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African Connectivity And Fintech Will Unlock Future Opportunities

Published
09 Feb 25
Updated
25 Sep 25
AnalystConsensusTarget's Fair Value
R169.33
8.6% undervalued intrinsic discount
25 Sep
R154.77
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1Y
76.1%
7D
5.7%

Author's Valuation

R169.338.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 Sep 25
Fair value Increased 1.33%

Consensus revenue growth forecasts for MTN Group have risen significantly, but this has been offset by a lower net profit margin, resulting in only a marginal increase in the analyst price target from ZAR167.11 to ZAR169.33. What's in the News MTN CEO Ralph Mupita has publicly denied any ongoing talks or adviser engagement regarding an acquisition of Telkom SA, though industry speculation continues due to market dynamics.

Shared on30 Aug 25
Fair value Increased 1.14%

The consensus price target for MTN Group has edged up to ZAR167.11, primarily reflecting a slight improvement in revenue growth forecasts. What's in the News MTN Group expects a first-half 2025 EPS of 495–577 cents, reflecting an increase of more than 200% from the prior year's loss.

Shared on01 May 25
Fair value Increased 26%

Shared on23 Apr 25
Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 3.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 4.92%

AnalystConsensusTarget has increased revenue growth from 10.8% to 12.2%.

Shared on19 Mar 25
Fair value Increased 7.01%

AnalystConsensusTarget has increased revenue growth from 7.8% to 10.8%, decreased profit margin from 12.6% to 10.6% and increased future PE multiple from 10.7x to 12.6x.

Shared on12 Mar 25
Fair value Decreased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.