Wrap Text
TKG - Telkom SA Limited - Vodacom results for the period ended June 30, 2007
Telkom SA Limited
(Incorporated in the Republic of South Africa)
(Registration number 1991/005476/06)
Share code: TKG ISIN: ZAE000044897
("Telkom")
Vodacom results for the period ended June 30, 2007
As at June 30, 2007, Vodacom Group recorded 32.4 million customers across its
networks operating in South Africa, Tanzania, the Democratic Republic of the
Congo, Lesotho and Mozambique, reflecting a 7.5% increase in the three months
since March 31, 2007. The growth in the customer base is a result of high gross
customer connections of 4.4 million for the quarter. The Group`s non-South
African operations comprised 7.8 million customers, or 24.1% of the total
customer base.
Year on year revenue for the quarter ended June 30, 2007 increased by 18.6%,
while total Group customers increased by 28.4% since June 30, 2006.
South Africa
South Africa increased its customer base by 6.9% since March 31, 2007 to 24.6
million customers in an increasingly competitive market. South Africa`s
customer base comprises 3.2 million contract customers and 21.3 million prepaid
customers, reflecting increases of 7.5% and 6.9% since March 31, 2007,
respectively.
Vodacom South Africa has retained its leadership in a highly competitive South
African mobile communications market with an estimated market share of 59% at
June 30, 2007. The SIM card penetration of the cellular industry in South Africa
is now an estimated 89% of the population.
South Africa customers, year-to-date ARPU and churn as at June 30, 2007 compared
to March 31, 2007 are as follows:
South Africa March 31, 2007 June 30, 2007 % change
Customers (thousands) 23,004 24,596 6.9
Contract 3,013 3,238 7.5
Prepaid 19,896 21,262 6.9
Community services 95 96 1.1
ARPU (ZAR) 125 118 (5.6)
Contract 517 488 (5.6)
Prepaid 63 58 (7.9)
Community services 902 735 (18.5)
Churn (%) 33.8 22.2 (11.6 pts)
Contract 9.7 8.5 (1.2 pts)
Prepaid 37.5 24.4 (13.1 pts)
Non-South African operations
Vodacom`s non-South African operations increased their total customer base by
9.3% since March 31, 2007 to 7.8 million customers.
Satisfactory customer growth was achieved in all Vodacom`s non-South African
operations, most notably DRC with a 13.3% increase in its customer base.
Vodacom`s non-South African operations` customers, year-to-date ARPU and churn
as at June 30, 2007 compared to March 31, 2007 are as follows:
Non-South African March 31, 2007 June 30, 2007 % change
operations
Vodacom Tanzania
Customers (thousands) 3,247 3,468 6.8
Contract 14 16 14.3
Prepaid 3,223 3,442 6.8
Public phones 10 10 -
ARPU (ZAR) 52 47 (9.6)
Churn (%) 35.6 43.5 7.9 pts
Other African operations
Vodacom Congo
Customers (thousands) 2,632 2,981 13.3
Contract 17 19 11.8
Prepaid 2,587 2,921 12.9
Public phones 28 41 46.4
ARPU (ZAR) 77 63 (18.2)
Churn (%) 30.4 39.6 9.2 pts
Vodacom Lesotho
Customers (thousands) 279 300 7.5
Contract 3 4 33.3
Prepaid 272 292 7.4
Public phones 4 4 -
ARPU (ZAR) 75 71 (5.3)
Churn (%) 19.0 17.0 (2.0 pts)
Vodacom Mozambique
Customers (thousands) 988 1,062 7.5
Contract 15 17 13.3
Prepaid 973 1,045 7.4
ARPU (ZAR) 28 25 (10.7)
Churn (%) 41.7 46.7 5.0 pts
19 July 2007
Pretoria
Sponsor: UBS South Africa (Pty) Ltd
Date: 19/07/2007 08:00:03 Supplied by www.sharenet.co.za
Produced by the JSE SENS Department.
Sharenet Sites 
