Telkom Consumer had another remarkable year in which it gained further market share. Most significantly, our Mobile business continued to deliver market‑leading service revenue growth as our dataled, pre‑paid‑driven strategy scaled high‑quality revenue, expanded the customer base and accelerated monetisation. This growth was achieved through disciplined execution and targeted acquisitions, enabled by ongoing investment in and refinement of our AI‑driven customer value management platforms.
Pre-paid service
revenue growth
Mobile data
revenue growth
Increase in mobile
data
subscribers
Strategic focus areas
Challenges
The Mobile business remains our primary growth engine. Mobile service revenue increased by 6.8% to R22 388 million, supported by 10.3% growth in pre‑paid service revenue to R15 387 million. This performance was driven by targeted customer acquisition, deep segmentation through our best‑in‑class, people‑led AI capabilities, and effective customer value management (CVM). Our CVM propositions, Mo'Nice and Mo'Town, contributed over half of pre-paid service revenue. We also achieved double-digit revenue growth in non-metro areas, reflecting an increased share of acquisitions. This is testimony to the precise execution of our strategy to grow market share in underpenetrated regions.
Customer growth remained robust. The mobile subscriber base increased by 10.8% to 25.7 million, driven by pre‑paid subscriber growth of 11.9% to 22.6 million. This was achieved while maintaining a stable pre‑paid ARPU of R60, demonstrating the resilience and quality of our revenue base in a highly competitive environment. Post‑paid subscribers remained stable at 3.1 million, with post‑paid ARPU maintained at R186.
Profitability improved in line with revenue quality. The Mobile business delivered a solid 14.0% increase in EBITDA, with the EBITDA margin expanding by 2.3 ppts to 29.0%. Impairment of receivables declined by 17.9% as the benefits of stringent credit vetting were realised.
At business unit level, Consumer increased its EBITDA by a pleasing 20.8% to R6 727 million, driving a 3.3 ppts increase in the EBITDA margin to 23.3%. This reflects our strong operating leverage and ongoing efficiency initiatives.
Our data-led strategy continues to deliver strong monetisation outcomes. Mobile data revenue increased by 10.5% to R17 752 million, supported by a 31.1% increase in data subscribers to almost 20.0 million. Mobile data subscribers now represent 77.8% of the total base, reflecting the sustained demand for connectivity and the success of our targeted pricing and distribution. This structural shift was reinforced by mobile data traffic growth of 18.5% to 2 exabytes (2 084 petabytes), highlighting the continued acceleration in data consumption and supporting future revenue growth.
In our fixed connectivity business, fibre revenue increased by 10.3%, supported by 8.7% subscriber growth and ARPU expansion. We continued to drive adoption through affordable pre-paid fibre offerings while broadening access to high‑speed connectivity.
We continued to invest to support our growth trajectory. Through capital expenditure of R2 694 million, we expanded our network footprint by 511 sites to 8 420 and increased our population coverage to 85%. Our investment enhanced our network capacity and efficiency, extended coverage, and helped us reduce roaming costs despite higher traffic volumes. This positions us to advance towards a fully data-driven network as we target more customers through the demonstrable value we offer.
We also strengthened network resilience and are accelerating technology modernisation. Initiatives such as lithium-ion battery deployment, Power‑as‑a‑Service and Shelter‑as‑a‑Service are improving network uptime, cost predictability and customer experience.
Our data-centric network strategy continues to deliver strongly. Voice over LTE (VoLTE) users reached 9.3 million and VoLTE traffic penetration reached 80%. 4G device penetration increased to 97% (FY2025: 94%), positioning the business for a fully data-driven future. Ongoing network investments are enabling us to capture 5G opportunities, aligned with rising device adoption and evolving customer behaviour.
Mobile service revenue
Mobile sites integrated
Beyond Connectivity, our adjacent digital and financial services portfolio, continued to scale, with revenue increasing by 10.5% to R1 862 million. These services are deepening customer engagement, enhancing platform stickiness and increasing our share of the consumer wallet. The airtime advance lending offering, which represents 26.4% of total pre‑paid recharge value, remains a key contributor, with approximately 8 million active users. Our insurance portfolio generated revenue of R283 million, supporting revenue diversification.
Mobile
data
subscribers
Mobile data
traffic
petabytes
