Telkom Consumer’s operating revenue climbed 5.7% to R20.5 billion for the third quarter ended 31 December 2025, fueled by growth in both mobile and fibre services, the Telkom Group announced today.
The consumer unit – led by Lunga Siyo – continues to gain traction through targeted customer value management initiatives and aggressive fibre expansion, reinforcing its position as South Africa’s fastest-growing mobile and fixed broadband provider.
Mobile Momentum
Total revenue for the Mobile business grew by 5.5% to R6.716 billion, driven by mobile service revenue expanding by 7.2%. Pre-paid service revenue—powered by Customer Value Management (CVM) platforms—improved by 11.6% and was the primary driver of service revenue growth.
“The growth was driven by focused regional activation efforts and our Mo’Town CVM initiative,” said Telkom Group. “Mobile data revenue increased, driven by the ongoing growth in mobile data subscribers and data traffic.”
Telkom’s CVM platforms, Mo’Nice and Mo’Town – tailored, area-specific value propositions offering favourable pricing – contributed 53.1% to pre-paid service revenue. Under-indexed regions improved, contributing to a 5.6% increase in share of acquisitions in these areas.
Total mobile subscribers increased by 5.3% to 25.3 million, with blended ARPU holding at R77. Pre-paid subscribers grew 5.8% to 22.2 million at a stable ARPU of R61, while the post-paid subscriber base increased marginally by 1.2% to 3.1 million, with ARPU improving to R187.
Data-First Strategy Pays Off
Mobile data subscribers expanded by 29.3% to 19.3 million, now representing 76.5% of the total subscriber base. This drove mobile data traffic growth of 20.4% to 544 petabytes—underscoring the continued success of Telkom’s data-focused strategy.
On the fibre side, subscribers increased by 9.2%, supported by 2.7% ARPU growth, resulting in fibre revenue climbing 11.1%.
Profitability Surge
Consumer EBITDA improved by 21.4% to R1.806 billion, with EBITDA margin expanding by 3.4 percentage points to 24.2%. Mobile EBITDA growth of 13.6% was driven by service revenue growth—particularly in pre-paid—while impairment of receivables declined, resulting in a mobile EBITDA margin of 29.7%.
Beyond connectivity services recorded revenue of R436 million, an increase of 13.7%. Airtime lending increased by 15.9% and now represents 25.8% of pre-paid recharges.
“These results affirm Telkom Consumer’s position as South Africa’s fastest-growing mobile and fixed broadband provider, serving consumer, home and SME segments with holistic connectivity solutions,” the company stated.
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