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South African (JSE) Integrated Telecom Services Industry Analysis

UpdatedDec 03, 2025
DataAggregated Company Financials
Companies2
  • 7D3.4%
  • 3M-5.3%
  • 1Y54.8%
  • YTDn/a

In the last week, Integrated Telecom Services has been flat. As for the the longer term, the industry is up 52% over the past 12 months. Earnings are forecast to be flat in the coming years.

Industry Valuation and Performance

Has the South African Integrated Telecom Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Dec 2025R34.0bR58.7bR6.0b5.3x5.7x0.6x
Fri, 31 Oct 2025R35.5bR57.9bR5.3b6.6x6.7x0.6x
Sun, 28 Sep 2025R36.4bR57.9bR5.3b6.8x6.9x0.6x
Tue, 26 Aug 2025R40.2bR58.1bR3.4b16.2x11.8x0.7x
Thu, 24 Jul 2025R41.8bR58.1bR3.4b15.6x12.2x0.7x
Sat, 21 Jun 2025R34.6bR58.1bR3.4b13.8x10.1x0.6x
Mon, 19 May 2025R27.8bR57.1bR2.2b13.2x12.9x0.5x
Wed, 16 Apr 2025R25.2bR57.1bR2.2b11.4x11.7x0.4x
Fri, 14 Mar 2025R23.3bR57.1bR2.2b10.7x10.8x0.4x
Sun, 09 Feb 2025R22.4bR57.5bR2.2b10x10.4x0.4x
Tue, 07 Jan 2025R21.8bR57.5bR2.2b9.4x10.1x0.4x
Thu, 05 Dec 2024R21.9bR57.5bR2.2b9.4x10.1x0.4x
Sat, 02 Nov 2024R18.4bR56.8bR2.1b8.5x8.8x0.3x
Mon, 30 Sep 2024R17.8bR56.8bR2.1b8.1x8.5x0.3x
Wed, 28 Aug 2024R18.6bR59.1bR2.2b8x8.5x0.3x
Fri, 26 Jul 2024R15.4bR59.1bR2.2b6.6x7x0.3x
Sun, 23 Jun 2024R15.7bR59.1bR2.2b6.6x7.1x0.3x
Tue, 21 May 2024R16.4bR60.3b-R8,910,400,499.0013.9x-1.8x0.3x
Thu, 18 Apr 2024R16.3bR60.3b-R8,910,400,499.0013.8x-1.8x0.3x
Sat, 16 Mar 2024R16.3bR60.3b-R8,910,400,499.0013.4x-1.8x0.3x
Mon, 12 Feb 2024R16.4bR62.5b-R9,393,641,499.0016.9x-1.7x0.3x
Wed, 10 Jan 2024R18.2bR62.5b-R9,393,641,499.0017.3x-1.9x0.3x
Fri, 08 Dec 2023R16.3bR62.5b-R9,393,641,499.0017.2x-1.7x0.3x
Sun, 05 Nov 2023R14.8bR62.0b-R9,693,641,499.0016.6x-1.5x0.2x
Tue, 03 Oct 2023R14.2bR62.0b-R9,694,994,761.0018.1x-1.5x0.2x
Thu, 31 Aug 2023R16.6bR61.6b-R9,583,305,473.006.9x-1.7x0.3x
Sat, 29 Jul 2023R17.2bR61.6b-R9,583,305,473.007x-1.8x0.3x
Mon, 26 Jun 2023R18.2bR62.0b-R9,583,305,473.007.5x-1.9x0.3x
Wed, 24 May 2023R16.4bR61.1bR2.3b7.3x7.1x0.3x
Fri, 21 Apr 2023R20.7bR61.1bR2.3b9.1x9x0.3x
Sun, 19 Mar 2023R20.7bR61.1bR2.3b8.6x9x0.3x
Tue, 14 Feb 2023R21.6bR60.4bR2.9b6.7x7.5x0.4x
Thu, 12 Jan 2023R21.6bR60.4bR2.9b6.6x7.5x0.4x
Sat, 10 Dec 2022R20.6bR60.4bR2.9b6.3x7.1x0.3x
Price to Earnings Ratio

7.1x


Total Market Cap: R20.6bTotal Earnings: R2.9bTotal Revenue: R60.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Integrated Telecom Services Industry Price to Earnings3Y Average 5.4x202320242025
Current Industry PE
    There are only 2 companies in the South African Integrated Telecommunication Services industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Integrated Telecommunication Services industry have grown 28% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does South African Integrated Telecom Services compare with similar industries?

ZA Market0.56%
Telecom-4.24%
Telecom Services and Carriers3.41%
Integrated Telecom Services3.44%
Alternative Carriers0%0
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TKG Telkom SA SOCR50.921.0%
+R254.5m		48.0%PE7.2x
BLU Blu Label Unlimited GroupR10.011.2%
+R107.9m		83.7%PE3.6x

Latest News

BLU
R10.01
Blu Label Unlimited Group
7D
1.2%
1Y
83.7%
TKG
R50.92
Telkom SA SOC
7D
1.0%
1Y
48.0%

TKG: Market Reactions Will Balance Fibre Acquisition Rumours and Margin Concerns

Analysts have revised their price target for Telkom SA SOC downward from R60.25 to R53.40. They cite anticipated shifts in discount rates and profit margins, even though revenue growth projections are slightly higher.