Vodacom Group Framtida tillväxt
Future kriterier kontrolleras 3/6
Vodacom Group förväntas öka intäkter och intäkter med 15.7% respektive 15.8% per år. EPS förväntas tillväxt med 13.7% per år. Avkastningen på eget kapital förväntas bli 31.7% om 3 år.
Viktig information
15.7%
Tillväxttakt i vinsten
13.70%
Tillväxttakt för EPS
| Wireless Telecom vinsttillväxt | 24.7% |
| Intäkternas tillväxttakt | 15.8% |
| Framtida avkastning på eget kapital | 31.68% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 17 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • May 22
Vodacom Group (JSE:VOD) Will Pay A Larger Dividend Than Last Year At ZAR3.35
The board of Vodacom Group Limited ( JSE:VOD ) has announced that it will be paying its dividend of ZAR3.35 on the 23rd...
Ny berättelse • 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.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 3/31/2029 | 279,798 | N/A | 57,946 | N/A | 2 |
| 3/31/2028 | 239,874 | 28,310 | 41,052 | 74,946 | 7 |
| 3/31/2027 | 223,202 | 24,266 | 37,387 | 70,491 | 8 |
| 3/31/2026 | 167,652 | 20,647 | 32,773 | 56,019 | N/A |
| 12/31/2025 | 163,963 | 19,755 | 32,818 | 56,864 | N/A |
| 9/30/2025 | 160,274 | 18,863 | 32,862 | 57,708 | N/A |
| 6/30/2025 | 156,251 | 17,731 | 30,486 | 55,254 | N/A |
| 3/31/2025 | 152,227 | 16,598 | 28,109 | 52,799 | N/A |
| 12/31/2024 | 151,781 | 15,674 | 26,699 | 50,487 | N/A |
| 9/30/2024 | 151,334 | 14,750 | 25,288 | 48,175 | N/A |
| 6/30/2024 | 150,964 | 15,521 | 25,987 | 48,593 | N/A |
| 3/31/2024 | 150,594 | 16,292 | 26,686 | 49,011 | N/A |
| 12/31/2023 | 144,425 | 16,852 | 26,092 | 46,860 | N/A |
| 9/30/2023 | 138,255 | 17,412 | 25,497 | 44,709 | N/A |
| 6/30/2023 | 128,713 | 17,090 | 23,137 | 42,830 | N/A |
| 3/31/2023 | 119,170 | 16,767 | 20,776 | 40,951 | N/A |
| 12/31/2022 | 112,882 | 16,563 | 18,413 | 37,836 | N/A |
| 9/30/2022 | 106,593 | 16,358 | 16,049 | 34,720 | N/A |
| 6/30/2022 | 104,665 | 16,761 | 18,117 | 34,374 | N/A |
| 3/31/2022 | 102,736 | 17,163 | 20,185 | 34,028 | N/A |
| 12/31/2021 | 101,525 | 16,630 | 19,851 | 32,820 | N/A |
| 9/30/2021 | 100,314 | 16,096 | 19,517 | 31,611 | N/A |
| 6/30/2021 | 99,308 | 16,339 | 19,718 | 32,486 | N/A |
| 3/31/2021 | 98,302 | 16,581 | 19,918 | 33,361 | N/A |
| 12/31/2020 | 96,252 | 16,861 | 19,641 | 33,516 | N/A |
| 9/30/2020 | 94,201 | 17,140 | 19,364 | 33,671 | N/A |
| 6/30/2020 | 92,474 | 16,542 | 19,154 | 33,253 | N/A |
| 3/31/2020 | 90,746 | 15,944 | 18,944 | 32,834 | N/A |
| 12/31/2019 | 89,528 | 16,018 | N/A | 31,746 | N/A |
| 9/30/2019 | 88,309 | 16,092 | N/A | 30,658 | N/A |
| 6/30/2019 | 87,468 | 15,457 | N/A | 29,349 | N/A |
| 3/31/2019 | 86,627 | 14,822 | N/A | 28,040 | N/A |
| 12/31/2018 | 86,855 | 14,940 | N/A | 27,817 | N/A |
| 9/30/2018 | 87,082 | 15,058 | N/A | 27,594 | N/A |
| 6/30/2018 | 86,726 | 15,201 | N/A | 26,850 | N/A |
| 3/31/2018 | 86,370 | 15,344 | N/A | 26,105 | N/A |
| 12/31/2017 | 84,746 | 14,585 | N/A | 25,034 | N/A |
| 9/30/2017 | 83,122 | 13,826 | N/A | 23,963 | N/A |
| 6/30/2017 | 82,200 | 13,622 | N/A | 24,852 | N/A |
| 3/31/2017 | 81,278 | 13,418 | N/A | 25,740 | N/A |
| 12/31/2016 | 81,477 | 13,157 | N/A | 26,146 | N/A |
| 9/30/2016 | 81,676 | 12,895 | N/A | 26,552 | N/A |
| 6/30/2016 | 80,877 | 12,906 | N/A | 25,448 | N/A |
| 3/31/2016 | 80,077 | 12,917 | N/A | 24,344 | N/A |
| 12/31/2015 | 77,792 | 12,932 | N/A | 23,389 | N/A |
| 9/30/2015 | 75,506 | 12,946 | N/A | 22,434 | N/A |
| 6/30/2015 | 75,003 | 12,809 | N/A | 21,827 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: VOD s prognostiserade vinsttillväxt ( 15.7% per år) är över sparkvoten ( 9.8% ).
Resultat vs marknad: VOD s intäkter ( 15.7% per år) förväntas växa långsammare än marknaden för ZA ( 15.7% per år).
Höga tillväxtresultat: VOD s intäkter förväntas växa, men inte avsevärt.
Intäkt vs marknad: VOD s intäkter ( 15.8% per år) förväntas växa snabbare än ZA marknaden ( 6.8% per år).
Hög tillväxtintäkter: VOD s intäkter ( 15.8% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: VOD s avkastning på eget kapital förväntas bli hög om 3 år ( 31.7 %)
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/22 09:03 |
| Aktiekurs vid dagens slut | 2026/05/21 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2026/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Vodacom Group Limited bevakas av 23 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jonathan Bradley | Absa Bank Limited |
| Niel Venter | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |