Datatec Ltd Sa Unsp/Adr (DTTLY) Q4 2026 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.716 Good morning. Today we are presenting our FY26 annual results 00:00:05.716 -- 00:00:10.058 in the normal format with divisional detail. 00:00:10.060 -- 00:00:15.424 I will start with a summary. Ivan the CFO will cover the financial results 00:00:15.424 -- 00:00:21.248 and then I will go through the divisional reviews and have some closing remarks. 00:00:21.330 -- 00:00:23.091 In summary, 00:00:23.091 -- 00:00:28.115 another year of excellent performance with AI investment fuelled growth 00:00:28.115 -- 00:00:33.118 in most of the areas we operate. Adjusted EBITDA grew at almost 00:00:33.118 -- 00:00:38.343 double the rate of both gross invoiced income and gross profit. 00:00:38.343 -- 00:00:43.327 Underlying earnings per share grew at double that rate again. 00:00:43.327 -- 00:00:48.532 This resulted in an almost four times leverage between top and bottom 00:00:48.532 -- 00:00:50.754 line growth. 00:00:50.754 -- 00:00:56.038 In turn, this has driven a record high ordinary dividend payment of 24 00:00:56.038 -- 00:01:01.702 US cents or approximately 4 Rand per share. 00:01:03.160 -- 00:01:06.864 The environment recently has been far from normal. 00:01:06.864 -- 00:01:11.929 There seems to be a degree of decoupling between the AI-enabled digital world and 00:01:11.929 -- 00:01:15.172 more traditional non-technology industries. 00:01:15.172 -- 00:01:20.298 However, inflation, energy shortages and supply chain disruption could 00:01:20.298 -- 00:01:23.301 impact all areas of the economy. 00:01:23.301 -- 00:01:28.206 Our performance last year was exceptional, despite challenges in Latin America, where 00:01:28.206 -- 00:01:30.987 progress was also made. 00:01:30.987 -- 00:01:36.636 Our role as a digital channel organization spanning dis...