MTN Group Limited

JSE:MTN 株式レポート

時価総額：R375.8b

MTN Group 将来の成長

Future 基準チェック /56

MTN 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24.7%
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

Recent updates

ナラティブの更新 • May 13

MTN: Weaker Margin Outlook And Execution Risks Will Limit Future Upside

Narrative Update: MTN Group Analyst Price Target Shift Analysts have lifted their price target on MTN Group to ZAR95.48 from ZAR82.69, reflecting an updated view that incorporates a slightly lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on MTN Group points to a split in sentiment, with some institutions introducing the stock with a constructive outlook while other, more cautious voices highlight execution and valuation risks that investors should factor into expectations.
ナラティブの更新 • Apr 29

MTN: Lower Discount Rate And Higher Margins Will Support Repriced Earnings Multiple

Narrative Update on MTN Group The analyst price target for MTN Group has been raised from ZAR230 to ZAR280, with analysts pointing to a lower discount rate, a higher projected profit margin of 20.64%, and a reduced future P/E assumption of 10.53 as key drivers of the revision. Analyst Commentary Bullish analysts initiating coverage on MTN Group with a positive stance are broadly aligned with the recent increase in the price target to ZAR280.
ナラティブの更新 • Apr 15

MTN: Dividend Policy IHS Outcome And Margin Profile Will Shape Future Balance

The analyst fair value estimate for MTN Group has shifted from ZAR207.67 to ZAR216.25 as analysts factor in updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple following recent bullish research coverage. Analyst Commentary Recent research on MTN Group has shifted toward a more constructive tone, with bullish analysts updating their models and supporting a higher fair value estimate.
ナラティブの更新 • Apr 01

MTN: Dividend Policy IHS Decision And Margin Resilience Will Shape Future Balance

Analysts have nudged their fair value estimate for MTN Group to ZAR207.67 from ZAR200.00, citing updated assumptions that combine slightly softer revenue growth with higher profit margin expectations and a lower future P/E multiple. Analyst Commentary Recent commentary on MTN Group reflects a mix of optimism and caution around how the updated fair value estimate ties back to execution, profitability and the multiples investors might be willing to pay for the shares.
ナラティブの更新 • Mar 18

MTN: Dividend Policy IHS Outcome And Margins Will Shape Future Balance

Analysts have adjusted the MTN Group fair value estimate slightly higher, from ZAR 198.75 to ZAR 200.00, reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research updates on consumer and leisure names highlight how quickly sentiment can swing when earnings, forward guidance, or external operating conditions shift.
ナラティブの更新 • Mar 03

MTN: Margin Assumptions And Possible IHS Deal Will Shape Balanced Outlook

Analysts have nudged their fair value estimate for MTN Group up from ZAR193.63 to ZAR198.75, citing slightly stronger assumed profit margins and a modestly higher future P/E multiple as key supports for the higher price target. Analyst Commentary Recent valuation work on MTN Group points to a fairly balanced split between what bullish and bearish analysts are focusing on.
ナラティブの更新 • Feb 17

MTN: Leadership Reset And IHS Discussions Will Shape Balanced Execution Outlook

Narrative Update: MTN Group Price Target Revision Analysts have nudged their fair value estimate for MTN Group higher from ZAR190.11 to ZAR193.63. This reflects updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth expectations, a stable profit margin outlook, and a small recalibration of the future P/E multiple.
ナラティブの更新 • Feb 03

MTN: Leadership Reset And Execution Risk Will Shape Balanced Brand Outlook

Narrative Update on MTN Group The analyst fair value estimate for MTN Group has been adjusted from $186.22 to $190.11. Analysts attribute this change to slightly higher assumed revenue growth, a modestly higher future P/E multiple, and recent external research that highlights the impact of leadership changes and execution expectations at Vail Resorts.
ナラティブの更新 • Jan 19

MTN: Leadership Reset And Brand Strength Will Shape Balanced Execution Outlook

Narrative Update Analysts have lifted their fair value estimate for MTN Group from R176.89 to R186.22, citing slightly higher projected revenue growth, a modestly lower profit margin profile, and an updated future P/E assumption of 11.49x that reflects recent sector research and valuation resets seen in wider leisure and consumer names. Analyst Commentary Recent Street research around MTN Group has focused less on near term trading updates and more on leadership changes, brand strength, and execution risk.
ナラティブの更新 • Jan 05

MTN: Lower Future P/E And Leadership Changes Will Constrain Upside Potential

Analysts have slightly reduced their fair value estimate for MTN Group to $82.69 from $83.94, citing updated assumptions for faster revenue growth, higher profit margins, and a lower future P/E multiple following recent sector and leadership changes highlighted in Street research. Analyst Commentary Bearish analysts frame the reduced fair value estimate of $82.69 as a signal that MTN Group faces a thinner margin for execution, even with updated assumptions that factor in faster revenue growth and higher profit margins.
ナラティブの更新 • Dec 19

MTN: Leadership Reset Will Drive Future Turnaround Despite Near Term Execution Risks

Analysts have modestly lowered their price target on Vail Resorts to a range of about $145 to $237 per share. This reflects concerns over softer Epic pass sales, a more guarded fiscal 2026 EBITDA outlook, and uncertainty around the pace of the company’s operational turnaround.
分析記事 • Dec 12

Is It Too Late To Consider Buying MTN Group Limited (JSE:MTN)?

Today we're going to take a look at the well-established MTN Group Limited ( JSE:MTN ). The company's stock saw a...
ナラティブの更新 • Dec 05

MTN: Future Multiple Expansion Will Offset Margin And Leadership Execution Risks

Analysts have nudged their fair value estimate for MTN Group higher to approximately $176.89 from $172.50, citing a higher future P/E multiple despite slightly softer revenue growth assumptions and a notably lower projected profit margin. Analyst Commentary Recent Street research around Vail Resorts, which shares the MTN ticker in the U.S., offers a mixed backdrop that indirectly informs sentiment toward MTN Group.
分析記事 • Nov 24

MTN Group Limited's (JSE:MTN) Price Is Right But Growth Is Lacking

When close to half the companies operating in the Wireless Telecom industry in South Africa have price-to-sales ratios...
ナラティブの更新 • Nov 21

MTN: Future Leadership Changes And Operational Challenges Will Shape Performance

Analysts have raised their fair value estimate for MTN Group from $169.33 to $172.50, citing improved profit margin projections and stronger anticipated revenue growth. This comes despite recent concerns around leadership transitions and near-term operational challenges.
ナラティブの更新 • Sep 25

African Connectivity And Fintech Will Unlock Future Opportunities

Consensus revenue growth forecasts for MTN Group have risen significantly, but this has been offset by a lower net profit margin, resulting in only a marginal increase in the analyst price target from ZAR167.11 to ZAR169.33. What's in the News MTN CEO Ralph Mupita has publicly denied any ongoing talks or adviser engagement regarding an acquisition of Telkom SA, though industry speculation continues due to market dynamics.
分析記事 • Sep 12

Should You Think About Buying MTN Group Limited (JSE:MTN) Now?

MTN Group Limited ( JSE:MTN ) saw significant share price movement during recent months on the JSE, rising to highs of...
ナラティブの更新 • Aug 30

African Connectivity And Fintech Will Unlock Future Opportunities

The consensus price target for MTN Group has edged up to ZAR167.11, primarily reflecting a slight improvement in revenue growth forecasts. What's in the News MTN Group expects a first-half 2025 EPS of 495–577 cents, reflecting an increase of more than 200% from the prior year's loss.
分析記事 • Aug 25

MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality

Even though MTN Group Limited ( JSE:MTN ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
分析記事 • Aug 14

MTN Group Limited's (JSE:MTN) Subdued P/S Might Signal An Opportunity

With a median price-to-sales (or "P/S") ratio of close to 2x in the Wireless Telecom industry in South Africa, you...
分析記事 • May 22

Should Shareholders Reconsider MTN Group Limited's (JSE:MTN) CEO Compensation Package?

Key Insights MTN Group's Annual General Meeting to take place on 29th of May Total pay for CEO Ralph Mupita includes...
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新しいナラティブ • Feb 09

Localization Progress In Uganda And Ghana Will Unlock Future Earnings

Strong growth in data and fintech services could positively impact MTN's revenue and boost net margins through high-margin products.

業績と収益の成長予測

JSE:MTN - 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/A37,241168,4115
12/31/2027304,97842,47431,684145,7057
12/31/2026257,67332,21524,362120,7748
12/31/2025226,75520,26237,61277,944N/A
9/30/2025216,75114,01431,79571,282N/A
6/30/2025206,7477,54326,87665,519N/A
3/31/2025197,667-1,02421,36556,168N/A
12/31/2024188,586-9,36914,95545,918N/A
9/30/2024193,910-8,40411,95347,357N/A
6/30/2024199,234-7,4398,95048,796N/A
3/31/2024210,307-1,67313,55656,427N/A
12/31/2023221,3804,09218,16164,058N/A
9/30/2023222,0979,61724,52767,058N/A
6/30/2023222,81315,14130,89370,058N/A
3/31/2023214,92817,08926,91569,090N/A
12/31/2022207,04219,03722,93768,121N/A
9/30/2022199,48919,07622,48066,937N/A
6/30/2022191,93619,11422,02265,752N/A
3/31/2022186,79116,43227,04266,519N/A
12/31/2021181,64613,75032,06167,286N/A
9/30/2021182,10710,66432,43267,270N/A
6/30/2021182,5687,57832,80267,254N/A
3/31/2021181,01412,30030,56862,884N/A
12/31/2020179,46017,02228,33358,513N/A
9/30/2020171,25616,835N/AN/AN/A
6/30/2020163,05216,64717,86544,675N/A
3/31/2020157,25612,87413,55740,482N/A
12/31/2019151,4609,1009,24936,289N/A
9/30/2019147,8749,004N/A34,593N/A
6/30/2019144,2888,908N/A32,896N/A
3/31/2019139,4248,814N/A32,643N/A
12/31/2018134,5608,719N/A32,389N/A
9/30/2018132,6966,028N/A29,886N/A
6/30/2018130,8313,337N/A27,382N/A
3/31/2018131,8503,877N/A30,385N/A
12/31/2017132,8694,416N/A33,387N/A
9/30/2017133,2456,376N/A39,157N/A
6/30/2017133,6208,335N/A44,926N/A
3/31/2017140,7702,861N/A42,717N/A
12/31/2016147,920-2,614N/A40,508N/A
9/30/2016144,797101N/A37,892N/A
6/30/2016141,6742,815N/A35,275N/A
3/31/2016136,76911,510N/A35,952N/A
12/31/2015131,86320,204N/A36,628N/A
9/30/2015137,66925,397N/A40,949N/A
6/30/2015143,47530,589N/A45,270N/A

アナリストによる今後の成長予測

収入対貯蓄率: MTNの予測収益成長率 (年間35.1% ) は 貯蓄率 ( 9.8% ) を上回っています。

収益対市場: MTNの収益 ( 35.1% ) はZA市場 ( 15.7% ) 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: MTN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: MTNの収益 ( 13.9% ) ZA市場 ( 6.9% ) 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: MTN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: MTN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

7D

1Y

7D

1Y

7D

1Y

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2026/05/22 03:43
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Limited
Jonathan BradleyAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.