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    Preshendran Odayar

    Research Analyst at Nedbank Group

    Preshendran Odayar's questions to Vodacom Group Ltd / ADR (VDMCY) leadership

    Preshendran Odayar's questions to Vodacom Group Ltd / ADR (VDMCY) leadership • FY 2023

    Question

    Preshendran Odayar of Nedbank Group asked why Vodacom's South African service revenue growth didn't reflect a larger benefit from load-shedding investments, requested specific network uptime data, queried enterprise performance, and asked about Vodafone's ability to sell its entire stake.

    Answer

    CEO Shameel Joosub stated that network availability was high at 94-97% due to investments, boosting prepaid and postpaid performance, but prior-year one-offs impacted the headline growth figure. He also reiterated Vodafone's commitment, stating Vodacom is 'not for sale'. Head of Investor Relations JP Davids clarified that the Vodacom Business segment declined by mid-single digits in Q4, lapping strong prior-year comparatives.

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    Preshendran Odayar's questions to VOD.JO leadership

    Preshendran Odayar's questions to VOD.JO leadership • FY 2023

    Question

    Preshendran Odayar of Nedbank Group questioned the impact of load-shedding investments on service revenue growth, asked for network uptime specifics, clarified enterprise segment performance, and inquired about Vodafone's ability to sell its Vodacom stake.

    Answer

    CEO Shameel Joosub stated network availability is 94-97% and that investments have bolstered performance, also noting Vodafone's commitment to its stake. Head of Investor Relations JP Davids clarified that the enterprise business was down mid-single digits in Q4 due to lapping prior-year one-off contracts.

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