Telkom expects FY2027 capex intensity within 12%-15% guidance range

• Telkom kept full-year capex intensity guidance at 12%-15%, following Q1 capex of ZAR 888 million, down 19.4% year on year.
• Mobile service revenue expected to grow in the mid-single digits, with performance potentially above the upper end of that range.
• Outlook framed by Q1 results: group revenue rose 2.6% to ZAR 11.1 billion, EBITDA margin widened to 27.7% from 25.9%.
• BCX expects IT hardware and software revenue to recover as the year progresses, with the pace tied to easing supply disruptions.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Telkom SA SOC Ltd. published the original content used to generate this news brief via SENS, the regulatory disclosure system operated by the Johannesburg Securities Exchange (JSE) (Ref. ID: S525020), on August 03, 2026, and is solely responsible for the information contained therein.