Vodacom Group Ltd Ord (VODAF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to our interim results highlights for the six months ended 30th of September 2025. The group's performance was excellent. The encouraging trends we saw in the first quarter continued into the second quarter, with results that showcased progress on our bold Vision 2030 ambitions. The period was also characterized by a more stable macroeconomic and currency backdrop, which supported strong RAND and hard currency growth. As a purpose-led company, Vodacom is committed to connecting for a better future. Our initiative seeks to empower people, protect the planet and maintain trust. We believe that inclusion starts with opportunity. Through Code Like a Girl, we've trained almost 23,000 girls. We connected 3 million learners through our e-learning and connectivity platforms, train teachers and invest in schools of excellence. Our latest skills-based initiative is called Tech Start and is very ambitious. We aim to upscale 1 million young people by 2027. We actively pursue connectivity in under-serviced areas. To this end, we added 1,881 4G sites and 3,524 5G sites across the footprint over the last six months. We plan to spend more than R23 billion in capital expenditure across our markets this financial year, which will see our reach continue to grow. We want to see people thrive, particularly the most vulnerable in our society. Our EMAMA emergency health care program has already saved 6,500 lives. In DRC, we train women with disabilities as M-PESA agents. In Egypt, we recently launched the Maki program to empower 1 million rural women over the next three years. This program was created in association with Egypt's micro, small, and medium enterprises development agency, the Care Egypt Foundation, and Samsung. It is designed to foster digital and financial inclusion b...