Vodacom Group 향후 성장
Future 기준 점검 3/6
Vodacom Group (는) 각각 연간 15.7% 및 15.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.7% 로 예상됩니다.
핵심 정보
15.7%
이익 성장률
13.70%
EPS 성장률
| Wireless Telecom 이익 성장 | 24.7% |
| 매출 성장률 | 15.8% |
| 향후 자기자본이익률 | 31.68% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 17 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • May 22
Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35
The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will be paying its dividend of ZAR3.35 on the 23rd...
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 279,798 | N/A | 57,946 | N/A | 2 |
| 3/31/2028 | 239,874 | 28,310 | 41,052 | 74,946 | 7 |
| 3/31/2027 | 223,202 | 24,266 | 37,387 | 70,491 | 8 |
| 3/31/2026 | 167,652 | 20,647 | 32,773 | 56,019 | N/A |
| 12/31/2025 | 163,963 | 19,755 | 32,818 | 56,864 | N/A |
| 9/30/2025 | 160,274 | 18,863 | 32,862 | 57,708 | N/A |
| 6/30/2025 | 156,251 | 17,731 | 30,486 | 55,254 | N/A |
| 3/31/2025 | 152,227 | 16,598 | 28,109 | 52,799 | N/A |
| 12/31/2024 | 151,781 | 15,674 | 26,699 | 50,487 | N/A |
| 9/30/2024 | 151,334 | 14,750 | 25,288 | 48,175 | N/A |
| 6/30/2024 | 150,964 | 15,521 | 25,987 | 48,593 | N/A |
| 3/31/2024 | 150,594 | 16,292 | 26,686 | 49,011 | N/A |
| 12/31/2023 | 144,425 | 16,852 | 26,092 | 46,860 | N/A |
| 9/30/2023 | 138,255 | 17,412 | 25,497 | 44,709 | N/A |
| 6/30/2023 | 128,713 | 17,090 | 23,137 | 42,830 | N/A |
| 3/31/2023 | 119,170 | 16,767 | 20,776 | 40,951 | N/A |
| 12/31/2022 | 112,882 | 16,563 | 18,413 | 37,836 | N/A |
| 9/30/2022 | 106,593 | 16,358 | 16,049 | 34,720 | N/A |
| 6/30/2022 | 104,665 | 16,761 | 18,117 | 34,374 | N/A |
| 3/31/2022 | 102,736 | 17,163 | 20,185 | 34,028 | N/A |
| 12/31/2021 | 101,525 | 16,630 | 19,851 | 32,820 | N/A |
| 9/30/2021 | 100,314 | 16,096 | 19,517 | 31,611 | N/A |
| 6/30/2021 | 99,308 | 16,339 | 19,718 | 32,486 | N/A |
| 3/31/2021 | 98,302 | 16,581 | 19,918 | 33,361 | N/A |
| 12/31/2020 | 96,252 | 16,861 | 19,641 | 33,516 | N/A |
| 9/30/2020 | 94,201 | 17,140 | 19,364 | 33,671 | N/A |
| 6/30/2020 | 92,474 | 16,542 | 19,154 | 33,253 | N/A |
| 3/31/2020 | 90,746 | 15,944 | 18,944 | 32,834 | N/A |
| 12/31/2019 | 89,528 | 16,018 | N/A | 31,746 | N/A |
| 9/30/2019 | 88,309 | 16,092 | N/A | 30,658 | N/A |
| 6/30/2019 | 87,468 | 15,457 | N/A | 29,349 | N/A |
| 3/31/2019 | 86,627 | 14,822 | N/A | 28,040 | N/A |
| 12/31/2018 | 86,855 | 14,940 | N/A | 27,817 | N/A |
| 9/30/2018 | 87,082 | 15,058 | N/A | 27,594 | N/A |
| 6/30/2018 | 86,726 | 15,201 | N/A | 26,850 | N/A |
| 3/31/2018 | 86,370 | 15,344 | N/A | 26,105 | N/A |
| 12/31/2017 | 84,746 | 14,585 | N/A | 25,034 | N/A |
| 9/30/2017 | 83,122 | 13,826 | N/A | 23,963 | N/A |
| 6/30/2017 | 82,200 | 13,622 | N/A | 24,852 | N/A |
| 3/31/2017 | 81,278 | 13,418 | N/A | 25,740 | N/A |
| 12/31/2016 | 81,477 | 13,157 | N/A | 26,146 | N/A |
| 9/30/2016 | 81,676 | 12,895 | N/A | 26,552 | N/A |
| 6/30/2016 | 80,877 | 12,906 | N/A | 25,448 | N/A |
| 3/31/2016 | 80,077 | 12,917 | N/A | 24,344 | N/A |
| 12/31/2015 | 77,792 | 12,932 | N/A | 23,389 | N/A |
| 9/30/2015 | 75,506 | 12,946 | N/A | 22,434 | N/A |
| 6/30/2015 | 75,003 | 12,809 | N/A | 21,827 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VOD 의 연간 예상 수익 증가율(15.7%)이 saving rate(9.8%)보다 높습니다.
수익 vs 시장: VOD 의 연간 수익(15.7%)이 ZA 시장(15.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: VOD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: VOD 의 수익(연간 15.8%)이 ZA 시장(연간 6.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: VOD 의 수익(연간 15.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VOD의 자본 수익률은 3년 후 31.7%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 21:48 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Vodacom Group Limited는 23명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |