Kaya Biz

SA New Vehicle Sales Hit 12‑Year High Despite Rate Hikes

South Africa’s new vehicle market continues to defy economic pressure, with May sales reaching their highest level since 2013. NADA Vice‑Chairperson Thembinkosi Pantsi breaks down consumer trends, rising interest in hybrids and EVs, and why mobility remains a priority even in a high‑cost environment.

2 Jun 3PM 14 min

Telkom HEPS Up 21.5% as Data Strategy Powers Growth

Telkom delivered a strong set of full‑year results, with data revenue rising to R26.6bn and HEPS up 21.5%. CEO Serame Taukobong unpacks mobile momentum, fibre growth, improved cash generation, and the Group’s revised dividend policy in a tough economic environment.

2 Jun 3PM 14 min

Momentum Paid R6.88bn in Claims: What 2025 Reveals About SA’s Real Risks

Momentum Life Insurance’s Joretha Bothma breaks down the insurer’s 2025 claims data — from the surge in critical illness claims to the rise in disability and income protection payouts. She highlights the protection gap, the risks facing younger South Africans, and why holistic financial planning is becoming essential in a…

1 Jun 3PM 18 min

Unpacking SA’s Slow Manufacturing Recovery: Absa PMI Slips to 50.8

Absa Economist Sello Sekele analyses the latest PMI print, revealing weakening demand, a sharp drop in business activity, and rising inventories. He explains what’s driving the slowdown, the risks for Q2 GDP, and whether South Africa’s manufacturing sector can regain momentum in 2026.

1 Jun 3PM 10 min

Dis‑Chem's FY2026 Mixed as Revenue Climbs, Earnings Dip

Dis‑Chem CEO Rui Morais unpacks a results set showing strong revenue growth but pressure on headline earnings. He explains the Group’s R445m investment into its healthcare ecosystem, the performance of Better Rewards, margin pressure in dispensary and wholesale, and how the Store of the Future will reshape customer experience and…

1 Jun 3PM 15 min

Why Burgers Cost 30% More in 2026

Beef inflation has surged nearly 30% year‑on‑year, driven by South Africa’s worst foot‑and‑mouth outbreak in decades. Eighty20’s Andrew Fulton breaks down why burger ingredients are rising faster than inflation, why a Big Mac now costs R70.90, and how consumers are shifting toward cheaper proteins like chicken. We also explore fast‑food…

29 May 6AM 11 min

SARB Hikes Rates to 7%: Economists Debate Inflation, Growth & What Comes Next

The Reserve Bank has raised the repo rate by 25bps to 7% as fuel inflation spikes and global risks intensify. PwC’s Lullu Krugel and Momentum’s Tshiamo Masike join our panel to unpack the split MPC vote, the downgrade to SA’s growth outlook, and the rising threat of imported inflation. We…

29 May 6AM 21 min

Life Healthcare H1 Revenue Up 2.4% as Complementary Services Surge

Life Healthcare delivered a resilient first‑half performance, with revenue up 2.4%, EBITDA up 5.2% and operating profit rising 8.4%. CEO Peter Wharton‑Hood joins Kaya Biz to unpack the recovery in hospital occupancy, the strong momentum in complementary services, and the group’s major expansion projects — including new beds, PET‑CT sites…

29 May 6AM 9 min

Climate Insurance for a New Era: SAIA on Index‑Based Cover

As extreme weather events intensify, South Africa is exploring new ways to protect farmers, SMEs and households. SAIA’s Pamela Ramagaga explains how index insurance — or parametric insurance — could offer fast, affordable payouts when climate thresholds are breached. We discuss the Minister of Agriculture’s proposal for a SASRIA‑type scheme,…

27 May 4PM 9 min

SARB’s Next Move: Anchor Capital’s View on Rates, Inflation & Markets

With the SARB’s MPC decision just hours away, Anchor Capital CIO Nolan Wapenaar breaks down what to expect — and why the Bank remains laser‑focused on inflation expectations and credibility. We explore the “higher‑for‑longer” rate environment, the impact on households and businesses, and how investors should position themselves. Nolan also…

27 May 4PM 16 min

Real Take‑Home Pay in South Africa Falls to a Two‑Year Low

South Africans are earning less in real terms — and the pressure is mounting. Independent economist Elize Kruger joins Kaya Biz to unpack the latest PayInc Net Salary Index, showing a drop in both nominal and real take‑home pay. We explore the impact of fuel price spikes, rising inflation, job…

27 May 4PM 17 min

Q1 2026 Debt Index Shows High Earners Struggling Most

DebtBusters’ Benay Sager unpacks the latest Debt Index, revealing that consumers now need 64% of their income to service debt—and top earners require 101%, starting each month underwater. We explore rising unsecured borrowing, cost‑of‑living strain, and why younger South Africans are entering debt distress earlier than ever.

26 May 4PM 14 min

The Future of Airline Overbooking in SA

Aviation analyst Guy Leitch breaks down the National Consumer Tribunal case that could reshape South Africa’s airline industry. We examine the economics of overbooking, the potential fallout for ticket prices, and whether stricter regulation could destabilize a recovering aviation sector.

26 May 4PM 18 min

Zeda’s Resilient Half-Year Driven by Fleet Growth, Lower Debt

Zeda CEO Ramasela Ganda unpacks a solid interim performance marked by revenue growth, disciplined capital allocation, and a 21%+ ROE. We discuss leasing strength, used‑car demand, the impact of Chinese models on pricing, and how technology is reshaping mobility in South Africa.

26 May 4PM 14 min

Investing in the Age of AI: Lessons From Past Disruptions

Allan Gray’s Nshalati Hlungwane explores what history’s great technological revolutions can teach us about today’s AI boom. From railways to telecoms, we unpack why early winners often stumble, how over‑investment cycles form, and why disciplined, long‑term thinking still matters.

26 May 4PM 15 min

What SA Homeowners Are Doing in 2026

The Absa Homeowner Sentiment Index hit an all‑time high of 88%—with — with buying, selling, investing, and renovating sentiment all rising. Tshepo Mashashane unpacks why South Africans remain so confident in property, what’s driving younger buyers, the rise of short‑term rental investment, and the key trends shaping homeownership in 2026.

25 May 5PM 22 min

Boxer Sales Boost Pick n Pay FY26 Performance

Pick n Pay’s FY26 results reveal a tale of two businesses: Boxer surges with 12.3% turnover growth, while the Pick n Pay segment posts a deeper trading loss. CEO Sean Summers discusses the turnaround plan, store resets, labor restructuring, the Boxer share sale, and how the retailer is navigating shifting…

25 May 4PM 16 min

Africa Day & AfCFTA: Turning Continental Unity into Economic Power

On Africa Day, we explore how the African Continental Free Trade Area could reshape the continent’s economic future. Jason Hamilton breaks down why AfCFTA is Africa’s most important growth lever, how global turmoil is creating new trade openings, and what SMEs, manufacturers, and tech innovators can gain from a fully…

25 May 4PM 14 min

Altron FY2026 operating profit climbs 25% after three-year turnaround

Altron delivered another standout performance—operating profit up 25%, headline earnings up 34%, and cash generation of R1.9bn. CEO Werner Kapp joins Kaya Biz to unpack Netstar’s R1bn EBITDA milestone, FinTech’s rapid scale-up, the shift to annuity revenue, and what’s next for the group’s multi-platform strategy.

25 May 4PM 9 min

Paymenow data shows SA workers lose 40% of purchasing power.

A new Paymenow analysis shows South African workers have lost more than 40% of their purchasing power over the past decade—even as headline inflation stayed within target. Rene Richter, Reward & Benefits Lead Advisor at Paymenow, joins Kaya Biz to unpack why wages aren’t keeping up, how transport and utilities…

21 May 2PM 10 min