Vodacom Group Inkomsten in het verleden
Verleden criteriumcontroles 5/6
Vodacom Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 2.5%, terwijl de Wireless Telecom-industrie de winst zag groeien met 9.6% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 12%. Het rendement op eigen vermogen van Vodacom Group is 24.9%, en het heeft een nettomarge van 12.3%.
Belangrijke informatie
2.50%
Groei van de winst
-1.20%
Groei van de winst per aandeel
| Wireless Telecom Groei van de industrie | 13.03% |
| Inkomstengroei | 12.01% |
| Rendement op eigen vermogen | 24.93% |
| Nettomarge | 12.32% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Vodacom Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 167,652 | 20,647 | 2,257 | 0 |
| 31 Dec 25 | 163,963 | 19,755 | 2,143 | 0 |
| 30 Sep 25 | 160,274 | 18,863 | 2,028 | 0 |
| 30 Jun 25 | 156,251 | 17,731 | 1,971 | 0 |
| 31 Mar 25 | 152,227 | 16,598 | 1,914 | 0 |
| 31 Dec 24 | 151,781 | 15,674 | 2,004 | 0 |
| 30 Sep 24 | 151,334 | 14,750 | 2,093 | 0 |
| 30 Jun 24 | 150,964 | 15,521 | 2,125 | 0 |
| 31 Mar 24 | 150,594 | 16,292 | 2,156 | 0 |
| 31 Dec 23 | 144,425 | 16,852 | 2,132 | 0 |
| 30 Sep 23 | 138,255 | 17,412 | 2,108 | 0 |
| 30 Jun 23 | 128,713 | 17,090 | 2,022 | 0 |
| 31 Mar 23 | 119,170 | 16,767 | 1,936 | 0 |
| 31 Dec 22 | 112,882 | 16,563 | 1,963 | 0 |
| 30 Sep 22 | 106,593 | 16,358 | 1,989 | 0 |
| 30 Jun 22 | 104,665 | 16,761 | 1,938 | 0 |
| 31 Mar 22 | 102,736 | 17,163 | 1,886 | 0 |
| 31 Dec 21 | 101,525 | 16,630 | 1,815 | 0 |
| 30 Sep 21 | 100,314 | 16,096 | 1,744 | 0 |
| 30 Jun 21 | 99,308 | 16,339 | 1,731 | 0 |
| 31 Mar 21 | 98,302 | 16,581 | 1,718 | 0 |
| 31 Dec 20 | 96,252 | 16,861 | 1,728 | 0 |
| 30 Sep 20 | 94,201 | 17,140 | 1,738 | 0 |
| 30 Jun 20 | 92,474 | 16,542 | 1,823 | 0 |
| 31 Mar 20 | 90,746 | 15,944 | 1,907 | 0 |
| 31 Dec 19 | 89,528 | 16,018 | 1,902 | 0 |
| 30 Sep 19 | 88,309 | 16,092 | 1,897 | 0 |
| 30 Jun 19 | 87,468 | 15,457 | 1,909 | 0 |
| 31 Mar 19 | 86,627 | 14,822 | 1,920 | 0 |
| 31 Dec 18 | 86,855 | 14,940 | 1,910 | 0 |
| 30 Sep 18 | 87,082 | 15,058 | 1,899 | 0 |
| 30 Jun 18 | 86,726 | 15,201 | 1,971 | 0 |
| 31 Mar 18 | 86,370 | 15,344 | 2,043 | 0 |
| 31 Dec 17 | 84,746 | 14,585 | 2,081 | 0 |
| 30 Sep 17 | 83,122 | 13,826 | 2,118 | 0 |
| 30 Jun 17 | 82,200 | 13,622 | 2,082 | 0 |
| 31 Mar 17 | 81,278 | 13,418 | 2,046 | 0 |
| 31 Dec 16 | 81,477 | 13,157 | 2,061 | 0 |
| 30 Sep 16 | 81,676 | 12,895 | 2,075 | 0 |
| 30 Jun 16 | 80,877 | 12,906 | 2,058 | 0 |
| 31 Mar 16 | 80,077 | 12,917 | 2,041 | 0 |
| 31 Dec 15 | 77,792 | 12,932 | 1,952 | 0 |
| 30 Sep 15 | 75,506 | 12,946 | 1,863 | 0 |
| 30 Jun 15 | 75,003 | 12,809 | 1,912 | 0 |
Kwaliteitswinsten: VOD heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (12.3%) VOD } zijn hoger dan vorig jaar (10.9%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van VOD is de afgelopen 5 jaar met 2.5% per jaar gegroeid.
Versnelling van de groei: De winstgroei van VOD over het afgelopen jaar ( 24.4% ) overtreft het 5-jarig gemiddelde ( 2.5% per jaar).
Winst versus industrie: De winstgroei VOD over het afgelopen jaar ( 24.4% ) overtrof de Wireless Telecom -sector 40.8%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 24.9% ) van VOD wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/29 22:23 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Vodacom Group Limited wordt gevolgd door 23 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |