Vodacom Group Limited

JSE:VOD 株式レポート

時価総額:R294.1b

Vodacom Group マネジメント

マネジメント 基準チェック /44

Vodacom Groupの CEO はMohamed Shameel Joosubで、 Sep2012年に任命され、 の在任期間は 13.75年です。 の年間総報酬はZAR 68.73Mで、 24.9%給与と75.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.081%を直接所有しており、その価値はZAR 236.80M 。経営陣と取締役会の平均在任期間はそれぞれ4.6年と6年です。

主要情報

Mohamed Shameel Joosub

最高経営責任者

R68.7m

報酬総額

CEO給与比率24.93%
CEO在任期間13.8yrs
CEOの所有権0.08%
経営陣の平均在職期間4.6yrs
取締役会の平均在任期間6yrs

経営陣の近況

分析記事 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...

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.

CEO報酬分析

Vodacom Group の収益と比較して、Mohamed Shameel Joosub の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

R21b

Dec 31 2025n/an/a

R20b

Sep 30 2025n/an/a

R19b

Jun 30 2025n/an/a

R18b

Mar 31 2025R69mR17m

R17b

Dec 31 2024n/an/a

R16b

Sep 30 2024n/an/a

R15b

Jun 30 2024n/an/a

R16b

Mar 31 2024R66mR16m

R16b

Dec 31 2023n/an/a

R17b

Sep 30 2023n/an/a

R17b

Jun 30 2023n/an/a

R17b

Mar 31 2023R52mR15m

R17b

Dec 31 2022n/an/a

R17b

Sep 30 2022n/an/a

R16b

Jun 30 2022n/an/a

R17b

Mar 31 2022R54mR12m

R17b

Dec 31 2021n/an/a

R17b

Sep 30 2021n/an/a

R16b

Jun 30 2021n/an/a

R16b

Mar 31 2021R53mR12m

R17b

Dec 31 2020n/an/a

R17b

Sep 30 2020n/an/a

R17b

Jun 30 2020n/an/a

R17b

Mar 31 2020R43mR12m

R16b

報酬と市場: Mohamed Shameelの 総報酬 ($USD 4.24M ) は、 ZA市場 ($USD 3.56M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Mohamed Shameelの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mohamed Shameel Joosub (55 yo)

13.8yrs
在職期間
R68,732,792
報酬

Mr. Mohamed Shameel Aziz Joosub has been the Chief Executive Officer of Vodacom Group Limited since September 1, 2012. Mr. Joosub served as Managing Director of Vodacom (Pty) Limited from April 01, 2005 to...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Mohamed Shameel Joosub
CEO & Executive Director13.8yrsR68.73m0.081%
ZAR 236.8m
Raisibe Morathi
Group CFO & Executive Director5.6yrsR31.85mデータなし
Dejan Kastelic
Chief Technology Officer6.1yrsデータなしデータなし
John-Paul Davids
Head of Investor Relationsno dataデータなしデータなし
Anna Isaac
Chief Legal1.4yrsデータなしデータなし
Matimba Mbungela
Chief Human Resources Officer12.1yrsR5.86mデータなし
Johan van Graan
Chief Risk Officerno dataデータなしデータなし
Muriel Loriloux
Chief Officer of Commercial & Strategy2.8yrsデータなしデータなし
Mariam Cassim
Chief Executive Officer of Vodacom Financial & Digital Services7.3yrsデータなしデータなし
Sean Bennett
Chief Officer of Mergers3.7yrsデータなしデータなし
Ayman Essam
Chief Officer of External Affairsless than a yearデータなしデータなし
Sitholizwe Mdlalose
Chief Executive Officer of South Africa3.4yrsデータなしデータなし
4.6yrs
平均在職期間
53.5yo
平均年齢

経験豊富な経営陣: VODの経営陣は 経験豊富 であると考えられます ( 4.6年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Mohamed Shameel Joosub
CEO & Executive Director13.8yrsR68.73m0.081%
ZAR 236.8m
Raisibe Morathi
Group CFO & Executive Director5.6yrsR31.85mデータなし
Sakumzi Macozoma
Independent Chairman8.9yrsR3.92mデータなし
Clive Thomson
Independent Non-Executive Director6.2yrsR1.42mデータなし
Phuthi Mahanyele-Dabengwa
Independent Non-Executive Director7.4yrsR1.12mデータなし
Khumo Shuenyane
Lead Independent Non-Executive Director5.9yrsR1.88mデータなし
Leanne Wood
Non-Independent Non-Executive Director6.9yrsR1.11mデータなし
Nomkhita Nqweni
Independent Non-Executive Director3.9yrsR1.02mデータなし
Sateesh Kamath
Non-Executive Director2.3yrsR593.67kデータなし
Joakim Reiter
Non-executive Director2.7yrsR916.80kデータなし
Pierre Christian Klotz
Non-Executive Director6.2yrsR755.24kデータなし
Nadia Benabdallah
Non-Executive Directorless than a yearデータなしデータなし
6.0yrs
平均在職期間
55yo
平均年齢

経験豊富なボード: VODの 取締役会経験豊富 であると考えられます ( 6年の平均在任期間)。


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2026/06/01 08:10
終値2026/05/29 00:00
収益2026/03/31
年間収益2026/03/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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 Limited
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