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    Vikhyat

    Research Analyst at RMB Morgan Stanley

    Vikhyat Sharma is a Research Analyst at RMB Morgan Stanley, specializing in equity research with coverage on companies such as Vodacom Group Ltd / ADR. Demonstrating analyst engagement, Sharma has participated in earnings call discussions for Vodacom, reflecting focused sector expertise. Though detailed career performance metrics such as success rates and returns remain limited, Sharma's role at RMB Morgan Stanley marks a significant professional milestone, with previous affiliations not explicitly documented. Verified credentials or securities licenses are not publicly available for Sharma at this time.

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

    Vikhyat's questions to Vodacom Group Ltd / ADR (VDMCY) leadership • Q4 2023

    Question

    Vikhyat from RMB Morgan Stanley asked for more details on the device financing models mentioned in the presentation, questioning if they apply across the portfolio and how they might impact EBITDA margins.

    Answer

    CEO Shameel Joosub clarified that the device financing opportunity is designed to increase smartphone penetration from the current 40% of the customer base. He stressed that it will use 'third-party funding' to avoid impacting Vodacom's balance sheet. The model aims to make devices affordable through daily repayment bundles, which in turn accelerates data and financial services growth via the super-app ecosystem.

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