View ValuationHelios Towers 将来の成長Future 基準チェック /56Helios Towers利益と収益がそれぞれ年間29.3%と7.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に68.6% 29.2%なると予測されています。主要情報29.3%収益成長率29.24%EPS成長率Telecom 収益成長21.5%収益成長率7.6%将来の株主資本利益率68.59%アナリストカバレッジGood最終更新日12 May 2026今後の成長に関する最新情報お知らせ • May 09Helios Towers plc Reaffirms Operating Guidance for the Full Year 2025Helios Towers plc reaffirmed operating guidance for the full year 2025. For the period, the company expects tenancy additions of 2,000- 2,500.お知らせ • Mar 13Helios Towers plc Provides Operating Guidance for the Full Year 2025Helios Towers plc provided operating guidance for the full year 2025. Regarding full year guidance, it expected Tenancy additions of 2,000- 2,500.Breakeven Date Change • May 17Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$27.1m in 2024. Earnings growth of 67% is required to achieve expected profit on schedule.Breakeven Date Change • May 15Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$186.0k in 2024. Earnings growth of 58% is required to achieve expected profit on schedule.Breakeven Date Change • May 02Forecast breakeven date pushed back to 2025The 5 analysts covering Helios Towers previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 73% to 2024. The company is expected to make a profit of US$49.2m in 2025. Average annual earnings growth of 115% is required to achieve expected profit on schedule.Breakeven Date Change • Nov 04Forecast breakeven date moved forward to 2024The 6 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 85% to 2023. The company is expected to make a profit of US$5.88m in 2024. Average annual earnings growth of 79% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • May 15Helios Towers plc Announces Termination of Temitope Olugbeminiyi Lawani as Director, Effective May 14, 2026Helios Towers PLC announced the termination of Mr. Temitope Olugbeminiyi Lawani as director, effective May 14, 2026.お知らせ • Apr 10+ 1 more updateHelios Towers plc to Report Q3, 2026 Results on Nov 26, 2026Helios Towers plc announced that they will report Q3, 2026 results on Nov 26, 2026お知らせ • Apr 08Helios Towers plc to Report Q1, 2026 Results on May 07, 2026Helios Towers plc announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Mar 11Helios Towers plc, Annual General Meeting, May 14, 2026Helios Towers plc, Annual General Meeting, May 14, 2026.お知らせ • Mar 10Helios Towers plc Announces Step Down of Temitope Lawani as Non-Executive Director and Member of the Nomination Committee, Effective May 14, 2026Helios Towers plc announced that Temitope Lawani, Non-Executive Director and a member of the Nomination Committee, has confirmed he will not seek re-election as a Director of the Company and will formally step down as a Director at the close of the Annual General Meeting on May 14, 2026.お知らせ • Jan 26Helios Towers plc to Report Fiscal Year 2025 Results on Mar 12, 2026Helios Towers plc announced that they will report fiscal year 2025 results on Mar 12, 2026お知らせ • Oct 09Helios Towers plc to Report Q3, 2025 Results on Nov 06, 2025Helios Towers plc announced that they will report Q3, 2025 results on Nov 06, 2025お知らせ • Jul 03Helios Towers plc to Report First Half, 2025 Results on Jul 31, 2025Helios Towers plc announced that they will report first half, 2025 results on Jul 31, 2025お知らせ • May 09Helios Towers plc Reaffirms Operating Guidance for the Full Year 2025Helios Towers plc reaffirmed operating guidance for the full year 2025. For the period, the company expects tenancy additions of 2,000- 2,500.お知らせ • Apr 09Helios Towers plc to Report Q1, 2025 Results on May 08, 2025Helios Towers plc announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Apr 07Helios Towers plc, Annual General Meeting, May 15, 2025Helios Towers plc, Annual General Meeting, May 15, 2025. Location: linklaters llp, one silk street, ec2y 8hq, london United Kingdomお知らせ • Mar 13Helios Towers plc Provides Operating Guidance for the Full Year 2025Helios Towers plc provided operating guidance for the full year 2025. Regarding full year guidance, it expected Tenancy additions of 2,000- 2,500.お知らせ • Jan 21Helios Towers plc to Report Fiscal Year 2024 Results on Mar 13, 2025Helios Towers plc announced that they will report fiscal year 2024 results Pre-Market on Mar 13, 2025お知らせ • Jan 07Helios Towers plc Appoints Manjit Dhillon as Executive Chair of Its Subsidiary Helios Towers OmanHelios Towers plc announced that Manjit Dhillon, Group Chief Financial Officer (CFO), has been appointed as Executive Chair of Helios Towers Oman, an operating subsidiary of the Company, with immediate effect. Manjit's role as Group CFO remains unchanged.お知らせ • Nov 21+ 1 more updateHelios Towers plc has completed a Follow-on Equity Offering in the amount of £47.564 million.Helios Towers plc has completed a Follow-on Equity Offering in the amount of £47.564 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 50,600,000 Price\Range: £0.94 Transaction Features: Subsequent Direct Listingお知らせ • Sep 16Helios Towers plc Announces Appointment of Dana Tobak as Non-Executive Director and Chair of the Technology CommitteeHelios Towers plc announced that Dana Tobak CBE has been appointed as an Independent Non-Executive Director and Chair of the Technology Committee, with immediate effect. Dana is currently Chief Executive Officer of Hyperoptic Ltd, the UK's largest exclusively full-fibre broadband provider. Prior to founding Hyperoptic Ltd, Dana co-founded BeUnlimited, which was acquired by O2, where she subsequently took on the role of Head of New Business Ventures. Dana had previously spent ten years as a technology consultant with Oracle Corporation and Sapient in both the US and Europe.Reported Earnings • Aug 09First half 2024 earnings released: US$0.02 loss per share (vs US$0.039 loss in 1H 2023)First half 2024 results: US$0.02 loss per share (improved from US$0.039 loss in 1H 2023). Revenue: US$389.9m (up 11% from 1H 2023). Net loss: US$20.8m (loss narrowed 49% from 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Jul 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$38m). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).New Risk • Jun 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$38m). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).Breakeven Date Change • May 17Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$27.1m in 2024. Earnings growth of 67% is required to achieve expected profit on schedule.Breakeven Date Change • May 15Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$186.0k in 2024. Earnings growth of 58% is required to achieve expected profit on schedule.お知らせ • May 11Helios Towers plc Announces Board ChangesHelios Towers plc announced that with effect from 9 May 2024, Helis Zulijani-Boye has resigned as a Non-Executive Director of the Company and has been replaced by David Wassong, Co-Managing Partner of Newlight Partners LP (Newlight). These changes are made pursuant to the Shareholders Agreement entered into by the Company and Newlight, along with other pre-IPO investors in the Company, under which Newlight is entitled to appoint (and replace) a shareholder representative as a director of the Company for such time as it continues to hold more than 10% of the voting rights of the Company. David Wassong was previously a Non-Executive Director of the Company from 12 September 2019 to 9 March 2022.Breakeven Date Change • May 02Forecast breakeven date pushed back to 2025The 5 analysts covering Helios Towers previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 73% to 2024. The company is expected to make a profit of US$49.2m in 2025. Average annual earnings growth of 115% is required to achieve expected profit on schedule.New Risk • Mar 14New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$38m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 14Full year 2023 earnings released: US$0.095 loss per share (vs US$0.16 loss in FY 2022)Full year 2023 results: US$0.095 loss per share (improved from US$0.16 loss in FY 2022). Revenue: US$721.0m (up 29% from FY 2022). Net loss: US$100.1m (loss narrowed 42% from FY 2022). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. Non-Executive Director Helis Zulijani-Boye was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 26+ 1 more updateHelios Towers plc, Annual General Meeting, Apr 25, 2024Helios Towers plc, Annual General Meeting, Apr 25, 2024. Agenda: To consider and approve the election of Director.お知らせ • Jan 18Helios Towers plc to Report Fiscal Year 2023 Results on Mar 14, 2024Helios Towers plc announced that they will report fiscal year 2023 results on Mar 14, 2024Breakeven Date Change • Nov 04Forecast breakeven date moved forward to 2024The 6 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 85% to 2023. The company is expected to make a profit of US$5.88m in 2024. Average annual earnings growth of 79% is required to achieve expected profit on schedule.お知らせ • Oct 10Helios Towers plc to Report Q3, 2023 Results on Nov 02, 2023Helios Towers plc announced that they will report Q3, 2023 results on Nov 02, 2023Reported Earnings • Aug 04First half 2023 earnings released: US$0.039 loss per share (vs US$0.12 loss in 1H 2022)First half 2023 results: US$0.039 loss per share (improved from US$0.12 loss in 1H 2022). Revenue: US$350.2m (up 32% from 1H 2022). Net loss: US$41.0m (loss narrowed 67% from 1H 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 04Helios Towers plc Revises Operating Guidance for the Full Year 2023Helios Towers plc revised operating guidance for the full year 2023. Regarding full year guidance, it expected Tenancy additions of 1,900 - 2,100 (prior: 1,600 - 2,100), of which 40% are anticipated to be new sites.お知らせ • Jul 04Helios Towers plc to Report First Half, 2023 Results on Aug 03, 2023Helios Towers plc announced that they will report first half, 2023 results on Aug 03, 2023Breakeven Date Change • Jul 02Forecast breakeven date pushed back to 2025The 6 analysts covering Helios Towers previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 84% per year to 2024. The company is expected to make a profit of US$32.8m in 2025. Average annual earnings growth of 78% is required to achieve expected profit on schedule.お知らせ • May 19Helios Towers plc Announces Board and Committee ChangesHelios Towers plc announced that Magnus Mandersson has been appointed as Deputy Chair and will relinquish his role as Senior Independent Director to Alison Baker, who is a Non-Executive Director of the Company. The Company also announced that Non-Executive Director Carole Wamuyu Wainaina has been appointed as Chair of the newly formed Sustainability Committee. This committee has been created to align to corporate governance best practice and ensure a more focused approach to sustainability, which has been given ‘whole Board’ oversight to date. Non-Executive Director Sally Ashford will also join the Sustainability Committee, as will Tom Greenwood (Chief Executive Officer) and Manjit Dhillon (Chief Financial Officer). The above directorate changes will take effect from 18 May 2023. Following the above changes, the membership of the Company's committees will be as follows: Audit: Alison Baker (C); Richard Byrne; Magnus Mandersson; Carole Wamuyu Wainaina. Remuneration: Richard Byrne (C); Sir Samuel Jonah; Alison Baker; Sally Ashford. Nomination: Sir Samuel Jonah (C); Magnus Mandersson; Carole Wamuyu Wainaina; Sally Ashford; Temitope Lawani. Sustainability: Carole Wamuyu Wainaina (C); Sally Ashford; Tom Greenwood; Manjit Dhillon. Technology: Magnus Mandersson (C); Richard Byrne, Helis Zulijani- Boye; Tom Greenwood; Manjit Dhillon.Breakeven Date Change • Apr 27Forecast to breakeven in 2024The 7 analysts covering Helios Towers expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$19.3m in 2024. Average annual earnings growth of 73% is required to achieve expected profit on schedule.Reported Earnings • Mar 18Full year 2022 earnings released: US$0.16 loss per share (vs US$0.15 loss in FY 2021)Full year 2022 results: US$0.16 loss per share (further deteriorated from US$0.15 loss in FY 2021). Revenue: US$560.7m (up 25% from FY 2021). Net loss: US$171.5m (loss widened 9.8% from FY 2021). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Germany.お知らせ • Jan 27Helios Towers plc to Report Fiscal Year 2022 Results on Mar 16, 2023Helios Towers plc announced that they will report fiscal year 2022 results on Mar 16, 2023お知らせ • Dec 09Helios Towers plc (LSE:HTWS) and Rakiza Telecommunication Infrastructure LLC completed the acquisition of Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $495 million.Helios Towers plc (LSE:HTWS) and Rakiza Telecommunication Infrastructure LLC entered into an agreement to acquire Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $580 million on May 11, 2021. The cash consideration will be split between the two parties according to their stake in the holding company. Transaction is subject to approval by Helios Towers' shareholders and customary completion conditions including approval from the Telecoms Regulatory Authority of Oman. As of May 19, 2021, Helios Towers plc has published a circular which has been approved by the Financial Conduct Authority (the "Circular") in connection with the acquisition. As of June 4, 2021, the transaction has been approved by Helios Towers' shareholders. transaction is expected to close by the end of 2021. As of February 12, 2022, the parties have agreed to extend the long-stop date from February 11, 2022 to July 12, 2022. As of July 5, 2022, the parties have agreed to further extend the long-stop date from July 12, 2022 to September 30, 2022. The transaction is strongly aligned to Helios Towers' new market and strategic growth criteria. It is expected to be immediately accretive to earnings. As of September 29, 2022, The buyer and Omantel have agreed to further extend the long-stop date for the Acquisition from 30 September 2022 to 11 November 2022. As of November 14, 2022, The buyer and Omantel have agreed to further extend the long-stop date for the Acquisition from 11 November 2022 to 24 November 2022.. The acquisition is conditional upon approval from the Telecommunications Regulatory Authority of Oman and other statutory authorities in Oman. Citigroup Global Markets Limited acted as financial advisor to Oman Telecommunications Company SAOG. BofA Securities, Inc. acted as financial advisor to Helios Towers while Vinson & Elkins LLP acted as legal advisor. As of November 25, 2022, The Company is pleased to announce that all closing conditions for the Acquisition have been satisfied. The Acquisition is now unconditional and the Company anticipates that completion of the Acquisition will take place during December 2022. Helios Towers plc (LSE:HTWS) and Rakiza Telecommunication Infrastructure LLC completed the acquisition of Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $495 million on December 8, 2022. The gross consideration of $494.6 million has been funded through $206.2 million Group funds, of which $24.0 million was pre-paid in 2021, $88.4 million from the 30% minority shareholder, Rakiza, and $200.0 million local bank debt. Including capitalized ground leases, this represents an enterprise value of $515 million.Board Change • Oct 31High number of new directorsNon-Executive Director Helis Zulijani-Boye was the last director to join the board, commencing their role in 2022.お知らせ • Oct 06Helios Towers plc to Report Q3, 2022 Results on Nov 03, 2022Helios Towers plc announced that they will report Q3, 2022 results on Nov 03, 2022Reported Earnings • Aug 19First half 2022 earnings released: US$0.12 loss per share (vs US$0.051 loss in 1H 2021)First half 2022 results: US$0.12 loss per share (down from US$0.051 loss in 1H 2021). Revenue: US$265.4m (up 25% from 1H 2021). Net loss: US$124.2m (loss widened 143% from 1H 2021). Over the next year, revenue is forecast to grow 24%, compared to a 2.0% growth forecast for the Telecom industry in Germany.お知らせ • Aug 18Helios Towers plc Announces Kash Pandya to Stand Down from His Role as Non-Executive Deputy ChairmanHelios Towers plc announces that further to the Company's announcement on 18 August 2021 regarding his decision to retire as CEO, Kash Pandya has informed the Board of his intention to stand down from his role as non-executive Deputy Chairman of the Company with effect from 17 August 2022, in order to pursue other non-executive opportunities.お知らせ • Jul 13Helios Towers plc to Report First Half, 2022 Results on Aug 18, 2022Helios Towers plc announced that they will report first half, 2022 results on Aug 18, 2022Breakeven Date Change • May 10Forecast breakeven date pushed back to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 75% per year to 2023. The company is expected to make a profit of US$38.6m in 2024. Average annual earnings growth of 70% is required to achieve expected profit on schedule.Board Change • Apr 27High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. 1 experienced director. No highly experienced directors. CEO & Director Kash Pandya is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 21Helios Towers plc to Report Q1, 2022 Results on May 05, 2022Helios Towers plc announced that they will report Q1, 2022 results on May 05, 2022お知らせ • Mar 23Helios Towers plc, Annual General Meeting, Apr 28, 2022Helios Towers plc, Annual General Meeting, Apr 28, 2022, at 09:00 Coordinated Universal Time. Location: Linklaters LLP, One Silk Street London United Kingdom Agenda: To receive the annual report and accounts for the year ended December 31, 2021; to approve the annual statement by the chairman of the remuneration committee and the directors' remuneration report set out on pages 106 to 123 of the annual report and accounts for the year ended December 31, 2021; to elect Helis Zulijani-Boye, as a director; to re-elect Sir Samuel Jonah, KBE, OSG as a director; to re-elect Kash Pandya as a director; to re-elect Tom Greenwood as a director; to re-elect Manjit Dhillon as a director; to re-elect Magnus Mandersson as a director; to re-elect Alison Baker as a director; to re-elect Richard Byrne as a director; to re-elect Temitope Lawani as a director; to re-elect Sally Ashford as a director; to re-elect Carole Wamuyu Wainaina as a director; to reappoint Deloitte LLP as auditors of the company to hold office from the conclusion of this agm until the conclusion of the next agm at which accounts are laid before the company; and to consider other matters.Reported Earnings • Mar 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.15 loss per share (down from US$0.037 loss in FY 2020). Revenue: US$449.1m (up 8.5% from FY 2020). Net loss: US$156.2m (loss widened 326% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 36%, compared to a 1.8% growth forecast for the industry in Germany.お知らせ • Feb 02Helios Towers plc to Report Fiscal Year 2021 Results on Mar 17, 2022Helios Towers plc announced that they will report fiscal year 2021 results on Mar 17, 2022Reported Earnings • Aug 21First half 2021 earnings released: US$0.051 loss per share (vs US$0.091 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: US$212.4m (up 4.1% from 1H 2020). Net loss: US$51.1m (loss narrowed 44% from 1H 2020).Breakeven Date Change • Aug 11Forecast breakeven pushed back to 2023The 7 analysts covering Helios Towers previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 80% per year to 2022. The company is expected to make a profit of US$30.5m in 2023. Average annual earnings growth of 69% is required to achieve expected profit on schedule.お知らせ • Jun 17Helios Towers plc has completed a Follow-on Equity Offering in the amount of £78.24 million.Helios Towers plc has completed a Follow-on Equity Offering in the amount of £78.24 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 48,000,000 Price\Range: £1.63 Transaction Features: Regulation S; Subsequent Direct ListingBreakeven Date Change • Jun 17Forecast breakeven pushed back to 2023The 8 analysts covering Helios Towers previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 69% per year to 2022. The company is expected to make a profit of US$45.0m in 2023. Average annual earnings growth of 57% is required to achieve expected profit on schedule.Breakeven Date Change • May 22Forecast breakeven pushed back to 2023The 8 analysts covering Helios Towers previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 69% per year to 2022. The company is expected to make a profit of US$45.0m in 2023. Average annual earnings growth of 56% is required to achieve expected profit on schedule.お知らせ • May 13Helios Towers plc (LSE:HTWS) entered into an agreement to acquire Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $580 million.Helios Towers plc (LSE:HTWS) entered into an agreement to acquire Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $580 million on May 11, 2021. Transaction is subject to approval by Helios Towers' shareholders and customary completion conditions including approval from the Telecoms Regulatory Authority of Oman. Transaction is expected to close by the end of 2021. The Transaction is strongly aligned to Helios Towers' new market and strategic growth criteria. It is expected to be immediately accretive to earnings. Citigroup Global Markets Limited acted as financial advisor to Oman Telecommunications Company SAOG. BofA Securities, Inc. acted as financial advisor to the Helios Towers plc (LSE:HTWS).お知らせ • Mar 12Helios Towers plc announced that it expects to receive $250 million in fundingHelios Towers plc (LSE:HTWS) announced a private placement of 1,250 senior unsecured guaranteed convertible bonds due 2027 at a price of $200,000 per bond for gross proceeds of $250,000,000 on March 10, 2021. The bonds are convertible into common shares. The Convertible Bonds are expected to carry a coupon of 2.50% - 3.25% per annum payable semi-annually in arrear in equal instalments on 18 September and 18 March each year, with the first interest payment date being 18 September 2021. The bonds will be redeemed at par at maturity. he initial conversion price is expected to be set at a premium of 35% - 40% above the reference share price, which will be equal to the placement price of the Shares in the Concurrent Accelerated Bookbuilding. The Company has agreed to a lock-up for a period commencing on the pricing date of the Offering and ending 90 calendar days after the settlement date of the Offering. The transaction is expected to complete in H1 2021.Reported Earnings • Mar 11Full year 2020 earnings released: US$0.04 loss per share (vs US$0.15 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$414.0m (up 6.8% from FY 2019). Net loss: US$36.7m (loss narrowed 73% from FY 2019).Analyst Estimate Surprise Post Earnings • Mar 11Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 16%, compared to a 2.6% growth forecast for the Telecom industry in Germany.お知らせ • Feb 22Helios Towers plc to Report Fiscal Year 2020 Results on Mar 11, 2021Helios Towers plc announced that they will report fiscal year 2020 results on Mar 11, 2021お知らせ • Dec 19+ 1 more updateHelios Towers plc Announces Appointment of Manjit Dhillon as Chief Financial Officer, Effective 1 January 2021The Board of Helios Towers plc announced the appointment of Manjit Dhillon as Chief Financial Officer (CFO) of the Company with effect from 1 January 2021. Mr. Dhillon joined Helios Towers in 2016.Is New 90 Day High Low • Dec 15New 90-day low: €1.53The company is down 15% from its price of €1.79 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.59 per share.Is New 90 Day High Low • Nov 27New 90-day low: €1.62The company is down 5.0% from its price of €1.70 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.お知らせ • Sep 30Helios Towers plc to Report Q3, 2020 Results on Oct 29, 2020Helios Towers plc announced that they will report Q3, 2020 results on Oct 29, 2020お知らせ • Aug 13Helios Towers plc (LSE:HTWS) agreed to acquire the Passive Infrastructure Assets from Free Senegal for €200 million.Helios Towers plc (LSE:HTWS) signed an agreement to acquire the Passive Infrastructure Assets from Free Senegal for €200 million on August 12, 2020. The consideration consists of an upfront cash payment of €160 million and a deferred payment of €40 million. The consideration will be fully financed by existing cash and debt facilities of Helios Towers. Helios Towers and Free Senegal have entered into a 15-year service agreement for the provision of hosting and energy services on the acquired sites and the sites to be built in the future. The net profit before tax generated by the passive infrastructure assets as at December 31, 2019 was €11 million. The transactions is subject to customary completion conditions and regulatory approval. It is expected that the deal will close by the 1st quarter of 2021. The acquisition is expected to be immediately accretive to earnings. BofA Securities, Inc. acted as financial advisor to Free Senegal.お知らせ • Jul 17Helios Towers plc to Report First Half, 2020 Results on Aug 13, 2020Helios Towers plc announced that they will report first half, 2020 results on Aug 13, 2020業績と収益の成長予測DB:8HT - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,120196172346512/31/20271,037151130303612/31/202694310577273712/31/20258543983269N/A9/30/20258376280252N/A6/30/20258208576235N/A3/31/20258065960217N/A12/31/20247923444198N/A9/30/2024776-2311178N/A6/30/2024761-80-21158N/A3/31/2024741-90-35153N/A12/31/2023721-100-49147N/A9/30/2023683-94-94119N/A6/30/2023646-88-13991N/A3/31/2023603-130-16871N/A12/31/2022561-171-19751N/A9/30/2022531-200-17464N/A6/30/2022502-229-15176N/A3/31/2022476-193-14356N/A12/31/2021449-156-13536N/A9/30/2021436-76-10145N/A6/30/20214223-6855N/A3/31/2021418-1-2399N/A12/31/2020414-37-6460N/A9/30/2020409-171-6747N/A6/30/2020401-205-8925N/A3/31/2020396-188-111-1N/A12/31/2019388-136-6738N/A9/30/2019378-33N/A50N/A6/30/2019369-63N/A51N/A3/31/2019361-89N/A60N/A12/31/2018356-124N/A61N/A9/30/2018355-133N/A38N/A6/30/2018354-108N/A44N/A3/31/2018351-94N/A42N/A12/31/2017345-93N/A58N/A9/30/2017339-130N/A58N/A6/30/2017332-140N/A57N/A3/31/2017306-128N/A30N/A12/31/2016283-98N/A25N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8HTの予測収益成長率 (年間29.3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 8HTの収益 ( 29.3% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: 8HTの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 8HTの収益 ( 7.6% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 8HTの収益 ( 7.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8HTの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 68.6 %)。成長企業の発掘7D1Y7D1Y7D1YTelecom 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 18:05終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Helios Towers plc 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Alexander James ShortBerenbergRobert ChantryBerenbergDavid BurnsBerenberg10 その他のアナリストを表示
お知らせ • May 09Helios Towers plc Reaffirms Operating Guidance for the Full Year 2025Helios Towers plc reaffirmed operating guidance for the full year 2025. For the period, the company expects tenancy additions of 2,000- 2,500.
お知らせ • Mar 13Helios Towers plc Provides Operating Guidance for the Full Year 2025Helios Towers plc provided operating guidance for the full year 2025. Regarding full year guidance, it expected Tenancy additions of 2,000- 2,500.
Breakeven Date Change • May 17Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$27.1m in 2024. Earnings growth of 67% is required to achieve expected profit on schedule.
Breakeven Date Change • May 15Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$186.0k in 2024. Earnings growth of 58% is required to achieve expected profit on schedule.
Breakeven Date Change • May 02Forecast breakeven date pushed back to 2025The 5 analysts covering Helios Towers previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 73% to 2024. The company is expected to make a profit of US$49.2m in 2025. Average annual earnings growth of 115% is required to achieve expected profit on schedule.
Breakeven Date Change • Nov 04Forecast breakeven date moved forward to 2024The 6 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 85% to 2023. The company is expected to make a profit of US$5.88m in 2024. Average annual earnings growth of 79% is required to achieve expected profit on schedule.
お知らせ • May 15Helios Towers plc Announces Termination of Temitope Olugbeminiyi Lawani as Director, Effective May 14, 2026Helios Towers PLC announced the termination of Mr. Temitope Olugbeminiyi Lawani as director, effective May 14, 2026.
お知らせ • Apr 10+ 1 more updateHelios Towers plc to Report Q3, 2026 Results on Nov 26, 2026Helios Towers plc announced that they will report Q3, 2026 results on Nov 26, 2026
お知らせ • Apr 08Helios Towers plc to Report Q1, 2026 Results on May 07, 2026Helios Towers plc announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Mar 11Helios Towers plc, Annual General Meeting, May 14, 2026Helios Towers plc, Annual General Meeting, May 14, 2026.
お知らせ • Mar 10Helios Towers plc Announces Step Down of Temitope Lawani as Non-Executive Director and Member of the Nomination Committee, Effective May 14, 2026Helios Towers plc announced that Temitope Lawani, Non-Executive Director and a member of the Nomination Committee, has confirmed he will not seek re-election as a Director of the Company and will formally step down as a Director at the close of the Annual General Meeting on May 14, 2026.
お知らせ • Jan 26Helios Towers plc to Report Fiscal Year 2025 Results on Mar 12, 2026Helios Towers plc announced that they will report fiscal year 2025 results on Mar 12, 2026
お知らせ • Oct 09Helios Towers plc to Report Q3, 2025 Results on Nov 06, 2025Helios Towers plc announced that they will report Q3, 2025 results on Nov 06, 2025
お知らせ • Jul 03Helios Towers plc to Report First Half, 2025 Results on Jul 31, 2025Helios Towers plc announced that they will report first half, 2025 results on Jul 31, 2025
お知らせ • May 09Helios Towers plc Reaffirms Operating Guidance for the Full Year 2025Helios Towers plc reaffirmed operating guidance for the full year 2025. For the period, the company expects tenancy additions of 2,000- 2,500.
お知らせ • Apr 09Helios Towers plc to Report Q1, 2025 Results on May 08, 2025Helios Towers plc announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Apr 07Helios Towers plc, Annual General Meeting, May 15, 2025Helios Towers plc, Annual General Meeting, May 15, 2025. Location: linklaters llp, one silk street, ec2y 8hq, london United Kingdom
お知らせ • Mar 13Helios Towers plc Provides Operating Guidance for the Full Year 2025Helios Towers plc provided operating guidance for the full year 2025. Regarding full year guidance, it expected Tenancy additions of 2,000- 2,500.
お知らせ • Jan 21Helios Towers plc to Report Fiscal Year 2024 Results on Mar 13, 2025Helios Towers plc announced that they will report fiscal year 2024 results Pre-Market on Mar 13, 2025
お知らせ • Jan 07Helios Towers plc Appoints Manjit Dhillon as Executive Chair of Its Subsidiary Helios Towers OmanHelios Towers plc announced that Manjit Dhillon, Group Chief Financial Officer (CFO), has been appointed as Executive Chair of Helios Towers Oman, an operating subsidiary of the Company, with immediate effect. Manjit's role as Group CFO remains unchanged.
お知らせ • Nov 21+ 1 more updateHelios Towers plc has completed a Follow-on Equity Offering in the amount of £47.564 million.Helios Towers plc has completed a Follow-on Equity Offering in the amount of £47.564 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 50,600,000 Price\Range: £0.94 Transaction Features: Subsequent Direct Listing
お知らせ • Sep 16Helios Towers plc Announces Appointment of Dana Tobak as Non-Executive Director and Chair of the Technology CommitteeHelios Towers plc announced that Dana Tobak CBE has been appointed as an Independent Non-Executive Director and Chair of the Technology Committee, with immediate effect. Dana is currently Chief Executive Officer of Hyperoptic Ltd, the UK's largest exclusively full-fibre broadband provider. Prior to founding Hyperoptic Ltd, Dana co-founded BeUnlimited, which was acquired by O2, where she subsequently took on the role of Head of New Business Ventures. Dana had previously spent ten years as a technology consultant with Oracle Corporation and Sapient in both the US and Europe.
Reported Earnings • Aug 09First half 2024 earnings released: US$0.02 loss per share (vs US$0.039 loss in 1H 2023)First half 2024 results: US$0.02 loss per share (improved from US$0.039 loss in 1H 2023). Revenue: US$389.9m (up 11% from 1H 2023). Net loss: US$20.8m (loss narrowed 49% from 1H 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Jul 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$38m). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
New Risk • Jun 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$38m). Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
Breakeven Date Change • May 17Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$27.1m in 2024. Earnings growth of 67% is required to achieve expected profit on schedule.
Breakeven Date Change • May 15Forecast breakeven date moved forward to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$186.0k in 2024. Earnings growth of 58% is required to achieve expected profit on schedule.
お知らせ • May 11Helios Towers plc Announces Board ChangesHelios Towers plc announced that with effect from 9 May 2024, Helis Zulijani-Boye has resigned as a Non-Executive Director of the Company and has been replaced by David Wassong, Co-Managing Partner of Newlight Partners LP (Newlight). These changes are made pursuant to the Shareholders Agreement entered into by the Company and Newlight, along with other pre-IPO investors in the Company, under which Newlight is entitled to appoint (and replace) a shareholder representative as a director of the Company for such time as it continues to hold more than 10% of the voting rights of the Company. David Wassong was previously a Non-Executive Director of the Company from 12 September 2019 to 9 March 2022.
Breakeven Date Change • May 02Forecast breakeven date pushed back to 2025The 5 analysts covering Helios Towers previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 73% to 2024. The company is expected to make a profit of US$49.2m in 2025. Average annual earnings growth of 115% is required to achieve expected profit on schedule.
New Risk • Mar 14New major risk - Negative shareholders equityThe company has negative equity. Total equity: -US$38m This is considered a major risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 14Full year 2023 earnings released: US$0.095 loss per share (vs US$0.16 loss in FY 2022)Full year 2023 results: US$0.095 loss per share (improved from US$0.16 loss in FY 2022). Revenue: US$721.0m (up 29% from FY 2022). Net loss: US$100.1m (loss narrowed 42% from FY 2022). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. Non-Executive Director Helis Zulijani-Boye was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 26+ 1 more updateHelios Towers plc, Annual General Meeting, Apr 25, 2024Helios Towers plc, Annual General Meeting, Apr 25, 2024. Agenda: To consider and approve the election of Director.
お知らせ • Jan 18Helios Towers plc to Report Fiscal Year 2023 Results on Mar 14, 2024Helios Towers plc announced that they will report fiscal year 2023 results on Mar 14, 2024
Breakeven Date Change • Nov 04Forecast breakeven date moved forward to 2024The 6 analysts covering Helios Towers previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 85% to 2023. The company is expected to make a profit of US$5.88m in 2024. Average annual earnings growth of 79% is required to achieve expected profit on schedule.
お知らせ • Oct 10Helios Towers plc to Report Q3, 2023 Results on Nov 02, 2023Helios Towers plc announced that they will report Q3, 2023 results on Nov 02, 2023
Reported Earnings • Aug 04First half 2023 earnings released: US$0.039 loss per share (vs US$0.12 loss in 1H 2022)First half 2023 results: US$0.039 loss per share (improved from US$0.12 loss in 1H 2022). Revenue: US$350.2m (up 32% from 1H 2022). Net loss: US$41.0m (loss narrowed 67% from 1H 2022). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 04Helios Towers plc Revises Operating Guidance for the Full Year 2023Helios Towers plc revised operating guidance for the full year 2023. Regarding full year guidance, it expected Tenancy additions of 1,900 - 2,100 (prior: 1,600 - 2,100), of which 40% are anticipated to be new sites.
お知らせ • Jul 04Helios Towers plc to Report First Half, 2023 Results on Aug 03, 2023Helios Towers plc announced that they will report first half, 2023 results on Aug 03, 2023
Breakeven Date Change • Jul 02Forecast breakeven date pushed back to 2025The 6 analysts covering Helios Towers previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 84% per year to 2024. The company is expected to make a profit of US$32.8m in 2025. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
お知らせ • May 19Helios Towers plc Announces Board and Committee ChangesHelios Towers plc announced that Magnus Mandersson has been appointed as Deputy Chair and will relinquish his role as Senior Independent Director to Alison Baker, who is a Non-Executive Director of the Company. The Company also announced that Non-Executive Director Carole Wamuyu Wainaina has been appointed as Chair of the newly formed Sustainability Committee. This committee has been created to align to corporate governance best practice and ensure a more focused approach to sustainability, which has been given ‘whole Board’ oversight to date. Non-Executive Director Sally Ashford will also join the Sustainability Committee, as will Tom Greenwood (Chief Executive Officer) and Manjit Dhillon (Chief Financial Officer). The above directorate changes will take effect from 18 May 2023. Following the above changes, the membership of the Company's committees will be as follows: Audit: Alison Baker (C); Richard Byrne; Magnus Mandersson; Carole Wamuyu Wainaina. Remuneration: Richard Byrne (C); Sir Samuel Jonah; Alison Baker; Sally Ashford. Nomination: Sir Samuel Jonah (C); Magnus Mandersson; Carole Wamuyu Wainaina; Sally Ashford; Temitope Lawani. Sustainability: Carole Wamuyu Wainaina (C); Sally Ashford; Tom Greenwood; Manjit Dhillon. Technology: Magnus Mandersson (C); Richard Byrne, Helis Zulijani- Boye; Tom Greenwood; Manjit Dhillon.
Breakeven Date Change • Apr 27Forecast to breakeven in 2024The 7 analysts covering Helios Towers expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$19.3m in 2024. Average annual earnings growth of 73% is required to achieve expected profit on schedule.
Reported Earnings • Mar 18Full year 2022 earnings released: US$0.16 loss per share (vs US$0.15 loss in FY 2021)Full year 2022 results: US$0.16 loss per share (further deteriorated from US$0.15 loss in FY 2021). Revenue: US$560.7m (up 25% from FY 2021). Net loss: US$171.5m (loss widened 9.8% from FY 2021). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Telecom industry in Germany.
お知らせ • Jan 27Helios Towers plc to Report Fiscal Year 2022 Results on Mar 16, 2023Helios Towers plc announced that they will report fiscal year 2022 results on Mar 16, 2023
お知らせ • Dec 09Helios Towers plc (LSE:HTWS) and Rakiza Telecommunication Infrastructure LLC completed the acquisition of Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $495 million.Helios Towers plc (LSE:HTWS) and Rakiza Telecommunication Infrastructure LLC entered into an agreement to acquire Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $580 million on May 11, 2021. The cash consideration will be split between the two parties according to their stake in the holding company. Transaction is subject to approval by Helios Towers' shareholders and customary completion conditions including approval from the Telecoms Regulatory Authority of Oman. As of May 19, 2021, Helios Towers plc has published a circular which has been approved by the Financial Conduct Authority (the "Circular") in connection with the acquisition. As of June 4, 2021, the transaction has been approved by Helios Towers' shareholders. transaction is expected to close by the end of 2021. As of February 12, 2022, the parties have agreed to extend the long-stop date from February 11, 2022 to July 12, 2022. As of July 5, 2022, the parties have agreed to further extend the long-stop date from July 12, 2022 to September 30, 2022. The transaction is strongly aligned to Helios Towers' new market and strategic growth criteria. It is expected to be immediately accretive to earnings. As of September 29, 2022, The buyer and Omantel have agreed to further extend the long-stop date for the Acquisition from 30 September 2022 to 11 November 2022. As of November 14, 2022, The buyer and Omantel have agreed to further extend the long-stop date for the Acquisition from 11 November 2022 to 24 November 2022.. The acquisition is conditional upon approval from the Telecommunications Regulatory Authority of Oman and other statutory authorities in Oman. Citigroup Global Markets Limited acted as financial advisor to Oman Telecommunications Company SAOG. BofA Securities, Inc. acted as financial advisor to Helios Towers while Vinson & Elkins LLP acted as legal advisor. As of November 25, 2022, The Company is pleased to announce that all closing conditions for the Acquisition have been satisfied. The Acquisition is now unconditional and the Company anticipates that completion of the Acquisition will take place during December 2022. Helios Towers plc (LSE:HTWS) and Rakiza Telecommunication Infrastructure LLC completed the acquisition of Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $495 million on December 8, 2022. The gross consideration of $494.6 million has been funded through $206.2 million Group funds, of which $24.0 million was pre-paid in 2021, $88.4 million from the 30% minority shareholder, Rakiza, and $200.0 million local bank debt. Including capitalized ground leases, this represents an enterprise value of $515 million.
Board Change • Oct 31High number of new directorsNon-Executive Director Helis Zulijani-Boye was the last director to join the board, commencing their role in 2022.
お知らせ • Oct 06Helios Towers plc to Report Q3, 2022 Results on Nov 03, 2022Helios Towers plc announced that they will report Q3, 2022 results on Nov 03, 2022
Reported Earnings • Aug 19First half 2022 earnings released: US$0.12 loss per share (vs US$0.051 loss in 1H 2021)First half 2022 results: US$0.12 loss per share (down from US$0.051 loss in 1H 2021). Revenue: US$265.4m (up 25% from 1H 2021). Net loss: US$124.2m (loss widened 143% from 1H 2021). Over the next year, revenue is forecast to grow 24%, compared to a 2.0% growth forecast for the Telecom industry in Germany.
お知らせ • Aug 18Helios Towers plc Announces Kash Pandya to Stand Down from His Role as Non-Executive Deputy ChairmanHelios Towers plc announces that further to the Company's announcement on 18 August 2021 regarding his decision to retire as CEO, Kash Pandya has informed the Board of his intention to stand down from his role as non-executive Deputy Chairman of the Company with effect from 17 August 2022, in order to pursue other non-executive opportunities.
お知らせ • Jul 13Helios Towers plc to Report First Half, 2022 Results on Aug 18, 2022Helios Towers plc announced that they will report first half, 2022 results on Aug 18, 2022
Breakeven Date Change • May 10Forecast breakeven date pushed back to 2024The 5 analysts covering Helios Towers previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 75% per year to 2023. The company is expected to make a profit of US$38.6m in 2024. Average annual earnings growth of 70% is required to achieve expected profit on schedule.
Board Change • Apr 27High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. 1 experienced director. No highly experienced directors. CEO & Director Kash Pandya is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 21Helios Towers plc to Report Q1, 2022 Results on May 05, 2022Helios Towers plc announced that they will report Q1, 2022 results on May 05, 2022
お知らせ • Mar 23Helios Towers plc, Annual General Meeting, Apr 28, 2022Helios Towers plc, Annual General Meeting, Apr 28, 2022, at 09:00 Coordinated Universal Time. Location: Linklaters LLP, One Silk Street London United Kingdom Agenda: To receive the annual report and accounts for the year ended December 31, 2021; to approve the annual statement by the chairman of the remuneration committee and the directors' remuneration report set out on pages 106 to 123 of the annual report and accounts for the year ended December 31, 2021; to elect Helis Zulijani-Boye, as a director; to re-elect Sir Samuel Jonah, KBE, OSG as a director; to re-elect Kash Pandya as a director; to re-elect Tom Greenwood as a director; to re-elect Manjit Dhillon as a director; to re-elect Magnus Mandersson as a director; to re-elect Alison Baker as a director; to re-elect Richard Byrne as a director; to re-elect Temitope Lawani as a director; to re-elect Sally Ashford as a director; to re-elect Carole Wamuyu Wainaina as a director; to reappoint Deloitte LLP as auditors of the company to hold office from the conclusion of this agm until the conclusion of the next agm at which accounts are laid before the company; and to consider other matters.
Reported Earnings • Mar 18Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$0.15 loss per share (down from US$0.037 loss in FY 2020). Revenue: US$449.1m (up 8.5% from FY 2020). Net loss: US$156.2m (loss widened 326% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 36%, compared to a 1.8% growth forecast for the industry in Germany.
お知らせ • Feb 02Helios Towers plc to Report Fiscal Year 2021 Results on Mar 17, 2022Helios Towers plc announced that they will report fiscal year 2021 results on Mar 17, 2022
Reported Earnings • Aug 21First half 2021 earnings released: US$0.051 loss per share (vs US$0.091 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: US$212.4m (up 4.1% from 1H 2020). Net loss: US$51.1m (loss narrowed 44% from 1H 2020).
Breakeven Date Change • Aug 11Forecast breakeven pushed back to 2023The 7 analysts covering Helios Towers previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 80% per year to 2022. The company is expected to make a profit of US$30.5m in 2023. Average annual earnings growth of 69% is required to achieve expected profit on schedule.
お知らせ • Jun 17Helios Towers plc has completed a Follow-on Equity Offering in the amount of £78.24 million.Helios Towers plc has completed a Follow-on Equity Offering in the amount of £78.24 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 48,000,000 Price\Range: £1.63 Transaction Features: Regulation S; Subsequent Direct Listing
Breakeven Date Change • Jun 17Forecast breakeven pushed back to 2023The 8 analysts covering Helios Towers previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 69% per year to 2022. The company is expected to make a profit of US$45.0m in 2023. Average annual earnings growth of 57% is required to achieve expected profit on schedule.
Breakeven Date Change • May 22Forecast breakeven pushed back to 2023The 8 analysts covering Helios Towers previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 69% per year to 2022. The company is expected to make a profit of US$45.0m in 2023. Average annual earnings growth of 56% is required to achieve expected profit on schedule.
お知らせ • May 13Helios Towers plc (LSE:HTWS) entered into an agreement to acquire Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $580 million.Helios Towers plc (LSE:HTWS) entered into an agreement to acquire Passive Tower Infrastructure Portfolio of 2,890 Sites of Oman Telecommunications Company SAOG (MSM:OTEL) for approximately $580 million on May 11, 2021. Transaction is subject to approval by Helios Towers' shareholders and customary completion conditions including approval from the Telecoms Regulatory Authority of Oman. Transaction is expected to close by the end of 2021. The Transaction is strongly aligned to Helios Towers' new market and strategic growth criteria. It is expected to be immediately accretive to earnings. Citigroup Global Markets Limited acted as financial advisor to Oman Telecommunications Company SAOG. BofA Securities, Inc. acted as financial advisor to the Helios Towers plc (LSE:HTWS).
お知らせ • Mar 12Helios Towers plc announced that it expects to receive $250 million in fundingHelios Towers plc (LSE:HTWS) announced a private placement of 1,250 senior unsecured guaranteed convertible bonds due 2027 at a price of $200,000 per bond for gross proceeds of $250,000,000 on March 10, 2021. The bonds are convertible into common shares. The Convertible Bonds are expected to carry a coupon of 2.50% - 3.25% per annum payable semi-annually in arrear in equal instalments on 18 September and 18 March each year, with the first interest payment date being 18 September 2021. The bonds will be redeemed at par at maturity. he initial conversion price is expected to be set at a premium of 35% - 40% above the reference share price, which will be equal to the placement price of the Shares in the Concurrent Accelerated Bookbuilding. The Company has agreed to a lock-up for a period commencing on the pricing date of the Offering and ending 90 calendar days after the settlement date of the Offering. The transaction is expected to complete in H1 2021.
Reported Earnings • Mar 11Full year 2020 earnings released: US$0.04 loss per share (vs US$0.15 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$414.0m (up 6.8% from FY 2019). Net loss: US$36.7m (loss narrowed 73% from FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 11Revenue misses expectationsRevenue missed analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 16%, compared to a 2.6% growth forecast for the Telecom industry in Germany.
お知らせ • Feb 22Helios Towers plc to Report Fiscal Year 2020 Results on Mar 11, 2021Helios Towers plc announced that they will report fiscal year 2020 results on Mar 11, 2021
お知らせ • Dec 19+ 1 more updateHelios Towers plc Announces Appointment of Manjit Dhillon as Chief Financial Officer, Effective 1 January 2021The Board of Helios Towers plc announced the appointment of Manjit Dhillon as Chief Financial Officer (CFO) of the Company with effect from 1 January 2021. Mr. Dhillon joined Helios Towers in 2016.
Is New 90 Day High Low • Dec 15New 90-day low: €1.53The company is down 15% from its price of €1.79 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.59 per share.
Is New 90 Day High Low • Nov 27New 90-day low: €1.62The company is down 5.0% from its price of €1.70 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.70 per share.
お知らせ • Sep 30Helios Towers plc to Report Q3, 2020 Results on Oct 29, 2020Helios Towers plc announced that they will report Q3, 2020 results on Oct 29, 2020
お知らせ • Aug 13Helios Towers plc (LSE:HTWS) agreed to acquire the Passive Infrastructure Assets from Free Senegal for €200 million.Helios Towers plc (LSE:HTWS) signed an agreement to acquire the Passive Infrastructure Assets from Free Senegal for €200 million on August 12, 2020. The consideration consists of an upfront cash payment of €160 million and a deferred payment of €40 million. The consideration will be fully financed by existing cash and debt facilities of Helios Towers. Helios Towers and Free Senegal have entered into a 15-year service agreement for the provision of hosting and energy services on the acquired sites and the sites to be built in the future. The net profit before tax generated by the passive infrastructure assets as at December 31, 2019 was €11 million. The transactions is subject to customary completion conditions and regulatory approval. It is expected that the deal will close by the 1st quarter of 2021. The acquisition is expected to be immediately accretive to earnings. BofA Securities, Inc. acted as financial advisor to Free Senegal.
お知らせ • Jul 17Helios Towers plc to Report First Half, 2020 Results on Aug 13, 2020Helios Towers plc announced that they will report first half, 2020 results on Aug 13, 2020