Appendix II Vodacom ⫶ Leading African operations have further growth potential >40% of Africa GDP >500m people 50% smartphone penetration 52% financial services penetration Digital & financial ecosystem presents opportunities Africa’s leading connectivity provider 1 Vodacom markets Safaricom markets Africa’s leading fintech platform 1, 2 Leading connectivity • 206m mobile customers • #1 by revenue market share in all our markets • NPS leader/co-leader in 5 of 6 markets Opportunities in connectivity • Data and smartphone penetration • South Africa fibre deal • Safaricom Ethiopia • Rural funding partnerships (RuralCo) • Pro-investment regulation Operating in attractive markets 1
Financial services customers (million) M-Pesa transaction volume (billion) 71 79
Leading financial services • 79m financial services customers • US$1bn transacted on our mobile money platforms every day • € 0.6bn financial services revenue in Vodacom in FY24
Opportunities in digital & fintech • Scaling and diversifying VodaPay and M-Pesa super-apps • ‘Tech-for-good’ platforms in agriculture, education & healthcare • Digital partner of choice for enterprise and governments
33.7
33
27.8
32
8
5
19.5
15 22
14 19
15.0
FY23
FY24
FY21 FY22 FY23 FY24 M-Pesa (IB+ SF)
South Africa Egypt (M-Pesa)
IB (M-Pesa) SF (M-Pesa)
FY24 results ⫶ May 2024
1. Including 100% of Safaricom 2. Excluding Vodafone Ghana in FY22-FY23
28
Powered by FlippingBook