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South African (JSE) Integrated Telecom Services Industry Analysis

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies2
  • 7D-2.2%
  • 3M6.4%
  • 1Y76.5%
  • YTDn/a

Over the last 7 days, the Integrated Telecom Services industry has remained flat, although notably Blu Label Unlimited Group declined by 6.9%. As for the the longer term, the industry is up 81% over the past 12 months. Looking forward, earnings are forecast to decline by 1.2% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 Jan 2026R38.9bR58.7bR6.0b6x6.5x0.7x
Tue, 23 Dec 2025R37.9bR58.7bR6.0b5.9x6.3x0.6x
Thu, 20 Nov 2025R36.0bR57.9bR5.3b6.7x6.8x0.6x
Sat, 18 Oct 2025R37.3bR57.9bR5.3b6.9x7.1x0.6x
Mon, 15 Sep 2025R36.4bR57.9bR5.3b6.8x6.9x0.6x
Wed, 13 Aug 2025R41.3bR58.1bR3.4b16.2x12.1x0.7x
Fri, 11 Jul 2025R40.6bR58.1bR3.4b15x11.9x0.7x
Sun, 08 Jun 2025R31.4bR57.1bR2.2b15.7x14.6x0.5x
Tue, 06 May 2025R27.5bR57.1bR2.2b12.6x12.8x0.5x
Thu, 03 Apr 2025R25.6bR57.1bR2.2b11.6x11.9x0.4x
Sat, 01 Mar 2025R25.0bR57.1bR2.2b11.3x11.6x0.4x
Mon, 27 Jan 2025R21.9bR57.5bR2.2b9.7x10.1x0.4x
Wed, 25 Dec 2024R21.9bR57.5bR2.2b9.5x10.1x0.4x
Fri, 22 Nov 2024R20.5bR57.4bR2.2b8.9x9.5x0.4x
Sun, 20 Oct 2024R18.4bR56.8bR2.1b8.5x8.8x0.3x
Tue, 17 Sep 2024R17.7bR56.8bR2.1b8x8.4x0.3x
Thu, 15 Aug 2024R15.5bR59.1bR2.2b6.6x7x0.3x
Sat, 13 Jul 2024R15.8bR59.1bR2.2b6.7x7.2x0.3x
Mon, 10 Jun 2024R15.5bR60.3b-R8,910,400,499.0014x-1.7x0.3x
Wed, 08 May 2024R16.4bR60.3b-R8,910,400,499.0014.2x-1.8x0.3x
Fri, 05 Apr 2024R18.8bR60.3b-R8,910,400,499.0013.9x-2.1x0.3x
Sun, 03 Mar 2024R17.2bR60.3b-R8,910,400,499.0013.8x-1.9x0.3x
Tue, 30 Jan 2024R17.5bR62.5b-R9,393,641,499.0016.6x-1.9x0.3x
Thu, 28 Dec 2023R18.2bR62.5b-R9,393,641,499.0017.2x-1.9x0.3x
Sat, 25 Nov 2023R17.0bR62.5b-R9,393,641,499.0017.2x-1.8x0.3x
Mon, 23 Oct 2023R14.1bR62.0b-R9,693,641,499.0015.9x-1.5x0.2x
Wed, 20 Sep 2023R14.7bR62.0b-R9,694,994,761.0018.1x-1.5x0.2x
Fri, 18 Aug 2023R16.4bR61.6b-R9,583,305,473.007.4x-1.7x0.3x
Sun, 16 Jul 2023R17.5bR62.0b-R9,583,305,473.007.4x-1.8x0.3x
Tue, 13 Jun 2023R18.5bR61.1bR2.3b7.9x8.1x0.3x
Thu, 11 May 2023R19.4bR61.1bR2.3b8.4x8.5x0.3x
Sat, 08 Apr 2023R21.3bR61.1bR2.3b9.3x9.3x0.3x
Mon, 06 Mar 2023R22.5bR61.1bR2.3b9.3x9.9x0.4x
Wed, 01 Feb 2023R21.7bR60.4bR2.9b6.7x7.5x0.4x
Price to Earnings Ratio

7.5x


Total Market Cap: R21.7bTotal Earnings: R2.9bTotal Revenue: R60.4bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Integrated Telecom Services Industry Price to Earnings3Y Average 5.4x202420252026
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 Market2.11%
Telecom0.12%
Telecom Services and Carriers-2.11%
Integrated Telecom Services-2.20%
Alternative Carriers12.19%
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
No data available

Latest News

TKG
R60.44
Telkom SA SOC
7D
-0.8%
1Y
83.9%

TKG: Higher Required Return And Lower Margins Will Pressure Future Upside

Analysts have revised their fair value estimate for Telkom SA SOC from R45 to R51, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. Valuation Changes The Fair Value Estimate was increased from ZAR45 to ZAR51, reflecting a higher assessed equity value per share.
BLU
R9.73
Blu Label Unlimited Group
7D
-6.9%
1Y
55.2%