SENS-AI
TKG Trading Statement Bullish

TELKOM SA SOC LIMITED - Trading Statement for the year ended 31 March 2026

Telkom SA SOC Ltd
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What this filing means

Telkom expects continuing operations HEPS to jump 45% to 55% driven by cost cuts and lower debt, though the headline growth is significantly flattered by the absence of prior-year one-off restructuring and retirement fund losses.

Bull case

  • Basic earnings per share (BEPS) from continuing operations is projected to grow by 20% to 30%, signaling improved statutory profitability.
  • Earnings growth is underpinned by management's focus on structural cost optimisation and lower finance charges resulting from reduced debt levels.

Bear case

  • The robust continuing operations growth is heavily assisted by a depressed prior-year base, which included a R451 million (91.9cps) Telkom Retirement Fund derecognition loss and R117 million (23.8cps) in restructuring costs.
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Category
Trading Statement
Event posture
Constructive
Published
May 27, 2026

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