Update shared on25 Sep 2025
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.
- Media reports suggested MTN was considering reviving its acquisition plans for Telkom SA to expand its African subscriber base, with potential negotiations expected but not confirmed.
- MTN and ZTE achieved the world's first commercial deployment of a 5-band Remote Radio Unit in South Africa, significantly improving network efficiency, reducing energy consumption by over 42%, and enhancing the sustainability and performance of mobile networks.
- MTN issued new guidance for the first half of 2025, expecting EPS of 495–577 cents and HEPS of 614–666 cents, driven by strong performance in Nigeria and Ghana, versus losses in the prior year period.
Valuation Changes
Summary of Valuation Changes for MTN Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ZAR167.11 to ZAR169.33.
- The Consensus Revenue Growth forecasts for MTN Group has significantly risen from 10.9% per annum to 12.9% per annum.
- The Net Profit Margin for MTN Group has fallen from 14.73% to 13.98%.
Disclaimer
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