View Future GrowthSafaricom 과거 순이익 실적과거 기준 점검 5/6Safaricom은 연평균 3.8%의 비율로 수입이 증가해 온 반면, Wireless Telecom 산업은 수입이 9.6% 증가했습니다. 매출은 연평균 9.2%의 비율로 증가했습니다. Safaricom의 자기자본이익률은 31.9%이고 순이익률은 22.7%입니다.핵심 정보3.81%순이익 성장률4.02%주당순이익(EPS) 성장률Wireless Telecom 산업 성장률13.03%매출 성장률9.20%자기자본이익률31.91%순이익률22.71%다음 순이익 업데이트05 Nov 2026최근 과거 실적 업데이트공시 • Jan 15+ 1 more updateSafaricom PLC to Report Q2, 2027 Results on Nov 05, 2026Safaricom PLC announced that they will report Q2, 2027 results on Nov 05, 2026Reported Earnings • Jul 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh385.2b (up 11% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Reported Earnings • May 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh388.7b (up 12% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.공시 • Jan 11+ 1 more updateSafaricom PLC to Report Q2, 2026 Results on Nov 07, 2025Safaricom PLC announced that they will report Q2, 2026 results at 7:00 AM, E. Africa Standard Time on Nov 07, 2025Reported Earnings • Nov 12First half 2025 earnings released: EPS: KSh0.70 (vs KSh0.85 in 1H 2024)First half 2025 results: EPS: KSh0.70 (down from KSh0.85 in 1H 2024). Revenue: KSh187.7b (up 15% from 1H 2024). Net income: KSh28.1b (down 18% from 1H 2024). Profit margin: 15% (down from 21% in 1H 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Reported Earnings • Jul 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: KSh1.57 (up from KSh1.55 in FY 2023). Revenue: KSh346.0b (up 12% from FY 2023). Net income: KSh63.0b (up 1.2% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Wireless Telecom industry in Africa. 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 25% per year, which means it is performing significantly worse than earnings.모든 업데이트 보기Recent updatesPrice Target Changed • May 16Price target increased by 7.1% to KSh37.74Up from KSh35.24, the current price target is an average from 7 analysts. New target price is 26% above last closing price of KSh30.05. Stock is up 51% over the past year. The company is forecast to post earnings per share of KSh2.76 for next year compared to KSh2.40 last year.Declared Dividend • May 09Final dividend of KSh1.15 announcedShareholders will receive a dividend of KSh1.15. Ex-date: 5th August 2026 Payment date: 4th September 2026 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • May 07Safaricom PLC, Annual General Meeting, Jul 31, 2026Safaricom PLC, Annual General Meeting, Jul 31, 2026.Upcoming Dividend • Feb 20Upcoming dividend of KSh0.85 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (6.2%). Higher than average of industry peers (1.0%).새로운 내러티브 • Feb 14Safaricom: Why I'm Holding LongIf you're investing in the Nairobi Securities Exchange and don't own Safaricom, you need to seriously rethink your portfolio. This isn't hype — it's the closest thing we have to a blue-chip monopoly on the NSE, and the numbers back it up.Declared Dividend • Feb 06First half dividend of KSh0.85 announcedShareholders will receive a dividend of KSh0.85. Ex-date: 26th February 2026 Payment date: 31st March 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (150% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jan 19Safaricom Appoints Sylvia Anampiu as Director of Fixed Business, Effective January 5, 2026Safaricom appointed Sylvia Anampiu as Director of Fixed Business, reinforcing its strategy to accelerate the evolution of Kenyas fixed broadband sector through more affordable and flexible fibre internet offerings for households and enterprises. Anampiu officially assumed the role on January 5 and will be responsible for shaping the overall direction, expansion, and financial performance of Safaricoms fixed broadband business. Her focus includes residential and corporate connectivity, alongside the rollout of innovative pricing models designed to make fibre internet accessible to a broader segment of the population, particularly in lower-income areas. Anampiu joins Safaricom from Bayobab Kenya, an MTN Group company, where she served as Managing Director and played a key role in fibre network growth and operational restructuring. Her professional background also includes senior roles at Airtel Africa, Orange Kenya, and Bayer East Africa, giving her broad experience across telecommunications and commercial leadership. Beyond consumer connectivity, her appointment supports Safaricoms wider ambition to deliver integrated digital solutions for small and medium-sized businesses, combining fixed internet with ICT, cloud, and IoT services. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity solutions that meet the evolving needs of Kenyan customers. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity.공시 • Jan 15+ 1 more updateSafaricom PLC to Report Q2, 2027 Results on Nov 05, 2026Safaricom PLC announced that they will report Q2, 2027 results on Nov 05, 2026New Risk • Jan 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% 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 (40% net debt to equity). Dividend is not well covered by cash flows (150% cash payout ratio).공시 • 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.Price Target Changed • Oct 15Price target increased by 10% to KSh32.36Up from KSh29.38, the current price target is an average from 7 analysts. New target price is 24% above last closing price of KSh26.00. Stock is up 69% over the past year. The company is forecast to post earnings per share of KSh2.29 for next year compared to KSh1.74 last year.Price Target Changed • Aug 21Price target increased by 11% to KSh28.32Up from KSh25.44, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of KSh27.25. Stock is up 82% over the past year. The company is forecast to post earnings per share of KSh2.26 for next year compared to KSh1.74 last year.Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 31 August 2025. Payout ratio is a comfortable 69% and the cash payout ratio is 76%. Trailing yield: 4.5%. Lower than top quartile of Kenyan dividend payers (9.0%). In line with average of industry peers (4.5%).Reported Earnings • Jul 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh385.2b (up 11% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh24.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Wireless Telecom industry globally. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh15.03 per share.Declared Dividend • May 12Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2025 Payment date: 31st August 2025 Dividend yield will be 6.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh388.7b (up 12% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.공시 • May 09Safaricom PLC, Annual General Meeting, Jul 25, 2025Safaricom PLC, Annual General Meeting, Jul 25, 2025.Upcoming Dividend • Feb 25Upcoming dividend of KSh0.55 per shareEligible shareholders must have bought the stock before 04 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 46% and the cash payout ratio is 86%. Trailing yield: 6.5%. Lower than top quartile of Kenyan dividend payers (9.4%). Higher than average of industry peers (4.9%).공시 • Jan 11+ 1 more updateSafaricom PLC to Report Q2, 2026 Results on Nov 07, 2025Safaricom PLC announced that they will report Q2, 2026 results at 7:00 AM, E. Africa Standard Time on Nov 07, 2025Buy Or Sell Opportunity • Jan 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to KSh17.60. The fair value is estimated to be KSh14.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has declined by 6.4%.New Risk • Jan 03New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh9.20 per share.Major Estimate Revision • Nov 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from KSh1.85 to KSh1.64 per share. Revenue forecast steady at KSh384.4b. Net income forecast to grow 25% next year vs 13% growth forecast for Wireless Telecom industry in Africa. Consensus price target broadly unchanged at KSh22.80. Share price was steady at KSh15.00 over the past week.Price Target Changed • Nov 16Price target decreased by 7.6% to KSh22.43Down from KSh24.26, the current price target is an average from 8 analysts. New target price is 48% above last closing price of KSh15.15. Stock is up 13% over the past year. The company is forecast to post earnings per share of KSh1.85 for next year compared to KSh1.57 last year.Reported Earnings • Nov 12First half 2025 earnings released: EPS: KSh0.70 (vs KSh0.85 in 1H 2024)First half 2025 results: EPS: KSh0.70 (down from KSh0.85 in 1H 2024). Revenue: KSh187.7b (up 15% from 1H 2024). Net income: KSh28.1b (down 18% from 1H 2024). Profit margin: 15% (down from 21% in 1H 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Oct 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to KSh17.40. The fair value is estimated to be KSh14.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.8% to KSh15.35. The fair value is estimated to be KSh19.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 31 August 2024. Payout ratio is on the higher end at 76%, and the cash payout ratio is above 100%. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (6.2%).Reported Earnings • Jul 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: KSh1.57 (up from KSh1.55 in FY 2023). Revenue: KSh346.0b (up 12% from FY 2023). Net income: KSh63.0b (up 1.2% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Wireless Telecom industry in Africa. 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 25% per year, which means it is performing significantly worse than earnings.공시 • Jul 01Safaricom PLC to Report First Half, 2025 Results on Nov 07, 2024Safaricom PLC announced that they will report first half, 2025 results on Nov 07, 2024Price Target Changed • May 22Price target increased by 7.7% to KSh23.09Up from KSh21.43, the current price target is an average from 10 analysts. New target price is 26% above last closing price of KSh18.30. Stock is up 20% over the past year. The company is forecast to post earnings per share of KSh2.03 for next year compared to KSh1.57 last year.New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (455% cash payout ratio). Large one-off items impacting financial results.Declared Dividend • May 11Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2024 Payment date: 31st August 2024 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (455% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 11Safaricom PLC, Annual General Meeting, Jul 25, 2024Safaricom PLC, Annual General Meeting, Jul 25, 2024.Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to KSh16.50. The fair value is estimated to be KSh13.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to decline by 24% in the next 2 years.공시 • Apr 26Safaricom PLC to Report Fiscal Year 2024 Results on May 09, 2024Safaricom PLC announced that they will report fiscal year 2024 results at 7:30 AM, E. Africa Standard Time on May 09, 2024New Risk • Apr 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (349% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.15 per share.Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to KSh13.15. The fair value is estimated to be KSh16.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to decline by 3.2% in the next 2 years.New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (358% cash payout ratio). Large one-off items impacting financial results.Price Target Changed • Dec 21Price target decreased by 8.6% to KSh21.87Down from KSh23.92, the current price target is an average from 10 analysts. New target price is 61% above last closing price of KSh13.55. Stock is down 45% over the past year. The company is forecast to post earnings per share of KSh1.52 for next year compared to KSh1.55 last year.Reported Earnings • Nov 13First half 2024 earnings released: EPS: KSh0.90 (vs KSh0.84 in 1H 2023)First half 2024 results: EPS: KSh0.90 (up from KSh0.84 in 1H 2023). Revenue: KSh164.6b (up 7.3% from 1H 2023). Net income: KSh34.2b (up 2.1% from 1H 2023). Profit margin: 21% (down from 22% in 1H 2023). 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 9.8% growth forecast for the Wireless Telecom industry in Africa. 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 25% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to KSh13.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Wireless Telecom industry in Africa. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh7.22 per share.공시 • Oct 19Safaricom PLC to Report First Half, 2024 Results on Nov 09, 2023Safaricom PLC announced that they will report first half, 2024 results on Nov 09, 2023Upcoming Dividend • Jul 24Upcoming dividend of KSh0.62 per share at 6.7% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 31 August 2023. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.1%).Reported Earnings • Jul 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh308.3b (up 4.2% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 1.7%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Wireless Telecom industry in Africa. 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 12% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh17.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh14.95 per share.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh15.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.09 per share.공시 • May 18Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1.Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1 on April 17, 2023. Completion of this transaction is subject to various approvals and regulatory approvals which are expected to be obtained before or during July 2023.Price Target Changed • May 17Price target decreased by 10% to KSh24.30Down from KSh27.06, the current price target is provided by 1 analyst. New target price is 57% above last closing price of KSh15.50. Stock is down 47% over the past year. The company posted earnings per share of KSh1.55 last year.Buying Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be KSh16.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to decline by 7.2% in the next 2 years.Reported Earnings • May 12Full year 2023 earnings released: EPS: KSh1.55 (vs KSh1.74 in FY 2022)Full year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh310.9b (up 4.3% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Wireless Telecom industry in Africa. 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 22% per year, which means it is performing significantly worse than earnings.Price Target Changed • Mar 17Price target decreased by 13% to KSh28.36Down from KSh32.56, the current price target is an average from 6 analysts. New target price is 73% above last closing price of KSh16.35. Stock is down 53% over the past year. The company is forecast to post earnings per share of KSh1.59 for next year compared to KSh1.74 last year.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to KSh19.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Wireless Telecom industry in Africa. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh8.42 per share.Upcoming Dividend • Mar 09Upcoming dividend of KSh0.58 per share at 6.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.3%).Reported Earnings • Nov 16First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 10.0% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.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, 1 was an independent director. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 13First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 9.7% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.공시 • Oct 26Safaricom PLC to Report First Half, 2023 Results on Nov 11, 2022Safaricom PLC announced that they will report first half, 2023 results on Nov 11, 2022Upcoming Dividend • Jul 25Upcoming dividend of KSh0.75 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is on the higher end at 80% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (10%). In line with average of industry peers (4.8%).Reported Earnings • Jul 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.0b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.2%, compared to a 16% growth forecast for the industry in Kenya. 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 1% per year.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to KSh27.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Wireless Telecom industry in Africa. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh23.55 per share.Reported Earnings • May 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.1b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.3%, compared to a 14% growth forecast for the industry in Kenya. 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.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Apr 21Safaricom PLC to Report Fiscal Year 2022 Results on May 12, 2022Safaricom PLC announced that they will report fiscal year 2022 results at 7:45 AM, E. Africa Standard Time on May 12, 2022Upcoming Dividend • Mar 11Upcoming dividend of KSh0.64 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 31 March 2022. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Kenyan dividend payers (8.0%). In line with average of industry peers (5.7%).Reported Earnings • Nov 14First half 2022 earnings released: EPS KSh0.92 (vs KSh0.83 in 1H 2021)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2022 results: Revenue: KSh146.4b (up 18% from 1H 2021). Net income: KSh37.2b (up 12% from 1H 2021). Profit margin: 25% (down from 27% 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 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 26Upcoming dividend of KSh0.92 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 31 August 2021. Trailing yield: 4.3%. Lower than top quartile of Kenyan dividend payers (7.7%). Lower than average of industry peers (5.4%).Reported Earnings • Jul 08Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Reported Earnings • May 16Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.Upcoming Dividend • Mar 01Upcoming Dividend of KSh0.45 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 8th of March. The trailing yield of 3.6% is below the top quartile of Kenyan dividend payers (7.7%), and is lower than industry peers (5.2%).Is New 90 Day High Low • Feb 06New 90-day high: KSh36.85The company is up 18% from its price of KSh31.30 on 06 November 2020. The Kenyan market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.48 per share.Is New 90 Day High Low • Jan 06New 90-day high: KSh34.40The company is up 14% from its price of KSh30.05 on 08 October 2020. The Kenyan market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.52 per share.Is New 90 Day High Low • Dec 18New 90-day high: KSh33.55The company is up 12% from its price of KSh30.00 on 18 September 2020. The Kenyan market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.45 per share.Is New 90 Day High Low • Dec 01New 90-day high: KSh32.70The company is up 9.0% from its price of KSh30.00 on 02 September 2020. The Kenyan market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.74 per share.공시 • Nov 17Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million.Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million in December, 2019. Safaricom PLC (NASE:SCOM) completed the acquisition of 18.96% stake in Circle Gas Limited in December, 2019.Reported Earnings • Nov 12First half 2021 earnings released: EPS KSh0.83The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: KSh124.5b (down 4.1% from 1H 2020). Net income: KSh33.1b (down 6.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.공시 • Nov 08Safaricom PLC to Report First Half, 2021 Results on Nov 09, 2020Safaricom PLC announced that they will report first half, 2021 results on Nov 09, 2020공시 • Nov 05Safaricom PLC Announces Appointment of Dilip Pal as Chief Finance OfficerSafaricom PLC announced the appointment of Dilip Pal to the role of Chief Finance Officer effective 1st November 2020. Dilip has more than 29 years of experience in Finance. He joins from DTAC Thailand.Is New 90 Day High Low • Nov 03New 90-day high: KSh31.25The company is up 20% from its price of KSh26.15 on 05 August 2020. The Kenyan market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.70 per share.Is New 90 Day High Low • Oct 08New 90-day high: KSh30.50The company is up 11% from its price of KSh27.50 on 10 July 2020. The Kenyan market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.50 per share.매출 및 비용 세부 내역Safaricom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NASE:SCOM 매출, 비용 및 순이익 (KES Millions)날짜매출순이익일반관리비연구개발비31 Mar 26420,99295,6094,013031 Dec 25410,47890,0357,796030 Sep 25399,96584,46211,580030 Jun 25392,59977,13012,620031 Mar 25385,23369,79913,661031 Dec 24377,97963,37211,980030 Sep 24370,72656,94410,299030 Jun 24358,34559,9689,407031 Mar 24345,96362,9928,514031 Dec 23332,57662,977-6,723030 Sep 23319,18962,961-21,960030 Jun 23313,75162,615-7,839031 Mar 23308,31362,2696,282031 Dec 22304,98764,1099,245030 Sep 22301,66165,94812,208030 Jun 22298,74967,7988,192031 Mar 22295,83869,6484,177031 Dec 21289,76171,2134,864030 Sep 21283,68572,7795,550030 Jun 21272,81570,7275,140031 Mar 21261,94568,6764,731031 Dec 20259,52770,1043,668030 Sep 20257,10971,5322,606030 Jun 20259,80472,5952,903031 Mar 20262,49973,6583,199031 Dec 19260,01970,087-10,197030 Sep 19257,37966,5162,227030 Jun 19253,75164,5033,742031 Mar 19250,12362,4915,257031 Dec 18246,21661,37519,382030 Sep 18242,44960,2595,308030 Jun 18238,32957,7744,463031 Mar 18234,20955,2893,618031 Dec 17230,90453,00324,003030 Sep 17227,60050,7146,578030 Jun 17221,44049,5794,858031 Mar 17215,27848,4443,138031 Dec 16208,01646,198-6,988030 Sep 16200,75943,9542,386030 Jun 16198,32541,0292,386031 Mar 16195,89038,1042,386031 Dec 15188,81536,672-6,650030 Sep 15181,74035,240-15,605030 Jun 15172,79833,555-6,8850양질의 수익: SCOM는 고품질 수익을 보유하고 있습니다.이익 마진 증가: SCOM의 현재 순 이익률 (22.7%)은 지난해 (18.1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SCOM의 수익은 지난 5년 동안 연평균 3.8% 증가했습니다.성장 가속화: 지난 1년간 SCOM 의 수익 증가율(37%)은 연간 평균(3.8%)을 초과합니다.수익 대 산업: SCOM의 지난 1년 수익 증가율(37%)은 Wireless Telecom 업계 평균(40.8%)을 능가하지 못했습니다.자기자본이익률높은 ROE: SCOM의 자본 수익률(31.9%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/30 18:50종가2026/05/29 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Safaricom PLC는 15명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Linet MuriungiAbsa Bank LimitedSarah WangaAIB-AXYS Africa Limitednull nullAIB-AXYS Africa Limited12명의 분석가 더 보기
공시 • Jan 15+ 1 more updateSafaricom PLC to Report Q2, 2027 Results on Nov 05, 2026Safaricom PLC announced that they will report Q2, 2027 results on Nov 05, 2026
Reported Earnings • Jul 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh385.2b (up 11% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Reported Earnings • May 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh388.7b (up 12% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
공시 • Jan 11+ 1 more updateSafaricom PLC to Report Q2, 2026 Results on Nov 07, 2025Safaricom PLC announced that they will report Q2, 2026 results at 7:00 AM, E. Africa Standard Time on Nov 07, 2025
Reported Earnings • Nov 12First half 2025 earnings released: EPS: KSh0.70 (vs KSh0.85 in 1H 2024)First half 2025 results: EPS: KSh0.70 (down from KSh0.85 in 1H 2024). Revenue: KSh187.7b (up 15% from 1H 2024). Net income: KSh28.1b (down 18% from 1H 2024). Profit margin: 15% (down from 21% in 1H 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Jul 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: KSh1.57 (up from KSh1.55 in FY 2023). Revenue: KSh346.0b (up 12% from FY 2023). Net income: KSh63.0b (up 1.2% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Wireless Telecom industry in Africa. 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 25% per year, which means it is performing significantly worse than earnings.
Price Target Changed • May 16Price target increased by 7.1% to KSh37.74Up from KSh35.24, the current price target is an average from 7 analysts. New target price is 26% above last closing price of KSh30.05. Stock is up 51% over the past year. The company is forecast to post earnings per share of KSh2.76 for next year compared to KSh2.40 last year.
Declared Dividend • May 09Final dividend of KSh1.15 announcedShareholders will receive a dividend of KSh1.15. Ex-date: 5th August 2026 Payment date: 4th September 2026 Dividend yield will be 6.2%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 07Safaricom PLC, Annual General Meeting, Jul 31, 2026Safaricom PLC, Annual General Meeting, Jul 31, 2026.
Upcoming Dividend • Feb 20Upcoming dividend of KSh0.85 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 31 March 2026. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (6.2%). Higher than average of industry peers (1.0%).
새로운 내러티브 • Feb 14Safaricom: Why I'm Holding LongIf you're investing in the Nairobi Securities Exchange and don't own Safaricom, you need to seriously rethink your portfolio. This isn't hype — it's the closest thing we have to a blue-chip monopoly on the NSE, and the numbers back it up.
Declared Dividend • Feb 06First half dividend of KSh0.85 announcedShareholders will receive a dividend of KSh0.85. Ex-date: 26th February 2026 Payment date: 31st March 2026 Dividend yield will be 4.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not covered by cash flows (150% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jan 19Safaricom Appoints Sylvia Anampiu as Director of Fixed Business, Effective January 5, 2026Safaricom appointed Sylvia Anampiu as Director of Fixed Business, reinforcing its strategy to accelerate the evolution of Kenyas fixed broadband sector through more affordable and flexible fibre internet offerings for households and enterprises. Anampiu officially assumed the role on January 5 and will be responsible for shaping the overall direction, expansion, and financial performance of Safaricoms fixed broadband business. Her focus includes residential and corporate connectivity, alongside the rollout of innovative pricing models designed to make fibre internet accessible to a broader segment of the population, particularly in lower-income areas. Anampiu joins Safaricom from Bayobab Kenya, an MTN Group company, where she served as Managing Director and played a key role in fibre network growth and operational restructuring. Her professional background also includes senior roles at Airtel Africa, Orange Kenya, and Bayer East Africa, giving her broad experience across telecommunications and commercial leadership. Beyond consumer connectivity, her appointment supports Safaricoms wider ambition to deliver integrated digital solutions for small and medium-sized businesses, combining fixed internet with ICT, cloud, and IoT services. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity solutions that meet the evolving needs of Kenyan customers. Through this approach, Safaricom aims to move beyond selling standalone products and instead provide flexible, future-ready connectivity.
공시 • Jan 15+ 1 more updateSafaricom PLC to Report Q2, 2027 Results on Nov 05, 2026Safaricom PLC announced that they will report Q2, 2027 results on Nov 05, 2026
New Risk • Jan 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% 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 (40% net debt to equity). Dividend is not well covered by cash flows (150% cash payout ratio).
공시 • 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.
Price Target Changed • Oct 15Price target increased by 10% to KSh32.36Up from KSh29.38, the current price target is an average from 7 analysts. New target price is 24% above last closing price of KSh26.00. Stock is up 69% over the past year. The company is forecast to post earnings per share of KSh2.29 for next year compared to KSh1.74 last year.
Price Target Changed • Aug 21Price target increased by 11% to KSh28.32Up from KSh25.44, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of KSh27.25. Stock is up 82% over the past year. The company is forecast to post earnings per share of KSh2.26 for next year compared to KSh1.74 last year.
Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 31 August 2025. Payout ratio is a comfortable 69% and the cash payout ratio is 76%. Trailing yield: 4.5%. Lower than top quartile of Kenyan dividend payers (9.0%). In line with average of industry peers (4.5%).
Reported Earnings • Jul 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh385.2b (up 11% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh24.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Wireless Telecom industry globally. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh15.03 per share.
Declared Dividend • May 12Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2025 Payment date: 31st August 2025 Dividend yield will be 6.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: KSh1.74 (up from KSh1.57 in FY 2024). Revenue: KSh388.7b (up 12% from FY 2024). Net income: KSh69.8b (up 11% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
공시 • May 09Safaricom PLC, Annual General Meeting, Jul 25, 2025Safaricom PLC, Annual General Meeting, Jul 25, 2025.
Upcoming Dividend • Feb 25Upcoming dividend of KSh0.55 per shareEligible shareholders must have bought the stock before 04 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 46% and the cash payout ratio is 86%. Trailing yield: 6.5%. Lower than top quartile of Kenyan dividend payers (9.4%). Higher than average of industry peers (4.9%).
공시 • Jan 11+ 1 more updateSafaricom PLC to Report Q2, 2026 Results on Nov 07, 2025Safaricom PLC announced that they will report Q2, 2026 results at 7:00 AM, E. Africa Standard Time on Nov 07, 2025
Buy Or Sell Opportunity • Jan 06Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to KSh17.60. The fair value is estimated to be KSh14.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has declined by 6.4%.
New Risk • Jan 03New major risk - Revenue and earnings growthEarnings have declined by 3.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh9.20 per share.
Major Estimate Revision • Nov 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from KSh1.85 to KSh1.64 per share. Revenue forecast steady at KSh384.4b. Net income forecast to grow 25% next year vs 13% growth forecast for Wireless Telecom industry in Africa. Consensus price target broadly unchanged at KSh22.80. Share price was steady at KSh15.00 over the past week.
Price Target Changed • Nov 16Price target decreased by 7.6% to KSh22.43Down from KSh24.26, the current price target is an average from 8 analysts. New target price is 48% above last closing price of KSh15.15. Stock is up 13% over the past year. The company is forecast to post earnings per share of KSh1.85 for next year compared to KSh1.57 last year.
Reported Earnings • Nov 12First half 2025 earnings released: EPS: KSh0.70 (vs KSh0.85 in 1H 2024)First half 2025 results: EPS: KSh0.70 (down from KSh0.85 in 1H 2024). Revenue: KSh187.7b (up 15% from 1H 2024). Net income: KSh28.1b (down 18% from 1H 2024). Profit margin: 15% (down from 21% in 1H 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Global Wireless Telecom industry. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Oct 29Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to KSh17.40. The fair value is estimated to be KSh14.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period.
Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.8% to KSh15.35. The fair value is estimated to be KSh19.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has declined by 4.2%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period.
Upcoming Dividend • Jul 25Upcoming dividend of KSh0.65 per shareEligible shareholders must have bought the stock before 01 August 2024. Payment date: 31 August 2024. Payout ratio is on the higher end at 76%, and the cash payout ratio is above 100%. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (6.2%).
Reported Earnings • Jul 07Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: KSh1.57 (up from KSh1.55 in FY 2023). Revenue: KSh346.0b (up 12% from FY 2023). Net income: KSh63.0b (up 1.2% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Wireless Telecom industry in Africa. 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 25% per year, which means it is performing significantly worse than earnings.
공시 • Jul 01Safaricom PLC to Report First Half, 2025 Results on Nov 07, 2024Safaricom PLC announced that they will report first half, 2025 results on Nov 07, 2024
Price Target Changed • May 22Price target increased by 7.7% to KSh23.09Up from KSh21.43, the current price target is an average from 10 analysts. New target price is 26% above last closing price of KSh18.30. Stock is up 20% over the past year. The company is forecast to post earnings per share of KSh2.03 for next year compared to KSh1.57 last year.
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (455% cash payout ratio). Large one-off items impacting financial results.
Declared Dividend • May 11Final dividend of KSh0.65 announcedShareholders will receive a dividend of KSh0.65. Ex-date: 1st August 2024 Payment date: 31st August 2024 Dividend yield will be 7.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (455% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 11Safaricom PLC, Annual General Meeting, Jul 25, 2024Safaricom PLC, Annual General Meeting, Jul 25, 2024.
Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to KSh16.50. The fair value is estimated to be KSh13.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to decline by 24% in the next 2 years.
공시 • Apr 26Safaricom PLC to Report Fiscal Year 2024 Results on May 09, 2024Safaricom PLC announced that they will report fiscal year 2024 results at 7:30 AM, E. Africa Standard Time on May 09, 2024
New Risk • Apr 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (349% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh17.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.15 per share.
Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Mar 15First half dividend reduced to KSh0.55Dividend of KSh0.55 is 5.2% lower than last year. Ex-date: 18th March 2024 Payment date: 31st March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is covered by earnings (71% earnings payout ratio) but not covered by cash flows (349% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 07Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to KSh13.15. The fair value is estimated to be KSh16.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 4.2%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to decline by 3.2% in the next 2 years.
New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 37% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (358% cash payout ratio). Large one-off items impacting financial results.
Price Target Changed • Dec 21Price target decreased by 8.6% to KSh21.87Down from KSh23.92, the current price target is an average from 10 analysts. New target price is 61% above last closing price of KSh13.55. Stock is down 45% over the past year. The company is forecast to post earnings per share of KSh1.52 for next year compared to KSh1.55 last year.
Reported Earnings • Nov 13First half 2024 earnings released: EPS: KSh0.90 (vs KSh0.84 in 1H 2023)First half 2024 results: EPS: KSh0.90 (up from KSh0.84 in 1H 2023). Revenue: KSh164.6b (up 7.3% from 1H 2023). Net income: KSh34.2b (up 2.1% from 1H 2023). Profit margin: 21% (down from 22% in 1H 2023). 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 9.8% growth forecast for the Wireless Telecom industry in Africa. 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 25% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to KSh13.50, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Wireless Telecom industry in Africa. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh7.22 per share.
공시 • Oct 19Safaricom PLC to Report First Half, 2024 Results on Nov 09, 2023Safaricom PLC announced that they will report first half, 2024 results on Nov 09, 2023
Upcoming Dividend • Jul 24Upcoming dividend of KSh0.62 per share at 6.7% yieldEligible shareholders must have bought the stock before 31 July 2023. Payment date: 31 August 2023. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.1%).
Reported Earnings • Jul 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh308.3b (up 4.2% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 24% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 1.7%. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Wireless Telecom industry in Africa. 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 12% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh17.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry globally. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh14.95 per share.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to KSh15.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Wireless Telecom industry in Africa. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh18.09 per share.
공시 • May 18Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1.Safaricom PLC (NASE:SCOM) entered into an agreement to acquire M-Pesa Holding Company Limited from Vodafone Group Public Limited Company (LSE:VOD) for $1 on April 17, 2023. Completion of this transaction is subject to various approvals and regulatory approvals which are expected to be obtained before or during July 2023.
Price Target Changed • May 17Price target decreased by 10% to KSh24.30Down from KSh27.06, the current price target is provided by 1 analyst. New target price is 57% above last closing price of KSh15.50. Stock is down 47% over the past year. The company posted earnings per share of KSh1.55 last year.
Buying Opportunity • May 15Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be KSh16.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.3%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to decline by 7.2% in the next 2 years.
Reported Earnings • May 12Full year 2023 earnings released: EPS: KSh1.55 (vs KSh1.74 in FY 2022)Full year 2023 results: EPS: KSh1.55 (down from KSh1.74 in FY 2022). Revenue: KSh310.9b (up 4.3% from FY 2022). Net income: KSh62.3b (down 11% from FY 2022). Profit margin: 20% (down from 23% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Wireless Telecom industry in Africa. 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 22% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Mar 17Price target decreased by 13% to KSh28.36Down from KSh32.56, the current price target is an average from 6 analysts. New target price is 73% above last closing price of KSh16.35. Stock is down 53% over the past year. The company is forecast to post earnings per share of KSh1.59 for next year compared to KSh1.74 last year.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to KSh19.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Wireless Telecom industry in Africa. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh8.42 per share.
Upcoming Dividend • Mar 09Upcoming dividend of KSh0.58 per share at 6.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 31 March 2023. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Lower than top quartile of Kenyan dividend payers (11%). Higher than average of industry peers (5.3%).
Reported Earnings • Nov 16First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 10.0% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
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, 1 was an independent director. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 13First half 2023 earnings released: EPS: KSh0.84 (vs KSh0.92 in 1H 2022)First half 2023 results: EPS: KSh0.84 (down from KSh0.92 in 1H 2022). Revenue: KSh153.4b (up 4.8% from 1H 2022). Net income: KSh33.5b (down 9.7% from 1H 2022). Profit margin: 22% (down from 25% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Wireless Telecom industry in Africa. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year.
공시 • Oct 26Safaricom PLC to Report First Half, 2023 Results on Nov 11, 2022Safaricom PLC announced that they will report first half, 2023 results on Nov 11, 2022
Upcoming Dividend • Jul 25Upcoming dividend of KSh0.75 per shareEligible shareholders must have bought the stock before 01 August 2022. Payment date: 31 August 2022. Payout ratio is on the higher end at 80% but the company is not cash flow positive. Trailing yield: 4.7%. Lower than top quartile of Kenyan dividend payers (10%). In line with average of industry peers (4.8%).
Reported Earnings • Jul 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.0b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.2%, compared to a 16% growth forecast for the industry in Kenya. 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 1% per year.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to KSh27.60, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Wireless Telecom industry in Africa. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at KSh23.55 per share.
Reported Earnings • May 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: KSh1.74 (up from KSh1.71 in FY 2021). Revenue: KSh298.1b (up 13% from FY 2021). Net income: KSh69.6b (up 1.4% from FY 2021). Profit margin: 23% (down from 26% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.3%, compared to a 14% growth forecast for the industry in Kenya. 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.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Non-Executive Director Winnie Ouko was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Apr 21Safaricom PLC to Report Fiscal Year 2022 Results on May 12, 2022Safaricom PLC announced that they will report fiscal year 2022 results at 7:45 AM, E. Africa Standard Time on May 12, 2022
Upcoming Dividend • Mar 11Upcoming dividend of KSh0.64 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 31 March 2022. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Kenyan dividend payers (8.0%). In line with average of industry peers (5.7%).
Reported Earnings • Nov 14First half 2022 earnings released: EPS KSh0.92 (vs KSh0.83 in 1H 2021)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2022 results: Revenue: KSh146.4b (up 18% from 1H 2021). Net income: KSh37.2b (up 12% from 1H 2021). Profit margin: 25% (down from 27% 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 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 26Upcoming dividend of KSh0.92 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 31 August 2021. Trailing yield: 4.3%. Lower than top quartile of Kenyan dividend payers (7.7%). Lower than average of industry peers (5.4%).
Reported Earnings • Jul 08Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Reported Earnings • May 16Full year 2021 earnings released: EPS KSh1.71 (vs KSh1.84 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: KSh264.0b (flat on FY 2020). Net income: KSh68.7b (down 6.8% from FY 2020). Profit margin: 26% (down from 28% in FY 2020). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 10% per year.
Upcoming Dividend • Mar 01Upcoming Dividend of KSh0.45 Per ShareWill be paid on the 31st of March to those who are registered shareholders by the 8th of March. The trailing yield of 3.6% is below the top quartile of Kenyan dividend payers (7.7%), and is lower than industry peers (5.2%).
Is New 90 Day High Low • Feb 06New 90-day high: KSh36.85The company is up 18% from its price of KSh31.30 on 06 November 2020. The Kenyan market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.48 per share.
Is New 90 Day High Low • Jan 06New 90-day high: KSh34.40The company is up 14% from its price of KSh30.05 on 08 October 2020. The Kenyan market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.52 per share.
Is New 90 Day High Low • Dec 18New 90-day high: KSh33.55The company is up 12% from its price of KSh30.00 on 18 September 2020. The Kenyan market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh15.45 per share.
Is New 90 Day High Low • Dec 01New 90-day high: KSh32.70The company is up 9.0% from its price of KSh30.00 on 02 September 2020. The Kenyan market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.74 per share.
공시 • Nov 17Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million.Safaricom PLC (NASE:SCOM) acquired 18.96% stake in Circle Gas Limited for KES 385 million in December, 2019. Safaricom PLC (NASE:SCOM) completed the acquisition of 18.96% stake in Circle Gas Limited in December, 2019.
Reported Earnings • Nov 12First half 2021 earnings released: EPS KSh0.83The company reported a poor first half result with weaker earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: KSh124.5b (down 4.1% from 1H 2020). Net income: KSh33.1b (down 6.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
공시 • Nov 08Safaricom PLC to Report First Half, 2021 Results on Nov 09, 2020Safaricom PLC announced that they will report first half, 2021 results on Nov 09, 2020
공시 • Nov 05Safaricom PLC Announces Appointment of Dilip Pal as Chief Finance OfficerSafaricom PLC announced the appointment of Dilip Pal to the role of Chief Finance Officer effective 1st November 2020. Dilip has more than 29 years of experience in Finance. He joins from DTAC Thailand.
Is New 90 Day High Low • Nov 03New 90-day high: KSh31.25The company is up 20% from its price of KSh26.15 on 05 August 2020. The Kenyan market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.70 per share.
Is New 90 Day High Low • Oct 08New 90-day high: KSh30.50The company is up 11% from its price of KSh27.50 on 10 July 2020. The Kenyan market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh12.50 per share.
