Vodacom Group Limited · JSE:VOD
Vodacom — Investor Presentation (November 2020)
21 slides from Vodacom's investor presentation, November 2020
Slide 1: Vodacom Group Limited Investment case
Vodacom Group Limited Investment case Ready?
Slide 2: Disclaimer
Disclaimer The following presentation is being made only to, and is only directed at, persons to whom such presentations may lawfully be communicated (‘relevant persons’). Any person who is not a relevant person should not act or rely on this presentation or any of its contents. Information in the f
Slide 3: Who we are
Who we are Vodacom is a leading and purpose-led African connectivity and financial services company. The Group, including Safaricom1, serves 120 million customers spanning across the consumer and enterprise segments and offers a wide range of services, including: telecommunication, IT, digital and f
Slide 4: Share information
Share information JSE Ticker symbol VOD Indices we are part of ADR code VDMCY Stock exchange JSE Limited Shares in issue 1 835 864 961 Freefloat1 20.2% 52 week low and high2 R90.70 – R139.35 Market capitalisation2 R206.6 billion Transfer agent ComputerShare 1. Excludes Vodafone Group Plc and Public
Slide 5: Our strategy
Our strategy Best customer experience Our brand and reputation Seamless, frictionless, personalised Connecting for a better future by digital experience to our customers enabling a digital society, inclusive for all with the least environmental impact Digital organisation and Segmented proposition c
Slide 6: Four reasons to invest in Vodacom
Four reasons to invest in Vodacom 1 2 Market leader, supporting: Twinning telco and tech-co, to: • High ROCE • Capture more opportunities • Access to 120m customers • Drive financial and digital inclusion 3 4 Reputable management, that is: Responsible corporate, which: • Incentivised to create value
Slide 7: Market leader | Wherever we are
1 | Market leader | Wherever we are South Africa Tanzania Population1 59.3 million Population1 59.7 million Customers (90-day active) 42.9 million Customers (90-day active) 15.0 million Revenue R36.7 billion Revenue R3.6 billion Smartphone user penetration 52.6% Smartphone user penetration (30-day a
Slide 8: Twinning telco and tech-co | Eco-system approach enhances growth prospects
2 | Twinning telco and tech-co | Eco-system approach enhances growth prospects Core Accelerators Opportunity Voice mobile Unified communications VodaTrade VideoPay mHealth $ Africa and mAgriculture wholesale Vodacom fibre Cloud and hosting Airtime Advance MyMuze eSchool Advance Me Just- 4- U SD-WAN
Slide 9: Twinning telco and tech-co | Financial and digital services
2 | Twinning telco and tech-co | Financial and digital services Connected Lifestyle One click service provider Payments Predict the Personalised pricing Real-time customer’s need and and propositioning behavioural proactively offer our based on rich data recommendations We have deep customer intelli
Slide 10: Twinning telco and tech-co | Financial services in South Africa
2 | Twinning telco and tech-co | Financial services in South Africa Trade Save Single Platform Pay Lend Insure SMME/Enterprise Consumer Acquiring Market place Short Term • Physical POS • Prepaid Handset • Integrated POS • Device Finance Save • VodaTrade • Airtime Advance (AA) Entertainment Super App
Slide 11: M-Pesa the leading FinTech platform in Africa
2 | Twinning telco and tech-co | M-Pesa the leading FinTech platform in Africa Consumer SME $20.5 billion1 a month 42.4 million1 in transactions customers $1.5 billion1 in loans $460 million1 M-Pesa Payments via nano lending revenue Financial Services Statement eKYC & AI & Business Common Marketplac
Slide 12: Reputable management | Group structure
3 | Reputable management | Group structure Vodacom Group Chief Executive Officer Shameel Joosub Group Functions Operating Companies Group Finance Group Technology Vodacom South Africa Raisibe Morathi Dejan Kastelic Balesh Sharma Group Financial and Safaricom Digital Services Group Human Resources Ma
Slide 13: Responsible corporate | Purpose-led organisation
4 | Responsible corporate | Purpose-led organisation Purpose We connect for a better future Digital Society Inclusion for all Planet Affordable internet for all Diversity (incl. women) Energy Mix, Water, Waste Digital solutions that transform lives Education Ecosystem (incl. youth) Biodiversity Fina
Slide 14: Vodacom in numbers
Vodacom in numbers Ready?
Slide 15: Latest | FY1H21 results for the six months ended 30 September 2020
Latest | FY1H21 results for the six months ended 30 September 2020 Key highlights Key numbers Reported Normalised • Group revenue up 7.8% (4.7%*) to R47.8 billion, underprinned by service revenue R million FY1H21 FY1H20 % change % change growth of 7.0% (3.4%*) Group • South Africa service revenue gr
Slide 16: Five-year track record
Five-year track record | For the year ended 31 March 20/19 5-year 20201 20192 2018 2017 2016 % change CAGR % Service revenue (R million) 73 354 69 867 70 632 68 286 66 763 5.0 2.4 Revenue (R million) 90 746 86 627 86 370 81 278 80 077 4.8 3.2 EBITDA (R million) 37 610 33 714 32 898 31 238 30 345 11.
Slide 17: Dividend policy | Payment history
Dividend policy | Payment history The Board maintains its dividend policy of paying at least 90% of adjusted headline earnings which excludes the contribution of the attributable net profit or loss from Safaricom and any associated intangible amortisation. In addition, the Group intends to distribut
Slide 18: Calendar and contacts
Calendar and contacts Ready?
Slide 19: More information | 2021 upcoming dates
More information Visit our website for more information http://www.vodacom.com 2021 upcoming dates VodaPay presentation 26 January 2021 3Q21 results 2 February 2021 FY21 results 17 May 2021 1Q22 results 29 July 2021 1H22 results 15 November 2021 Contact us Follow us on social media VodacomIR@vodacom
Slide 20: Definitions
Definitions Customers Data customers M-Pesa customers ARPU Customers are based on the total Data customers are based on the number of M-Pesa customers are based on the Total ARPU is calculated by number of mobile customers using any unique users generating billable data traffic number of unique user
Slide 21: Forward-looking statements
Forward-looking statements This presentation contains 'forward-looking statements‘, which have not been reviewed or reported on by the Group’s auditors, with respect to the Group’s financial condition, results of operations and businesses and certain of the Group’s plans and objectives. In particula
Vodacom Group — Investor Presentation (November 2020) on 6ix