Vodacom Group Limited

JSE:VOD 주식 리포트

시가총액: R273.0b

Vodacom Group 경영진

경영진 기준 점검 4/4

Vodacom Group CEO는 Mohamed Shameel Joosub, Sep2012 에 임명되었습니다 의 임기는 13.67 년입니다. 총 연간 보상은 ZAR68.73M, 24.9% 급여 및 75.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ZAR219.81M 가치에 해당하는 회사 주식의 0.081% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.5 년과 6 년입니다.

핵심 정보

Mohamed Shameel Joosub

최고경영자

R68.7m

총 보수

CEO 급여 비율24.93%
CEO 재임 기간13.7yrs
CEO 지분 보유율0.08%
경영진 평균 재임 기간4.5yrs
이사회 평균 재임 기간6yrs

최근 경영진 업데이트

We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Jul 16
We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Recent updates

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.

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.

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.

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.

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.

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).

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.

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.

Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing

Jan 07
Vodacom Group Limited's (JSE:VOD) Popularity With Investors Is Under Threat From Overpricing

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).

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.

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.

Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet

Dec 01
Vodacom Group (JSE:VOD) Has A Pretty Healthy Balance Sheet

Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30

Nov 13
Vodacom Group (JSE:VOD) Will Pay A Dividend Of ZAR3.30

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.

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.

Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit

Aug 27
Vodacom Group Limited's (JSE:VOD) Shareholders Might Be Looking For Exit

Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing

Aug 06
Return Trends At Vodacom Group (JSE:VOD) Aren't Appealing

We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Jul 16
We Think Some Shareholders May Hesitate To Increase Vodacom Group Limited's (JSE:VOD) CEO Compensation

Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year

Jun 15
Vodacom Group's (JSE:VOD) Shareholders Will Receive A Bigger Dividend Than Last Year

Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35

May 22
Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35

Vodacom Group Limited's (JSE:VOD) Price Is Out Of Tune With Earnings

May 09
Vodacom Group Limited's (JSE:VOD) Price Is Out Of Tune With Earnings
User avatar

Expanding Digital Horizons And Smashing Barriers To Drive Growth In African Telecom Markets

Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams.

CEO 보수 분석

Mohamed Shameel Joosub의 보수는 Vodacom Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Sep 30 2025n/an/a

R19b

Jun 30 2025n/an/a

R18b

Mar 31 2025R69mR17m

R17b

Dec 31 2024n/an/a

R16b

Sep 30 2024n/an/a

R15b

Jun 30 2024n/an/a

R16b

Mar 31 2024R66mR16m

R16b

Dec 31 2023n/an/a

R17b

Sep 30 2023n/an/a

R17b

Jun 30 2023n/an/a

R17b

Mar 31 2023R52mR15m

R17b

Dec 31 2022n/an/a

R17b

Sep 30 2022n/an/a

R16b

Jun 30 2022n/an/a

R17b

Mar 31 2022R54mR12m

R17b

Dec 31 2021n/an/a

R17b

Sep 30 2021n/an/a

R16b

Jun 30 2021n/an/a

R16b

Mar 31 2021R53mR12m

R17b

Dec 31 2020n/an/a

R17b

Sep 30 2020n/an/a

R17b

Jun 30 2020n/an/a

R17b

Mar 31 2020R43mR12m

R16b

보상 대 시장: Mohamed Shameel의 총 보수(USD4.14M)는 ZA 시장에서 비슷한 규모 기업의 평균(USD3.44M) 수준입니다.

보상과 수익: Mohamed Shameel의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Mohamed Shameel Joosub (54 yo)

13.7yrs
재임 기간
R68,732,792
보수

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

리더십 팀

이름직위재임 기간보수지분
Mohamed Shameel Joosub
CEO & Executive Director13.7yrsR68.73m0.081%
ZAR 219.8m
Raisibe Morathi
Group CFO & Executive Director5.5yrsR31.85m데이터 없음
Dejan Kastelic
Chief Technology Officer6yrs데이터 없음데이터 없음
John-Paul Davids
Head of Investor Relationsno data데이터 없음데이터 없음
Anna Isaac
Chief Legal1.3yrs데이터 없음데이터 없음
Matimba Mbungela
Chief Human Resources Officer12yrsR5.86m데이터 없음
Johan van Graan
Chief Risk Officerno data데이터 없음데이터 없음
Muriel Loriloux
Chief Officer of Commercial & Strategy2.8yrs데이터 없음데이터 없음
Mariam Cassim
Chief Executive Officer of Vodacom Financial & Digital Services7.3yrs데이터 없음데이터 없음
Sean Bennett
Chief Officer of Mergers3.6yrs데이터 없음데이터 없음
Ayman Essam
Chief Officer of External Affairsless than a year데이터 없음데이터 없음
Sitholizwe Mdlalose
Chief Executive Officer of South Africa3.3yrs데이터 없음데이터 없음
4.5yrs
평균 재임 기간
52.5yo
평균 나이

경험이 풍부한 관리: VOD의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.5 년).

이사회 구성원

이름직위재임 기간보수지분
Mohamed Shameel Joosub
CEO & Executive Director13.7yrsR68.73m0.081%
ZAR 219.8m
Raisibe Morathi
Group CFO & Executive Director5.5yrsR31.85m데이터 없음
Sakumzi Macozoma
Independent Chairman8.8yrsR3.92m데이터 없음
Clive Thomson
Independent Non-Executive Director6.1yrsR1.42m데이터 없음
Phuthi Mahanyele-Dabengwa
Independent Non-Executive Director7.3yrsR1.12m데이터 없음
Khumo Shuenyane
Lead Independent Non-Executive Director5.8yrsR1.88m데이터 없음
Leanne Wood
Non-Independent Non-Executive Director6.8yrsR1.11m데이터 없음
Nomkhita Nqweni
Independent Non-Executive Director3.8yrsR1.02m데이터 없음
Sateesh Kamath
Non-Executive Director2.2yrsR593.67k데이터 없음
Joakim Reiter
Non-executive Director2.6yrsR916.80k데이터 없음
Pierre Christian Klotz
Non-Executive Director6.1yrsR755.24k데이터 없음
Nadia Benabdallah
Non-Executive Directorless than a year데이터 없음데이터 없음
6.0yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 이사회: VOD의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 10:26
종가2026/04/30 00:00
수익2025/09/30
연간 수익2025/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

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Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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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.

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