Airtel Africa（9AA）株式概要エアテル・アフリカは子会社とともに、ナイジェリア、東アフリカ、フランス語圏のアフリカで電気通信とモバイルマネーサービスを提供している。 詳細9AA ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長5/6過去の実績5/6財務の健全性3/6配当金3/6報酬当社が推定した公正価値より20.5%で取引されている 収益は年間25.73%増加すると予測されています 過去1年間で収益は208.6%増加しました リスク分析German市場と比較した過去 3 か月間の株価の変動不安定な配当実績 すべてのリスクチェックを見る9AA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€3.7630.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-630m12b2016201920222025202620282031Revenue US$12.1bEarnings US$1.3bAdvancedSet Fair ValueView all narrativesAirtel Africa Plc 競合他社1&1Symbol: XTRA:1U1Market cap: €4.0bfreenetSymbol: XTRA:FNTNMarket cap: €3.1bVantage TowersSymbol: HMSE:VTWRMarket cap: €19.3bTelefónica Deutschland HoldingSymbol: HMSE:O2DMarket cap: €6.1b価格と性能株価の高値、安値、推移の概要Airtel Africa過去の株価現在の株価UK£3.7652週高値UK£4.9052週安値UK£1.98ベータ0.481ヶ月の変化-8.42%3ヶ月変化-7.34%1年変化79.14%3年間の変化176.62%5年間の変化311.15%IPOからの変化368.73%最新ニュースBuy Or Sell Opportunity • 17hNow 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to €3.76. The fair value is estimated to be €4.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Declared Dividend • May 21Final dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 18th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 17Airtel Africa Plc to Report Fiscal Year 2026 Results on May 08, 2026Airtel Africa Plc announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • Mar 25Airtel Africa PLC Announces Board ChangesAirtel Africa PLC announced that Sunil Bharti Mittal has informed the Board of his intention to retire as Chair of the Board at the conclusion of this year's AGM in July 2026. Mr. Mittal has served as Chair since listing in 2019. The Board announced that Gopal Vittal will be appointed Non-Executive Chair of the Board with effect from the same date. Mr. Vittal's appointment is by nomination of the controlling shareholder pursuant to the terms of the relationship agreement dated June 17, 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom. Mr. Vittal is an established telecoms leader who led Bharti Airtel to a life-time high revenue market share in an intensely competitive market and is the current Board Chair of the GSMA. He was appointed a non-executive director of Airtel Africa in October 2024. The Board acknowledged that Mr. Vittal will not be independent on appointment for the purposes of the UK Corporate Governance Code. Shravin Bharti Mittal will assume the role of Deputy Chair with effect from the same date. As Deputy Chair, Mr. Mittal will ensure continuity with the founding family and significant shareholder, and will be the Board's conduit with the Airtel Money Board, on which he serves, and with Airtel Africa's headquarters in Dubai, where he is based. As part of the ongoing succession planning in respect of the Company's Non-Executive Directors, Annika Poutiainen will also retire at the conclusion of the July AGM, at which point she will have served for over seven years.お知らせ • Jan 14Airtel Africa Plc to Report Nine Months, 2026 Results on Jan 30, 2026Airtel Africa Plc announced that they will report nine months, 2026 results on Jan 30, 2026お知らせ • Nov 12Airtel Africa plc Announces Board and Committee ChangesAirtel Africa plc announced that Andrew Green has informed the Board of his intention to retire as Senior independent non-executive director following the conclusion of the 29 January 2026 Board meeting. Upon Andrew's retirement, Tsega Gebreyes will be appointed as Senior independent non-executive director. Tsega Gebreyes was appointed as a non-executive director on 12 October 2021, and currently chairs the Remuneration Committee as well as serving on the Nominations Committee. She will remain a member of the Remuneration Committee. Cynthia Gordon will succeed Tsega as Chair of the Remuneration Committee and will join the Nominations Committee.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • 17hNow 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to €3.76. The fair value is estimated to be €4.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Declared Dividend • May 21Final dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 18th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 17Airtel Africa Plc to Report Fiscal Year 2026 Results on May 08, 2026Airtel Africa Plc announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • Mar 25Airtel Africa PLC Announces Board ChangesAirtel Africa PLC announced that Sunil Bharti Mittal has informed the Board of his intention to retire as Chair of the Board at the conclusion of this year's AGM in July 2026. Mr. Mittal has served as Chair since listing in 2019. The Board announced that Gopal Vittal will be appointed Non-Executive Chair of the Board with effect from the same date. Mr. Vittal's appointment is by nomination of the controlling shareholder pursuant to the terms of the relationship agreement dated June 17, 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom. Mr. Vittal is an established telecoms leader who led Bharti Airtel to a life-time high revenue market share in an intensely competitive market and is the current Board Chair of the GSMA. He was appointed a non-executive director of Airtel Africa in October 2024. The Board acknowledged that Mr. Vittal will not be independent on appointment for the purposes of the UK Corporate Governance Code. Shravin Bharti Mittal will assume the role of Deputy Chair with effect from the same date. As Deputy Chair, Mr. Mittal will ensure continuity with the founding family and significant shareholder, and will be the Board's conduit with the Airtel Money Board, on which he serves, and with Airtel Africa's headquarters in Dubai, where he is based. As part of the ongoing succession planning in respect of the Company's Non-Executive Directors, Annika Poutiainen will also retire at the conclusion of the July AGM, at which point she will have served for over seven years.お知らせ • Jan 14Airtel Africa Plc to Report Nine Months, 2026 Results on Jan 30, 2026Airtel Africa Plc announced that they will report nine months, 2026 results on Jan 30, 2026お知らせ • Nov 12Airtel Africa plc Announces Board and Committee ChangesAirtel Africa plc announced that Andrew Green has informed the Board of his intention to retire as Senior independent non-executive director following the conclusion of the 29 January 2026 Board meeting. Upon Andrew's retirement, Tsega Gebreyes will be appointed as Senior independent non-executive director. Tsega Gebreyes was appointed as a non-executive director on 12 October 2021, and currently chairs the Remuneration Committee as well as serving on the Nominations Committee. She will remain a member of the Remuneration Committee. Cynthia Gordon will succeed Tsega as Chair of the Remuneration Committee and will join the Nominations Committee.お知らせ • Oct 28Airtel Africa plc Declares Interim Dividend for the Half Year Ended 30 September 2025, Payable on 12 December 2025Airtel Africa Plc has declared an interim dividend of 2.84 cents for the half year ended 30 September 2025, payable on 12 December 2025 to shareholders recorded in the register at the close of business on 7 November 2025. Shares commence trading ex-dividend: November 6, 2025.お知らせ • Oct 14Airtel Africa Plc to Report First Half, 2026 Results on Oct 28, 2025Airtel Africa Plc announced that they will report first half, 2026 results on Oct 28, 2025お知らせ • Jul 14Airtel Africa Plc to Report Q1, 2026 Results on Jul 24, 2025Airtel Africa Plc announced that they will report Q1, 2026 results on Jul 24, 2025お知らせ • Jun 10Airtel Africa Plc, Annual General Meeting, Jul 09, 2025Airtel Africa Plc, Annual General Meeting, Jul 09, 2025. Location: first floor, 53/54 grosvenor street, w1k 3hu, london United Kingdomお知らせ • May 09Airtel Africa plc Recommends Final Dividend for the Financial Year Ended 31 March 2025, Payable on 25 July 2025The board of Airtel Africa Plc has recommended a final dividend of 3.9 cents for the financial year ended 31 March 2025, payable on 25 July 2025 to shareholders recorded in the register at the close of business on 20 June 2025. Last day to trade shares cum dividend is 18 June 2025. Shares commence trading ex-dividend is 19 June 2025.お知らせ • Apr 16Airtel Africa Plc to Report Fiscal Year 2025 Results on May 08, 2025Airtel Africa Plc announced that they will report fiscal year 2025 results on May 08, 2025お知らせ • Mar 24Airtel Africa plc Appoints Cynthia Gordon as an Independent Non-Executive Director and Member of Remuneration Committee, Effective 1 April 2025Airtel Africa plc announced the appointment of Cynthia Gordon as an independent non-executive director with effect from 1 April 2025. Cynthia will serve on the Company's remuneration committee. Cynthia is currently a non-executive director and remuneration committee chair at both Bodycote plc, the FTSE 250 global industrial services company and Severfield plc, the leading structural steel group. She is also thenon-executive chair of Global Fashion Group, a Luxembourg-based e-commerce company listed in Frankfurt . Other roles include acting as a senior advisor to Tillman Global Holdings, an investor in infrastructure businesses. Cynthia was formerly a non-executive director of Eutelsat Communications SA, a satellite operator listed in Paris, Tele2 and Kinnevik. As an executive director, Cynthia worked at a number of companies, including Millicom, Ooredoo and Orange. She was CEO of Millicom Africa responsible for six countries, and was also Group Commercial Director at Ooredoo, with responsibility for commercial performance across 15 countries.お知らせ • Jan 16Airtel Africa Plc to Report Q3, 2025 Results on Jan 30, 2025Airtel Africa Plc announced that they will report Q3, 2025 results on Jan 30, 2025お知らせ • Jan 09+ 1 more updateAirtel Africa plc Announces CFO ChangesAirtel Africa plc announced that Jaideep Paul, Chief Financial Officer (CFO) has informed the Board of his decision to retire from his position as CFO with effect from the end of the 2025 July AGM. Jaideep will be leaving the Company to pursue a new position within the wider Bharti Group. Jaideep will ensure a smooth transition to Kamal Dua, currently Deputy CFO, who will become an Executive Director and assume the role of CFO following his appointment at the 2025 AGM.お知らせ • Dec 25Airtel Africa Plc (LSE:AAF) commences an Equity Buyback Plan for 374,141,187 shares, representing 10.01% of its issued share capital, under the authorization approved on July 3, 2024.Airtel Africa Plc (LSE:AAF) commences share repurchases on December 23, 2024, under the program mandated by shareholders in the Annual General Meeting held on July 3, 2024. As per the mandate, the company is authorized to repurchase up to 374,141,187 shares, representing 10% of its share capital. The minimum price (excluding expenses) which may be paid for any such ordinary share is $ 0.50 per share. The maximum price (excluding expenses) which may be paid for any such ordinary share is the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share in the Company as derived from The London Stock Exchange Daily Official List for the five business days immediately preceding the day on which such share is contracted to be purchased and the higher of the price of the last independent trade and the highest current independent bid for an ordinary share in the Company on the trading venues where the market purchases by the Company. The repurchased shares will be cancelled. The authority will be valid till the next AGM of the Company or, if earlier, on October 2, 2025. As of July 1, 2024, the company had 3,736,669,688 issued shares.お知らせ • Oct 28Airtel Africa plc Announces Appointment of Gopal Vittal as A Non-Executive DirectorAirtel Africa plc announced the appointment of Gopal Vittal as a non-executive director of the Company with immediate effect. Mr. Vittal's appointment is by nomination of the controlling shareholder pursuant to the terms of relationship agreement dated 17 June 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom. He has also driven Bharti Airtel Limited's digital transformation including defining the culture, metrics, incentives for collaboration and overall "re-imagining of the business". Prior to this, Mr. Vittal worked for twenty years with Unilever across sales, marketing and general management in markets spanning India, Thailand, Indonesia and China. Mr. Vittal is an alumnus of Madras Christian College and has completed his MBA from IIM, Kolkata.Declared Dividend • Oct 28First half dividend of US$0.026 announcedShareholders will receive a dividend of US$0.026. Ex-date: 7th November 2024 Payment date: 13th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments.お知らせ • Oct 26Airtel Africa Plc Declares Interim Dividend for the Half Year Ended 30 September 2024, Payable on 13 December 2024Airtel Africa Plc has declared an interim dividend of 2.6 cents for the half year ended 30 September 2024, payable on 13 December 2024 to shareholders recorded in the register at the close of business on 8 November 2024.Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: US$0.006 (vs US$0.031 in 2Q 2024)Second quarter 2025 results: EPS: US$0.006 (down from US$0.031 in 2Q 2024). Revenue: US$1.22b (down 2.9% from 2Q 2024). Net income: US$24.0m (down 79% from 2Q 2024). Profit margin: 2.0% (down from 9.2% in 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.お知らせ • Oct 15Airtel Africa Plc to Report First Half, 2025 Results on Oct 25, 2024Airtel Africa Plc announced that they will report first half, 2025 results on Oct 25, 2024Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: US$0.002 (vs US$0.045 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.002 (up from US$0.045 loss in 1Q 2024). Revenue: US$1.16b (down 16% from 1Q 2024). Net income: US$7.00m (up US$177.0m from 1Q 2024). Profit margin: 0.6% (up from net loss in 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 13Upcoming dividend of US$0.036 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 26 July 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (8.2%).お知らせ • Jun 13Airtel Africa Plc, Annual General Meeting, Jul 03, 2024Airtel Africa Plc, Annual General Meeting, Jul 03, 2024. Location: first floor, 53 54 grosvenor street, w1k 3hu, london United KingdomReported Earnings • Jun 10Full year 2024 earnings released: US$0.044 loss per share (vs US$0.18 profit in FY 2023)Full year 2024 results: US$0.044 loss per share (down from US$0.18 profit in FY 2023). Revenue: US$5.00b (down 5.1% from FY 2023). Net loss: US$165.0m (down 125% from profit in FY 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Declared Dividend • May 12Final dividend of US$0.036 announcedShareholders will receive a dividend of US$0.036. Ex-date: 20th June 2024 Payment date: 26th July 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments.お知らせ • May 10+ 1 more updateAirtel Africa plc Appoints Paul Arkwright as Independent Non-Executive DirectorOn 9 May 2024, Airtel Africa plc announced the appointment of Paul Arkwright, CMG, as an independent non-executive director of the Company, with immediate effect. Paul is a former British Ambassador with 34 years' experience in the UK Diplomatic Service. His career included postings as the UK Ambassador to the Netherlands (2009-13), UK High Commissioner to Nigeria (2015-18), CEO of the UK-Africa Investment Summit (2019), Acting UK Ambassador to DRC (2020), and Regional Ambassador for Africa, COP26 Summit. He is askilled negotiator at the highest levels with excellent international networking and communication skills and is a fluent French speaker. Following his retirement from the UK Diplomatic Service in 2020, Paul founded an independent consultancy advising international business on investing and operating across Africa. Between January 2021 to date, Paul acted as a Special Advisor to the Chair and Board of Airtel Africa focusing on political, legal and regulatory issues pursuant to the terms of a consultancy agreement. Paul is on the Advisory Panel of Africa Matters Limited, a part of JS Held, and is a member of the Central Council of the Royal Over-Seas League. In 2016, he was awarded a CMG by her Majesty Queen Elizabeth II for services to international diplomacy.Reported Earnings • May 09Full year 2024 earnings released: US$0.044 loss per share (vs US$0.18 profit in FY 2023)Full year 2024 results: US$0.044 loss per share (down from US$0.18 profit in FY 2023). Revenue: US$5.00b (down 5.1% from FY 2023). Net loss: US$165.0m (down 125% from profit in FY 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Apr 19Airtel Africa Plc to Report Fiscal Year 2024 Results on May 09, 2024Airtel Africa Plc announced that they will report fiscal year 2024 results on May 09, 2024お知らせ • Mar 01Airtel Africa Plc (LSE:AAF) announces an Equity Buyback for $100 million worth of its shares.Airtel Africa Plc (LSE:AAF) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The purpose of the program is to reduce the capital of the Company. All shares purchased under the program will be cancelled. The program is valid for 12 months.お知らせ • Feb 06John Danilovich Announces Intention to Retire as an Independent Non-Executive Director of Airtel Africa plcAirtel Africa plc announced that John Danilovich has informed the Board of his intention to retire as an independent non-executive director of Airtel Africa plc at the conclusion of this year's AGM in July 2024.Reported Earnings • Feb 04Third quarter 2024 earnings released: US$0.002 loss per share (vs US$0.046 profit in 3Q 2023)Third quarter 2024 results: US$0.002 loss per share (down from US$0.046 profit in 3Q 2023). Revenue: US$1.24b (down 8.4% from 3Q 2023). Net loss: US$6.00m (down 103% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Jan 17Airtel Africa Plc to Report Nine Months, 2024 Results on Feb 01, 2024Airtel Africa Plc announced that they will report nine months, 2024 results on Feb 01, 2024お知らせ • Jan 02+ 1 more updateAirtel Africa plc Announces CEO ChangesAirtel Africa plc announced the retirement of Chief Executive Officer Olusegun "Segun" Ogunsanya and the appointment of Sunil Taldar, who joined Airtel Africa in October 2023 as Director - Transformation, as Chief Executive Officer (CEO). Following a transition period, Mr. Taldar will be appointed to the Board as an Executive Director and assume the role of CEO on 1 July 2024, at which time Segun will retire from the Board and the Company. As Director - Transformation, Mr. Taldar holds responsibility for leading and overseeing key strategic initiatives aimed at transforming Airtel Africa's business and operations. Mr. Taldar has more than 30 years' business management experience in the FMCG and Telecommunications sectors, including 15 years' experience as a member of the Bharti Airtel Management Board, where he was Director, Market Operations. Following his retirement from Airtel Africa, Mr. Ogunsanya will also be available to advise the Chairman, the Airtel Africa Board and Chief Executive Officer for a 12-month period.お知らせ • Nov 03Airtel Africa plc Announces Board and Committee ChangesAirtel Africa Plc announced board and committee changes. Doug Baillie has joined the Bharti Airtel Limited Board as an Independent Director, he has decided to step down as an independent non-executive director of Airtel Africa plc .Tsega Gebreyes will replace Doug Baillie as Chair of the Remuneration Committee. Kelly Bayer Rosmarin has informed the company that she will step down as a non-independent non-executive director of Airtel Africa plc Kelly joined the Board in October 2020 by nomination of the controlling shareholder pursuant to the terms of the relationship agreement dated 17 June 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom.Upcoming Dividend • Nov 02Upcoming dividend of US$0.024 per share at 3.8% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (7.9%).Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: US$0.032 (vs US$0.035 in 2Q 2023)Second quarter 2024 results: EPS: US$0.032 (down from US$0.035 in 2Q 2023). Revenue: US$1.26b (down 4.4% from 2Q 2023). Net income: US$115.0m (down 14% from 2Q 2023). Profit margin: 9.2% (in line with 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 30Airtel Africa plc Declares Interim Dividend for the Period Ended 30 September 2023, Payable on 15 December 2023The board of Airtel Africa Plc has declared an interim dividend of 2.38 cents per share for the period ended 30 September 2023, payable on 15 December 2023 to shareholders recorded in the register at the close of business on 10 November 2023. Last day to trade shares cum dividend is 8 November 2023.New Risk • Jul 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.1% net profit margin).Reported Earnings • Jul 30First quarter 2024 earnings released: US$0.045 loss per share (vs US$0.043 profit in 1Q 2023)First quarter 2024 results: US$0.045 loss per share (down from US$0.043 profit in 1Q 2023). Revenue: US$1.38b (up 9.9% from 1Q 2023). Net loss: US$170.0m (down 204% from profit in 1Q 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 22Airtel Africa Plc Proposes Final Dividend, Payable on 26 July 2023Airtel Africa Plc proposed final dividend (recommended by the Board to be 3.27 cents per ordinary share payable on 26 July 2023 to shareholders on the register at of close of business on 23 June 2023), and the currency exchange rates that will be applicable in determination of the final dividend payment to any shareholders that qualify for and have elected to receive the final dividend payment in U.S. dollars, GB pounds or Nigerian naira.Upcoming Dividend • Jun 15Upcoming dividend of US$0.033 per share at 3.2% yieldEligible shareholders must have bought the stock before 22 June 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.9%).Reported Earnings • May 12Full year 2023 earnings released: EPS: US$0.18 (vs US$0.17 in FY 2022)Full year 2023 results: EPS: US$0.18 (up from US$0.17 in FY 2022). Revenue: US$5.27b (up 12% from FY 2022). Net income: US$663.0m (up 5.1% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: US$0.046 (vs US$0.041 in 3Q 2022)Third quarter 2023 results: EPS: US$0.046 (up from US$0.041 in 3Q 2022). Revenue: US$1.35b (up 11% from 3Q 2022). Net income: US$172.0m (up 11% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 09+ 2 more updatesAirtel Africa Plc to Report Q1, 2024 Results on Jul 27, 2023Airtel Africa Plc announced that they will report Q1, 2024 results on Jul 27, 2023Recent Insider Transactions • Nov 05Independent Non-Executive Director recently bought €116k worth of stockOn the 27th of October, John Danilovich bought around 88k shares on-market at roughly €1.31 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €293k more in shares than they have sold in the last 12 months.お知らせ • Nov 01Airtel Africa Confirms an Interim Dividend Will Be Paid on or Around 9 December 2022Airtel Africa has confirmed an interim dividend of 2.18 cents per ordinary share which will be paid on or around 9 December 2022. The Interim dividend will be paid in U.S. Dollars, although Airtel Africa plc offer their shareholders the opportunity to elect to receive their dividend payments in Pounds Sterling or Naira via Currency Elections. The dividend timetable dates are: Ex-dividend date: 10 November 2022, Record date: 11 November 2022 and Payment date: of On or around 9 December 2022.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: US$0.035 (vs US$0.043 in 2Q 2022)Second quarter 2023 results: EPS: US$0.035 (down from US$0.043 in 2Q 2022). Revenue: US$1.31b (up 13% from 2Q 2022). Net income: US$133.0m (down 17% from 2Q 2022). Profit margin: 10% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 29First quarter 2023 earnings released: EPS: US$0.043 (vs US$0.033 in 1Q 2022)First quarter 2023 results: EPS: US$0.043 (up from US$0.033 in 1Q 2022). Revenue: US$1.26b (up 13% from 1Q 2022). Net income: US$163.0m (up 30% from 1Q 2022). Profit margin: 13% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Wireless Telecom industry in Europe. Total returns to shareholders of 198% over the past three years.お知らせ • Jun 29Airtel Africa Plc Approves Final Dividend for the Year Ended 31 March 2022Airtel Africa Plc approved final dividend for the year ended 31 March 2022, of USD 0.03 for each ordinary share, at its AGM held on 28 June 2022.お知らせ • Jun 22Airtel Africa plc Proposes Final Dividend, Payable on July 22, 2022Airtel Africa plc confirmed that the default currency and options on currency election for the proposed final dividend (recommended by the Board to be 3 cents per ordinary share payable on 22 July 2022 to shareholders on the register at of close of business on 24 June 2022), and the currency exchange rates that will be applicable in determination of the final dividend payment to any shareholders that qualify for and have elected to receive the final dividend payment in U.S. dollars, GB pounds or Nigerian naira.Upcoming Dividend • Jun 16Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 22 July 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (6.8%).お知らせ • Jun 07Airtel Africa Plc (LSE:AAF) acquired Spectrum of 58 MHz in Democratic Republic of Congo.Airtel Africa Plc (LSE:AAF) acquired Spectrum of 58 MHz in Democratic Republic of Congo on June 6, 2022. Airtel Africa Plc (LSE:AAF) completed the acquisition of Spectrum of 58 MHz in Democratic Republic of Congo on June 6, 2022.お知らせ • Jun 02+ 2 more updatesAirtel Africa Plc to Report First Half, 2023 Results on Oct 31, 2022Airtel Africa Plc announced that they will report first half, 2023 results on Oct 31, 2022Reported Earnings • May 12Full year 2022 earnings released: EPS: US$0.17 (vs US$0.09 in FY 2021)Full year 2022 results: EPS: US$0.17 (up from US$0.09 in FY 2021). Revenue: US$4.72b (up 21% from FY 2021). Net income: US$631.0m (up 86% from FY 2021). Profit margin: 13% (up from 8.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.0%, compared to a 1.7% growth forecast for the industry in Germany.お知らせ • May 12Airtel Africa plc Recommends Final DividendAirtel Africa Plc announced that the Board recommended a final dividend of 3 cents per share on 10 May 2022.お知らせ • Apr 25Airtel Africa Plc to Report Fiscal Year 2022 Results on May 11, 2022Airtel Africa Plc announced that they will report fiscal year 2022 results on May 11, 2022Recent Insider Transactions • Feb 18Independent Non-Executive Director recently bought €59k worth of stockOn the 10th of February, Ravi Rajagopal bought around 36k shares on-market at roughly €1.66 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 06Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$0.041 (up from US$0.025 in 3Q 2021). Revenue: US$1.22b (up 18% from 3Q 2021). Net income: US$155.0m (up 63% from 3Q 2021). Profit margin: 13% (up from 9.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.6%, compared to a 2.6% growth forecast for the industry in Germany.お知らせ • Jan 31Airtel Africa Plc(LSE:AAF) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Airtel Africa Plc(LSE:AAF) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 19% share price gain to €1.49, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total returns to shareholders of 91% over the past year.Upcoming Dividend • Nov 04Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 11 November 2021. Payment date: 10 December 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.8%).Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS US$0.043 (vs US$0.019 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$1.16b (up 20% from 2Q 2021). Net income: US$160.0m (up 129% from 2Q 2021). Profit margin: 14% (up from 7.2% in 2Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Jul 30First quarter 2022 earnings released: EPS US$0.033 (vs US$0.011 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$1.11b (up 31% from 1Q 2021). Net income: US$125.0m (up 198% from 1Q 2021). Profit margin: 11% (up from 4.9% in 1Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Jun 17Upcoming dividend of US$0.025 per shareEligible shareholders must have bought the stock before 24 June 2021. Payment date: 23 July 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.3%).Reported Earnings • May 13Full year 2021 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: US$3.92b (up 14% from FY 2020). Net income: US$339.0m (down 8.4% from FY 2020). Profit margin: 8.7% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses.お知らせ • May 12Airtel Africa plc Recommends Final Dividend, Payable on 23 July 2021The Board of Airtel Africa Plc has recommended a final dividend of 2.5 cents per ordinary share. The proposed final dividend will be paid on 23 July 2021 to all ordinary shareholders who are on the register of members at the close of business on 25 June 2021.お知らせ • Mar 20TPG The Rise Fund, a fund managed by TPG Growth agreed to acquire an unknown minority stake in Airtel Mobile Commerce B.V. from Airtel Africa Plc (LSE:AAF) for $200 million.TPG The Rise Fund, a fund managed by TPG Growth agreed to acquire an unknown minority stake in Airtel Mobile Commerce B.V. from Airtel Africa Plc (LSE:AAF) for $200 million on March 18, 2021. The transaction will close in two stages. $150 million will be invested at first close, once the transfer of sufficient mobile money operations and contracts into AMC BV has been completed, with $50 million to be invested at second close upon further transfers. The proceeds from the transaction will be used to reduce group debt and invest in network and sales infrastructure in the respective operating countries. Post the first close, The Rise Fund will be entitled to appoint a director to the board of AMC BV. The Transaction is subject to customary closing conditions including necessary regulatory filings and approvals, as necessary, and the inclusion of specified mobile money business assets and contracts into AMC BV. AMC BV will own and operate the mobile money businesses across all of Airtel Africa's fourteen operating countries once the inclusion of the remaining mobile money operations under AMC BV is completed. Kem Ihenacho,Laura Kichenside, Alice Drayton,Warren Wellington,Christian McDermott and Stuart Davis led by Latham & Watkins acted as legal adviser for TPG Growth.お知らせ • Feb 03Airtel Africa Set to Sell Stake in Mobile Money ServiceAirtel Africa Plc (LSE:AAF) is seeking to sell a minority stake in its mobile financial services platform Airtel Money in a bid to raise cash. The multinational said the move is part of a strategy of selling some assets. "We are actively pursuing the sale of the remaining owned tower sites that sit across several of our operating countries and the group is in discussions with various potential investors in relation to possible minority investments into Airtel Money," the firm says in a trading update. "Discussions are ongoing between the parties and there can be no certainty that a transaction will be concluded or as to the final terms of any transaction." The company did not indicate the amount of cash it could raise from the proposed deal.Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS US$0.025 (vs US$0.02 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$1.03b (up 17% from 3Q 2020). Net income: US$95.0m (down 7.8% from 3Q 2020). Profit margin: 9.2% (down from 12% in 3Q 2020). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 6.0% compared to a 2.1% decline forecast for the Wireless Telecom industry in Germany.お知らせ • Jan 20Airtel Africa Plc to Report Nine Months, 2021 Results on Jan 29, 2021Airtel Africa Plc announced that they will report nine months, 2021 results on Jan 29, 2021Valuation Update With 7 Day Price Move • Dec 05Market bids up stock over the past weekAfter last week's 19% share price gain to US$1.03, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 19x in the Wireless Telecom industry in Europe. Total returns to shareholders over the past year are 17%.Is New 90 Day High Low • Dec 04New 90-day high: €0.98The company is up 56% from its price of €0.63 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.68 per share.Is New 90 Day High Low • Nov 07New 90-day high: €0.73The company is up 20% from its price of €0.61 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.87 per share.Reported Earnings • Oct 25First half earnings releasedOver the last 12 months the company has reported total profits of US$267.0m, down 28% from the prior year. Total revenue was US$3.61b over the last 12 months, up 12% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 25Second-quarter earnings released: Revenue beats expectationsSecond-quarter revenue exceeded analyst estimates by 11% at US$970.0m. Revenue is forecast to grow 2.8% over the next year, compared to a 2.0% decline forecast for the Wireless Telecom industry in Germany.Is New 90 Day High Low • Oct 19New 90-day high: €0.72The company is up 6.0% from its price of €0.68 on 21 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.75 per share.お知らせ • Jul 18Airtel Africa Plc to Report Q1, 2021 Results on Jul 24, 2020Airtel Africa Plc announced that they will report Q1, 2021 results on Jul 24, 2020株主還元9AADE Wireless TelecomDE 市場7D-7.6%-3.8%0.6%1Y79.1%39.5%0.2%株主還元を見る業界別リターン: 9AA過去 1 年間で39.5 % の収益を上げたGerman Wireless Telecom業界を上回りました。リターン対市場: 9AA過去 1 年間で0.2 % の収益を上げたGerman市場を上回りました。価格変動Is 9AA's price volatile compared to industry and market?9AA volatility9AA Average Weekly Movement9.9%Wireless Telecom Industry Average Movement3.5%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 9AAの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 9AAの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20184,381Sunil Taldarairtel.africaエアテル・アフリカは、その子会社とともに、ナイジェリア、東アフリカ、フランス語圏のアフリカで電気通信とモバイルマネーサービスを提供している。プリペイドおよびポストペイドのワイヤレス音声、国際ローミング、固定電話サービス、2G、3G、4G、5G、ホームブロードバンド、データセンターなどのデータサービス、デジタルウォレット決済システム、マイクロローン、貯蓄、国際送金などのモバイルマネーサービスを提供している。また、メッセージング・サービス、付加価値サービス、企業向けサービス、タワーシェアリング・サービス、サポート・サービスも提供している。さらに、投資活動にも携わっている。同社は2018年に法人化され、英国ロンドンを拠点としている。エアテル・アフリカPlcはエアテル・アフリカ・モーリシャス・リミテッドの子会社である。もっと見るAirtel Africa Plc 基礎のまとめAirtel Africa の収益と売上を時価総額と比較するとどうか。9AA 基礎統計学時価総額€13.71b収益（TTM）€584.48m売上高(TTM)€5.55b23.5xPER（株価収益率2.5xP/Sレシオ9AA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計9AA 損益計算書（TTM）収益US$6.44b売上原価US$2.10b売上総利益US$4.35bその他の費用US$3.67b収益US$679.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.19グロス・マージン67.45%純利益率10.54%有利子負債／自己資本比率62.7%9AA の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.6%現在の配当利回り38%配当性向9AA 配当は確実ですか？9AA 配当履歴とベンチマークを見る9AA 、いつまでに購入すれば配当金を受け取れますか？Airtel Africa 配当日配当落ち日Jun 18 2026配当支払日Jul 24 2026配当落ちまでの日数26 days配当支払日までの日数62 days9AA 配当は確実ですか？9AA 配当履歴とベンチマークを見るView Valuation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2026/05/21 16:21終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31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Airtel Africa 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。14 アナリスト機関Linet MuriungiAbsa Bank LimitedGanesha NageshaBarclaysCesar TironBofA Global Research11 その他のアナリストを表示
Buy Or Sell Opportunity • 17hNow 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to €3.76. The fair value is estimated to be €4.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Declared Dividend • May 21Final dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 18th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 17Airtel Africa Plc to Report Fiscal Year 2026 Results on May 08, 2026Airtel Africa Plc announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • Mar 25Airtel Africa PLC Announces Board ChangesAirtel Africa PLC announced that Sunil Bharti Mittal has informed the Board of his intention to retire as Chair of the Board at the conclusion of this year's AGM in July 2026. Mr. Mittal has served as Chair since listing in 2019. The Board announced that Gopal Vittal will be appointed Non-Executive Chair of the Board with effect from the same date. Mr. Vittal's appointment is by nomination of the controlling shareholder pursuant to the terms of the relationship agreement dated June 17, 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom. Mr. Vittal is an established telecoms leader who led Bharti Airtel to a life-time high revenue market share in an intensely competitive market and is the current Board Chair of the GSMA. He was appointed a non-executive director of Airtel Africa in October 2024. The Board acknowledged that Mr. Vittal will not be independent on appointment for the purposes of the UK Corporate Governance Code. Shravin Bharti Mittal will assume the role of Deputy Chair with effect from the same date. As Deputy Chair, Mr. Mittal will ensure continuity with the founding family and significant shareholder, and will be the Board's conduit with the Airtel Money Board, on which he serves, and with Airtel Africa's headquarters in Dubai, where he is based. As part of the ongoing succession planning in respect of the Company's Non-Executive Directors, Annika Poutiainen will also retire at the conclusion of the July AGM, at which point she will have served for over seven years.
お知らせ • Jan 14Airtel Africa Plc to Report Nine Months, 2026 Results on Jan 30, 2026Airtel Africa Plc announced that they will report nine months, 2026 results on Jan 30, 2026
お知らせ • Nov 12Airtel Africa plc Announces Board and Committee ChangesAirtel Africa plc announced that Andrew Green has informed the Board of his intention to retire as Senior independent non-executive director following the conclusion of the 29 January 2026 Board meeting. Upon Andrew's retirement, Tsega Gebreyes will be appointed as Senior independent non-executive director. Tsega Gebreyes was appointed as a non-executive director on 12 October 2021, and currently chairs the Remuneration Committee as well as serving on the Nominations Committee. She will remain a member of the Remuneration Committee. Cynthia Gordon will succeed Tsega as Chair of the Remuneration Committee and will join the Nominations Committee.
Buy Or Sell Opportunity • 17hNow 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.3% to €3.76. The fair value is estimated to be €4.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Declared Dividend • May 21Final dividend of US$0.043 announcedShareholders will receive a dividend of US$0.043. Ex-date: 18th June 2026 Payment date: 24th July 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.6%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 90% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 17Airtel Africa Plc to Report Fiscal Year 2026 Results on May 08, 2026Airtel Africa Plc announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • Mar 25Airtel Africa PLC Announces Board ChangesAirtel Africa PLC announced that Sunil Bharti Mittal has informed the Board of his intention to retire as Chair of the Board at the conclusion of this year's AGM in July 2026. Mr. Mittal has served as Chair since listing in 2019. The Board announced that Gopal Vittal will be appointed Non-Executive Chair of the Board with effect from the same date. Mr. Vittal's appointment is by nomination of the controlling shareholder pursuant to the terms of the relationship agreement dated June 17, 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom. Mr. Vittal is an established telecoms leader who led Bharti Airtel to a life-time high revenue market share in an intensely competitive market and is the current Board Chair of the GSMA. He was appointed a non-executive director of Airtel Africa in October 2024. The Board acknowledged that Mr. Vittal will not be independent on appointment for the purposes of the UK Corporate Governance Code. Shravin Bharti Mittal will assume the role of Deputy Chair with effect from the same date. As Deputy Chair, Mr. Mittal will ensure continuity with the founding family and significant shareholder, and will be the Board's conduit with the Airtel Money Board, on which he serves, and with Airtel Africa's headquarters in Dubai, where he is based. As part of the ongoing succession planning in respect of the Company's Non-Executive Directors, Annika Poutiainen will also retire at the conclusion of the July AGM, at which point she will have served for over seven years.
お知らせ • Jan 14Airtel Africa Plc to Report Nine Months, 2026 Results on Jan 30, 2026Airtel Africa Plc announced that they will report nine months, 2026 results on Jan 30, 2026
お知らせ • Nov 12Airtel Africa plc Announces Board and Committee ChangesAirtel Africa plc announced that Andrew Green has informed the Board of his intention to retire as Senior independent non-executive director following the conclusion of the 29 January 2026 Board meeting. Upon Andrew's retirement, Tsega Gebreyes will be appointed as Senior independent non-executive director. Tsega Gebreyes was appointed as a non-executive director on 12 October 2021, and currently chairs the Remuneration Committee as well as serving on the Nominations Committee. She will remain a member of the Remuneration Committee. Cynthia Gordon will succeed Tsega as Chair of the Remuneration Committee and will join the Nominations Committee.
お知らせ • Oct 28Airtel Africa plc Declares Interim Dividend for the Half Year Ended 30 September 2025, Payable on 12 December 2025Airtel Africa Plc has declared an interim dividend of 2.84 cents for the half year ended 30 September 2025, payable on 12 December 2025 to shareholders recorded in the register at the close of business on 7 November 2025. Shares commence trading ex-dividend: November 6, 2025.
お知らせ • Oct 14Airtel Africa Plc to Report First Half, 2026 Results on Oct 28, 2025Airtel Africa Plc announced that they will report first half, 2026 results on Oct 28, 2025
お知らせ • Jul 14Airtel Africa Plc to Report Q1, 2026 Results on Jul 24, 2025Airtel Africa Plc announced that they will report Q1, 2026 results on Jul 24, 2025
お知らせ • Jun 10Airtel Africa Plc, Annual General Meeting, Jul 09, 2025Airtel Africa Plc, Annual General Meeting, Jul 09, 2025. Location: first floor, 53/54 grosvenor street, w1k 3hu, london United Kingdom
お知らせ • May 09Airtel Africa plc Recommends Final Dividend for the Financial Year Ended 31 March 2025, Payable on 25 July 2025The board of Airtel Africa Plc has recommended a final dividend of 3.9 cents for the financial year ended 31 March 2025, payable on 25 July 2025 to shareholders recorded in the register at the close of business on 20 June 2025. Last day to trade shares cum dividend is 18 June 2025. Shares commence trading ex-dividend is 19 June 2025.
お知らせ • Apr 16Airtel Africa Plc to Report Fiscal Year 2025 Results on May 08, 2025Airtel Africa Plc announced that they will report fiscal year 2025 results on May 08, 2025
お知らせ • Mar 24Airtel Africa plc Appoints Cynthia Gordon as an Independent Non-Executive Director and Member of Remuneration Committee, Effective 1 April 2025Airtel Africa plc announced the appointment of Cynthia Gordon as an independent non-executive director with effect from 1 April 2025. Cynthia will serve on the Company's remuneration committee. Cynthia is currently a non-executive director and remuneration committee chair at both Bodycote plc, the FTSE 250 global industrial services company and Severfield plc, the leading structural steel group. She is also thenon-executive chair of Global Fashion Group, a Luxembourg-based e-commerce company listed in Frankfurt . Other roles include acting as a senior advisor to Tillman Global Holdings, an investor in infrastructure businesses. Cynthia was formerly a non-executive director of Eutelsat Communications SA, a satellite operator listed in Paris, Tele2 and Kinnevik. As an executive director, Cynthia worked at a number of companies, including Millicom, Ooredoo and Orange. She was CEO of Millicom Africa responsible for six countries, and was also Group Commercial Director at Ooredoo, with responsibility for commercial performance across 15 countries.
お知らせ • Jan 16Airtel Africa Plc to Report Q3, 2025 Results on Jan 30, 2025Airtel Africa Plc announced that they will report Q3, 2025 results on Jan 30, 2025
お知らせ • Jan 09+ 1 more updateAirtel Africa plc Announces CFO ChangesAirtel Africa plc announced that Jaideep Paul, Chief Financial Officer (CFO) has informed the Board of his decision to retire from his position as CFO with effect from the end of the 2025 July AGM. Jaideep will be leaving the Company to pursue a new position within the wider Bharti Group. Jaideep will ensure a smooth transition to Kamal Dua, currently Deputy CFO, who will become an Executive Director and assume the role of CFO following his appointment at the 2025 AGM.
お知らせ • Dec 25Airtel Africa Plc (LSE:AAF) commences an Equity Buyback Plan for 374,141,187 shares, representing 10.01% of its issued share capital, under the authorization approved on July 3, 2024.Airtel Africa Plc (LSE:AAF) commences share repurchases on December 23, 2024, under the program mandated by shareholders in the Annual General Meeting held on July 3, 2024. As per the mandate, the company is authorized to repurchase up to 374,141,187 shares, representing 10% of its share capital. The minimum price (excluding expenses) which may be paid for any such ordinary share is $ 0.50 per share. The maximum price (excluding expenses) which may be paid for any such ordinary share is the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share in the Company as derived from The London Stock Exchange Daily Official List for the five business days immediately preceding the day on which such share is contracted to be purchased and the higher of the price of the last independent trade and the highest current independent bid for an ordinary share in the Company on the trading venues where the market purchases by the Company. The repurchased shares will be cancelled. The authority will be valid till the next AGM of the Company or, if earlier, on October 2, 2025. As of July 1, 2024, the company had 3,736,669,688 issued shares.
お知らせ • Oct 28Airtel Africa plc Announces Appointment of Gopal Vittal as A Non-Executive DirectorAirtel Africa plc announced the appointment of Gopal Vittal as a non-executive director of the Company with immediate effect. Mr. Vittal's appointment is by nomination of the controlling shareholder pursuant to the terms of relationship agreement dated 17 June 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom. He has also driven Bharti Airtel Limited's digital transformation including defining the culture, metrics, incentives for collaboration and overall "re-imagining of the business". Prior to this, Mr. Vittal worked for twenty years with Unilever across sales, marketing and general management in markets spanning India, Thailand, Indonesia and China. Mr. Vittal is an alumnus of Madras Christian College and has completed his MBA from IIM, Kolkata.
Declared Dividend • Oct 28First half dividend of US$0.026 announcedShareholders will receive a dividend of US$0.026. Ex-date: 7th November 2024 Payment date: 13th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments.
お知らせ • Oct 26Airtel Africa Plc Declares Interim Dividend for the Half Year Ended 30 September 2024, Payable on 13 December 2024Airtel Africa Plc has declared an interim dividend of 2.6 cents for the half year ended 30 September 2024, payable on 13 December 2024 to shareholders recorded in the register at the close of business on 8 November 2024.
Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: US$0.006 (vs US$0.031 in 2Q 2024)Second quarter 2025 results: EPS: US$0.006 (down from US$0.031 in 2Q 2024). Revenue: US$1.22b (down 2.9% from 2Q 2024). Net income: US$24.0m (down 79% from 2Q 2024). Profit margin: 2.0% (down from 9.2% in 2Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 15Airtel Africa Plc to Report First Half, 2025 Results on Oct 25, 2024Airtel Africa Plc announced that they will report first half, 2025 results on Oct 25, 2024
Reported Earnings • Jul 26First quarter 2025 earnings released: EPS: US$0.002 (vs US$0.045 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.002 (up from US$0.045 loss in 1Q 2024). Revenue: US$1.16b (down 16% from 1Q 2024). Net income: US$7.00m (up US$177.0m from 1Q 2024). Profit margin: 0.6% (up from net loss in 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 13Upcoming dividend of US$0.036 per shareEligible shareholders must have bought the stock before 20 June 2024. Payment date: 26 July 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (8.2%).
お知らせ • Jun 13Airtel Africa Plc, Annual General Meeting, Jul 03, 2024Airtel Africa Plc, Annual General Meeting, Jul 03, 2024. Location: first floor, 53 54 grosvenor street, w1k 3hu, london United Kingdom
Reported Earnings • Jun 10Full year 2024 earnings released: US$0.044 loss per share (vs US$0.18 profit in FY 2023)Full year 2024 results: US$0.044 loss per share (down from US$0.18 profit in FY 2023). Revenue: US$5.00b (down 5.1% from FY 2023). Net loss: US$165.0m (down 125% from profit in FY 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Declared Dividend • May 12Final dividend of US$0.036 announcedShareholders will receive a dividend of US$0.036. Ex-date: 20th June 2024 Payment date: 26th July 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments.
お知らせ • May 10+ 1 more updateAirtel Africa plc Appoints Paul Arkwright as Independent Non-Executive DirectorOn 9 May 2024, Airtel Africa plc announced the appointment of Paul Arkwright, CMG, as an independent non-executive director of the Company, with immediate effect. Paul is a former British Ambassador with 34 years' experience in the UK Diplomatic Service. His career included postings as the UK Ambassador to the Netherlands (2009-13), UK High Commissioner to Nigeria (2015-18), CEO of the UK-Africa Investment Summit (2019), Acting UK Ambassador to DRC (2020), and Regional Ambassador for Africa, COP26 Summit. He is askilled negotiator at the highest levels with excellent international networking and communication skills and is a fluent French speaker. Following his retirement from the UK Diplomatic Service in 2020, Paul founded an independent consultancy advising international business on investing and operating across Africa. Between January 2021 to date, Paul acted as a Special Advisor to the Chair and Board of Airtel Africa focusing on political, legal and regulatory issues pursuant to the terms of a consultancy agreement. Paul is on the Advisory Panel of Africa Matters Limited, a part of JS Held, and is a member of the Central Council of the Royal Over-Seas League. In 2016, he was awarded a CMG by her Majesty Queen Elizabeth II for services to international diplomacy.
Reported Earnings • May 09Full year 2024 earnings released: US$0.044 loss per share (vs US$0.18 profit in FY 2023)Full year 2024 results: US$0.044 loss per share (down from US$0.18 profit in FY 2023). Revenue: US$5.00b (down 5.1% from FY 2023). Net loss: US$165.0m (down 125% from profit in FY 2023). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Apr 19Airtel Africa Plc to Report Fiscal Year 2024 Results on May 09, 2024Airtel Africa Plc announced that they will report fiscal year 2024 results on May 09, 2024
お知らせ • Mar 01Airtel Africa Plc (LSE:AAF) announces an Equity Buyback for $100 million worth of its shares.Airtel Africa Plc (LSE:AAF) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The purpose of the program is to reduce the capital of the Company. All shares purchased under the program will be cancelled. The program is valid for 12 months.
お知らせ • Feb 06John Danilovich Announces Intention to Retire as an Independent Non-Executive Director of Airtel Africa plcAirtel Africa plc announced that John Danilovich has informed the Board of his intention to retire as an independent non-executive director of Airtel Africa plc at the conclusion of this year's AGM in July 2024.
Reported Earnings • Feb 04Third quarter 2024 earnings released: US$0.002 loss per share (vs US$0.046 profit in 3Q 2023)Third quarter 2024 results: US$0.002 loss per share (down from US$0.046 profit in 3Q 2023). Revenue: US$1.24b (down 8.4% from 3Q 2023). Net loss: US$6.00m (down 103% from profit in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Jan 17Airtel Africa Plc to Report Nine Months, 2024 Results on Feb 01, 2024Airtel Africa Plc announced that they will report nine months, 2024 results on Feb 01, 2024
お知らせ • Jan 02+ 1 more updateAirtel Africa plc Announces CEO ChangesAirtel Africa plc announced the retirement of Chief Executive Officer Olusegun "Segun" Ogunsanya and the appointment of Sunil Taldar, who joined Airtel Africa in October 2023 as Director - Transformation, as Chief Executive Officer (CEO). Following a transition period, Mr. Taldar will be appointed to the Board as an Executive Director and assume the role of CEO on 1 July 2024, at which time Segun will retire from the Board and the Company. As Director - Transformation, Mr. Taldar holds responsibility for leading and overseeing key strategic initiatives aimed at transforming Airtel Africa's business and operations. Mr. Taldar has more than 30 years' business management experience in the FMCG and Telecommunications sectors, including 15 years' experience as a member of the Bharti Airtel Management Board, where he was Director, Market Operations. Following his retirement from Airtel Africa, Mr. Ogunsanya will also be available to advise the Chairman, the Airtel Africa Board and Chief Executive Officer for a 12-month period.
お知らせ • Nov 03Airtel Africa plc Announces Board and Committee ChangesAirtel Africa Plc announced board and committee changes. Doug Baillie has joined the Bharti Airtel Limited Board as an Independent Director, he has decided to step down as an independent non-executive director of Airtel Africa plc .Tsega Gebreyes will replace Doug Baillie as Chair of the Remuneration Committee. Kelly Bayer Rosmarin has informed the company that she will step down as a non-independent non-executive director of Airtel Africa plc Kelly joined the Board in October 2020 by nomination of the controlling shareholder pursuant to the terms of the relationship agreement dated 17 June 2019 between the Company, Bharti Airtel, Airtel Africa Mauritius Limited, the majority shareholder and an indirect subsidiary of Bharti Airtel, and Bharti Telecom.
Upcoming Dividend • Nov 02Upcoming dividend of US$0.024 per share at 3.8% yieldEligible shareholders must have bought the stock before 09 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (7.9%).
Reported Earnings • Oct 31Second quarter 2024 earnings released: EPS: US$0.032 (vs US$0.035 in 2Q 2023)Second quarter 2024 results: EPS: US$0.032 (down from US$0.035 in 2Q 2023). Revenue: US$1.26b (down 4.4% from 2Q 2023). Net income: US$115.0m (down 14% from 2Q 2023). Profit margin: 9.2% (in line with 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 30Airtel Africa plc Declares Interim Dividend for the Period Ended 30 September 2023, Payable on 15 December 2023The board of Airtel Africa Plc has declared an interim dividend of 2.38 cents per share for the period ended 30 September 2023, payable on 15 December 2023 to shareholders recorded in the register at the close of business on 10 November 2023. Last day to trade shares cum dividend is 8 November 2023.
New Risk • Jul 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 49% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.1% net profit margin).
Reported Earnings • Jul 30First quarter 2024 earnings released: US$0.045 loss per share (vs US$0.043 profit in 1Q 2023)First quarter 2024 results: US$0.045 loss per share (down from US$0.043 profit in 1Q 2023). Revenue: US$1.38b (up 9.9% from 1Q 2023). Net loss: US$170.0m (down 204% from profit in 1Q 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, while revenues in the Wireless Telecom industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 22Airtel Africa Plc Proposes Final Dividend, Payable on 26 July 2023Airtel Africa Plc proposed final dividend (recommended by the Board to be 3.27 cents per ordinary share payable on 26 July 2023 to shareholders on the register at of close of business on 23 June 2023), and the currency exchange rates that will be applicable in determination of the final dividend payment to any shareholders that qualify for and have elected to receive the final dividend payment in U.S. dollars, GB pounds or Nigerian naira.
Upcoming Dividend • Jun 15Upcoming dividend of US$0.033 per share at 3.2% yieldEligible shareholders must have bought the stock before 22 June 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.9%).
Reported Earnings • May 12Full year 2023 earnings released: EPS: US$0.18 (vs US$0.17 in FY 2022)Full year 2023 results: EPS: US$0.18 (up from US$0.17 in FY 2022). Revenue: US$5.27b (up 12% from FY 2022). Net income: US$663.0m (up 5.1% from FY 2022). Profit margin: 13% (in line with FY 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: US$0.046 (vs US$0.041 in 3Q 2022)Third quarter 2023 results: EPS: US$0.046 (up from US$0.041 in 3Q 2022). Revenue: US$1.35b (up 11% from 3Q 2022). Net income: US$172.0m (up 11% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 09+ 2 more updatesAirtel Africa Plc to Report Q1, 2024 Results on Jul 27, 2023Airtel Africa Plc announced that they will report Q1, 2024 results on Jul 27, 2023
Recent Insider Transactions • Nov 05Independent Non-Executive Director recently bought €116k worth of stockOn the 27th of October, John Danilovich bought around 88k shares on-market at roughly €1.31 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €293k more in shares than they have sold in the last 12 months.
お知らせ • Nov 01Airtel Africa Confirms an Interim Dividend Will Be Paid on or Around 9 December 2022Airtel Africa has confirmed an interim dividend of 2.18 cents per ordinary share which will be paid on or around 9 December 2022. The Interim dividend will be paid in U.S. Dollars, although Airtel Africa plc offer their shareholders the opportunity to elect to receive their dividend payments in Pounds Sterling or Naira via Currency Elections. The dividend timetable dates are: Ex-dividend date: 10 November 2022, Record date: 11 November 2022 and Payment date: of On or around 9 December 2022.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: US$0.035 (vs US$0.043 in 2Q 2022)Second quarter 2023 results: EPS: US$0.035 (down from US$0.043 in 2Q 2022). Revenue: US$1.31b (up 13% from 2Q 2022). Net income: US$133.0m (down 17% from 2Q 2022). Profit margin: 10% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Wireless Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 29First quarter 2023 earnings released: EPS: US$0.043 (vs US$0.033 in 1Q 2022)First quarter 2023 results: EPS: US$0.043 (up from US$0.033 in 1Q 2022). Revenue: US$1.26b (up 13% from 1Q 2022). Net income: US$163.0m (up 30% from 1Q 2022). Profit margin: 13% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Wireless Telecom industry in Europe. Total returns to shareholders of 198% over the past three years.
お知らせ • Jun 29Airtel Africa Plc Approves Final Dividend for the Year Ended 31 March 2022Airtel Africa Plc approved final dividend for the year ended 31 March 2022, of USD 0.03 for each ordinary share, at its AGM held on 28 June 2022.
お知らせ • Jun 22Airtel Africa plc Proposes Final Dividend, Payable on July 22, 2022Airtel Africa plc confirmed that the default currency and options on currency election for the proposed final dividend (recommended by the Board to be 3 cents per ordinary share payable on 22 July 2022 to shareholders on the register at of close of business on 24 June 2022), and the currency exchange rates that will be applicable in determination of the final dividend payment to any shareholders that qualify for and have elected to receive the final dividend payment in U.S. dollars, GB pounds or Nigerian naira.
Upcoming Dividend • Jun 16Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 23 June 2022. Payment date: 22 July 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (6.8%).
お知らせ • Jun 07Airtel Africa Plc (LSE:AAF) acquired Spectrum of 58 MHz in Democratic Republic of Congo.Airtel Africa Plc (LSE:AAF) acquired Spectrum of 58 MHz in Democratic Republic of Congo on June 6, 2022. Airtel Africa Plc (LSE:AAF) completed the acquisition of Spectrum of 58 MHz in Democratic Republic of Congo on June 6, 2022.
お知らせ • Jun 02+ 2 more updatesAirtel Africa Plc to Report First Half, 2023 Results on Oct 31, 2022Airtel Africa Plc announced that they will report first half, 2023 results on Oct 31, 2022
Reported Earnings • May 12Full year 2022 earnings released: EPS: US$0.17 (vs US$0.09 in FY 2021)Full year 2022 results: EPS: US$0.17 (up from US$0.09 in FY 2021). Revenue: US$4.72b (up 21% from FY 2021). Net income: US$631.0m (up 86% from FY 2021). Profit margin: 13% (up from 8.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.0%, compared to a 1.7% growth forecast for the industry in Germany.
お知らせ • May 12Airtel Africa plc Recommends Final DividendAirtel Africa Plc announced that the Board recommended a final dividend of 3 cents per share on 10 May 2022.
お知らせ • Apr 25Airtel Africa Plc to Report Fiscal Year 2022 Results on May 11, 2022Airtel Africa Plc announced that they will report fiscal year 2022 results on May 11, 2022
Recent Insider Transactions • Feb 18Independent Non-Executive Director recently bought €59k worth of stockOn the 10th of February, Ravi Rajagopal bought around 36k shares on-market at roughly €1.66 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 06Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$0.041 (up from US$0.025 in 3Q 2021). Revenue: US$1.22b (up 18% from 3Q 2021). Net income: US$155.0m (up 63% from 3Q 2021). Profit margin: 13% (up from 9.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.6%, compared to a 2.6% growth forecast for the industry in Germany.
お知らせ • Jan 31Airtel Africa Plc(LSE:AAF) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Airtel Africa Plc(LSE:AAF) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 19% share price gain to €1.49, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Wireless Telecom industry in Europe. Total returns to shareholders of 91% over the past year.
Upcoming Dividend • Nov 04Upcoming dividend of US$0.02 per shareEligible shareholders must have bought the stock before 11 November 2021. Payment date: 10 December 2021. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.8%).
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS US$0.043 (vs US$0.019 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$1.16b (up 20% from 2Q 2021). Net income: US$160.0m (up 129% from 2Q 2021). Profit margin: 14% (up from 7.2% in 2Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Jul 30First quarter 2022 earnings released: EPS US$0.033 (vs US$0.011 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$1.11b (up 31% from 1Q 2021). Net income: US$125.0m (up 198% from 1Q 2021). Profit margin: 11% (up from 4.9% in 1Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jun 17Upcoming dividend of US$0.025 per shareEligible shareholders must have bought the stock before 24 June 2021. Payment date: 23 July 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.2%). Lower than average of industry peers (5.3%).
Reported Earnings • May 13Full year 2021 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: US$3.92b (up 14% from FY 2020). Net income: US$339.0m (down 8.4% from FY 2020). Profit margin: 8.7% (down from 11% in FY 2020). The decrease in margin was driven by higher expenses.
お知らせ • May 12Airtel Africa plc Recommends Final Dividend, Payable on 23 July 2021The Board of Airtel Africa Plc has recommended a final dividend of 2.5 cents per ordinary share. The proposed final dividend will be paid on 23 July 2021 to all ordinary shareholders who are on the register of members at the close of business on 25 June 2021.
お知らせ • Mar 20TPG The Rise Fund, a fund managed by TPG Growth agreed to acquire an unknown minority stake in Airtel Mobile Commerce B.V. from Airtel Africa Plc (LSE:AAF) for $200 million.TPG The Rise Fund, a fund managed by TPG Growth agreed to acquire an unknown minority stake in Airtel Mobile Commerce B.V. from Airtel Africa Plc (LSE:AAF) for $200 million on March 18, 2021. The transaction will close in two stages. $150 million will be invested at first close, once the transfer of sufficient mobile money operations and contracts into AMC BV has been completed, with $50 million to be invested at second close upon further transfers. The proceeds from the transaction will be used to reduce group debt and invest in network and sales infrastructure in the respective operating countries. Post the first close, The Rise Fund will be entitled to appoint a director to the board of AMC BV. The Transaction is subject to customary closing conditions including necessary regulatory filings and approvals, as necessary, and the inclusion of specified mobile money business assets and contracts into AMC BV. AMC BV will own and operate the mobile money businesses across all of Airtel Africa's fourteen operating countries once the inclusion of the remaining mobile money operations under AMC BV is completed. Kem Ihenacho,Laura Kichenside, Alice Drayton,Warren Wellington,Christian McDermott and Stuart Davis led by Latham & Watkins acted as legal adviser for TPG Growth.
お知らせ • Feb 03Airtel Africa Set to Sell Stake in Mobile Money ServiceAirtel Africa Plc (LSE:AAF) is seeking to sell a minority stake in its mobile financial services platform Airtel Money in a bid to raise cash. The multinational said the move is part of a strategy of selling some assets. "We are actively pursuing the sale of the remaining owned tower sites that sit across several of our operating countries and the group is in discussions with various potential investors in relation to possible minority investments into Airtel Money," the firm says in a trading update. "Discussions are ongoing between the parties and there can be no certainty that a transaction will be concluded or as to the final terms of any transaction." The company did not indicate the amount of cash it could raise from the proposed deal.
Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS US$0.025 (vs US$0.02 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$1.03b (up 17% from 3Q 2020). Net income: US$95.0m (down 7.8% from 3Q 2020). Profit margin: 9.2% (down from 12% in 3Q 2020). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 6.6%. Over the next year, revenue is forecast to grow 6.0% compared to a 2.1% decline forecast for the Wireless Telecom industry in Germany.
お知らせ • Jan 20Airtel Africa Plc to Report Nine Months, 2021 Results on Jan 29, 2021Airtel Africa Plc announced that they will report nine months, 2021 results on Jan 29, 2021
Valuation Update With 7 Day Price Move • Dec 05Market bids up stock over the past weekAfter last week's 19% share price gain to US$1.03, the stock is trading at a trailing P/E ratio of 18.2x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 19x in the Wireless Telecom industry in Europe. Total returns to shareholders over the past year are 17%.
Is New 90 Day High Low • Dec 04New 90-day high: €0.98The company is up 56% from its price of €0.63 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.68 per share.
Is New 90 Day High Low • Nov 07New 90-day high: €0.73The company is up 20% from its price of €0.61 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.87 per share.
Reported Earnings • Oct 25First half earnings releasedOver the last 12 months the company has reported total profits of US$267.0m, down 28% from the prior year. Total revenue was US$3.61b over the last 12 months, up 12% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 25Second-quarter earnings released: Revenue beats expectationsSecond-quarter revenue exceeded analyst estimates by 11% at US$970.0m. Revenue is forecast to grow 2.8% over the next year, compared to a 2.0% decline forecast for the Wireless Telecom industry in Germany.
Is New 90 Day High Low • Oct 19New 90-day high: €0.72The company is up 6.0% from its price of €0.68 on 21 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Wireless Telecom industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.75 per share.
お知らせ • Jul 18Airtel Africa Plc to Report Q1, 2021 Results on Jul 24, 2020Airtel Africa Plc announced that they will report Q1, 2021 results on Jul 24, 2020
