Page 211 - Profile's Stock Exchange Handbook - 2025 Issue 3
P. 211

Profile’s Stock Exchange Handbook: 2025 - Issue 3                         JSE - VOD

                Vodacom Group Ltd.                      Vukile Property Fund Ltd.

       ISIN: ZAE000132577   SHORT: VODACOM   CODE: VOD  ISIN: ZAE000056370   SHORT: VUKILE   CODE: VKE
       REG NO: 1993/005461/06   FOUNDED: 1993   LISTED: 2009  REG NO: 2002/027194/06   FOUNDED: 2004   LISTED: 2004
       NATURE OF BUSINESS: Vodacom is a leading, purpose-driven African   NATURE  OF  BUSINESS:  Vukile  Property  Fund  Ltd.  (Vukile,  the
        operator  providing  connectivity,  digital  and  financial  services  to   company or the group) is a high-quality, low-risk and retail-focused
        211.3 million customers, including those served through Safaricom.   Real  Estate  Investment Trust  (REIT),  which  listed  on  the  JSE  Ltd.
        Building on more than 30 years in the telecommunications industry,   on  24  June  2004  (JSE  code: VKE)  and  on  the  Namibia  Securities
        Vodacom  has  grown  beyond  South  Africa  to  include  controlled   Exchange (NSX) on 11 July 2007 (NSX code: VKN). Vukile’s market
        operations in DRC, Egypt, Lesotho, Mozambique and Tanzania, with   capitalisation  was  R21.7  billion  on  31  March  2025  and  its  direct
        an associate holding in Safaricom providing exposure to Ethiopia   property portfolio was valued at R48.4 billion.
        and Kenya. As Vodacom diversify and differentiate with our digital   SECTOR: RealEstate--RealEstate--REITS--Retail
        ecosystem, Vodacom continues to pioneer innovative solutions that   NUMBER OF EMPLOYEES: 82
        shape Africa’s digital future.            DIRECTORS: Dongwana N P (ind ne), Formby J (ind ne), Zehner J
       SECTOR: Telecoms--Telecoms--TelecomServiceProvider--TelecomServices  (ind ne), Pottas L (FD), Rapp L (CEO), Mothibeli I, Payne N G
       NUMBER OF EMPLOYEES: 16 999                 (Chair, ind ne), Booysen Dr S F (Chair, ind ne), Kodisang B M (ne),
       DIRECTORS: Bianco F (alt, It), Govinda S K (ne), Kamath G S (ind ne),   Mokate Dr R D (ld ind ne), Mokgabudi T (ind ne), Moseneke Dr G S (ne)
        Klotz P (ne), Mahanyele-Dabengwa P (ind ne), Nqweni N (alt), Otty J   MAJOR ORDINARY SHAREHOLDERS as at 24 Jun 2025
        (ne, UK), Reiter J (ne), Shuenyane K L (ld ind ne), Thomson C B (ind ne),   Public Investment Corporation SOC Ltd.   20.22%
        Wood L (ne), Macozoma S (Chair, ind ne), Joosub M S (CEO),    Ninety One SA (Pty) Ltd.   5.02%
        Morathi R K (CFO)                          Eskom Pension and Provident Fund   4.97%
       MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2025   POSTAL ADDRESS: PO Box 2779, Saxonworld, 2132
        Vodafone Group plc                65.10%   MORE INFO: www.sharedata.co.za/sdo/jse/VKE
        Government Employees Pension Fund   12.24%   COMPANY SECRETARY: Johann Neethling
        YeboYethu Investment Company (RF) (Pty) Ltd.   5.51%  TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
       POSTAL ADDRESS: Private Bag X9904, Sandton, 2146  SPONSOR: Java Capital (Pty) Ltd.
       MORE INFO: www.sharedata.co.za/sdo/jse/VOD  AUDITORS: PwC Inc.
       COMPANY SECRETARY: Karen Robinson          CAPITAL STRUCTURE      Authorised  Issued
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  VKE  Ords no par    1 500 000 000    1 244 630 392
       SPONSOR: Investec Bank Ltd.
       AUDITORS: Ernst & Young                    DISTRIBUTIONS [ZARc]
       CAPITAL STRUCTURE      Authorised  Issued  Ords no par       Ldt       Pay      Amt
                                                                            7 Jul 25
                                                                  1 Jul 25
       VOD     Ords no par     4 000 000 000    2 077 841 204  Final No 42  10 Dec 24  17 Dec 24  76.54
                                                                                      55.18
                                                  Interim No 41
       DISTRIBUTIONS [ZARc]                       LIQUIDITY: Jul25 Avg 12m shares p.w., R208.3m(48.2% p.a.)
       Ords no par       Ldt      Pay       Amt
       Final No 32    17 Jun 25  23 Jun 25  335.00  VUKILE  40 Week MA  REIV
       Interim No 31  26 Nov 24  2 Dec 24  285.00                                     2200
                                                                                      2000
       LIQUIDITY: Jul25 Avg 8m shares p.w., R883.2m(19.0% p.a.)                       1800
                                                                                      1600
         VODACOM  40 Week MA  FTEL
                                           30000                                      1400
                                                                                      1200
                                           25000                                      1000
                                                                                      800
                                           20000
                                                                                      600
                                                                                      400
                                           15000     2021   2022   2023   2024   2025
                                           10000
                                                  FINANCIAL STATISTICS
                                                              Mar 25   Mar 24  Mar 23   Mar 22   Mar 21
                                           5000   (R million)
          2021   2022   2023   2024   2025                      Final  Final  Final  Final  Final
                                                  NetRent/InvInc  2 565  2 212  2 049  1 917  1 510
       FINANCIAL STATISTICS                       Total Inc     3 257  2 328  2 416  2 310  1 796
                   Mar 25   Mar 24  Mar 23   Mar 22   Mar 21   Attrib Inc  3 209  1 587  1 932  1 909  584
       (R million)
                     Final  Final  Final  Final Final(rst)  TotCompIncLoss  3 401  3 337  3 952  1 314  - 67
       Turnover    152 227  150 594  119 170  102 736  98 302  Ord UntHs Int  27 868  23 803  20 077  17 568  17 361
       Op Inc       35 791  35 337  29 252  28 236  27 652  Investments  1 124  3 545  2 046  2 026  949
       NetIntPd(Rcvd)  6 633  6 747  4 712  3 675  3 423  FixedAss/Prop  48 298  36 568  34 380  30 535  32 414
       Minority Int  3 293  2 972  1 344  571  490  Tot Curr Ass  2 726  2 767  2 168  1 128  1 646
       Att Inc      16 598  16 292  16 767  17 163  16 581  Total Ass  53 821  44 237  40 076  34 725  35 992
       TotCompIncLoss  12 691  20 616  21 601  14 366  777  Tot Curr Liab  1 554  1 630  1 777  1 878  3 716
       Fixed Ass    81 138  74 643  74 241  59 273  56 480  PER SHARE STATISTICS (cents per share)
       Tot Curr Ass  75 656  70 727  65 788  50 519  46 309  HEPS-C (ZARc)  158.59  131.34  134.72  134.25  137.26
       Ord SH Int   92 019  92 764  85 946  79 437  79 370  DPS (ZARc)  131.72  124.25  112.43  105.80  101.04
       Minority Int  11 633  11 064  11 481  6 029  6 320  NAV PS (ZARc)  2 239.00  2 155.00 2 048.00  1 792.00  1 816.00
       LT Liab      70 332  65 524  66 502  34 834  44 219  3 Yr Beta  0.64  0.34  0.44  1.19  1.24
       Tot Curr Liab  75 997  71 261  64 386  57 667  42 070  Price Prd End  1 745  1 518  1 244  1 406  865
       PER SHARE STATISTICS (cents per share)     Price High    1 899  1 574  1 570  1 421  973
       HEPS-C (ZARc)  857.00  846.00  948.00  1 013.00  980.00  Price Low  1 418  1 151  1 217  858  422
       DPS (ZARc)   620.00  590.00  670.00  850.00  825.00  RATIOS
       NAV PS (ZARc)  4 428.59  4 464.44 4 681.15  4 326.63  4 322.98  RetOnSH Funds  11.02  6.72  9.51  10.68  2.21
       3 Yr Beta     0.68  0.45  0.25  0.02  0.07  RetOnTotAss  6.38  5.28  6.05  6.72  5.04
       Price High   12 648  12 673  16 348  16 045  13 935  Debt:Equity  0.79  0.81  0.83  0.82  0.84
       Price Low     8 544  8 946  11 562  12 178  11 201  OperRetOnInv  5.19  5.51  5.63  5.89  4.53
       Price Prd End  12 545  9 855  12 204  16 000  12 626  OpInc:Turnover  56.61  55.54  56.11  55.17  49.51
       RATIOS
       Ret on SH Fnd  19.19  18.55  18.59  20.75  19.92
       Oper Pft Mgn  23.51  23.47  24.55  27.48  28.13
       D:E           0.81  0.77  0.78  0.68  0.63
       Current Ratio  1.00  0.99  1.02  0.88  1.10
       Div Cover     1.39  1.43  1.41  1.19  1.19
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