Telecommunications: 60%
Mobile Money Transfers (M-Pesa): 30%
E-commerce and other services: 10%

Kenya: 80%
Tanzania: 10%
Ethiopia: 5%

Safaricom PLC generates the majority of its revenue from the telecommunications sector, with a focus on mobile voice and data services. The mobile money transfer service M-Pesa is also a significant revenue driver and has established itself as a leading provider in this field.

The Kenyan market is the main market for Safaricom, attributed to the company's strong market presence and high level of recognition in the region. Tanzania and Ethiopia are also important markets, with Ethiopia offering growing potential as Safaricom recently expanded its services there.

Production Sites: Nairobi, Kenya (Headquarters)

Safaricom PLC is a leading telecommunications company in Kenya and does not operate traditional production facilities, as it mainly focuses on services in the telecommunications and mobile financial services sector. The headquarters and main operational centers are located in Nairobi, Kenya.

The company offers mobile services, mobile money transfers via M-Pesa, and other digital services. The infrastructure needed for these services, such as mobile phone towers and data centers, is operated and maintained in Kenya.

Current Growth Strategy: Diversification and Regional Expansion (2025)

Safaricom PLC is pursuing a strategy of diversification and regional expansion to secure future growth. The company is heavily investing in expanding its digital services, particularly in the fintech sector, to reduce its dependency on traditional telecommunications business.

An essential part of the strategy is the expansion into new markets within Africa. Safaricom has already taken steps to establish its presence in countries like Ethiopia, which is considered a significant growth market.

Additionally, Safaricom is focusing on innovations in the Internet of Things (IoT) and cloud services to tap into new revenue streams and solidify its market leadership in the region. These initiatives are intended to make the company more resilient to market fluctuations and promote long-term growth.

Main Imported Raw Materials/Items: Telecommunications equipment, IT hardware

Countries of Origin: China, USA, Europe

Safaricom PLC, as a leading telecommunications company in Kenya, mainly imports telecommunications equipment and IT hardware necessary for the operation and expansion of their network infrastructure.

China is one of the largest suppliers, especially for cost-effective telecommunications devices and components. The USA and Europe provide specialized IT hardware and software solutions required for the integration and operation of the networks.

These imports are crucial for maintaining and enhancing the service quality of Safaricom, particularly in terms of expanding 4G and 5G networks.

Market share in Kenya: Over 60% (2025, estimated)
M-Pesa user base: Over 30 million active users (2025, estimated)
ARPU (Average Revenue Per User): 3.5 USD (2025, estimated)

Safaricom PLC has a significant competitive advantage, especially due to its dominant market position in the Kenyan telecommunications sector. With an estimated market share of over 60%, the company is the leading provider in the region.

A key component of this advantage is the mobile payment service M-Pesa, which has a broad user base of over 30 million active users. This platform has become indispensable for daily transactions in Kenya and provides Safaricom with a strong differentiation from competitors.

Furthermore, Safaricom benefits from a strong brand presence and an extensive network, allowing the company to efficiently offer its services even in rural areas. Continuous investment in network infrastructure and innovative services further strengthens the competitive advantage.

Institutional Investor Share: 35% (2025, estimated)
Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share in Safaricom PLC is estimated to be around 35%. This indicates that a significant portion of the shares are held by large institutional investors, suggesting a certain level of confidence in the company's long-term stability and growth potential.

Regarding insider buys and sells, there were no significant transactions in the year 2025. This could indicate that the company's executives and insiders do not currently expect significant changes in the stock price, or that they are satisfied with the current valuation of the company.

Market share of Safaricom PLC: 65% (2025, estimated)

Main competitors and their market shares:

1. Airtel Kenya: 25%
2. Telkom Kenya: 7%
3. Equitel: 2%
4. Jamii Telecommunications: 1%

Safaricom PLC dominates the Kenyan telecommunications market with an estimated market share of 65%. This is mainly attributed to its strong brand presence, extensive network, and the success of M-Pesa, its mobile payment system.

Airtel Kenya is the largest competitor with a market share of 25%. Telkom Kenya and Equitel follow with significantly lower shares. Jamii Telecommunications has an even smaller market share but is active in niche areas.

Safaricom's moat is significant, especially through M-Pesa, which serves not only as a payment method but also as a platform for financial services. This innovation has given Safaricom a significant advantage that is difficult for other providers to replicate.

In comparison, competitors have a less pronounced moat. Airtel Kenya is trying to gain market share through aggressive pricing and network improvements, while Telkom Kenya and other smaller providers focus on specific customer segments.

Overall, Safaricom remains the dominant player in the Kenyan telecommunications market due to its innovation and market leadership, with a strong moat.

Revenue Growth: 7.8% (2024) Net Income Growth: 5.2% (2024) Market Share in the Mobile Sector of Kenya: approximately 65% (2024)

Safaricom PLC achieved a revenue growth of 7.8% in 2024, attributed to the continued expansion of its services and strong market position in the Kenyan mobile sector. The company holds a dominant market share of around 65%, emphasizing its leadership position in the region.

The net income growth of 5.2% in 2024 indicates that Safaricom remains profitable despite a competitive environment. Continuous investment in new technologies and services, such as M-Pesa and 5G networks, strengthens the company's long-term growth prospects.

Overall, Safaricom's strong market position and innovation suggest that it could be a solid investment for investors interested in a stable and growth-oriented stock. However, analysts may also consider the political and economic risks in Kenya that could potentially impact business development.

Dividend Yield: 5.2% (2025, estimated)
Dividend History: Continuous payouts over the last 5 years

Safaricom PLC has regularly distributed dividends in recent years and is considered a reliable dividend payer. The dividend yield of approximately 5.2% in 2025 reflects an attractive payout compared to other telecommunications companies.

The company has a strong market position in Kenya and benefits from a stable cash flow, which supports the reliability of dividend payments. Analysts believe that Safaricom will continue to be able to pay dividends at a similar level in the future, provided that no significant market changes occur.