Telkom SA SOC Ltd: Business Overview, Financials & Competitive Analysis
Telkom SA SOC Ltd scores 6/10 on the AskCyborg Cyborg Score (Solid). Dividend-driven telecom with strong data growth momentum but facing earnings headwinds and cash flow pressure from capital-intensive infrastructure investments. Telkom's TSR has outperformed its earnings trajectory, with shareholders enjoying a 76% return over the past year driven largely by dividends, and three-year TSR of 100%. However, analysts caution.
What is Telkom SA SOC Ltd's industry? Telkom SA SOC Ltd (telkom.co.za) operates in Integrated Telecommunications Services / Digital Infrastructure. AskCyborg classifies Telkom SA SOC Ltd under Integrated Telecommunications Services / Digital Infrastructure in its company registry.
Telkom SA SOC Ltd operates as an integrated communications and information technology (IT) services provider in South Africa, the United States, the United Kingdom, rest of Europe, and internationally. The company is ...
Cyborg Score thesis
Dividend-driven telecom with strong data growth momentum but facing earnings headwinds and cash flow pressure from...
Read the full analyst-debate transcript →Get the Latest Telkom SA SOC Ltd Report
Up-to-date AI-powered research, analyst debate audio & saved-company playlists
Get Current Report FreeTelkom SA SOC Ltd Overview
Pro stress-test →Telkom SA SOC Ltd operates as an integrated communications and information technology (IT) services provider in South Africa, the United States, the United Kingdom, rest of Europe, and internationally. The company is one of the leading telecommunications service companies in South Africa. It is a strategic digital infrastructure provider with significant government ownership.
Strategic Profile
Pro stress-test →The company achieved H1 FY2026 group revenue growth of 3.4% to R22.104 billion, driven by a 7.9% increase in data revenue to R13.072 billion, now accounting for nearly 59% of total revenue. Telkom's leadership in affordable data and large-scale migration from legacy users position it for substantial market share gains and high-margin, resilient revenue growth, with strategic network expansion, operational efficiencies, and integrated digital offerings underpinning superior long-term earnings and free cash flow expansion.
Competitive Landscape
Pro stress-test →Telkom's revenue breaks down across data transmission services (37.8%), fixed and mobile telephone services (29.9%), IT services (14%), hardware sales (11.7%), interconnection services (2.5%), and other (4.1%). The company competes with other integrated telecoms providers across South Africa's fixed-line, mobile, and enterprise IT services markets.
Industry Context
Telkom SA SOC Ltd operates in Integrated Telecommunications Services / Digital Infrastructure.
Key facts
Founded: 1991 · Headquarters: Centurion, South Africa · Employees: 9,492 · Revenue: R44.88B (TTM) · Market cap: R29.4B