MTN Group Gestione
Criteri Gestione verificati 4/4
MTN Group Il CEO è Ralph Mupita, nominato in Sep2020, e ha un mandato di 5.67 anni. la retribuzione annua totale è ZAR 69.38M, composta da 27.4% di stipendio e 72.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.072% delle azioni della società, per un valore di ZAR 277.13M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.2 anni e 5.7 anni.
Informazioni chiave
Ralph Mupita
Amministratore delegato
R69.4m
Compenso totale
| Percentuale dello stipendio del CEO | 27.42% |
| Mandato del CEO | 5.7yrs |
| Proprietà del CEO | 0.07% |
| Durata media del management | 5.2yrs |
| Durata media del Consiglio di amministrazione | 5.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
MTN: Lower Discount Rate And Higher Margins Will Support Repriced Earnings Multiple
Narrative Update on MTN Group The analyst price target for MTN Group has been raised from ZAR230 to ZAR280, with analysts pointing to a lower discount rate, a higher projected profit margin of 20.64%, and a reduced future P/E assumption of 10.53 as key drivers of the revision. Analyst Commentary Bullish analysts initiating coverage on MTN Group with a positive stance are broadly aligned with the recent increase in the price target to ZAR280.
MTN: Dividend Policy IHS Outcome And Margin Profile Will Shape Future Balance
The analyst fair value estimate for MTN Group has shifted from ZAR207.67 to ZAR216.25 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple following recent bullish research coverage. Analyst Commentary Recent research on MTN Group has shifted toward a more constructive tone, with bullish analysts updating their models and supporting a higher fair value estimate.MTN: Dividend Policy IHS Decision And Margin Resilience Will Shape Future Balance
Analysts have nudged their fair value estimate for MTN Group to ZAR207.67 from ZAR200.00, citing updated assumptions that combine slightly softer revenue growth with higher profit margin expectations and a lower future P/E multiple. Analyst Commentary Recent commentary on MTN Group reflects a mix of optimism and caution around how the updated fair value estimate ties back to execution, profitability and the multiples investors might be willing to pay for the shares.MTN: Dividend Policy IHS Outcome And Margins Will Shape Future Balance
Analysts have adjusted the MTN Group fair value estimate slightly higher, from ZAR 198.75 to ZAR 200.00, reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research updates on consumer and leisure names highlight how quickly sentiment can swing when earnings, forward guidance, or external operating conditions shift.MTN: Margin Assumptions And Possible IHS Deal Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for MTN Group up from ZAR193.63 to ZAR198.75, citing slightly stronger assumed profit margins and a modestly higher future P/E multiple as key supports for the higher price target. Analyst Commentary Recent valuation work on MTN Group points to a fairly balanced split between what bullish and bearish analysts are focusing on.MTN: Leadership Reset And IHS Discussions Will Shape Balanced Execution Outlook
Narrative Update: MTN Group Price Target Revision Analysts have nudged their fair value estimate for MTN Group higher from ZAR190.11 to ZAR193.63. This reflects updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth expectations, a stable profit margin outlook, and a small recalibration of the future P/E multiple.MTN: Leadership Reset And Execution Risk Will Shape Balanced Brand Outlook
Narrative Update on MTN Group The analyst fair value estimate for MTN Group has been adjusted from $186.22 to $190.11. Analysts attribute this change to slightly higher assumed revenue growth, a modestly higher future P/E multiple, and recent external research that highlights the impact of leadership changes and execution expectations at Vail Resorts.MTN: Leadership Reset And Brand Strength Will Shape Balanced Execution Outlook
Narrative Update Analysts have lifted their fair value estimate for MTN Group from R176.89 to R186.22, citing slightly higher projected revenue growth, a modestly lower profit margin profile, and an updated future P/E assumption of 11.49x that reflects recent sector research and valuation resets seen in wider leisure and consumer names. Analyst Commentary Recent Street research around MTN Group has focused less on near term trading updates and more on leadership changes, brand strength, and execution risk.
MTN: Lower Future P/E And Leadership Changes Will Constrain Upside Potential
Analysts have slightly reduced their fair value estimate for MTN Group to $82.69 from $83.94, citing updated assumptions for faster revenue growth, higher profit margins, and a lower future P/E multiple following recent sector and leadership changes highlighted in Street research. Analyst Commentary Bearish analysts frame the reduced fair value estimate of $82.69 as a signal that MTN Group faces a thinner margin for execution, even with updated assumptions that factor in faster revenue growth and higher profit margins.MTN: Leadership Reset Will Drive Future Turnaround Despite Near Term Execution Risks
Analysts have modestly lowered their price target on Vail Resorts to a range of about $145 to $237 per share. This reflects concerns over softer Epic pass sales, a more guarded fiscal 2026 EBITDA outlook, and uncertainty around the pace of the company’s operational turnaround.Is It Too Late To Consider Buying MTN Group Limited (JSE:MTN)?
Dec 12
MTN: Future Multiple Expansion Will Offset Margin And Leadership Execution Risks
Analysts have nudged their fair value estimate for MTN Group higher to approximately $176.89 from $172.50, citing a higher future P/E multiple despite slightly softer revenue growth assumptions and a notably lower projected profit margin. Analyst Commentary Recent Street research around Vail Resorts, which shares the MTN ticker in the U.S., offers a mixed backdrop that indirectly informs sentiment toward MTN Group.MTN Group Limited's (JSE:MTN) Price Is Right But Growth Is Lacking
Nov 24MTN: Future Leadership Changes And Operational Challenges Will Shape Performance
Analysts have raised their fair value estimate for MTN Group from $169.33 to $172.50, citing improved profit margin projections and stronger anticipated revenue growth. This comes despite recent concerns around leadership transitions and near-term operational challenges.African Connectivity And Fintech Will Unlock Future Opportunities
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.Should You Think About Buying MTN Group Limited (JSE:MTN) Now?
Sep 12African Connectivity And Fintech Will Unlock Future Opportunities
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.MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality
Aug 25MTN Group Limited's (JSE:MTN) Subdued P/S Might Signal An Opportunity
Aug 14Should Shareholders Reconsider MTN Group Limited's (JSE:MTN) CEO Compensation Package?
May 22
Localization Progress In Uganda And Ghana Will Unlock Future Earnings
Strong growth in data and fintech services could positively impact MTN's revenue and boost net margins through high-margin products.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | R69m | R19m | R20b |
| Sep 30 2025 | n/a | n/a | R14b |
| Jun 30 2025 | n/a | n/a | R8b |
| Mar 31 2025 | n/a | n/a | -R1b |
| Dec 31 2024 | R92m | R19m | -R9b |
| Sep 30 2024 | n/a | n/a | -R8b |
| Jun 30 2024 | n/a | n/a | -R7b |
| Mar 31 2024 | n/a | n/a | -R2b |
| Dec 31 2023 | R63m | R18m | R4b |
| Sep 30 2023 | n/a | n/a | R10b |
| Jun 30 2023 | n/a | n/a | R15b |
| Mar 31 2023 | n/a | n/a | R17b |
| Dec 31 2022 | R77m | R16m | R19b |
| Sep 30 2022 | n/a | n/a | R19b |
| Jun 30 2022 | n/a | n/a | R19b |
| Mar 31 2022 | n/a | n/a | R16b |
| Dec 31 2021 | R63m | R8m | R14b |
| Sep 30 2021 | n/a | n/a | R11b |
| Jun 30 2021 | n/a | n/a | R8b |
| Mar 31 2021 | n/a | n/a | R12b |
| Dec 31 2020 | R31m | R12m | R17b |
| Sep 30 2020 | n/a | n/a | R17b |
| Jun 30 2020 | n/a | n/a | R17b |
| Mar 31 2020 | n/a | n/a | R13b |
| Dec 31 2019 | R66m | R9m | R9b |
Compensazione vs Mercato: La retribuzione totale di Ralph ($USD 4.16M ) è circa la media per le aziende di dimensioni simili nel mercato ZA ($USD 3.44M ).
Compensazione vs guadagni: La retribuzione di Ralph è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Ralph Mupita (53 yo)
5.7yrs
Mandato
R69,376,000
Compensazione
Mr. Ralph Tendai Mupita, BSc (Hons)(Eng.), MBA, GMP (Harvard), serves as Non-Executive Director of MTN Nigeria Communications PLC since April 13, 2017. He served as a Non-Executive Director at Scancom Plc...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group President | 5.7yrs | R69.38m | 0.072% ZAR 277.1m | |
| Group CFO & Executive Director | 5.1yrs | R38.61m | 0.012% ZAR 44.5m | |
| Senior Vice President of Southern | 4.3yrs | R41.40m | Nessun dato | |
| Group Chief Technology & Information Officer of MTN South Africa | less than a year | R27.73m | 0.0029% ZAR 11.0m | |
| CEO of MTN Nigeria & VP of Francophone Africa | 5.2yrs | R40.30m | Nessun dato | |
| CEO & Executive Director of MTN South Africa | less than a year | R11.88m | 0.0091% ZAR 35.0m | |
| Executive of Investor Relations | no data | Nessun dato | Nessun dato | |
| Group Chief Legal & Regulatory Affairs Officer | 6.8yrs | R11.89m | Nessun dato | |
| Group Chief Human Resources Officer | 29.3yrs | R17.64m | 0.011% ZAR 42.6m | |
| Group Chief Business Risk Officer | 11.3yrs | R4.61m | Nessun dato | |
| Group Chief Sustainability & Corporate Affairs Officer | 4.3yrs | Nessun dato | Nessun dato | |
| Chief Executive Officer of GlobalConnect | 8.6yrs | Nessun dato | Nessun dato |
5.2yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di MTN è esperto e expertise (durata media dell'incarico 5.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group President | 9.1yrs | R69.38m | 0.072% ZAR 277.1m | |
| Group CFO & Executive Director | 5.1yrs | R38.61m | 0.012% ZAR 44.5m | |
| CEO & Executive Director of MTN South Africa | less than a year | R11.88m | 0.0091% ZAR 35.0m | |
| Independent Non-Executive Director | less than a year | R1.12m | Nessun dato | |
| Independent Non-Executive Director | 3.8yrs | R123.41m | 0.00077% ZAR 2.9m | |
| Independent Non-Executive Director | 9.8yrs | R99.98m | Nessun dato | |
| Independent Non-Executive Director | 9.8yrs | R2.84m | Nessun dato | |
| Independent Non-Executive Director | 5.1yrs | R3.10m | Nessun dato | |
| Independent Non-Executive Director | 5.7yrs | R3.33m | 0.000040% ZAR 153.2k | |
| Independent Non-Executive Chairman | 7.9yrs | R9.61m | Nessun dato | |
| Lead Independent Non-Executive Director | 7.8yrs | R3.39m | Nessun dato | |
| Chair of International Advisory Board | no data | Nessun dato | Nessun dato |
5.7yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MTN sono considerati esperti (durata media dell'incarico 5.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/02 20:13 |
| Prezzo dell'azione a fine giornata | 2026/04/30 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MTN Group Limited è coperta da 19 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Niel Venter | Absa Bank Limited |
| Jonathan Bradley | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |