South Africa · Delayed Price · Currency is ZAR · Price in ZAc Datatec Earnings Call Transcripts
Fiscal Year 2026
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AI-driven growth led to record profitability, with adjusted EBITDA and EPS outpacing revenue gains. All divisions improved, especially Westcon and Logicalis International, while Latin America showed recovery. Dividend reached a record $0.24 per share.
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Strong first half with double-digit growth in profits, margins, and recurring revenues, driven by a shift to software and services. Interim dividend more than doubled, net debt reduced, and all divisions showed operational leverage and improved cash flow.
Fiscal Year 2025
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Full-year results showed strong growth in gross profit, adjusted EBITDA, and EPS, driven by operational leverage and a shift to software and services. Dividends increased 114%, net debt fell, and all divisions improved profitability, with AI and cybersecurity fueling demand.
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Gross profit and margins rose despite lower reported revenues, driven by a shift to recurring software and services. Adjusted EBITDA and earnings per share saw strong growth, with robust cash generation and improved performance across all divisions, especially in cybersecurity.