공시 • Feb 05
MTN Group Limited in Advanced Stage of Discussions to Acquire the 75% Shares in IHS Holding Limited MTN 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. 공시 • Nov 13
IHS Holding Limited Provides Earnings Guidance for the Full Year 2025 IHS Holding Limited provided earnings guidance for the full year 2025. For the period, the company Organic revenue year-on-year growth of approximately 10% (at the mid-point of the revenue guidance range) driven by strong year-to-date Constant Currency growth and now reflects a modestly lower contribution from FX resets (given the revised currency assumptions below) and power indexation (given lower diesel prices), both recognized within organic revenue. 공시 • Nov 03
IHS Holding Limited to Report Q3, 2025 Results on Nov 12, 2025 IHS Holding Limited announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Nov 12, 2025 공시 • Aug 19
IHS Holding Limited Announces the Death of Board Member, Frank Dangeard IHS Holding Limited reported the passing of Frank Dangeard, a valued member of the company’s Board of Directors. Mr. Dangeard joined the IHS Holding Limited Board of Directors in September 2020 and served as an Independent Non-Executive Director. 공시 • Aug 12
IHS Holding Limited Revises Earnings Guidance for the Full Year 2025 IHS Holding Limited revised earnings guidance for the full year 2025. For the year, the company revises, revenue of $1,700 million - $1,730 million compared to $1,680 million - $1,710 million previous guidance. 공시 • Aug 01
IHS Holding Limited to Report Q2, 2025 Results on Aug 12, 2025 IHS Holding Limited announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Aug 12, 2025 공시 • Jun 03
IHS Holding Limited, Annual General Meeting, Jul 10, 2025 IHS Holding Limited, Annual General Meeting, Jul 10, 2025. Location: offices of latham & watkins llp, located at 99 bishopsgate, ec2m 3xf, united kingdom., london, United Kingdom 공시 • May 21
Paradigm Infrastructure Limited agreed to acquire Ihs Rwanda Ltd. from IHS Holding Limited (NYSE:IHS) for enterprise value of approximately $275 million. Paradigm Infrastructure Limited agreed to acquire Ihs Rwanda Ltd. from IHS Holding Limited (NYSE:IHS) for enterprise value of approximately $275 million on May 20, 2025. The total consideration includes deferred consideration of $70million and $24.5 million payable up to two and three years, respectively, from the date of closing and an earn out of up to $5 million dependent on the future performance of IHS Rwanda.
The transaction is subject to customary closing conditions, including government and regulatory approvals, and is expected to close in the second half of 2025. J.P. Morgan Securities, Inc. acted as financial advisor to IHS Holding Limited (NYSE:IHS). 공시 • May 12
IHS Holding Limited to Report Q1, 2025 Results on May 20, 2025 IHS Holding Limited announced that they will report Q1, 2025 results at 6:00 AM, Eastern Daylight on May 20, 2025 공시 • Mar 18
IHS Holding Limited Provides Earning Guidance for the Full Year 2025 IHS Holding Limited provided earning guidance for the full year 2025. For the period, the company provides Organic revenue Y/Y growth of approximately 12% (at the mid-point). 공시 • Mar 06
IHS Holding Limited to Report Q4, 2024 Results on Mar 18, 2025 IHS Holding Limited announced that they will report Q4, 2024 results at 6:00 AM, Eastern Standard Time on Mar 18, 2025 공시 • Dec 04
Mobile Telecommunications Company K.S.C.P. (KWSE:ZAIN) agreed to acquire the remaining 70% stake in IHS Kuwait Ltd from IHS Holding Limited (NYSE:IHS) for approximately $130 million. Mobile Telecommunications Company K.S.C.P. (KWSE:ZAIN) signed a definitive agreement to acquire the remaining 70% stake in IHS Kuwait Ltd from IHS Holding Limited (NYSE:IHS) for approximately $130 million on December 2, 2024. A cash consideration of $134 million will be paid by Mobile Telecommunications Company K.S.C.P. As part of consideration, $134 million is paid towards common equity of IHS Kuwait Ltd. The proceeds will primarily be utilized to reduce company debt. The transaction reflects TEV/EBITDA multiple of 14.2x. The transaction is subject to customary closing conditions, including government and regulatory approvals, and is expected to close in the first half of 2025.
FTI Capital Advisors, LLC acted as financial advisor for Mobile Telecommunications Company K.S.C.P. DLA Piper Kuwait acted as legal advisor for Mobile Telecommunications Company K.S.C.P. GLA & Company acted as legal advisor for Mobile Telecommunications Company K.S.C.P. PwC Corporate Finance LLP acted as financial advisor to Mobile Telecommunications Company K.S.C.P. 공시 • Nov 27
IHS Holding Limited Announces Resignation of Bryce Fort as a Director IHS Holding Limited announced the resignation of Bryce Fort as a director of the company, with effect from 09 August 2023. Reported Earnings • Nov 14
Third quarter 2024 earnings released: US$0.61 loss per share (vs US$0.79 loss in 3Q 2023) Third quarter 2024 results: US$0.61 loss per share (improved from US$0.79 loss in 3Q 2023). Revenue: US$420.3m (down 10.0% from 3Q 2023). Net loss: US$204.1m (loss narrowed 23% from 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Board Change • Nov 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. Independent Non-Executive Director Phuthuma Nhleko was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. 공시 • Nov 01
IHS Holding Limited to Report Q3, 2024 Results on Nov 12, 2024 IHS Holding Limited announced that they will report Q3, 2024 results at 6:00 AM, US Eastern Standard Time on Nov 12, 2024 공시 • Aug 22
IHS Holding Reportedly Weighs Sale of Rwanda, Zambia Businesses Telecom tower operator IHS Holding Limited (NYSE:IHS) is exploring a potential sale of its businesses in Rwanda and Zambia, people with knowledge of the matter said. The New York-listed company plans to gauge interest from potential buyers for its operations in the two countries, according to the people. Some proceeds from any disposals would be used to pay down debt, the people said, asking not to be identified as the information is private. IHS operates 40,000 towers across Africa, Latin America and the Middle East, according to its website. The company’s revenue has been hurt by the devaluation of the naira in Nigeria, the company’s biggest market. The currency slumped more than 70% against the dollar since President Bola Tinubu came to power in May 2023 and began implementing foreign-exchange and other economic reforms. IHS said in March that it’s working with advisers including JPMorgan Chase & Co. to evaluate strategic alternatives for the business across its portfolio and capital allocation priorities. Despite the currency devaluation in Nigeria, “we believe in the underlying strength of our business and believe our equity is undervalued given Africa’s perceived place in the global markets,” the telecom infrastructure firm said. Deliberations are at an early stage and IHS could decide to keep the assets for longer, the people said. Representatives for IHS and JPMorgan declined to comment. IHS gave more details on its plans this summer, announcing that it needs to raise between $500 million and $1 billion. Shares of IHS have fallen more than 80% since the company listed in New York in 2021. Reported Earnings • Aug 16
Second quarter 2024 earnings released: US$0.36 loss per share (vs US$3.79 loss in 2Q 2023) Second quarter 2024 results: US$0.36 loss per share (improved from US$3.79 loss in 2Q 2023). Revenue: US$435.4m (down 20% from 2Q 2023). Net loss: US$121.1m (loss narrowed 90% from 2Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. 공시 • Aug 02
IHS Holding Limited to Report Q2, 2024 Results on Aug 13, 2024 IHS Holding Limited announced that they will report Q2, 2024 results at 6:00 AM, US Eastern Standard Time on Aug 13, 2024 공시 • May 24
IHS Holding Limited, Annual General Meeting, Jun 28, 2024 IHS Holding Limited, Annual General Meeting, Jun 28, 2024. Location: at the offices of latham & watkins llp, 99 bishopsgate, ec2m 3xf, united kingdom., london United Kingdom 공시 • May 17
IHS Holding Limited Reiterates Earnings Guidance for the Year 2024 IHS Holding Limited reiterated earnings guidance for the year 2024. For the year, the company expects revenue to be $1,700 million - $1,730 million. Reported Earnings • May 15
First quarter 2024 earnings released: US$4.67 loss per share (vs US$0.032 profit in 1Q 2023) First quarter 2024 results: US$4.67 loss per share (down from US$0.032 profit in 1Q 2023). Revenue: US$417.7m (down 31% from 1Q 2023). Net loss: US$1.55b (down US$1.56b from profit in 1Q 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Breakeven Date Change • May 15
Forecast breakeven date pushed back to 2025 The 6 analysts covering IHS Holding previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of US$226.3m in 2025. Average annual earnings growth of 81% is required to achieve expected profit on schedule. 공시 • May 15
IHS Holding Limited Reports Impairment of Goodwill and Property, Plant and Equipment, Intangible Assets Excluding Goodwill and Related Prepaid Land Rent for the Three Months Ended March 31, 2024 IHS Holding Limited reported impairment of goodwill for the three months ended March 31, 2024. For the three months, the company reported impairment of goodwill of $87,894,000. Impairment of property, plant and equipment, intangible assets excluding goodwill and related prepaid land rent of $3,060,000. 공시 • May 03
IHS Holding Limited to Report Q1, 2024 Results on May 14, 2024 IHS Holding Limited announced that they will report Q1, 2024 results at 6:00 AM, US Eastern Standard Time on May 14, 2024 Reported Earnings • Mar 13
Full year 2023 earnings released: US$5.93 loss per share (vs US$1.39 loss in FY 2022) Full year 2023 results: US$5.93 loss per share (further deteriorated from US$1.39 loss in FY 2022). Revenue: US$2.13b (up 8.4% from FY 2022). Net loss: US$1.98b (loss widened 329% from FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 1.6% growth forecast for the Telecom industry in Germany. 공시 • Mar 12
IHS Holding Limited Provides Earnings Guidance for the Year 2024 IHS Holding Limited provided earnings guidance for the year 2024. For the year, the company expects revenue of $1,700-1,730 million. 공시 • Mar 06
IHS Holding Limited to Report Q4, 2023 Results on Mar 12, 2024 IHS Holding Limited announced that they will report Q4, 2023 results at 6:00 AM, US Eastern Standard Time on Mar 12, 2024 Reported Earnings • Nov 15
Third quarter 2023 earnings released: US$0.79 loss per share (vs US$0.14 loss in 3Q 2022) Third quarter 2023 results: US$0.79 loss per share (further deteriorated from US$0.14 loss in 3Q 2022). Revenue: US$467.0m (down 10% from 3Q 2022). Net loss: US$263.4m (loss widened 466% from 3Q 2022). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Germany. 공시 • Nov 15
IHS Holding Limited Maintains Revenue Guidance for the Full Year 2023 IHS Holding Limited maintained revenue guidance for the Full Year 2023. For the year, the company expects revenue to be in the range of $2,080 million to $2,110 million. 공시 • Nov 03
IHS Holding Limited to Report Q3, 2023 Results on Nov 14, 2023 IHS Holding Limited announced that they will report Q3, 2023 results at 6:00 AM, US Eastern Standard Time on Nov 14, 2023 New Risk • Oct 04
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. 공시 • Sep 14
IHS Holding Limited Announces Sam Darwish Resigns as CEO Blackwells Capital LLC issued a statement regarding the urgent need for leadership changes at IHS Holding Limited, including a reconstitution of the Company’s Board of Directors and the replacement of the CEO of Sam Darwish. Board’s Complacency and Unwillingness to Hold CEO Sam Darwish Accountable in the Face of Ongoing Value Destruction Must End. 공시 • Sep 13
IHS Holding Limited Announces Sam Darwish Resigns as Chair Blackwells Capital LLC issued a statement regarding the urgent need for leadership changes at IHS Holding Limited, including a reconstitution of the Company’s Board of Directors and the replacement of the Chair of Sam Darwish. Board’s Complacency and Unwillingness to Hold Chair Sam Darwish Accountable in the Face of Ongoing Value Destruction Must End. Breakeven Date Change • Aug 17
Forecast breakeven date pushed back to 2024 The 7 analysts covering IHS Holding previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$209.5m in 2024. Average annual earnings growth of 80% is required to achieve expected profit on schedule. Reported Earnings • Aug 16
Second quarter 2023 earnings released: US$3.73 loss per share (vs US$0.53 loss in 2Q 2022) Second quarter 2023 results: US$3.73 loss per share (further deteriorated from US$0.53 loss in 2Q 2022). Revenue: US$546.2m (up 17% from 2Q 2022). Net loss: US$1.24b (loss widened US$1.07b from 2Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. 공시 • Aug 03
IHS Holding Limited to Report Q2, 2023 Results on Aug 15, 2023 IHS Holding Limited announced that they will report Q2, 2023 results at 6:00 AM, Eastern Standard Time on Aug 15, 2023 Reported Earnings • May 24
First quarter 2023 earnings released: EPS: US$0.03 (vs US$0.05 in 1Q 2022) First quarter 2023 results: EPS: US$0.03 (down from US$0.05 in 1Q 2022). Revenue: US$602.5m (up 35% from 1Q 2022). Net income: US$10.5m (down 37% from 1Q 2022). Profit margin: 1.7% (down from 3.7% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Germany. 공시 • May 11
IHS Holding Limited to Report Q1, 2023 Results on May 23, 2023 IHS Holding Limited announced that they will report Q1, 2023 results at 6:00 AM, US Eastern Standard Time on May 23, 2023 Breakeven Date Change • Apr 04
Forecast breakeven date moved forward to 2023 The 7 analysts covering IHS Holding previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$210.6m in 2023. Earnings growth of 53% is required to achieve expected profit on schedule. Reported Earnings • Mar 29
Full year 2022 earnings released: US$1.39 loss per share (vs US$0.086 loss in FY 2021) Full year 2022 results: US$1.39 loss per share (further deteriorated from US$0.086 loss in FY 2021). Revenue: US$1.96b (up 24% from FY 2021). Net loss: US$460.4m (loss widened US$434.6m from FY 2021). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in Germany. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Phuthuma Nhleko was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 18
Second quarter 2022 earnings released: US$0.53 loss per share (vs US$0.36 profit in 2Q 2021) Second quarter 2022 results: US$0.53 loss per share (down from US$0.36 profit in 2Q 2021). Revenue: US$467.7m (up 16% from 2Q 2021). Net loss: US$175.7m (down 266% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 2.0% growth forecast for the Telecom industry in Germany. Breakeven Date Change • Aug 18
Forecast breakeven date pushed back to 2023 The 5 analysts covering IHS Holding previously expected the company to break even in 2022. New consensus forecast suggests the company will make a profit of US$189.7m in 2023. Average annual earnings growth of 57% is required to achieve expected profit on schedule. 공시 • Aug 17
IHS Holding Limited Revises Revenue Guidance for the Full Year 2022 IHS Holding Limited revised revenue guidance for the full year 2022. for the year, the company now expects revenue in the range of $1,885 million to $1,905 million as compared to $1,875 million to $1,895 million as previously guided. Reported Earnings • May 18
First quarter 2022 earnings released: EPS: US$0.06 (vs US$0.13 in 1Q 2021) First quarter 2022 results: EPS: US$0.06 (down from US$0.13 in 1Q 2021). Revenue: US$446.1m (up 17% from 1Q 2021). Net income: US$18.3m (down 53% from 1Q 2021). Profit margin: 4.1% (down from 10% in 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 3.0% growth forecast for the industry in Germany. Board Change • Apr 27
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Phuthuma Nhleko was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Apr 23
IHS Holding Limited, Annual General Meeting, Jun 01, 2022 IHS Holding Limited, Annual General Meeting, Jun 01, 2022, at 10:00 US Eastern Standard Time. Location: 190 Elgin Avenue, George Town Grand Cayman KY1-9001 Grand Cayman Cayman Islands Breakeven Date Change • Apr 05
Forecast breakeven date moved forward to 2022 The 5 analysts covering IHS Holding previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$90.7m in 2022. Earnings growth of 42% is required to achieve expected profit on schedule. Reported Earnings • Mar 17
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: US$0.086 loss per share (up from US$1.10 loss in FY 2020). Revenue: US$1.58b (up 13% from FY 2020). Net loss: US$25.8m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 13%, compared to a 1.7% growth forecast for the industry in Germany. 공시 • Mar 06
IHS Holding Limited to Report Q4, 2021 Results on Mar 15, 2022 IHS Holding Limited announced that they will report Q4, 2021 results at 6:00 AM, US Eastern Standard Time on Mar 15, 2022 공시 • Mar 01
IHS Holding Limited Appoints Colby Synesael as Senior Vice President of Communications, Effective March 1, 2022 IHS Holding Limited announced the appointment of Colby Synesael as senior vice president of communications, effective March 1, 2022. Board Change • Jan 29
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Non-Executive Independent Director Phuthuma Nhleko was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Jan 28
IHS Towers Appoints Sandile Msimango as CEO, IHS South Africa IHS Holding Limited announced the appointment of Sandile Msimango as Vice President and CEO, IHS South Africa. Based in Johannesburg, Sandile will be leading IHS’ South African operations reporting directly to Executive Vice President, Group Chief Operating Officer, William Saad. His appointment follows the announcement on November 17, 2021, of IHS’ signed agreements to acquire 5,709 telecommunication towers in South Africa from Mobile Telephone Networks Proprietary Limited (“MTN”), one of the leading mobile telecommunications operators in South Africa. Sandile has over twenty years’ experience in mergers and acquisitions (M&A), investing, corporate strategy implementation and execution. He is a former MTN Group M&A executive where he specifically served as Head of Infrastructure Investments and was instrumental in their towers’ monetization strategy. He began his investment banking career with Deutsche Securities and later Goldman Sachs International. Most recently, he was the Founder and Managing Partner of a strategic financial advisory consultancy and investment vehicle, Coombe Advisory, with offices in London and Dubai.