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AAF: Board Changes, Dividend And Buyback Extension Will Shape Balanced Outlook

Upgrades And Market Expansion Will Drive Future Opportunity In African Telecommunications

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AAF
AnalystConsensusTarget
Not Invested
Published 30 Apr 2025

Update shared on 07 Dec 2025

Fair value Increased 0.70%
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AnalystConsensusTarget's Fair Value
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1Y
197.5%
7D
3.1%

Analysts have nudged their price target for Airtel Africa slightly higher to reflect modestly stronger expected revenue growth, which is only partially offset by a marginally lower profit margin and a slightly richer future valuation multiple.

What's in the News

  • Airtel Africa has scheduled a board meeting for January 29, 2026 to consider a directorate change, signaling potential shifts in senior leadership (company filing).
  • The company declared an interim dividend of 2.84 cents for the half year ended September 30, 2025, payable on December 12, 2025 to shareholders on the register as of November 7, 2025, with shares trading ex dividend from November 6, 2025 (company announcement).
  • On September 22, 2025, Airtel Africa extended the duration of its share buyback plan to March 31, 2026, indicating continued capital return to shareholders (company announcement).

Valuation Changes

  • Fair Value: nudged higher from 2.86 to 2.88, reflecting a marginally improved intrinsic valuation.
  • Discount Rate: unchanged at 7.07 percent, implying a consistent view of the company’s risk profile.
  • Revenue Growth: the forecast has risen slightly from about 15.9 percent to 16.1 percent, indicating modestly stronger top line expectations.
  • Net Profit Margin: the projected margin has edged down from roughly 14.5 percent to 14.4 percent, signaling a small deterioration in profitability assumptions.
  • Future P/E: the target valuation multiple has increased modestly from around 12.9x to 13.2x, suggesting a slightly richer expected earnings multiple.

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Disclaimer

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