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Telkom SA SOC

DB:TZL1
Snowflake Description

Established dividend payer with adequate balance sheet.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
TZL1
DB
ZAR45B
Market Cap
  1. Home
  2. DE
  3. Telecom
Company description

Telkom SA SOC Limited provides information and communications technology services to residential, business, government, wholesale, corporate, and mobile customers in South Africa and internationally. The last earnings update was 54 days ago. More info.


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TZL1 Share Price and Events
7 Day Returns
2.4%
DB:TZL1
-3.5%
DE Telecom
-0.7%
DE Market
1 Year Returns
80.9%
DB:TZL1
-4.5%
DE Telecom
-7.6%
DE Market
TZL1 Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Telkom SA SOC (TZL1) 2.4% -5% 2.2% 80.9% 35.8% 59.7%
DE Telecom -3.5% -6.3% -4.9% -4.5% -10.5% 0.2%
DE Market -0.7% -0.5% -3.8% -7.6% 8.3% 11.1%
1 Year Return vs Industry and Market
  • TZL1 outperformed the Telecom industry which returned -4.5% over the past year.
  • TZL1 outperformed the Market in Germany which returned -7.6% over the past year.
Price Volatility
TZL1
Industry
5yr Volatility vs Market
Related Companies

Sorry, no analysis for Telkom SA SOC's competitors could be found in our database.

TZL1 Value

 Is Telkom SA SOC undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for Telkom SA SOC. This is due to cash flow or dividend data being unavailable. The share price is €5.426.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Telkom SA SOC's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Telkom SA SOC's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
DB:TZL1 PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-03-31) in ZAR ZAR5.62
JSE:TKG Share Price ** JSE (2019-07-19) in ZAR ZAR88.29
Germany Telecom Industry PE Ratio Median Figure of 5 Publicly-Listed Telecom Companies 33.67x
Germany Market PE Ratio Median Figure of 422 Publicly-Listed Companies 19.75x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Telkom SA SOC.

DB:TZL1 PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= JSE:TKG Share Price ÷ EPS (both in ZAR)

= 88.29 ÷ 5.62

15.71x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Telkom SA SOC is good value based on earnings compared to the DE Telecom industry average.
  • Telkom SA SOC is good value based on earnings compared to the Germany market.
Price based on expected Growth
Does Telkom SA SOC's expected growth come at a high price?
Raw Data
DB:TZL1 PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 15.71x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 7 Analysts
11.5%per year
Europe Telecom Industry PEG Ratio Median Figure of 35 Publicly-Listed Telecom Companies 1.92x
Germany Market PEG Ratio Median Figure of 270 Publicly-Listed Companies 1.44x

*Line of best fit is calculated by linear regression .

DB:TZL1 PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 15.71x ÷ 11.5%

1.37x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Telkom SA SOC is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Telkom SA SOC's assets?
Raw Data
DB:TZL1 PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-03-31) in ZAR ZAR57.86
JSE:TKG Share Price * JSE (2019-07-19) in ZAR ZAR88.29
Germany Telecom Industry PB Ratio Median Figure of 7 Publicly-Listed Telecom Companies 1.39x
Germany Market PB Ratio Median Figure of 570 Publicly-Listed Companies 1.71x
DB:TZL1 PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= JSE:TKG Share Price ÷ Book Value per Share (both in ZAR)

= 88.29 ÷ 57.86

1.53x

* Primary Listing of Telkom SA SOC.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Telkom SA SOC is overvalued based on assets compared to the DE Telecom industry average.
X
Value checks
We assess Telkom SA SOC's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Telecom industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Telecom industry average (and greater than 0)? (1 check)
  5. Telkom SA SOC has a total score of 2/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

TZL1 Future Performance

 How is Telkom SA SOC expected to perform in the next 1 to 3 years based on estimates from 7 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
11.5%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Telkom SA SOC expected to grow at an attractive rate?
  • Telkom SA SOC's earnings growth is expected to exceed the low risk savings rate of 0.2%.
Growth vs Market Checks
  • Telkom SA SOC's earnings growth is positive but not above the Germany market average.
  • Telkom SA SOC's revenue growth is positive but not above the Germany market average.
Annual Growth Rates Comparison
Raw Data
DB:TZL1 Future Growth Rates Data Sources
Data Point Source Value (per year)
DB:TZL1 Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 7 Analysts 11.5%
DB:TZL1 Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 7 Analysts 3.6%
Germany Telecom Industry Earnings Growth Rate Market Cap Weighted Average 23.4%
Germany Telecom Industry Revenue Growth Rate Market Cap Weighted Average 1%
Germany Market Earnings Growth Rate Market Cap Weighted Average 12.5%
Germany Market Revenue Growth Rate Market Cap Weighted Average 5.1%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
DB:TZL1 Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below
All numbers in ZAR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
DB:TZL1 Future Estimates Data
Date (Data in ZAR Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-03-31 47,085 1
2022-03-31 47,906 11,381 3,961 5
2021-03-31 46,457 10,770 3,742 7
2020-03-31 44,570 10,098 3,478 6
DB:TZL1 Past Financials Data
Date (Data in ZAR Millions) Revenue Cash Flow Net Income *
2019-03-31 42,491 7,552 2,795
2018-12-31 42,589 8,109 2,830
2018-09-30 42,428 8,666 2,833
2018-06-30 41,932 8,470 2,943
2018-03-31 41,436 8,274 3,052
2017-12-31 40,991 3,328
2017-09-30 40,804 7,458 3,635
2017-06-30 41,028 7,586 3,716
2017-03-31 41,251 7,713 3,797
2016-12-31 41,144 3,599
2016-09-30 41,037 9,340 3,400
2016-06-30 39,181 8,722 2,805

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Telkom SA SOC's earnings are expected to grow by 11.5% yearly, however this is not considered high growth (20% yearly).
  • Telkom SA SOC's revenue is expected to grow by 3.6% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
DB:TZL1 Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below

All data from Telkom SA SOC Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:TZL1 Future Estimates Data
Date (Data in ZAR Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-03-31
2022-03-31 7.86 8.25 7.25 3.00
2021-03-31 7.65 8.59 6.75 5.00
2020-03-31 6.90 7.10 6.72 4.00
DB:TZL1 Past Financials Data
Date (Data in ZAR Millions) EPS *
2019-03-31 5.62
2018-12-31 5.68
2018-09-30 5.67
2018-06-30 5.85
2018-03-31 6.02
2017-12-31 6.53
2017-09-30 7.09
2017-06-30 7.24
2017-03-31 7.39
2016-12-31 7.01
2016-09-30 6.63
2016-06-30 5.48

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Telkom SA SOC is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Telkom SA SOC's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Germany market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Germany market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Telkom SA SOC has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

TZL1 Past Performance

  How has Telkom SA SOC performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Telkom SA SOC's growth in the last year to its industry (Telecom).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Telkom SA SOC's year on year earnings growth rate has been positive over the past 5 years.
  • Telkom SA SOC's 1-year earnings growth is negative, it can't be compared to the 5-year average.
  • Telkom SA SOC's 1-year earnings growth is negative, it can't be compared to the DE Telecom industry average.
Earnings and Revenue History
Telkom SA SOC's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Telkom SA SOC Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

DB:TZL1 Past Revenue, Cash Flow and Net Income Data
Date (Data in ZAR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-03-31 42,491.00 2,795.00 3,829.00
2018-12-31 42,589.00 2,829.50 4,936.00
2018-09-30 42,428.00 2,833.00 6,043.00
2018-06-30 41,932.00 2,942.50 5,797.50
2018-03-31 41,436.00 3,052.00 5,552.00
2017-12-31 40,990.50 3,328.00 5,034.00
2017-09-30 40,804.00 3,635.00 4,516.00
2017-06-30 41,027.50 3,716.00 4,589.00
2017-03-31 41,251.00 3,797.00 4,662.00
2016-12-31 41,144.00 3,598.50 4,820.00
2016-09-30 41,037.00 3,400.00 4,978.00
2016-06-30 39,181.00 2,805.00 4,412.00
2016-03-31 37,325.00 2,210.00 3,846.00
2015-12-31 35,478.00 2,428.50 6,024.50
2015-09-30 33,631.00 2,611.00 5,973.00
2015-06-30 33,195.50 2,845.00 5,881.50
2015-03-31 32,760.00 3,079.00 5,790.00
2014-12-31 31,985.00 2,335.50 5,735.00
2014-09-30 31,210.00 1,592.00 5,680.00
2014-06-30 31,249.00 2,530.50 5,661.50
2014-03-31 31,288.00 3,469.00 5,643.00
2013-09-30 32,059.00 -8,837.00 5,990.00
2013-06-30 32,217.00 -10,246.00 6,216.50
2013-03-31 32,375.00 -11,655.00 6,443.00
2012-12-31 32,828.50 -5,988.00 3,167.50
2012-09-30 32,997.00 -291.00 3,510.00

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Telkom SA SOC has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Telkom SA SOC used its assets more efficiently than the DE Telecom industry average last year based on Return on Assets.
  • Telkom SA SOC has significantly improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Telkom SA SOC's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Telecom industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Telkom SA SOC has a total score of 3/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

TZL1 Health

 How is Telkom SA SOC's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Telkom SA SOC's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Telkom SA SOC's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Telkom SA SOC's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Telkom SA SOC's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 1.5x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Telkom SA SOC Company Filings, last reported 3 months ago.

DB:TZL1 Past Debt and Equity Data
Date (Data in ZAR Millions) Total Equity Total Debt Cash & Short Term Investments
2019-03-31 29,768.00 10,198.00 3,001.00
2018-12-31 29,768.00 10,198.00 3,001.00
2018-09-30 29,274.00 10,073.00 3,866.00
2018-06-30 29,274.00 10,073.00 3,866.00
2018-03-31 27,385.00 9,373.00 4,237.00
2017-12-31 27,385.00 9,373.00 4,237.00
2017-09-30 28,639.00 8,760.00 3,877.00
2017-06-30 28,639.00 8,760.00 3,877.00
2017-03-31 27,906.00 6,290.00 4,000.00
2016-12-31 27,906.00 6,290.00 4,000.00
2016-09-30 26,615.00 5,056.00 2,015.00
2016-06-30 26,615.00 5,056.00 2,015.00
2016-03-31 26,365.00 5,179.00 2,548.00
2015-12-31 26,607.00 5,179.00 2,548.00
2015-09-30 23,962.00 4,513.00 706.00
2015-06-30 23,962.00 4,513.00 706.00
2015-03-31 25,227.00 4,207.00 3,643.00
2014-12-31 25,227.00 4,207.00 3,643.00
2014-09-30 24,074.00 4,320.00 3,912.00
2014-06-30 24,074.00 4,320.00 3,912.00
2014-03-31 23,148.00 3,359.00 1,842.00
2013-09-30 21,880.00 3,596.00 1,191.00
2013-06-30 21,880.00 3,596.00 1,191.00
2013-03-31 18,177.00 5,941.00 2,384.00
2012-12-31 18,229.00 5,941.00 2,387.00
2012-09-30 30,227.00 6,780.00 645.00
  • Telkom SA SOC's level of debt (34.4%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (17.7% vs 34.4% today).
  • Debt is well covered by operating cash flow (73.7%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 8.2x coverage).
X
Financial health checks
We assess Telkom SA SOC's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Telkom SA SOC has a total score of 4/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

TZL1 Dividends

 What is Telkom SA SOC's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
4.09%
Current annual income from Telkom SA SOC dividends. Estimated to be 4.98% next year.
If you bought €2,000 of Telkom SA SOC shares you are expected to receive €82 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Telkom SA SOC's pays a higher dividend yield than the bottom 25% of dividend payers in Germany (1.48%).
  • Telkom SA SOC's dividend is above the markets top 25% of dividend payers in Germany (3.92%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
DB:TZL1 Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below
Germany Telecom Industry Average Dividend Yield Market Cap Weighted Average of 5 Stocks 5.2%
Germany Market Average Dividend Yield Market Cap Weighted Average of 325 Stocks 3.2%
Germany Minimum Threshold Dividend Yield 10th Percentile 0.8%
Germany Bottom 25% Dividend Yield 25th Percentile 1.5%
Germany Top 25% Dividend Yield 75th Percentile 3.9%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

DB:TZL1 Future Dividends Estimate Data
Date (Data in ZAR) Dividend per Share (annual) Avg. No. Analysts
2023-03-31 3.96 1.00
2022-03-31 4.56 6.00
2021-03-31 4.49 8.00
2020-03-31 4.23 8.00
DB:TZL1 Past Annualized Dividends Data
Date (Data in ZAR) Dividend per share (annual) Avg. Yield (%)
2019-05-27 3.615 3.922
2018-05-28 3.551 6.042
2018-05-25 3.551 6.745
2017-07-25 4.220 7.860
2017-04-18 4.220 6.055
2016-11-15 2.625 3.654
2016-07-25 2.700 4.373
2016-06-06 2.700 4.105
2015-07-27 2.150 3.566
2015-06-08 2.150 3.641
2012-11-19 0.000 0.000
2012-10-15 0.000 0.000
2012-06-08 0.000 0.000
2012-06-07 0.000 0.000
2011-06-13 1.450 4.992
2011-05-30 1.450 3.969
2010-06-21 1.250 3.476
2009-06-22 1.150 3.048
2009-03-31 1.150 1.935

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Dividends per share have been volatile in the past 10 years (annual drop of over 20%).
  • Dividends per share have increased over the past 10 years.
Current Payout to shareholders
What portion of Telkom SA SOC's earnings are paid to the shareholders as a dividend.
  • Dividends paid are covered by earnings (1.6x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be covered by earnings (1.7x coverage).
X
Income/ dividend checks
We assess Telkom SA SOC's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Telkom SA SOC afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Telkom SA SOC has a total score of 5/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

TZL1 Management

 What is the CEO of Telkom SA SOC's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Sipho Maseko
COMPENSATION ZAR28,095,410
AGE 50
TENURE AS CEO 6.3 years
CEO Bio

Mr. Sipho Nkosinathi Maseko, BA, LLB., has been Group Chief Executive Officer and Executive Director of Telkom SA SOC Limited since April 1, 2013. Mr. Maseko is a Director of BMW, Gyro Group and BCX. He served as the Chief Executive Officer and Chief Operating Officer of British Petroleum Southern Africa since 2008. He served as Managing Director of Vodacom South Africa (Pty) Limited since September 2011. He served as Group Chief Operating Officer of Vodacom. He served as Managing Director of Vodacom SA at Vodacom Group Limited since September 2011. He served as Executive Director of Vodacom Group Limited. He served as Managing Director of South African Operations at Vodacom Group Limited since September 2011. He held a number of senior executive positions at Vodacom. He has been the Chairman of Business Connexion Group Limited since May 10, 2017. Mr. Maseko served as Chairman of the Board of Shell and BP South African Petroleum Refineries (Pty) Ltd (SAPREF) from July 2010 to August 2011. He served as an Independent Non Executive Director of African Oxygen Ltd. since November 22, 2012 until May 28, 2015. He is a Non-executive Director of the Centre for Development and Enterprises. Mr. Maseko received BA and LLB from the University of Natal.

CEO Compensation
  • Sipho's compensation has been consistent with company performance over the past year, both up more than 20%.
  • Sipho's remuneration is about average for companies of similar size in Germany.
Management Team Tenure

Average tenure and age of the Telkom SA SOC management team in years:

1
Average Tenure
50
Average Age
  • The average tenure for the Telkom SA SOC management team is less than 2 years, this suggests a new team.
Management Team

Sipho Maseko

TITLE
Group CEO & Executive Director
COMPENSATION
ZAR28M
AGE
50
TENURE
6.3 yrs

Tsholofelo B. Molefe

TITLE
Group CFO & Executive Director
COMPENSATION
ZAR8M
AGE
50
TENURE
1 yrs

Deon Fredericks

TITLE
Chief Investment Officer
COMPENSATION
ZAR14M
AGE
58
TENURE
1 yrs

Melody Lekota

TITLE
Chief Human Resources Officer
COMPENSATION
ZAR6M
AGE
48
TENURE
2.3 yrs

Alphonzo Samuels

TITLE
Chief Executive Officer of Openserve
COMPENSATION
ZAR11M
AGE
53
TENURE
3.8 yrs

Althon Beukes

TITLE
Group Chief Information Officer
AGE
48
TENURE
0.6 yrs

Anton Klopper

TITLE
Group Executive of Legal Services

Serame Taukobong

TITLE
Chief Executive Officer of Consumer & Small Business
AGE
49
TENURE
1.1 yrs

Jan Moganwa

TITLE
Chief Officer Business Markets
AGE
41
TENURE
0.5 yrs

John Myers

TITLE
Fastnet Chief Executive Officer
AGE
55
Board of Directors Tenure

Average tenure and age of the Telkom SA SOC board of directors in years:

6.4
Average Tenure
53.5
Average Age
  • The tenure for the Telkom SA SOC board of directors is about average.
Board of Directors

Sello Moloko

TITLE
Chairman of the Board
AGE
53
TENURE
0.1 yrs

Sipho Maseko

TITLE
Group CEO & Executive Director
COMPENSATION
ZAR28M
AGE
50
TENURE
6.3 yrs

Tsholofelo B. Molefe

TITLE
Group CFO & Executive Director
COMPENSATION
ZAR8M
AGE
50
TENURE
1 yrs

Santie Botha

TITLE
Independent Non-Executive Director
COMPENSATION
ZAR667K
AGE
54
TENURE
6.6 yrs

Khanyisile Kweyama

TITLE
Independent Non-Executive Director
COMPENSATION
ZAR626K
AGE
55
TENURE
6.6 yrs

Fagmeedah Petersen-Cook

TITLE
Independent Non-Executive Director
COMPENSATION
ZAR816K
AGE
43
TENURE
6.6 yrs

Graham Dempster

TITLE
Independent Non-Executive Director
COMPENSATION
ZAR729K
AGE
63
TENURE
6.6 yrs

Sibusiso Luthuli

TITLE
Independent Non-Executive Director
COMPENSATION
ZAR514K
AGE
45
TENURE
1.2 yrs

Navin Kapila

TITLE
Independent Non-Executive Director
COMPENSATION
ZAR868K
AGE
65
TENURE
8.4 yrs

Sibusiso Sibisi

TITLE
Independent Non-Executive Director
COMPENSATION
ZAR244K
AGE
63
TENURE
0.3 yrs
Who owns this company?
Recent Insider Trading
  • Telkom SA SOC individual insiders have only sold shares in the past 3 months, but not in substantial volumes.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
04. Jun 19 Sell Jabulane Mabuza Individual 30. May 19 30. May 19 -5,969 €5.53 €-33,033
01. Mar 19 Sell Jabulane Mabuza Individual 01. Mar 19 01. Mar 19 -14,500 €4.38 €-63,356
X
Management checks
We assess Telkom SA SOC's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Telkom SA SOC has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

TZL1 News

Simply Wall St News

TZL1 Company Info

Description

Telkom SA SOC Limited provides information and communications technology services to residential, business, government, wholesale, corporate, and mobile customers in South Africa and internationally. The company offers fixed-line retail voice services using public switched telephone network lines, which include integrated services digital network lines, value-added voice services, and calling plans; and interconnection services, such as terminating and transiting traffic from South African and international operators, as well as transiting traffic from mobile to international destinations. It also provides fixed-line data services comprising data transmission services, such as point-to-point leased lines, asymmetrical digital subscriber line services, packet-based services, managed data networking services, and Internet access and related information technology services. In addition, the company offers wideband code division multiple access services, including fixed voice, data, and nomadic voice services; mobile communication services consisting of voice and data services, and handset sales under the Telkom Mobile brand name; and turnkey property and tower management solutions. Further, it is involved in the rental, sale, and service of fixed-line customer premises equipment for voice and data needs that consists of PABX, computers, routers, modems, telephone handsets, and other ancillary equipment; and provision of directory and wireless data services. The company was formerly known as Telkom SA Limited and changed its name to Telkom SA SOC Limited in October 2012. Telkom SA SOC Limited was founded in 1991 and is headquartered in Centurion, South Africa.

Details
Name: Telkom SA SOC Limited
TZL1
Exchange: DB
Founded: 1991
ZAR2,890,906,700
511,140,239
Website: http://www.telkom.co.za
Address: Telkom SA SOC Limited
61 Oak Avenue,
Highveld,
Centurion,
Gauteng, 0157,
South Africa
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
JSE TKG Ordinary Shares The Johannesburg Securities Exchange ZA ZAR 04. Mar 2003
DB TZL1 Ordinary Shares Deutsche Boerse AG DE EUR 04. Mar 2003
OTCPK TLKG.Y SPONSORED ADR Pink Sheets LLC US USD 04. Mar 2003
Number of employees
Current staff
Staff numbers
15,296
Telkom SA SOC employees.
Industry
Integrated Telecommunication Services
Telecom
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/07/20 20:49
End of day share price update: 2019/07/19 00:00
Last estimates confirmation: 2019/07/19
Last earnings filing: 2019/05/27
Last earnings reported: 2019/03/31
Last annual earnings reported: 2019/03/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.