P&L Overview

P&L Overview

FY2025 Profit & Loss with COE Innovation Impact Analysis

Data Integrity Notice

Reconciled tool midpoints sum to R3.0B vs headline claim of R3.7B (gap: R747M). Only R378M (13% actual / 87% modelled) is confirmed.

Group Revenue

R43.9B

+3.2% Actual

EBITDA

R11.8B

+5.1%26.9% margin Actual

Total Capex

R6.2B

-2.3%13.3% intensity Actual

Free Cash Flow

R2.8B

+555% Actual

P&L Waterfall — Revenue to Net Profit

R43.9B → R11.8B → R5.6B → R2.1B

Revenue by Business UnitFY2025

Segments sum to R52.4B; R8.5B inter-segment eliminations

Cost StructureR32.1B Total Opex

Employee Costs
Network & Operations
Direct Costs
Other Operating

Deployed Tools — Confirmed P&L Impact

Churn Prediction AI

ML model predicting customer churn 30 days ahead, enabling proactive retention

R210-420M saved

Modelled

Credit Scoring ML

Alternative credit scoring using behavioural data for fintech lending

R80-150M growth

Modelled

Spectrum Optimiser

AI-driven spectrum allocation maximising capacity per MHz

R150-300M efficiency

Modelled

Fibre Route Planner

AI route optimisation for fibre rollout reducing cost-per-home

R380-630M efficiency

Modelled

Predictive Maintenance

ML model predicting equipment failures 7-14 days ahead

R250-500M savings

Modelled

Energy Management AI

Solar/battery optimisation across 1,244 sites

R378M achieved

Actual

In Development — Future P&L Impact

RAN Planning AI

ML-based site selection and capacity planning for mobile network

R280-560M capex saved

Projected

AIOps Platform

Automated incident detection and resolution for IT services

R100-200M efficiency

Projected

NLP Customer Service

SA language chatbots for Tier 1 call deflection

R50-100M savings

Projected

Collections AI

ML-optimised collections prioritisation and strategies

R60-120M recovery

Projected

Propensity Models

Customer propensity scoring for fibre connect rate optimisation

R120-250M uplift

Projected

Network Digital Twin

Real-time digital replica of network for planning and simulation

R80-160M efficiency

Projected