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Telecom Nigerian Investing Ideas
Airtel Africa
WA
WaneInvestmentHouse
Community Contributor
Q2 Result - Strong operating and financial performance reflects effective execution of strategy and consistent demand across our markets
Here’s a concise earnings summary and investment highlight based on Airtel Africa’s Q2 2025 performance : Airtel Africa Q2 2025 Results – Strong Operational Performance ✅ Key GAAP Highlights (YoY Growth) Revenue: $1.42bn (+22.4%) Operating Profit: $446m (+33.0%) Profit After Tax: $156m (+408%) Basic EPS: 3.4 cents (+1832%) Net Cash from Operations: $568m (+37.4%) ✅ Alternative Performance Metrics EBITDA: $679m (+29.8%; +32.7% in constant currency) EBITDA Margin: 48.0% (+276 bps) EPS (Before Exceptional Items): 3.4 cents (+48.6%) Operating Free Cash Flow: $558m (+48.4%) Takeaways Airtel Africa delivered strong top-line and bottom-line growth across all key metrics. Profit after tax surged 4x , driven by higher margins and operating leverage.
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₦1.80k
FV
28.4% overvalued
intrinsic discount
0.83%
Revenue growth p.a.
Set Fair Value
0
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7
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Updated
narrative
MTN Nigeria Communications
LI
LiberaPartners
Community Contributor
MTN Nigeria Communications is set for a 30% CAGR revenue surge over 10 years
MTN Nigeria Communications Plc, the dominant force in West Africa’s telecom landscape, is strategically positioned for a powerful revenue expansion—with indicators pointing toward a 30% compound annual growth rate (CAGR) over the next decade. This projection is not mere optimism—it’s grounded in the company’s historical financial performance, its massive subscriber base, and an accelerating digital monetization strategy.
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₦623.35
FV
35.8% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
0
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0
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10
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2 months ago
author updated this narrative
MTN Nigeria Communications
WA
WaneInvestmentHouse
Community Contributor
MTN Nigeria Reverses Fortunes in Q1 2025 with 134% Profit Surge, Returns to Positive Trajectory
MTN Nigeria Plc has delivered a remarkable turnaround in Q1 2025, with profit after tax surging by 134% year-on-year to ₦133.64 billion , a significant recovery from the ₦392.7 billion loss reported in Q1 2024 , firmly signaling the telecom giant’s return to profitability. Key Financial Highlights: Revenue: ₦1.057 trillion ▲ +40.5% YoY (Q1 2024: ₦753 billion) Profit After Tax: ₦133.64 billion ▲ +134% YoY EBITDA: Up 65.9%; EBITDA Margin: 46.6% ▲ +7.2 ppts Free Cash Flow: ₦209.9 billion ▼ -54.8%, impacted by accelerated capex Net FX Losses: ₦5.5 billion ▼ -99.2% (Q1 2024: ₦656.4 billion) Net Finance Costs: ₦134.5 billion ▼ -44% YoY Capex: ₦202.4 billion ▲ +159% YoY Operational Drivers and Strategic Execution MTN’s strong topline performance was fueled by a 51.5% surge in data revenue (₦529.4 billion) and 27.7% increase in voice revenue (₦407.4 billion).
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₦241.10
FV
65.9% overvalued
intrinsic discount
34.24%
Revenue growth p.a.
Set Fair Value
0
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12
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24
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3 months ago
author updated this narrative
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