Revenue distribution by sectors:

• Telecommunication services: approx. 70%
• Mobile financial services: approx. 20%
• Digital services and others: approx. 10%

TOP 3 Markets:

1. South Africa: approx. 40%
2. Tanzania: approx. 15%
3. Democratic Republic of the Congo: approx. 10%

Vodacom Group Limited generates the majority of its revenue from telecommunication services, with mobile financial services gaining increasing importance. The South African market remains the largest revenue contributor, followed by Tanzania and the Democratic Republic of the Congo. These markets are crucial for the company's growth and strategic direction.

Production Sites: South Africa, Sub-Saharan Africa

Vodacom Group Limited is a leading telecommunications company that operates primarily in South Africa and other countries in Sub-Saharan Africa. The company offers mobile services, data solutions, and digital services.

As Vodacom is primarily active in the service sector, it does not produce physical products in the traditional sense. Its main activities include operating mobile networks and providing telecommunications services. The infrastructure and network equipment used by Vodacom are sourced from various international technology providers and implemented in the respective markets.

Strategy for Future Growth:

1. Expansion of Digital Services: Vodacom plans to further expand its digital services, especially in the areas of fintech and digital platforms. This includes mobile payment services and digital financial solutions to increase customer loyalty and tap into new revenue streams.

2. Network Expansion and 5G Implementation: The company is heavily investing in expanding and improving its network infrastructure, including the introduction of 5G technologies. This is intended to enhance network coverage and increase capacity for data-intensive services.

3. Regional Expansion: Vodacom is pursuing a strategy of geographical expansion, particularly in African markets with high growth potential. Through partnerships and strategic alliances, Vodacom plans to strengthen its market presence.

4. Sustainability Initiatives: Another focus is on implementing sustainability programs to reduce the ecological footprint and promote sustainable business practices. This is part of the long-term strategy to meet regulatory requirements and enhance the company's image.

These strategic initiatives are intended to help Vodacom solidify its market position and seize new growth opportunities to remain competitive in the long term.

Main raw materials: Electronic components, network equipment
Import countries: China, USA, Germany

Vodacom Group Limited, as a telecommunications company, mainly imports electronic components and network equipment necessary for the construction and maintenance of their telecommunications infrastructure. These materials include fiber optic cables, mobile phone towers, and routers.

China is one of the largest suppliers of electronic components and network equipment, thanks to its extensive electronics manufacturing industry located there. The USA and Germany are also important partners, especially for specialized technologies and high-quality network equipment. These countries offer advanced technologies that are crucial for maintaining and improving Vodacom's telecommunications services.

Market share in South Africa: approximately 40% (2024) Number of customers: over 130 million (2024) EBITDA margin: approximately 37% (2024)

Vodacom Group Limited has a significant competitive advantage, especially in its home market of South Africa, where it holds a market share of around 40%. This strong market position enables the company to benefit from economies of scale and achieve a high EBITDA margin of approximately 37%.

Furthermore, the company has a broad customer base with over 130 million users across various African markets, further strengthening its market presence and profitability. Vodacom continuously invests in infrastructure and technology to enhance its network quality and services, contributing to customer retention and acquisition.

Another competitive advantage stems from the strategic partnership with Vodafone, providing access to global expertise and technologies. This allows Vodacom to offer innovative products and services that meet the evolving customer needs.

Institutional Investor Share: 55% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Vodacom Group Limited is estimated to be around 55%. This estimate is based on historical data and the typical involvement of institutional investors in large telecommunications companies.

In 2024, there were no significant insider transactions, indicating that the executives' confidence in the stability and future development of the company remained unchanged. Such transactions can often serve as an indicator of management's expectations regarding the company's future performance.

Market share of Vodacom Group Limited: 35% (2025, estimated)

Main competitors and their market shares:

1. MTN Group Limited: 40%
2. Telkom SA SOC Limited: 10%
3. Cell C Limited: 8%
4. Rain (South Africa): 5%
5. Liquid Telecom: 2%

Vodacom Group Limited holds a significant market share of approximately 35% and is thus one of the leading telecommunications providers in South Africa. The biggest competitor is MTN Group Limited with a market share of 40%, making MTN the market leader.

Vodacom's economic moat mainly consists of its established infrastructure, strong brand recognition, and broad customer base. In recent years, Vodacom has heavily invested in improving its network capacity and quality, strengthening its position.

In comparison to its competitors, MTN has a similar economic moat, particularly due to its larger geographic presence and wider range of services. Telkom and Cell C have smaller market shares and less pronounced economic moats, often facing financial and operational challenges.

In conclusion, Vodacom possesses a solid economic moat, albeit surpassed by MTN in some aspects. The competition remains strong, especially from MTN, which, due to its size and international presence, may have a slight advantage.

Revenue Growth: 6.5% (2024) Net Income Growth: 4.2% (2024) Market Share in South Africa: 40% (2024)

Vodacom Group Limited recorded a revenue growth of 6.5% in 2024, attributed to stable demand for telecommunications services and successful expansion into African markets. The company holds a significant market share of 40% in South Africa, highlighting its strong market position.

The net income growth of 4.2% indicates that Vodacom remains profitable despite intense competition and regulatory challenges. Continuous investments in network infrastructure and digital services could further support growth potential.

Furthermore, Vodacom is well positioned to benefit from the increasing demand for mobile data and digital services in Africa. These factors could make the stock an attractive investment, especially for investors interested in long-term growth in emerging markets.

Dividend Yield: 6.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Vodacom Group Limited is known for its reliable dividend policy. The company has consistently distributed dividends in recent years, indicating a stable financial foundation and strong cash flow generation.

The estimated dividend yield for 2025 is around 6.5%, which is competitive compared to other companies in the telecommunications industry. This reliability in payout makes Vodacom an attractive option for dividend investors.