MTN Group マネジメント
マネジメント 基準チェック /44
MTN Groupの CEO はRalph Mupitaで、 Sep2020年に任命され、 の在任期間は 5.75年です。 の年間総報酬はZAR 69.38Mで、 27.4%給与と72.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.072%を直接所有しており、その価値はZAR 284.37M 。経営陣と取締役会の平均在任期間はそれぞれ5.2年と5.8年です。
主要情報
Ralph Mupita
最高経営責任者
R69.4m
報酬総額
| CEO給与比率 | 27.42% |
| CEO在任期間 | 5.8yrs |
| CEOの所有権 | 0.07% |
| 経営陣の平均在職期間 | 5.2yrs |
| 取締役会の平均在任期間 | 5.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 02
MTN: Dividend Policy And Execution On Data Initiatives Will Shape Future Balance
Analysts increased their fair value estimate for MTN Group to ZAR225.00 from ZAR216.25, citing updated assumptions around revenue growth, discount rate and future P/E. These assumptions support a slightly higher price target.
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...
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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Dec 31 2025 | R69m | R19m | R20b |
| Sep 30 2025 | n/a | n/a | R14b |
| Jun 30 2025 | n/a | n/a | R8b |
| Mar 31 2025 | n/a | n/a | -R1b |
| Dec 31 2024 | R92m | R19m | -R9b |
| Sep 30 2024 | n/a | n/a | -R8b |
| Jun 30 2024 | n/a | n/a | -R7b |
| Mar 31 2024 | n/a | n/a | -R2b |
| Dec 31 2023 | R63m | R18m | R4b |
| Sep 30 2023 | n/a | n/a | R10b |
| Jun 30 2023 | n/a | n/a | R15b |
| Mar 31 2023 | n/a | n/a | R17b |
| Dec 31 2022 | R77m | R16m | R19b |
| Sep 30 2022 | n/a | n/a | R19b |
| Jun 30 2022 | n/a | n/a | R19b |
| Mar 31 2022 | n/a | n/a | R16b |
| Dec 31 2021 | R63m | R8m | R14b |
| Sep 30 2021 | n/a | n/a | R11b |
| Jun 30 2021 | n/a | n/a | R8b |
| Mar 31 2021 | n/a | n/a | R12b |
| Dec 31 2020 | R31m | R12m | R17b |
| Sep 30 2020 | n/a | n/a | R17b |
| Jun 30 2020 | n/a | n/a | R17b |
| Mar 31 2020 | n/a | n/a | R13b |
| Dec 31 2019 | R66m | R9m | R9b |
報酬と市場: Ralphの 総報酬 ($USD 4.19M ) は、 ZA市場 ($USD 3.52M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Ralphの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Ralph Mupita (54 yo)
5.8yrs
在職期間
R69,376,000
報酬
Mr. Ralph Tendai Mupita, BSc (Hons)(Eng.), MBA, GMP (Harvard), serves as Non-Executive Director of MTN Nigeria Communications PLC since April 13, 2017. He served as a Non-Executive Director at Scancom Plc...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Group President | 5.8yrs | R69.38m | 0.072% ZAR 284.4m | |
| Group CFO & Executive Director | 5.2yrs | R38.61m | 0.012% ZAR 45.6m | |
| Senior Vice President of Southern | 4.3yrs | R41.40m | データなし | |
| Group Chief Technology & Information Officer of MTN South Africa | less than a year | R27.73m | 0.0029% ZAR 11.3m | |
| CEO of MTN Nigeria & VP of Francophone Africa | 5.3yrs | R40.30m | データなし | |
| CEO & Executive Director of MTN South Africa | less than a year | R11.88m | 0.0091% ZAR 35.9m | |
| Executive of Group Investor Relations | less than a year | データなし | データなし | |
| Group Chief Legal & Regulatory Affairs Officer | 6.8yrs | R11.89m | データなし | |
| Group Chief Human Resources Officer | 29.4yrs | R17.64m | 0.011% ZAR 43.8m | |
| Group Chief Business Risk Officer | 11.3yrs | R4.61m | データなし | |
| Group Chief Sustainability & Corporate Affairs Officer | 4.3yrs | データなし | データなし | |
| Chief Executive Officer of GlobalConnect | 8.7yrs | データなし | データなし |
5.2yrs
平均在職期間
56yo
平均年齢
経験豊富な経営陣: MTNの経営陣は経験豊富で経験豊富です（平均在職期間は5.2年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Group President | 9.2yrs | R69.38m | 0.072% ZAR 284.4m | |
| Group CFO & Executive Director | 5.2yrs | R38.61m | 0.012% ZAR 45.6m | |
| CEO & Executive Director of MTN South Africa | less than a year | R11.88m | 0.0091% ZAR 35.9m | |
| Independent Non-Executive Director | less than a year | R1.12m | データなし | |
| Independent Non-Executive Director | 3.8yrs | R123.41m | 0.00077% ZAR 3.0m | |
| Independent Non-Executive Director | 5.2yrs | R3.10m | データなし | |
| Independent Non-Executive Director | 5.8yrs | R3.33m | 0.000040% ZAR 157.2k | |
| Independent Non-Executive Director | 6.9yrs | R108.25m | 0.00038% ZAR 1.5m | |
| Independent Non-Executive Chairman | 8yrs | R9.61m | データなし | |
| Lead Independent Non-Executive Director | 7.9yrs | R3.39m | データなし | |
| Independent Non-Executive Director | 6.9yrs | R105.74m | データなし | |
| Chair of International Advisory Board | no data | データなし | データなし |
5.8yrs
平均在職期間
65yo
平均年齢
経験豊富なボード: MTNの 取締役会 は 経験豊富 であると考えられます ( 5.8年の平均在任期間)。
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 | 2026/06/11 16:21 |
| 終値 | 2026/06/10 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 9 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。20
| アナリスト | 機関 |
|---|---|
| Niel Venter | Absa Bank Limited |
| Jonathan Bradley | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |