View ValuationMTN Group 将来の成長Future 基準チェック /56MTN Group利益と収益がそれぞれ年間35.1%と13.9%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25.1% 27%なると予測されています。主要情報35.1%収益成長率26.99%EPS成長率Wireless Telecom 収益成長11.0%収益成長率13.9%将来の株主資本利益率25.05%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • Mar 03MTN Group Limited Provides Earnings Guidance for the Year December 31, 2025MTN Group Limited provided earnings guidance for the year ended December 31, 2025. For the year, the company expects EPS of 1,062 cents to 1,168 cents. The difference between Fiscal Year 25 EPS and Fiscal Year 25 HEPS is largely attributable to impairment losses that relate to investments, goodwill, property, plant and equipment totalling approximately 157 cents (FY 24: 578 cents).お知らせ • Aug 01MTN Group Limited Provides Group Earnings Guidance for the Six Months Ended 30 June 2023MTN Group Limited provided group earnings guidance for the six months ended 30 June 2023. The company expects an increase in earnings per share (EPS) of between 10% and 20% (or 45 cents to 89 cents). Considering the EPS of 445 cents for the corresponding six-month period ended 30 June 2022, this translates to a range of 490 cents to 534 cents for the six-month period ended 30 June 2023. EPS includes impairment losses that mainly relate to property, plant and equipment and associates of 13 cents (June 2022: 25 cents), an impairment loss on remeasurement of disposal groups of 21 cents (June 2022: 52 cents) and a net profit on the disposal of SA towers and other assets of 3 cents (June 2022: 16 cents).すべての更新を表示Recent updatesお知らせ • Mar 28MTN Group Limited, Annual General Meeting, May 29, 2026MTN Group Limited, Annual General Meeting, May 29, 2026.お知らせ • Mar 17MTN Group Limited announces Annual dividend, payable on April 13, 2026MTN Group Limited announced Annual dividend of ZAR 5.0000 per share payable on April 13, 2026, ex-date on April 08, 2026 and record date on April 10, 2026.お知らせ • Mar 13MTN Group Limited Announces Company Secretary Changes, Effective March 13, 2026MTN Group Limited announced that its Group Company Secretary, Ms Thobeka Bonoyi has resigned effective 13 March 2026. Ms Lucy Mokoka has been appointed as Acting Group Company Secretary, effective 13 March 2026. Ms Mokoka was appointed at MTN as the Deputy Group Company Secretary in 2023. She is an admitted attorney and an experienced company secretary with approximately 28 years in legal, governance and compliance roles. She has previously served as a company secretary in various JSE-listed companies and holds Bachelor of Laws (LLB) and B Juris qualifications. The MTN Board of Directors is satisfied that Ms Mokoka has the competence, qualifications and experience to take up the position as Acting Group Company Secretary.お知らせ • Mar 03MTN Group Limited Provides Earnings Guidance for the Year December 31, 2025MTN Group Limited provided earnings guidance for the year ended December 31, 2025. For the year, the company expects EPS of 1,062 cents to 1,168 cents. The difference between Fiscal Year 25 EPS and Fiscal Year 25 HEPS is largely attributable to impairment losses that relate to investments, goodwill, property, plant and equipment totalling approximately 157 cents (FY 24: 578 cents).お知らせ • Mar 02MTN Group Limited to Report Fiscal Year 2025 Results on Mar 16, 2026MTN Group Limited announced that they will report fiscal year 2025 results on Mar 16, 2026お知らせ • Feb 18MTN Group Limited (JSE:MTN) agreed to acquire IHS Holding Limited (NYSE:IHS) for $2.9 billion.MTN Group Limited (JSE:MTN) agreed to acquire IHS Holding Limited (NYSE:IHS) for $2.9 billion on February 17, 2026. A cash consideration of $2.85 billion will be paid by MTN Group Limited. As part of consideration, $2.21 million is paid towards RSU common equity and $2.85 billion is paid towards common equity of IHS Holding Limited. In case of termination of transaction, MTN Group Limited will pay a termination fee of $149.0 million and seller will pay a termination fee of $104.3 million. Upon completion of the transaction IHS Holding will delist from the New York Stock Exchange and operate as a privately held company. The transaction will be funded through the rollover of MTN’s existing approximately 24% fully diluted stake in IHS, together with approximately $1.1 billion of cash from MTN, approximately $1.1 billion of cash from IHS balance sheet, and the rollover of no more than the existing IHS debt. On February 17, 2026, MTN Group Limited and Oranje-Nassau Développement S.C.A., FIAR, a fund managed by Wendel entered into a voting and support agreement with the Company with respect to the OND Covered Shares. As of the date of the OND Support Agreement, Oranje-Nassau Développement S.C.A., FIAR is the record and beneficial owner of 62,975,396 Ordinary Shares. The transaction is subject to approval of merger agreement by target board, approval by regulatory board, approval of offer by target shareholders and minimum balance sheet requirements. IHS Holding Limited's board of directors has unanimously approved the entry into and the performance of the Merger Agreement, and recommended that the Company’s shareholders vote in favor of the authorization and approval of the Merger Agreement, the Plan of Merger, the Merger and the Transactions at the Company Shareholders Meeting. The transaction is expected to close in 2026, and is subject to certain closing conditions. BofA Securities acted as financial advisor for MTN Group Limited. Citigroup Global Markets Holdings Inc. acted as financial advisor for MTN Group Limited. Richard Hall? of Cravath, Swaine & Moore LLP acted as legal advisor for MTN Group Limited. JPMorgan Chase & Co. acted as financial advisor for IHS Holding Limited. Javier Stark of Latham & Watkins LLP acted as legal advisor for IHS Holding Limited. Andrew Barker of Walkers (Cayman) LLP acted as legal advisor for IHS Holding Limited. Kyle A. Harris of Cleary Gottlieb Steen?& Hamilton LLP acted as legal advisor for Oranje-Nassau Développement S.C.A., FIAR?.お知らせ • Feb 06Ninety One SA (Pty) Ltd. on behalf of its clients acquired 5.10% stake in MTN Group Limited (JSE:MTN).Ninety One SA (Pty) Ltd. on behalf of its clients acquired 5.10% stake in MTN Group Limited (JSE:MTN) on February 5, 2026. The total of all beneficial interests held by Ninety One SA (Pty) Ltd. (on behalf of their underlying clients) is now 5.0992% of the issued ordinary share. capital of MTN Group. Ninety One SA (Pty) Ltd. on behalf of its clients completed the acquisition of 5.10% stake in MTN Group Limited (JSE:MTN) on February 5, 2026.お知らせ • Feb 05MTN Group Limited in Advanced Stage of Discussions to Acquire the 75% Shares in IHS Holding LimitedMTN Group Limited (JSE:MTN) has noted recent speculation regarding the Company's intentions with respect to its stake in IHS Holding Limited (NYSE:IHS). MTN is at an advanced stage of discussions with IHS to acquire the 75% shares in IHS it does not already own (the Transaction), with a potential offer price that is at a level near to the last trading price of IHS on the New York Stock Exchange (as at 4 February 2025), which has increased significantly in the recent past. No final agreement has been reached and there is no certainty of the Transaction concluding. The Transaction, if concluded, may have a material effect on the price of the Company's securities. Accordingly, shareholders are advised to exercise caution when dealing in the Company's securities until a further announcement is made. Should the Transaction not materialise, MTN will continue to explore options to unlock value from its investment in IHS and remains committed to its disciplined capital allocation framework.お知らせ • Oct 29MTN Group Limited to Report Q3, 2025 Results on Oct 28, 2025MTN Group Limited announced that they will report Q3, 2025 results on Oct 28, 2025お知らせ • Sep 11MTN Boss Quashes Renewed Telkom Takeover RumourMTN Group Limited (JSE:MTN) CEO Ralph Mupita has shut down speculation that the mobile provider is in talks to acquire smaller rival Telkom SA SOC Ltd. (JSE:TKG). Last week, Bloomberg reported that SA's second-largest mobile provider was trying to revive takeover talks after failing to make such a deal happen in 2022. During a media event on 5 September 2025, Mupita rejected the claim, saying no such talks were taking place. "There are no talks with Telkom. There are no advisers that have been engaged. We did discuss this sometime in the past [but] there are no active discussions," he said. That said, it makes sense why speculation has been rife, because industry players understand that MTN has only two options available to compete effectively in home and fixed internet provisioning: partnership and acquisition. Mupita reiterated that MTN sees the third option "building its own fibre network" as unviable in SA, despite its ambitions to be a big player in the market. "Building is completely off the table. SA has built enough fibre and it would be a poor allocation of capital for us to build fibre on our own," he said. MTN, which made an estimated ZAR 30 billion bid to buy Telkom in July 2022, withdrew its offer after rival Rain made its own approach to merge with the fixed-line operator. It has been widely accepted that MTN was mainly interested in the deal for Telkom's large fibre trove housed in Openserve.お知らせ • Sep 05MTN Reportedly to Resume Telkom SA Acquisition Talks by End of 2025MTN Group Limited (JSE:MTN) is considering reviving its plans to acquire South African telecoms company and rival, Telkom SA SOC Ltd. (JSE:TKG). This follows MTN’s decision to walk away from negotiations to buy the company in 2022. According to Bloomberg, the project is part of the group’s plan to broaden its footprint and bring about dominance in the African telecommunications space. Currently, MTN Group has 298 million subscribers across its 15 African markets. Acquiring Telkom SA’s 23 million subscribers will be a significant addition to its base. According to reports, Telkom has been in touch with experts and advisers on both sides to see if a new takeover bid is launched. While the two companies are expected to launch new negotiations by the end of 2025, there’s no guarantee that the deal will be successful.お知らせ • Aug 07MTN Group Limited to Report First Half, 2025 Results on Aug 18, 2025MTN Group Limited announced that they will report first half, 2025 results on Aug 18, 2025お知らせ • May 30Mtn Group Limited Approves Election of Member of the Social, Ethics and Sustainability CommitteeMTN Group Limited at its Annual General Meeting on May 29, 2025 approved election of NL Sowazi, KDK Mokhele, SP Miller, SAX Gwala, SLA Sanusi and N Newton-King as a member of the Social, Ethics and Sustainability Committee.お知らせ • Apr 26MTN Group Limited, Annual General Meeting, May 29, 2025MTN Group Limited, Annual General Meeting, May 29, 2025.お知らせ • Apr 25MTN Group Limited to Report Fiscal Year 2024 Results on Apr 29, 2025MTN Group Limited announced that they will report fiscal year 2024 results at 9:00 AM, South Africa Standard Time on Apr 29, 2025お知らせ • Mar 17MTN Group Limited Announces Dividend for the Year Ended 31 December 2024, Payable on 14 April 2025 and Provides Dividend Guidance for the Year Ending 31 December 2025MTN Group Limited has declared a dividend per share of 345 cents (2023: 330 cents) for the year ended 31 December 2024. Last day to trade cum dividend: 08 April 2025 with First trading day ex dividend: 09 April 2025. Record date: 11 April 2025. Payment date: 14 April 2025. For Fiscal Year 2025, the Board anticipates paying a minimum ordinary dividend per share of 370 cents after the announcement of full year results expected to be in March 2026.お知らせ • Feb 27MTN Group Limited to Report Fiscal Year 2024 Results on Mar 17, 2025MTN Group Limited announced that they will report fiscal year 2024 results on Mar 17, 2025お知らせ • Dec 03MTN Group Limited Appoints Sandile Gwala as an Independent Non-Executive Director, Effective 1 January 2025MTN Group Limited announced that Sandile Gwala has been appointed as an independent non-executive director effective 1 January 2025. Based in South Africa, Sandile is the co-founder and Chief Executive Officer of a business consultancy firm that serves both local and international clients. He holds a Bachelor of Commerce (B.Com) in Information Systems, and a Master in Business Administration from the University of Natal in South Africa. Previously, he was a group executive director and partner at Deloitte in South Africa, and also worked in its UK and Denmark operations. Sandile holds a non-executive position, and serves on various board sub-committees, of non-profit organisation, Harambe. Furthermore, he was previously an NED at business services industry body, Business Process Enabling South Africa. Sandile will bring a wealth of experience and expertise in accounting, finance and business performance. The Chairman and the Board look forward to his valuable contribution to MTN's continued progress.お知らせ • Aug 22MTN Group Limited Provides Dividend Guidance for the Fiscal 2024MTN Group Limited provided dividend guidance for the fiscal 2024. The Board still anticipates a ZAR 3.3 dividend for fiscal year 2024.お知らせ • Aug 08MTN Group Limited to Report First Half, 2024 Results on Aug 19, 2024MTN Group Limited announced that they will report first half, 2024 results on Aug 19, 2024お知らせ • Aug 03MTN Group Announces Executive AppointmentsMTN Group announced the appointment of Mohammed Rufai as Chief Executive Officer (CEO) of MTN Congo-Brazzaville and Ayham Moussa as Chief Operations Officer (COO) of MTN Nigeria, effective 1 September and 19 August 2024, respectively. The company also announcedthe voluntary early retirement of MTN Cte dIvoire CEO Djibril Ouattara and the departure of MTN Nigeria COO Hassan Jabber. Mohammed Rufai is an accomplished professional with over 24 years of experience in ICT and an impressive track record in the telecoms industry. He joined MTN Nigeria in 2002 and subsequently moved to MTN Ghana, where he became Chief Technical Officer in 2015. Currently, he serves as the Chief Technical Officer at MTN Nigeria. Mohammed has held various senior roles across the MTN Group, including Regional CTIO for Southeast Africa and Ghana. He also serves on the Board of Directors of Bayobab (Nigeria) and MTN Benin. A driven leader, Mohammed is passionate about execution excellence, people development, and customer experience. He holds a Bachelor of Technology degree in Computer Science and certifications in Advanced Management and General Management. Mohammed is an alumnus of Lagos Business School, Cranfield University, UK, and the University of Cambridge, UK. Mohammed assumes the reins at MTN Congo-Brazzaville from Ayham Moussa, who joins the MTN Nigeria executive leadership team at COO. Ayham replaces Hassan Jabber, who is leaving MTN. Ayham first joined MTN in 2002, returned in 2006 after a brief hiatus, and has since served the organisation in various markets, including Syria and Guinea-Conakry. He has held senior roles such as Chief Information Officer, Chief Technical and Information Officer, and CEO of MTN Congo-Brazzaville. In his technology roles, Ayham played a key role in the countrys digital evolution from 2G to 4G, establishing MTN Congo-Brazzaville as a technology leader. His teams efforts were recognised with awards for the best network in West and Central Africa and the MTN Group. As CEO, Ayham expanded MTN Congos leadership and business health, accelerating growth, margins, and operational excellence, while fostering strong relationships with various local stakeholders.お知らせ • Apr 27MTN Group Limited, Annual General Meeting, May 24, 2024MTN Group Limited, Annual General Meeting, May 24, 2024, at 14:30 South Africa Standard Time.お知らせ • Mar 02MTN Group Limited to Report Fiscal Year 2023 Results on Mar 25, 2024MTN Group Limited announced that they will report fiscal year 2023 results on Mar 25, 2024お知らせ • Dec 07MTN Group Limited Announces Executive ChangesMTN Group has made two key appointments to its executive team. The mobile operator has promoted MTN Ghana CEO Selorm Adadevoh to group chief commercial officer, effective 1 April 2024. He will assume the role currently held by group COO Jens Schulte-Bockum, whose contract ends on 31 March 2024. Adadevoh's new designation has been amended to better align with the group's operating model, and he will join the exco on the effective date and assume all of Schulte-Bockum's executive responsibilities in a transition process over the next few months, says MTN. Adadevoh joined MTN in 2018 as CEO of key subsidiary MTN Ghana and brings extensive experience to his new role, it says. Prior to assuming the role of MTN Ghana CEO, he held key positions within the Digicel Group, including CEO, COO and global director of the mobile financial services firm. Before that, he held various senior positions at telecoms firm Millicom/Tigo in Ghana. Schulte-Bockum will continue to serve as a non-executive director on the boards of MTN South Africa, MTN Nigeria and Bayobab.お知らせ • Aug 16Mastercard Incorporated (NYSE:MA) signed a memorandum of understanding to acquire an unknown minority stake in Fintech Division of MTN Group Limited (JSE:MTN).Mastercard Incorporated (NYSE:MA) signed a memorandum of understanding to acquire an unknown minority stake in Fintech Division of MTN Group Limited (JSE:MTN) on August 14, 2023. Under the terms of agreement, the acquisition provides for a minority investment by Mastercard into Group Fintech based on a total enterprise valuation of about $5.2 billion for the business on a cash and debt-free basis. Signing of the definitive investment agreements is expected to occur in the very near term as we approach finalisation of customary due diligence. The closing of the investment will be subject to customary closing conditions.お知らせ • Aug 01MTN Group Limited Provides Group Earnings Guidance for the Six Months Ended 30 June 2023MTN Group Limited provided group earnings guidance for the six months ended 30 June 2023. The company expects an increase in earnings per share (EPS) of between 10% and 20% (or 45 cents to 89 cents). Considering the EPS of 445 cents for the corresponding six-month period ended 30 June 2022, this translates to a range of 490 cents to 534 cents for the six-month period ended 30 June 2023. EPS includes impairment losses that mainly relate to property, plant and equipment and associates of 13 cents (June 2022: 25 cents), an impairment loss on remeasurement of disposal groups of 21 cents (June 2022: 52 cents) and a net profit on the disposal of SA towers and other assets of 3 cents (June 2022: 16 cents).お知らせ • Jun 06MTN Likely to Keep IHS Towers Stake for NowMTN Group Limited CEO said Group does not plan to sell IHS Towers NG Limited in near term 'but if things happen we'll add to discussion' Technology Correspondent. MTN is unlikely to sell its quarter stake in Nigeria-based tower operator IHS for the next three to five years, group CEO Ralph Mupita has told investors. Africa's largest mobile operator by subscribers started working in 2019 to reduce debt and streamline its business. The group set out to raise ZAR 25 billion by selling noncore assets in an "asset realisation programme". Selling down this stake, plus other moves such as repatriation of funds from Nigeria, were billed as ways to wipe out the group's debt. Market conditions have seen IHS lose half its value since listing. Having debuted at $16.69 a share, it now trades at $8.35. And even with a weaker rand, MTN's piece of IHS, now 26%, is worth about ZAR 14 billion. Similar market conditions scuppered Telkom's efforts to list its tower business Swiftnet on the JSE a few months later in early 2022. Telkom had valued the unit at ZAR 13 billion but failed to get even three-quarters of that when testing the market. Against this background, Mupita and his team decided to hold on to IHS, at least in the medium term. "When we started this programme the main anchors around ARP were really further localisation in Nigeria and IHS, " the CEO told attendees at the group's capital markets day. "Now with IHS, with where the share price is, for us it's not a monetisation opportunity," he said. "When we reflect on where [exchange] rates have moved and where tower companies are trading, we are not in a rush to look to monetise. "I think it's fair to say to our capital holders that our view is, in the near to medium term, I don't think you should anticipate a sell-down of our 26% share in IHS," he said. For now, the message appears clear. "We are not looking, in the near term, to be selling that down. But if things happen in the future, we'll add to that discussion".お知らせ • May 31MTN Group Limited Announces Election of Social, Ethics and Sustainability Committee MembersMTN Group Limited announced that at the Annual General Meeting (AGM) held on 26 May 2023 elected SLA Sanusi, SP Miller, NL Sowazi, KDK Mokhele and N Newton-King as members of the Social, Ethics and Sustainability Committee.業績と収益の成長予測OTCPK:MTNO.Y - アナリストの将来予測と過去の財務データ ( )ZAR 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12/31/2028342,321N/A37,241168,411512/31/2027304,97842,47431,684145,705712/31/2026257,67332,21524,362120,774812/31/2025226,75520,26237,61277,944N/A9/30/2025216,75114,01431,79571,282N/A6/30/2025206,7477,54326,87665,519N/A3/31/2025197,667-1,02421,36556,168N/A12/31/2024188,586-9,36914,95545,918N/A9/30/2024193,910-8,40411,95347,357N/A6/30/2024199,234-7,4398,95048,796N/A3/31/2024210,307-1,67313,55656,427N/A12/31/2023221,3804,09218,16164,058N/A9/30/2023222,0979,61724,52767,058N/A6/30/2023222,81315,14130,89370,058N/A3/31/2023214,92817,08926,91569,090N/A12/31/2022207,04219,03722,93768,121N/A9/30/2022199,48919,07622,48066,937N/A6/30/2022191,93619,11422,02265,752N/A3/31/2022186,79116,43227,04266,519N/A12/31/2021181,64613,75032,06167,286N/A9/30/2021182,10710,66432,43267,270N/A6/30/2021182,5687,57832,80267,254N/A3/31/2021181,01412,30030,56862,884N/A12/31/2020179,46017,02228,33358,513N/A9/30/2020171,25616,835N/AN/AN/A6/30/2020163,05216,64717,86544,675N/A3/31/2020157,25612,87413,55740,482N/A12/31/2019151,4609,1009,24936,289N/A9/30/2019147,8749,004N/A34,593N/A6/30/2019144,2888,908N/A32,896N/A3/31/2019139,4248,814N/A32,643N/A12/31/2018134,5608,719N/A32,389N/A9/30/2018132,6966,028N/A29,886N/A6/30/2018130,8313,337N/A27,382N/A3/31/2018131,8503,877N/A30,385N/A12/31/2017132,8694,416N/A33,387N/A9/30/2017133,2456,376N/A39,157N/A6/30/2017133,6208,335N/A44,926N/A3/31/2017140,7702,861N/A42,717N/A12/31/2016147,920-2,614N/A40,508N/A9/30/2016144,797101N/A37,892N/A6/30/2016141,6742,815N/A35,275N/A3/31/2016136,76911,510N/A35,952N/A12/31/2015131,86320,204N/A36,628N/A9/30/2015137,66925,397N/A40,949N/A6/30/2015143,47530,589N/A45,270N/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: MTNO.Yの予測収益成長率 (年間35.1% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: MTNO.Yの収益 ( 35.1% ) はUS市場 ( 16.8% ) 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: MTNO.Y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: MTNO.Yの収益 ( 13.9% ) US市場 ( 11.6% ) 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: MTNO.Yの収益 ( 13.9% ) 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: MTNO.Yの 自己資本利益率 は、3年後には高くなると予測されています ( 25.1 %)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2026/05/21 00:38終値2026/05/21 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MTN Group Limited 8 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。19 アナリスト機関Niel VenterAbsa Bank LimitedJonathan BradleyAbsa Bank LimitedTibor BokorArqaam Capital Research Offshore S.A.L.16 その他のアナリストを表示
お知らせ • Mar 03MTN Group Limited Provides Earnings Guidance for the Year December 31, 2025MTN Group Limited provided earnings guidance for the year ended December 31, 2025. For the year, the company expects EPS of 1,062 cents to 1,168 cents. The difference between Fiscal Year 25 EPS and Fiscal Year 25 HEPS is largely attributable to impairment losses that relate to investments, goodwill, property, plant and equipment totalling approximately 157 cents (FY 24: 578 cents).
お知らせ • Aug 01MTN Group Limited Provides Group Earnings Guidance for the Six Months Ended 30 June 2023MTN Group Limited provided group earnings guidance for the six months ended 30 June 2023. The company expects an increase in earnings per share (EPS) of between 10% and 20% (or 45 cents to 89 cents). Considering the EPS of 445 cents for the corresponding six-month period ended 30 June 2022, this translates to a range of 490 cents to 534 cents for the six-month period ended 30 June 2023. EPS includes impairment losses that mainly relate to property, plant and equipment and associates of 13 cents (June 2022: 25 cents), an impairment loss on remeasurement of disposal groups of 21 cents (June 2022: 52 cents) and a net profit on the disposal of SA towers and other assets of 3 cents (June 2022: 16 cents).
お知らせ • Mar 28MTN Group Limited, Annual General Meeting, May 29, 2026MTN Group Limited, Annual General Meeting, May 29, 2026.
お知らせ • Mar 17MTN Group Limited announces Annual dividend, payable on April 13, 2026MTN Group Limited announced Annual dividend of ZAR 5.0000 per share payable on April 13, 2026, ex-date on April 08, 2026 and record date on April 10, 2026.
お知らせ • Mar 13MTN Group Limited Announces Company Secretary Changes, Effective March 13, 2026MTN Group Limited announced that its Group Company Secretary, Ms Thobeka Bonoyi has resigned effective 13 March 2026. Ms Lucy Mokoka has been appointed as Acting Group Company Secretary, effective 13 March 2026. Ms Mokoka was appointed at MTN as the Deputy Group Company Secretary in 2023. She is an admitted attorney and an experienced company secretary with approximately 28 years in legal, governance and compliance roles. She has previously served as a company secretary in various JSE-listed companies and holds Bachelor of Laws (LLB) and B Juris qualifications. The MTN Board of Directors is satisfied that Ms Mokoka has the competence, qualifications and experience to take up the position as Acting Group Company Secretary.
お知らせ • Mar 03MTN Group Limited Provides Earnings Guidance for the Year December 31, 2025MTN Group Limited provided earnings guidance for the year ended December 31, 2025. For the year, the company expects EPS of 1,062 cents to 1,168 cents. The difference between Fiscal Year 25 EPS and Fiscal Year 25 HEPS is largely attributable to impairment losses that relate to investments, goodwill, property, plant and equipment totalling approximately 157 cents (FY 24: 578 cents).
お知らせ • Mar 02MTN Group Limited to Report Fiscal Year 2025 Results on Mar 16, 2026MTN Group Limited announced that they will report fiscal year 2025 results on Mar 16, 2026
お知らせ • Feb 18MTN Group Limited (JSE:MTN) agreed to acquire IHS Holding Limited (NYSE:IHS) for $2.9 billion.MTN Group Limited (JSE:MTN) agreed to acquire IHS Holding Limited (NYSE:IHS) for $2.9 billion on February 17, 2026. A cash consideration of $2.85 billion will be paid by MTN Group Limited. As part of consideration, $2.21 million is paid towards RSU common equity and $2.85 billion is paid towards common equity of IHS Holding Limited. In case of termination of transaction, MTN Group Limited will pay a termination fee of $149.0 million and seller will pay a termination fee of $104.3 million. Upon completion of the transaction IHS Holding will delist from the New York Stock Exchange and operate as a privately held company. The transaction will be funded through the rollover of MTN’s existing approximately 24% fully diluted stake in IHS, together with approximately $1.1 billion of cash from MTN, approximately $1.1 billion of cash from IHS balance sheet, and the rollover of no more than the existing IHS debt. On February 17, 2026, MTN Group Limited and Oranje-Nassau Développement S.C.A., FIAR, a fund managed by Wendel entered into a voting and support agreement with the Company with respect to the OND Covered Shares. As of the date of the OND Support Agreement, Oranje-Nassau Développement S.C.A., FIAR is the record and beneficial owner of 62,975,396 Ordinary Shares. The transaction is subject to approval of merger agreement by target board, approval by regulatory board, approval of offer by target shareholders and minimum balance sheet requirements. IHS Holding Limited's board of directors has unanimously approved the entry into and the performance of the Merger Agreement, and recommended that the Company’s shareholders vote in favor of the authorization and approval of the Merger Agreement, the Plan of Merger, the Merger and the Transactions at the Company Shareholders Meeting. The transaction is expected to close in 2026, and is subject to certain closing conditions. BofA Securities acted as financial advisor for MTN Group Limited. Citigroup Global Markets Holdings Inc. acted as financial advisor for MTN Group Limited. Richard Hall? of Cravath, Swaine & Moore LLP acted as legal advisor for MTN Group Limited. JPMorgan Chase & Co. acted as financial advisor for IHS Holding Limited. Javier Stark of Latham & Watkins LLP acted as legal advisor for IHS Holding Limited. Andrew Barker of Walkers (Cayman) LLP acted as legal advisor for IHS Holding Limited. Kyle A. Harris of Cleary Gottlieb Steen?& Hamilton LLP acted as legal advisor for Oranje-Nassau Développement S.C.A., FIAR?.
お知らせ • Feb 06Ninety One SA (Pty) Ltd. on behalf of its clients acquired 5.10% stake in MTN Group Limited (JSE:MTN).Ninety One SA (Pty) Ltd. on behalf of its clients acquired 5.10% stake in MTN Group Limited (JSE:MTN) on February 5, 2026. The total of all beneficial interests held by Ninety One SA (Pty) Ltd. (on behalf of their underlying clients) is now 5.0992% of the issued ordinary share. capital of MTN Group. Ninety One SA (Pty) Ltd. on behalf of its clients completed the acquisition of 5.10% stake in MTN Group Limited (JSE:MTN) on February 5, 2026.
お知らせ • Feb 05MTN Group Limited in Advanced Stage of Discussions to Acquire the 75% Shares in IHS Holding LimitedMTN Group Limited (JSE:MTN) has noted recent speculation regarding the Company's intentions with respect to its stake in IHS Holding Limited (NYSE:IHS). MTN is at an advanced stage of discussions with IHS to acquire the 75% shares in IHS it does not already own (the Transaction), with a potential offer price that is at a level near to the last trading price of IHS on the New York Stock Exchange (as at 4 February 2025), which has increased significantly in the recent past. No final agreement has been reached and there is no certainty of the Transaction concluding. The Transaction, if concluded, may have a material effect on the price of the Company's securities. Accordingly, shareholders are advised to exercise caution when dealing in the Company's securities until a further announcement is made. Should the Transaction not materialise, MTN will continue to explore options to unlock value from its investment in IHS and remains committed to its disciplined capital allocation framework.
お知らせ • Oct 29MTN Group Limited to Report Q3, 2025 Results on Oct 28, 2025MTN Group Limited announced that they will report Q3, 2025 results on Oct 28, 2025
お知らせ • Sep 11MTN Boss Quashes Renewed Telkom Takeover RumourMTN Group Limited (JSE:MTN) CEO Ralph Mupita has shut down speculation that the mobile provider is in talks to acquire smaller rival Telkom SA SOC Ltd. (JSE:TKG). Last week, Bloomberg reported that SA's second-largest mobile provider was trying to revive takeover talks after failing to make such a deal happen in 2022. During a media event on 5 September 2025, Mupita rejected the claim, saying no such talks were taking place. "There are no talks with Telkom. There are no advisers that have been engaged. We did discuss this sometime in the past [but] there are no active discussions," he said. That said, it makes sense why speculation has been rife, because industry players understand that MTN has only two options available to compete effectively in home and fixed internet provisioning: partnership and acquisition. Mupita reiterated that MTN sees the third option "building its own fibre network" as unviable in SA, despite its ambitions to be a big player in the market. "Building is completely off the table. SA has built enough fibre and it would be a poor allocation of capital for us to build fibre on our own," he said. MTN, which made an estimated ZAR 30 billion bid to buy Telkom in July 2022, withdrew its offer after rival Rain made its own approach to merge with the fixed-line operator. It has been widely accepted that MTN was mainly interested in the deal for Telkom's large fibre trove housed in Openserve.
お知らせ • Sep 05MTN Reportedly to Resume Telkom SA Acquisition Talks by End of 2025MTN Group Limited (JSE:MTN) is considering reviving its plans to acquire South African telecoms company and rival, Telkom SA SOC Ltd. (JSE:TKG). This follows MTN’s decision to walk away from negotiations to buy the company in 2022. According to Bloomberg, the project is part of the group’s plan to broaden its footprint and bring about dominance in the African telecommunications space. Currently, MTN Group has 298 million subscribers across its 15 African markets. Acquiring Telkom SA’s 23 million subscribers will be a significant addition to its base. According to reports, Telkom has been in touch with experts and advisers on both sides to see if a new takeover bid is launched. While the two companies are expected to launch new negotiations by the end of 2025, there’s no guarantee that the deal will be successful.
お知らせ • Aug 07MTN Group Limited to Report First Half, 2025 Results on Aug 18, 2025MTN Group Limited announced that they will report first half, 2025 results on Aug 18, 2025
お知らせ • May 30Mtn Group Limited Approves Election of Member of the Social, Ethics and Sustainability CommitteeMTN Group Limited at its Annual General Meeting on May 29, 2025 approved election of NL Sowazi, KDK Mokhele, SP Miller, SAX Gwala, SLA Sanusi and N Newton-King as a member of the Social, Ethics and Sustainability Committee.
お知らせ • Apr 26MTN Group Limited, Annual General Meeting, May 29, 2025MTN Group Limited, Annual General Meeting, May 29, 2025.
お知らせ • Apr 25MTN Group Limited to Report Fiscal Year 2024 Results on Apr 29, 2025MTN Group Limited announced that they will report fiscal year 2024 results at 9:00 AM, South Africa Standard Time on Apr 29, 2025
お知らせ • Mar 17MTN Group Limited Announces Dividend for the Year Ended 31 December 2024, Payable on 14 April 2025 and Provides Dividend Guidance for the Year Ending 31 December 2025MTN Group Limited has declared a dividend per share of 345 cents (2023: 330 cents) for the year ended 31 December 2024. Last day to trade cum dividend: 08 April 2025 with First trading day ex dividend: 09 April 2025. Record date: 11 April 2025. Payment date: 14 April 2025. For Fiscal Year 2025, the Board anticipates paying a minimum ordinary dividend per share of 370 cents after the announcement of full year results expected to be in March 2026.
お知らせ • Feb 27MTN Group Limited to Report Fiscal Year 2024 Results on Mar 17, 2025MTN Group Limited announced that they will report fiscal year 2024 results on Mar 17, 2025
お知らせ • Dec 03MTN Group Limited Appoints Sandile Gwala as an Independent Non-Executive Director, Effective 1 January 2025MTN Group Limited announced that Sandile Gwala has been appointed as an independent non-executive director effective 1 January 2025. Based in South Africa, Sandile is the co-founder and Chief Executive Officer of a business consultancy firm that serves both local and international clients. He holds a Bachelor of Commerce (B.Com) in Information Systems, and a Master in Business Administration from the University of Natal in South Africa. Previously, he was a group executive director and partner at Deloitte in South Africa, and also worked in its UK and Denmark operations. Sandile holds a non-executive position, and serves on various board sub-committees, of non-profit organisation, Harambe. Furthermore, he was previously an NED at business services industry body, Business Process Enabling South Africa. Sandile will bring a wealth of experience and expertise in accounting, finance and business performance. The Chairman and the Board look forward to his valuable contribution to MTN's continued progress.
お知らせ • Aug 22MTN Group Limited Provides Dividend Guidance for the Fiscal 2024MTN Group Limited provided dividend guidance for the fiscal 2024. The Board still anticipates a ZAR 3.3 dividend for fiscal year 2024.
お知らせ • Aug 08MTN Group Limited to Report First Half, 2024 Results on Aug 19, 2024MTN Group Limited announced that they will report first half, 2024 results on Aug 19, 2024
お知らせ • Aug 03MTN Group Announces Executive AppointmentsMTN Group announced the appointment of Mohammed Rufai as Chief Executive Officer (CEO) of MTN Congo-Brazzaville and Ayham Moussa as Chief Operations Officer (COO) of MTN Nigeria, effective 1 September and 19 August 2024, respectively. The company also announcedthe voluntary early retirement of MTN Cte dIvoire CEO Djibril Ouattara and the departure of MTN Nigeria COO Hassan Jabber. Mohammed Rufai is an accomplished professional with over 24 years of experience in ICT and an impressive track record in the telecoms industry. He joined MTN Nigeria in 2002 and subsequently moved to MTN Ghana, where he became Chief Technical Officer in 2015. Currently, he serves as the Chief Technical Officer at MTN Nigeria. Mohammed has held various senior roles across the MTN Group, including Regional CTIO for Southeast Africa and Ghana. He also serves on the Board of Directors of Bayobab (Nigeria) and MTN Benin. A driven leader, Mohammed is passionate about execution excellence, people development, and customer experience. He holds a Bachelor of Technology degree in Computer Science and certifications in Advanced Management and General Management. Mohammed is an alumnus of Lagos Business School, Cranfield University, UK, and the University of Cambridge, UK. Mohammed assumes the reins at MTN Congo-Brazzaville from Ayham Moussa, who joins the MTN Nigeria executive leadership team at COO. Ayham replaces Hassan Jabber, who is leaving MTN. Ayham first joined MTN in 2002, returned in 2006 after a brief hiatus, and has since served the organisation in various markets, including Syria and Guinea-Conakry. He has held senior roles such as Chief Information Officer, Chief Technical and Information Officer, and CEO of MTN Congo-Brazzaville. In his technology roles, Ayham played a key role in the countrys digital evolution from 2G to 4G, establishing MTN Congo-Brazzaville as a technology leader. His teams efforts were recognised with awards for the best network in West and Central Africa and the MTN Group. As CEO, Ayham expanded MTN Congos leadership and business health, accelerating growth, margins, and operational excellence, while fostering strong relationships with various local stakeholders.
お知らせ • Apr 27MTN Group Limited, Annual General Meeting, May 24, 2024MTN Group Limited, Annual General Meeting, May 24, 2024, at 14:30 South Africa Standard Time.
お知らせ • Mar 02MTN Group Limited to Report Fiscal Year 2023 Results on Mar 25, 2024MTN Group Limited announced that they will report fiscal year 2023 results on Mar 25, 2024
お知らせ • Dec 07MTN Group Limited Announces Executive ChangesMTN Group has made two key appointments to its executive team. The mobile operator has promoted MTN Ghana CEO Selorm Adadevoh to group chief commercial officer, effective 1 April 2024. He will assume the role currently held by group COO Jens Schulte-Bockum, whose contract ends on 31 March 2024. Adadevoh's new designation has been amended to better align with the group's operating model, and he will join the exco on the effective date and assume all of Schulte-Bockum's executive responsibilities in a transition process over the next few months, says MTN. Adadevoh joined MTN in 2018 as CEO of key subsidiary MTN Ghana and brings extensive experience to his new role, it says. Prior to assuming the role of MTN Ghana CEO, he held key positions within the Digicel Group, including CEO, COO and global director of the mobile financial services firm. Before that, he held various senior positions at telecoms firm Millicom/Tigo in Ghana. Schulte-Bockum will continue to serve as a non-executive director on the boards of MTN South Africa, MTN Nigeria and Bayobab.
お知らせ • Aug 16Mastercard Incorporated (NYSE:MA) signed a memorandum of understanding to acquire an unknown minority stake in Fintech Division of MTN Group Limited (JSE:MTN).Mastercard Incorporated (NYSE:MA) signed a memorandum of understanding to acquire an unknown minority stake in Fintech Division of MTN Group Limited (JSE:MTN) on August 14, 2023. Under the terms of agreement, the acquisition provides for a minority investment by Mastercard into Group Fintech based on a total enterprise valuation of about $5.2 billion for the business on a cash and debt-free basis. Signing of the definitive investment agreements is expected to occur in the very near term as we approach finalisation of customary due diligence. The closing of the investment will be subject to customary closing conditions.
お知らせ • Aug 01MTN Group Limited Provides Group Earnings Guidance for the Six Months Ended 30 June 2023MTN Group Limited provided group earnings guidance for the six months ended 30 June 2023. The company expects an increase in earnings per share (EPS) of between 10% and 20% (or 45 cents to 89 cents). Considering the EPS of 445 cents for the corresponding six-month period ended 30 June 2022, this translates to a range of 490 cents to 534 cents for the six-month period ended 30 June 2023. EPS includes impairment losses that mainly relate to property, plant and equipment and associates of 13 cents (June 2022: 25 cents), an impairment loss on remeasurement of disposal groups of 21 cents (June 2022: 52 cents) and a net profit on the disposal of SA towers and other assets of 3 cents (June 2022: 16 cents).
お知らせ • Jun 06MTN Likely to Keep IHS Towers Stake for NowMTN Group Limited CEO said Group does not plan to sell IHS Towers NG Limited in near term 'but if things happen we'll add to discussion' Technology Correspondent. MTN is unlikely to sell its quarter stake in Nigeria-based tower operator IHS for the next three to five years, group CEO Ralph Mupita has told investors. Africa's largest mobile operator by subscribers started working in 2019 to reduce debt and streamline its business. The group set out to raise ZAR 25 billion by selling noncore assets in an "asset realisation programme". Selling down this stake, plus other moves such as repatriation of funds from Nigeria, were billed as ways to wipe out the group's debt. Market conditions have seen IHS lose half its value since listing. Having debuted at $16.69 a share, it now trades at $8.35. And even with a weaker rand, MTN's piece of IHS, now 26%, is worth about ZAR 14 billion. Similar market conditions scuppered Telkom's efforts to list its tower business Swiftnet on the JSE a few months later in early 2022. Telkom had valued the unit at ZAR 13 billion but failed to get even three-quarters of that when testing the market. Against this background, Mupita and his team decided to hold on to IHS, at least in the medium term. "When we started this programme the main anchors around ARP were really further localisation in Nigeria and IHS, " the CEO told attendees at the group's capital markets day. "Now with IHS, with where the share price is, for us it's not a monetisation opportunity," he said. "When we reflect on where [exchange] rates have moved and where tower companies are trading, we are not in a rush to look to monetise. "I think it's fair to say to our capital holders that our view is, in the near to medium term, I don't think you should anticipate a sell-down of our 26% share in IHS," he said. For now, the message appears clear. "We are not looking, in the near term, to be selling that down. But if things happen in the future, we'll add to that discussion".
お知らせ • May 31MTN Group Limited Announces Election of Social, Ethics and Sustainability Committee MembersMTN Group Limited announced that at the Annual General Meeting (AGM) held on 26 May 2023 elected SLA Sanusi, SP Miller, NL Sowazi, KDK Mokhele and N Newton-King as members of the Social, Ethics and Sustainability Committee.