Page 195 - Profile's Stock Exchange Handbook - 2026 Issue 1
P. 195

Profile’s Stock Exchange Handbook: 2026 - Issue 1                         JSE - TEL
             TeleMasters Holdings Ltd.                    Telkom SA SOC Ltd.

       ISIN: ZAE000093324   SHORT: TELEMASTR   CODE: TLM  ISIN: ZAE000044897   SHORT: TELKOM   CODE: TKG
       REG NO: 2006/015734/06   FOUNDED: 2006   LISTED: 2007  REG NO: 1991/005476/30   FOUNDED: 1991   LISTED: 2003
       NATURE OF BUSINESS: TeleMasters Holdings Ltd. (“TeleMasters” or   NATURE OF BUSINESS: Telkom is a leading digital infrastructure and
        “the Group”) is a dynamic technology investment group focused   technology service provider in South Africa. Telkom offers end-to-
        on fostering digital transformation, next-generation connectivity,   end information and communications technology (ICT) solutions,
        and smart workspaces. TeleMasters’ portfolio of companies works   including high-speed fibre, mobile and data services, information
        in  synergy,  driving  growth  through  strategic  acquisitions  and   technology (IT) services and property management.
        targeted investments to maximise shareholder value responsibly.  SECTOR: Telecoms--Telecoms--TelecomServiceProvider--TelecomServices
       SECTOR: Telecoms--Telecoms--TelecomServiceProvider--TelecomServices  NUMBER OF EMPLOYEES: 9 509
       NUMBER OF EMPLOYEES: 0                    DIRECTORS: Booi M (ind ne), Ighodaro O (ind ne, Nigeria),
       DIRECTORS: Krastanov M (ind ne), Moela Adv M (ld ind ne),    Kennedy B (ind ne), Lebina K P (ind ne), Luthuli P C S (ind ne),
        Pretorius M B (Chair, ne), Voigt J (CEO), Topham B (CFO)  Matenge-Sebesho E G (ind ne), Msimang M (ind ne), Rayner K A
       MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2025   (ind ne), Selele I (ind ne), Sibisi Dr S P (ind ne), Singh E (ind ne),
        Maison d’Obsession Trust          62.11%   Yoon S H (ne), Qhena M G (Chair, ind ne), Taukobong S (Group CE),
        JM Voigt                          14.98%   Dlamini N (Group CFO)
        LP Pieton                          8.70%  MAJOR ORDINARY SHAREHOLDERS as at 10 Jul 2025
       POSTAL ADDRESS: Postnet suite #51, Private Bag X81,    The Government of the Republic of South Africa   40.52%
        Halfway House, 1685                       Government Employees Pension Fund   15.89%
       MORE INFO: www.sharedata.co.za/sdo/jse/TLM  Public Investment Corporation (SOC) Ltd.   10.25%
       COMPANY SECRETARY: Sascha Ramirez-Victor  POSTAL ADDRESS: Private Bag X881, Pretoria, 0001
       TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.  MORE INFO: www.sharedata.co.za/sdo/jse/TKG
       SPONSOR: AcaciaCap Advisors Sponsors (Pty) Ltd.  COMPANY SECRETARY: Ephy Motlhamme
       AUDITORS: Nexia SAB&T Inc.                TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
                                                 SPONSOR: Nedbank CIB
       CAPITAL STRUCTURE      Authorised  Issued  AUDITORS: PwC Inc.
       TLM     Ords 0.01c ea     500 000 000     57 482 830  CAPITAL STRUCTURE  Authorised  Issued
       DISTRIBUTIONS [ZARc]                      TKG     Ords of R10.00 ea    1 000 000 000     511 140 239
       Ords 0.01c ea     Ldt      Pay       Amt  DISTRIBUTIONS [ZARc]
       Quarterly No 69  15 Dec 25  22 Dec 25  0.20
                                                                             Pay
                                                                                      Amt
                                                                   Ldt
       Final No 68    21 Oct 25  27 Oct 25  0.20  Ords of R10.00 ea  8 Jul 25  14 Jul 25  163.05
                                                 Final No 27
       LIQUIDITY: Jan26 Avg 2 134 shares p.w., R2 127.9(0.2% p.a.)  Special No 18  8 Jul 25  14 Jul 25  97.82
                                                 LIQUIDITY: Jan26 Avg 8m shares p.w., R373.4m(79.3% p.a.)


       FINANCIAL STATISTICS
                    Jun 25   Jun 24  Jun 23   Jun 22   Jun 21
       (R ‘000)                                  FINANCIAL STATISTICS
                     Final  Final  Final  Final  Final        Sep 25   Mar 25  Mar 24   Mar 23   Mar 22
       Turnover     64 546  59 863  64 163  65 002  76 013  (R million)  Interim  Final  Final Final(rst)  Final
       Op Inc        1 106  1 325  2 274  - 527  - 4 541  Turnover  22 104  43 880  42 463  41 838  42 756
       NetIntPd(Rcvd)  840  1 099  1 566  2 168  1 085  Op Inc  2 755  5 057  3 903  - 12 567  4 933
       Minority Int  - 381  - 118  -    -     -  NetIntPd(Rcvd)  814  1 926  2 127  1 465  1 112
       Att Inc       528   351   416  - 1 976  - 3 936  Minority Int  -  -  -     2     1
       TotCompInc/Loss  147  233  416  - 1 976  - 3 937  Att Inc  1 604  7 503  1 881  - 9 973  2 630
       Fixed Ass    14 195  7 639  6 441  7 173  7 192  TotCompInc/Loss  1 574  7 488  1 895  - 9 883  2 897
       Tot Curr Ass  10 453  9 891  10 136  8 445  12 702  Fixed Ass  27 933  27 334  26 002  26 178  38 319
       Ord SH Int   33 644  37 618  37 415  36 208  33 751  L-T Invest  113  106  106  108  170
       Minority Int  3 792  - 118  -    -     -  Tot Curr Ass  17 639  23 005  16 216  17 317  16 124
       LT Liab       6 020  4 438  6 711  10 839  13 076  Ord SH Int  33 910  33 601  26 196  24 184  34 069
       Tot Curr Liab  10 344  10 844  11 621  10 836  16 880  Minority Int  - 19  - 16  - 21  - 23  - 25
       PER SHARE STATISTICS (cents per share)    LT Liab      12 320  16 347  17 359  17 550  13 422
       HEPS-C (ZARc)  1.08  0.68  0.81  - 3.73  - 7.82  Tot Curr Liab  15 798  17 603  17 176  17 913  18 551
       DPS (ZARc)    0.40  0.20  0.55  2.00  6.40  PER SHARE STATISTICS (cents per share)
       NAV PS (ZARc)  58.53  65.44  65.09  64.94  66.83  HEPS-C (ZARc)  305.60  467.50  288.10  - 99.30  575.30
       3 Yr Beta     1.04  0.79  0.72  0.39  1.37  DPS (ZARc)    -  260.87  -     -     -
       Price High    140   140   128   150   159  NAV PS (ZARc)  6 634.19  6 573.73 5 125.01  4 731.38  6 665.29
       Price Low      71    71   51    90    73  3 Yr Beta     0.57  0.72  0.77  1.05  1.56
       Price Prd End  100   80   99    106   125  Price High   6 059  3 918  3 642  5 070  5 980
       RATIOS                                    Price Low     2 985  2 156  2 040  2 908  3 607
       Ret on SH Fnd  0.39  0.62  1.11  - 5.46  - 11.66  Price Prd End  5 117  3 713  3 000  3 572  4 448
       Oper Pft Mgn  1.71  2.21  3.54  - 0.81  - 5.97  RATIOS
       D:E           0.22  0.14  0.20  0.32  0.39  Ret on SH Fnd  9.47  22.34  7.19  - 41.27  7.73
       Current Ratio  1.01  0.91  0.87  0.78  0.75  Oper Pft Mgn  12.46  11.52  9.19  - 30.04  11.54
       Div Cover     2.33  3.10  1.33  - 1.84  - 1.22  D:E     0.39  0.55  0.77  0.82  0.50
                                                 Current Ratio  1.12  1.31  0.94  0.97  0.87
                                                 Div Cover       -   5.86   -     -     -



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