VOD Results Bullish

VODACOM GROUP LIMITED - Vodacom Group reviewed annual results and cash dividend distribution for the year ended 31 March 2026

Vodacom Group Limited
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What this filing means

Vodacom delivered exceptional FY2026 results with HEPS surging 22.9%, ROCE expanding to 27.5%, and the total dividend increasing by 18.5% on robust cash generation.

Bull case

  • Operating profit increased by 23.2% to R44.1 billion, and EBITDA expanded by 12.8% to R62.6 billion, lifting the EBITDA margin to 37.4%.
  • Return on capital employed (ROCE) improved significantly by 4.0 percentage points to 27.5%, accompanied by a 20.1% increase in free cash flow to R21.8 billion.

Bear case

  • Capital expenditure surged 16.5% to R23.6 billion, pushing capital intensity up 0.8 percentage points to 14.1%.

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Category
Results
Event posture
Constructive
Published
May 11, 2026

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