 400 million people, according to the company’s website. Vodafone earlier in 2023 reached a binding agreement to sell its operations in Hungary for HUF 660 billion (USD 1.85 billion/EUR 1.73 billion) with the divestment proceeds to be used for deleveraging.
Buying Opportunity • Jan 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.7%. The fair value is estimated to be €8.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.
Buying Opportunity • Dec 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be €8.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 32% in 2 years. Earnings is forecast to grow by 36% in the next 2 years.
Upcoming Dividend • Nov 23Upcoming dividend of R3.40 per shareEligible shareholders must have bought the stock before 30 November 2022. Payment date: 05 December 2022. Payout ratio and cash payout ratio are on the higher end at 80% and 91% respectively. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.5%).
Reported Earnings • Nov 16First half 2023 earnings released: EPS: R4.57 (vs R5.04 in 1H 2022)First half 2023 results: EPS: R4.57 (down from R5.04 in 1H 2022). Revenue: R53.7b (up 7.7% from 1H 2022). Net income: R7.74b (down 9.4% from 1H 2022). Profit margin: 14% (down from 17% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non-Executive Director Nomkhita Nqweni was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Nov 03Vodacom Group Limited, Annual General Meeting, Jul 20, 2023Vodacom Group Limited, Annual General Meeting, Jul 20, 2023.
お知らせ • Aug 04Vodacom Group Limited to Report Q1, 2024 Results on Jul 21, 2023Vodacom Group Limited announced that they will report Q1, 2024 results on Jul 21, 2023
お知らせ • Aug 03+ 2 more updatesVodacom Group Limited to Report Q3, 2023 Results on Jan 31, 2023Vodacom Group Limited announced that they will report Q3, 2023 results on Jan 31, 2023
Upcoming Dividend • Jun 15Upcoming dividend of R4.30 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 27 June 2022. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 6.3%. Within top quartile of German dividend payers (4.5%). In line with average of industry peers (6.8%).
Reported Earnings • May 18Full year 2022 earnings released: EPS: R10.13 (vs R9.78 in FY 2021)Full year 2022 results: EPS: R10.13 (up from R9.78 in FY 2021). Revenue: R102.7b (up 4.5% from FY 2021). Net income: R17.2b (up 3.5% from FY 2021). Profit margin: 17% (in line with FY 2021). Over the next year, revenue is forecast to grow 28%, compared to a 1.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 5% per year.
お知らせ • May 12Vodacom South Africa Announces Executive ChangesThe Vodacom Group has announced the appointment of Sitho Mdlalose as managing director (MD) of Vodacom South Africa. Mdlalose's appointment comes after the group announced that Balesh Sharma (current Vodacom SA MD) will be stepping down at the end of June to pursue an external career opportunity. Mdlalose is currently MD of Vodacom Tanzania, a position he has held since August 2021. He will report directly to Vodacom Group CEO Shameel Joosub and will join the Vodacom Group executive committee. Mdlalose's successor in Tanzania will be announced in due course.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Anne O'Leary was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 24Upcoming dividend of R4.20 per shareEligible shareholders must have bought the stock before 01 December 2021. Payment date: 06 December 2021. Trailing yield: 6.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (5.5%).
Reported Earnings • Nov 21First half 2022 earnings released: EPS R5.04 (vs R5.33 in 1H 2021)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2022 results: Revenue: R49.9b (up 4.2% from 1H 2021). Net income: R8.55b (down 5.4% from 1H 2021). Profit margin: 17% (down from 19% in 1H 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year.
Recent Insider Transactions • Aug 06CEO & Executive Director recently sold €415k worth of stockOn the 3rd of August, Mohamed Shameel Joosub sold around 52k shares on-market at roughly €8.02 per share. This was the largest sale by an insider in the last 3 months. This was Mohamed Shameel's only on-market trade for the last 12 months.
Upcoming Dividend • Jun 16Upcoming dividend of R4.10 per shareEligible shareholders must have bought the stock before 23 June 2021. Payment date: 28 June 2021. Trailing yield: 6.1%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (5.3%).
Reported Earnings • Jun 15Full year 2021 earnings released: EPS R9.78 (vs R9.39 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R98.3b (up 8.3% from FY 2020). Net income: R16.6b (up 4.0% from FY 2020). Profit margin: 17% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
Reported Earnings • May 19Full year 2021 earnings released: EPS R9.78 (vs R9.39 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R98.3b (up 8.3% from FY 2020). Net income: R16.6b (up 4.0% from FY 2020). Profit margin: 17% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Mar 06YeboYethu (RF) Limited Appoints Vodacom Group Limited as Company Secretary with Effect from 5 March 2021YeboYethu (RF) Limited announced that its Board has appointed Vodacom Group Limited as company secretary with effect from 5 March 2021.
Is New 90 Day High Low • Feb 07New 90-day high: €7.35The company is up 11% from its price of €6.60 on 09 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Wireless Telecom industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.61 per share.
お知らせ • Jan 28Vodafone Reportedly Weighs Up Disposal of Ghana UnitVodafone Group Plc is exploring options for its controlling stake in Ghana Telecommunications Company Limited, including the potential sale to its majority-owned subsidiary, Vodacom Group Limited (JSE:VOD), as part of efforts to cut debt and restructure its African businesses, Bloomberg reported citing insiders. A deal of any kind would reportedly be subject to clearance by the government of Ghana, which owns the remaining 30% of the domestic telecoms firm. Vodafone has not yet made a firm decision on how to proceed with the holding, the sources cautioned.
お知らせ • Nov 27Vodacom Group Limited Announces Directorate and Change in Committee MembershipVodacom Group Limited announced that Mr. Vivek Badrinath will step down from the Board with effect from 31 December 2020. Shareholders are further advised that Ms Anne O' Leary will join the Board as a non-executive director with effect from 1 January 2021. She is the CEO of Vodafone Ireland, a role she has held since 2013. Prior to that she was the Vodafone Business Director (2008-2013). Anne joined Vodafone from BT where she had been the managing director of BT Ireland from 2002 to 2008. Previously she held various senior executive roles at ESAT Telecoms, Golden Pages Advertising and Reuters London. Shareholders are advised that Mr. Khumo Shuenyane has assumed the role of chairman of the Social & Ethics Committee. He takes over from Mr. Saki Macozoma who remains a member of the Social & Ethics Committee.
お知らせ • Nov 14+ 3 more updatesVodacom Group Limited to Report Fiscal Year 2021 Results on May 17, 2021Vodacom Group Limited announced that they will report fiscal year 2021 results on May 17, 2021
Is New 90 Day High Low • Nov 11New 90-day high: €6.85The company is up 9.0% from its price of €6.30 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.72 per share.
お知らせ • Oct 31+ 1 more updateVodacom Group Limited Announces Board ChangesVodacom Group Limited announced that Ms Raisibe Morathi would join Vodacom as Executive Director with effect from 1 November 2020. Mr. Sitho Mdlalose will resign as a director of the company and step down from the Board at close of business on 31 October 2020.
Is New 90 Day High Low • Sep 23New 90-day low: €6.00The company is down 2.0% from its price of €6.15 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Wireless Telecom industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.91 per share.
お知らせ • Jul 30Synergy Communications completed the acquisition of Enterprise focused operations in three markets of Vodacom Group Limited.Synergy Communications entered into an agreement to acquire Enterprise focused operations in three markets of Vodacom Group Limited on June 21, 2019. Deal involves business unit operations in Nigeria, Zambia and Cote d’Ivoire. Deal is subject to the approval of the regulatory authorities. Synergy Communications completed the acquisition of Enterprise focused operations in three markets of Vodacom Group Limited on May 11, 2020.
