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AIRTEL AFRICA PLC – Strong H1 (ended 30 September 2025) Performance Anchored by Data and Fintech Growth Amid Improved Currency Environment

Published
31 Jan 25
Updated
09 Nov 25
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1Y
5.2%
7D
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Author's Valuation

₦2.6k12.7% undervalued intrinsic discount

Wane_Investment_House's Fair Value

Shared on 09 Nov 25

Airtel Africa – Mobile Money IPO Momentum Builds as Digital Scale Accelerates

Fintech engine strengthens ahead of transformational 2026 listing Strategic Context Airtel Africa’s mobile money business is entering a pivotal phase as the Group prepares for its public listing in the first half of 2026. The evolution of Airtel Money from a basic funds-transfer service into an expanding digital financial ecosystem supports Airtel Africa’s strategic pivot from telecommunications to a dual-platform model — digital connectivity + financial services enablement.

Shared on 24 Sep 25

Fair value Increased 44%

Subject: Airtel Nigeria – Expanding Strategic Infrastructure: $120 Million Data Centre Investment Airtel Nigeria’s commitment to invest an additional $120 million in its Eko Atlanticbased data centre signifies a bold strategic move to position itself at the forefront of Nigeria’s digital infrastructure. With a projected IT load of 38 megawatts, this facility is set to become the largest data centre in the country, which not only enhances Airtel’s capacity but strengthens its dominance in network reliability and data services.

Shared on 07 Aug 25

Airtel Nigeria – Strengthening Infrastructure for Sustainable Growth Expanding Strategic Infrastructure: $120 Million Data Centre Investment Airtel Nigeria’s commitment to invest an additional $120 million in its Eko Atlantic-based data centre signifies a bold strategic move to position itself at the forefront of Nigeria’s digital infrastructure. With a projected IT load of 38 megawatts , this facility is set to become the largest data centre in the country , which not only enhances Airtel’s capacity but strengthens its dominance in network reliability and data services.

Shared on 05 Aug 25

Airtel Africa: Leveraging AI to Drive Digital Transformation and Strengthen Competitive Positioning Airtel Africa’s multi-year, multi-million-dollar partnership with Xtelify marks a significant strategic move toward operational efficiency, customer experience enhancement, and long-term revenue growth. The deployment of AI-powered platforms across 14 African markets signals a strong commitment to digital transformation and positions Airtel as a front-runner in Africa’s evolving telecom landscape.

Shared on 24 Jul 25

Subject: Strong operating and financial performance reflects effective execution of strategy and consistent demand across our markets Operating highlights • Our total customer base grew1by 9.0% to 169.4 million, with data customers increasing 17.4% to 75.6 million as the focus on bridging the digital divide across our markets continues. This, alongside a 4.3% increase in smartphone penetration to 45.9%, contributed to accelerating demand for data services with data ARPU growth accelerating to 18.5% in constant currency1 as data usage across our network increased by 47.4%.

Shared on 09 May 25

WaneInvestmentHouse has increased revenue growth from 3.0% to 11.6%.