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Retail - Cyclical
Naspers Ltd (NAPRF) (FY 2025) Earnings Call Highlights: Robust Growth and Strategic Shifts
Naspers Ltd (NAPRF) reports strong financial performance with a 21% increase in e-commerce revenue and a 100% dividend hike, while focusing on strategic efficiencies and AI-driven innovation. Jun 24, 2025
Media - Diversified
MultiChoice Group Ltd (MCHOY) (FY 2025) Earnings Call Highlights: Strategic Growth Amidst Economic Challenges
MultiChoice Group Ltd (MCHOY) reports significant cost savings and subscriber growth in new revenue lines, despite facing currency impacts and economic headwinds. Jun 13, 2025
Telecommunication Services
Telkom SA SOC Ltd (JSE:TKG) Full Year 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Focus
Telkom SA SOC Ltd (JSE:TKG) reports robust financial performance with significant gains in mobile and data revenue, while addressing challenges in legacy business and talent retention. Jun 11, 2025
Conglomerates
Omnia Holdings Ltd (JSE:OMN) Full Year 2025 Earnings Call Highlights: Strong Cash Generation and Mining Segment Growth
Omnia Holdings Ltd (JSE:OMN) reports robust financial health with significant cash generation and a thriving mining segment, despite challenges in agriculture and restructuring costs. Jun 10, 2025
Building Materials
PPC Ltd (PPCLY) (FY 2025) Earnings Call Highlights: Strong EBITDA Growth and Strategic Turnaround Efforts
PPC Ltd (PPCLY) reports a robust 28% EBITDA increase and significant cash flow expansion, while navigating competitive challenges and executing a strategic turnaround plan. Jun 10, 2025
Retail - Cyclical
Mr Price Group Ltd (MRPLY) Full Year 2025 Earnings Call Highlights: Strong Financial Performance Amidst Challenging Market Conditions
Mr Price Group Ltd (MRPLY) reports robust growth in revenue, profit, and market share, while navigating a constrained consumer environment. Jun 10, 2025