Full Year 2024 Telkom SA SOC Ltd Earnings Call Transcript - Thomson StreetEvents

Full Year 2024 Telkom SA SOC Ltd Earnings Call Transcript

Full Year 2024 Telkom SA SOC Ltd Earnings Call Transcript - Thomson StreetEvents
Full Year 2024 Telkom SA SOC Ltd Earnings Call Transcript
Published Jun 18, 2024
13 pages (9304 words) — Published Jun 18, 2024
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Abstract:

Edited Transcript of TKGJ.J earnings conference call or presentation 18-Jun-24 8:00am GMT

  
Brief Excerpt:

...2024. In case I also forget, my name is Serame Taukobong. I'd like to recognize our Board led by Che, colleagues from ExCo, shareholders here present, members of the press, colleagues listening and watching on air. I will take you through, briefly, our highlights, some of our business units reviews. Nonku will take us briefly through the financial view. I will close then with our outlook and our priorities. Just to reinforce (inaudible). We did introduce to the market, the concept of an InfraCo. And I think if you look at where our results are landing, it is starting to show that this strategic focus of being InfraCo, yielding and sweating the core assets that underpin our data-led strategy, is showing results. What we have in Telkom, our key assets, which cannot be replicated, and how are we taking this to market? It's by ensuring that seamlessly together, these unique assets are driving the thrust of ensuring that we, as Telkom, lead the drive to digitally connecting South Africa. But...

  
Report Type:

Transcript

Source:
Company:
Telkom SA SOC Ltd
Ticker
TKGJ.J
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Jonathan Kennedy-Good - Prescient Securities (Pty) Ltd - Analyst : Jonathan Kennedy-Good from Prescient Securities. Just on the dividend policy going forward, I just wanted to clarify, if you would look at free cash flow after CapEx, excluding any once-off restructuring charges or payments because those have been fairly frequent as you optimize the business. And then also on CapEx, that's been positive surprise at the recent past. And just wondering how you envisage nominal CapEx to develop. Do you think that could go a little lower given plans to optimize there? Thank you.


Question: Jono Bradley - Absa Capital Securities (Pty) Ltd - Analyst : Thanks very much for the opportunity to ask questions and congratulations on a good set of results. Just two questions from me, please. My first question is on the working capital benefit to free cash flows. If you could please unpack that a bit more. I mean, was this mainly the handset book sale? And just your thoughts on the sustainability going into next year. And secondly, you mentioned price increases for mobile. Just to clarify, is this on your mobile prepaid products as well and is that in line with competitors? And if you can just give us the effective percentage increase for those mobile prepaid product price increases. Thank you.

Table Of Contents

Q3 2025 Telkom SA SOC Ltd Trading Update Call Transcript – 2025-02-10 – US$ 54.00 – Edited Transcript of TKGJ.J event 10-Feb-25 2:00pm GMT

Half Year 2025 Telkom SA SOC Ltd Earnings Call Transcript – 2024-11-18 – US$ 54.00 – Edited Transcript of TKGJ.J earnings conference call or presentation 18-Nov-24 8:00am GMT

Half Year 2025 Telkom SA SOC Ltd Earnings Call( Q&A Conference) Transcript – 2024-11-18 – US$ 54.00 – Edited Transcript of TKGJ.J earnings conference call or presentation 18-Nov-24 2:00pm GMT

Telkom SA SOC Ltd Sell side analyst pre-close conference call Transcript – 2024-09-30 – US$ 54.00 – Edited Transcript of TKGJ.J corporate analyst meeting</ 30-Sep-24 10:59am GMT

Q1 2025 Telkom SA SOC Ltd Trading Statement Call Transcript – 2024-08-05 – US$ 54.00 – Edited Transcript of TKGJ.J sales update conference call or presentation 5-Aug-24 2:00pm GMT

Telkom SA SOC Ltd Disposal of swiftnet Transcript – 2024-03-22 – US$ 54.00 – Edited Transcript of TKGJ.J conference call or presentation 22-Mar-24 9:00am GMT

Telkom SA SOC Ltd Special Call Transcript – 2023-10-04 – US$ 54.00 – Edited Transcript of TKGJ.J conference call or presentation 4-Oct-23 7:00am GMT

Q1 2024 Telkom SA SOC Ltd Corporate Sales Call Transcript – 2023-07-31 – US$ 54.00 – Edited Transcript of TKGJ.J sales update conference call or presentation 31-Jul-23 2:00pm GMT

Full Year 2023 Telkom SA SOC Ltd Earnings Call Transcript – 2023-06-13 – US$ 54.00 – Edited Transcript of TKGJ.J earnings conference call or presentation 13-Jun-23 8:00am GMT

Q3 2023 Telkom SA SOC Ltd Corporate Sales Call Transcript – 2023-02-14 – US$ 54.00 – Edited Transcript of TKGJ.J sales update conference call or presentation 14-Feb-23 2:00pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Full Year 2024 Telkom SA SOC Ltd Earnings Call Transcript" Jun 18, 2024. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2024-Telkom-SA-SOC-Ltd-Earnings-Call-T16039425>
  
APA:
Thomson StreetEvents. (2024). Full Year 2024 Telkom SA SOC Ltd Earnings Call Transcript Jun 18, 2024. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2024-Telkom-SA-SOC-Ltd-Earnings-Call-T16039425>
  
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