Update shared on27 Aug 2025
Fair value Increased 5.57%Airtel Africa's consensus price target has been raised to £2.22 as analysts cite strong subscriber growth, rising ARPU, operational improvements, and successful deleveraging as key drivers of upgraded sentiment and valuation.
Analyst Commentary
- Bullish analysts cited continued robust subscriber growth and increasing ARPU (average revenue per user) as key drivers for upgrades.
- Improvements in margins and operational efficiency highlighted as contributing to positive sentiment around future profitability.
- Recent successful deleveraging efforts and an improving balance sheet perceived as reducing risk and supporting higher valuation.
- Regulatory clarity and a more favorable macroeconomic outlook in key African markets noted as tailwinds.
- Enhanced data monetization strategies and expansion of mobile money services seen as unlocking additional growth avenues.
Valuation Changes
Summary of Valuation Changes for Airtel Africa
- The Consensus Analyst Price Target has risen slightly from £2.12 to £2.22.
- The Future P/E for Airtel Africa has significantly fallen from 11.57x to 7.79x.
- The Net Profit Margin for Airtel Africa has significantly risen from 13.03% to 14.83%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.