View ValuationIHS Holding 향후 성장Future 기준 점검 1/6IHS Holding 의 수익은 연간 16.9% 감소할 것으로 예상되는 반면, 연간 수익은 7.6% 로 증가할 것으로 예상됩니다. EPS는 연간 18.4% 만큼 쇠퇴할 것으로 예상됩니다.핵심 정보-16.9%이익 성장률-18.39%EPS 성장률Telecom 이익 성장21.2%매출 성장률7.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트12 May 2026최근 향후 성장 업데이트공시 • Nov 13IHS Holding Limited Provides Earnings Guidance for the Full Year 2025IHS 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 • Aug 12IHS Holding Limited Revises Earnings Guidance for the Full Year 2025IHS 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 • May 20+ 1 more updateIHS Holding Limited Reiterates Earnings Guidance for the Year 2025IHS Holding Limited reiterated earnings guidance for the year 2025. Organic revenue Y/Y growth of approximately 12% (at the mid-point).공시 • Mar 18IHS Holding Limited Provides Earning Guidance for the Full Year 2025IHS 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 • Aug 14+ 1 more updateIHS Holding Limited Reduces Earnings Guidance for the Year 2024IHS Holding Limited reduced earnings guidance for the year 2024. For the year, the company expects revenue to be $1,670 million - $1,700 million.공시 • May 17IHS Holding Limited Reiterates Earnings Guidance for the Year 2024IHS Holding Limited reiterated earnings guidance for the year 2024. For the year, the company expects revenue to be $1,700 million - $1,730 million.모든 업데이트 보기Recent updates공시 • Feb 18+ 1 more updateIHS Holding Limited, Annual General Meeting, Jul 30, 2026IHS Holding Limited, Annual General Meeting, Jul 30, 2026.공시 • 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.공시 • Nov 13IHS Holding Limited Provides Earnings Guidance for the Full Year 2025IHS 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 03IHS Holding Limited to Report Q3, 2025 Results on Nov 12, 2025IHS Holding Limited announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Nov 12, 2025공시 • Aug 19IHS Holding Limited Announces the Death of Board Member, Frank DangeardIHS 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 12IHS Holding Limited Revises Earnings Guidance for the Full Year 2025IHS 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 01IHS Holding Limited to Report Q2, 2025 Results on Aug 12, 2025IHS Holding Limited announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Aug 12, 2025공시 • Jun 03IHS Holding Limited, Annual General Meeting, Jul 10, 2025IHS Holding Limited, Annual General Meeting, Jul 10, 2025. Location: offices of latham & watkins llp, located at 99 bishopsgate, ec2m 3xf, united kingdom., london, United Kingdom공시 • May 21Paradigm 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 20+ 1 more updateIHS Holding Limited Reiterates Earnings Guidance for the Year 2025IHS Holding Limited reiterated earnings guidance for the year 2025. Organic revenue Y/Y growth of approximately 12% (at the mid-point).공시 • May 12IHS Holding Limited to Report Q1, 2025 Results on May 20, 2025IHS Holding Limited announced that they will report Q1, 2025 results at 6:00 AM, Eastern Daylight on May 20, 2025공시 • Mar 18IHS Holding Limited Provides Earning Guidance for the Full Year 2025IHS 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 06IHS Holding Limited to Report Q4, 2024 Results on Mar 18, 2025IHS Holding Limited announced that they will report Q4, 2024 results at 6:00 AM, Eastern Standard Time on Mar 18, 2025공시 • Dec 04Mobile 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 27IHS Holding Limited Announces Resignation of Bryce Fort as a DirectorIHS Holding Limited announced the resignation of Bryce Fort as a director of the company, with effect from 09 August 2023.Reported Earnings • Nov 14Third 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 01Insufficient new directorsNo 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 01IHS Holding Limited to Report Q3, 2024 Results on Nov 12, 2024IHS Holding Limited announced that they will report Q3, 2024 results at 6:00 AM, US Eastern Standard Time on Nov 12, 2024공시 • Aug 22IHS Holding Reportedly Weighs Sale of Rwanda, Zambia BusinessesTelecom 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 16Second 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 14+ 1 more updateIHS Holding Limited Reduces Earnings Guidance for the Year 2024IHS Holding Limited reduced earnings guidance for the year 2024. For the year, the company expects revenue to be $1,670 million - $1,700 million.공시 • Aug 02IHS Holding Limited to Report Q2, 2024 Results on Aug 13, 2024IHS Holding Limited announced that they will report Q2, 2024 results at 6:00 AM, US Eastern Standard Time on Aug 13, 2024공시 • May 24IHS Holding Limited, Annual General Meeting, Jun 28, 2024IHS Holding Limited, Annual General Meeting, Jun 28, 2024. Location: at the offices of latham & watkins llp, 99 bishopsgate, ec2m 3xf, united kingdom., london United Kingdom공시 • May 17IHS Holding Limited Reiterates Earnings Guidance for the Year 2024IHS 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 15First 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 15Forecast breakeven date pushed back to 2025The 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 15IHS 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, 2024IHS 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 03IHS Holding Limited to Report Q1, 2024 Results on May 14, 2024IHS Holding Limited announced that they will report Q1, 2024 results at 6:00 AM, US Eastern Standard Time on May 14, 2024Reported Earnings • Mar 13Full 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 12IHS Holding Limited Provides Earnings Guidance for the Year 2024IHS Holding Limited provided earnings guidance for the year 2024. For the year, the company expects revenue of $1,700-1,730 million.공시 • Mar 06IHS Holding Limited to Report Q4, 2023 Results on Mar 12, 2024IHS Holding Limited announced that they will report Q4, 2023 results at 6:00 AM, US Eastern Standard Time on Mar 12, 2024Reported Earnings • Nov 15Third 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 15IHS Holding Limited Maintains Revenue Guidance for the Full Year 2023IHS 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 03IHS Holding Limited to Report Q3, 2023 Results on Nov 14, 2023IHS Holding Limited announced that they will report Q3, 2023 results at 6:00 AM, US Eastern Standard Time on Nov 14, 2023New Risk • Oct 04New major risk - Share price stabilityThe 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 14IHS Holding Limited Announces Sam Darwish Resigns as CEOBlackwells 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 13IHS Holding Limited Announces Sam Darwish Resigns as ChairBlackwells 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.공시 • Aug 17+ 1 more updateIHS Holding Limited Revises Earnings Guidance for the Year 2023IHS Holding Limited revised earnings guidance for the year 2023. For the year, the company expects revenue to be in the range of $2,080 million to $2,110 million.Breakeven Date Change • Aug 17Forecast breakeven date pushed back to 2024The 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 16Second 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 03IHS Holding Limited to Report Q2, 2023 Results on Aug 15, 2023IHS Holding Limited announced that they will report Q2, 2023 results at 6:00 AM, Eastern Standard Time on Aug 15, 2023공시 • May 24+ 1 more updateIHS Holding Limited Reiterates Revenue Guidance for the Full Year 2023IHS Holding Limited Reiterated revenue guidance for the full year 2023. The company reiterating 2023 guidance for revenue of $2,190 million to $2,220 million.Reported Earnings • May 24First 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 11IHS Holding Limited to Report Q1, 2023 Results on May 23, 2023IHS Holding Limited announced that they will report Q1, 2023 results at 6:00 AM, US Eastern Standard Time on May 23, 2023Breakeven Date Change • Apr 04Forecast breakeven date moved forward to 2023The 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 29Full 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 16High number of new directorsThere 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.공시 • Nov 16+ 1 more updateIHS Holding Limited Reports Net Impairment Charges for the Third Quarter Ended September 30, 2022IHS Holding Limited reported net impairment of property, plant and equipment and prepaid land results for the third quarter ended September 30, 2022. For the quarter, the company reported net impairment of property, plant and equipment and prepaid land of $3,099,000 against $41,556,000 a year ago.Reported Earnings • Aug 18Second 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 18Forecast breakeven date pushed back to 2023The 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 17IHS Holding Limited Revises Revenue Guidance for the Full Year 2022IHS 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 18First 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.공시 • May 18+ 1 more updateIHS Holding Limited Reports Impairment Charges for the Quarter Ended March 31, 2022IHS Holding Limited reported impairment results for the quarter ended March 31, 2022. for the quarter, the company announced impairment of property, plant and equipment and prepaid land of $2,183,000 as compared to $720,000 a year ago.Board Change • Apr 27High number of new directorsThere 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 23IHS Holding Limited, Annual General Meeting, Jun 01, 2022IHS 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 IslandsBreakeven Date Change • Apr 05Forecast breakeven date moved forward to 2022The 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 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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 06IHS Holding Limited to Report Q4, 2021 Results on Mar 15, 2022IHS Holding Limited announced that they will report Q4, 2021 results at 6:00 AM, US Eastern Standard Time on Mar 15, 2022공시 • Mar 01IHS Holding Limited Appoints Colby Synesael as Senior Vice President of Communications, Effective March 1, 2022IHS Holding Limited announced the appointment of Colby Synesael as senior vice president of communications, effective March 1, 2022.Board Change • Jan 29High number of new directorsThere 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 28IHS Towers Appoints Sandile Msimango as CEO, IHS South AfricaIHS 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.이익 및 매출 성장 예측DB:4JB - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,077369126665212/31/20271,864290379907312/31/20261,85136749778513/31/20261,605638723965N/A12/31/20251,582621684936N/A9/30/20251,5346477801,034N/A6/30/20251,500291715957N/A3/31/20251,502135595854N/A12/31/20241,527-1,468460729N/A9/30/20241,783-2,332245544N/A6/30/20241,830-2,395211590N/A3/31/20241,941-3,541177694N/A12/31/20231,925-1,905255854N/A9/30/20232,142-1,791362976N/A6/30/20232,196-1,5553961,042N/A3/31/20232,118-465403994N/A12/31/20221,961-459348907N/A9/30/20221,851-264219808N/A6/30/20221,730-263224720N/A3/31/20221,66419278703N/A12/31/20211,580-26348750N/A9/30/20211,53598385702N/A6/30/20211,503108407703N/A3/31/20211,432-34417686N/A12/31/20201,403-322406635N/A12/31/20191,231-423N/A642N/A12/31/20181,168-133N/A462N/A12/31/20171,107-425N/A456N/A9/30/20171,040-354N/A390N/A6/30/2017973-282N/A325N/A3/31/2017939-554N/A370N/A12/31/2016906-826N/A416N/A12/31/2015727-436N/A250N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 4JB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -16.9%).수익 vs 시장: 4JB 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -16.9%).고성장 수익: 4JB 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 4JB 의 수익(연간 7.6%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 4JB 의 수익(연간 7.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 4JB의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 11:25종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스IHS Holding Limited는 12명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Maurice PatrickBarclaysMichael RollinsCitigroup IncJames SchneiderGoldman Sachs9명의 분석가 더 보기
공시 • Nov 13IHS Holding Limited Provides Earnings Guidance for the Full Year 2025IHS 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 • Aug 12IHS Holding Limited Revises Earnings Guidance for the Full Year 2025IHS 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 • May 20+ 1 more updateIHS Holding Limited Reiterates Earnings Guidance for the Year 2025IHS Holding Limited reiterated earnings guidance for the year 2025. Organic revenue Y/Y growth of approximately 12% (at the mid-point).
공시 • Mar 18IHS Holding Limited Provides Earning Guidance for the Full Year 2025IHS 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 • Aug 14+ 1 more updateIHS Holding Limited Reduces Earnings Guidance for the Year 2024IHS Holding Limited reduced earnings guidance for the year 2024. For the year, the company expects revenue to be $1,670 million - $1,700 million.
공시 • May 17IHS Holding Limited Reiterates Earnings Guidance for the Year 2024IHS Holding Limited reiterated earnings guidance for the year 2024. For the year, the company expects revenue to be $1,700 million - $1,730 million.
공시 • Feb 18+ 1 more updateIHS Holding Limited, Annual General Meeting, Jul 30, 2026IHS Holding Limited, Annual General Meeting, Jul 30, 2026.
공시 • 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.
공시 • Nov 13IHS Holding Limited Provides Earnings Guidance for the Full Year 2025IHS 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 03IHS Holding Limited to Report Q3, 2025 Results on Nov 12, 2025IHS Holding Limited announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Nov 12, 2025
공시 • Aug 19IHS Holding Limited Announces the Death of Board Member, Frank DangeardIHS 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 12IHS Holding Limited Revises Earnings Guidance for the Full Year 2025IHS 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 01IHS Holding Limited to Report Q2, 2025 Results on Aug 12, 2025IHS Holding Limited announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Aug 12, 2025
공시 • Jun 03IHS Holding Limited, Annual General Meeting, Jul 10, 2025IHS 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 21Paradigm 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 20+ 1 more updateIHS Holding Limited Reiterates Earnings Guidance for the Year 2025IHS Holding Limited reiterated earnings guidance for the year 2025. Organic revenue Y/Y growth of approximately 12% (at the mid-point).
공시 • May 12IHS Holding Limited to Report Q1, 2025 Results on May 20, 2025IHS Holding Limited announced that they will report Q1, 2025 results at 6:00 AM, Eastern Daylight on May 20, 2025
공시 • Mar 18IHS Holding Limited Provides Earning Guidance for the Full Year 2025IHS 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 06IHS Holding Limited to Report Q4, 2024 Results on Mar 18, 2025IHS Holding Limited announced that they will report Q4, 2024 results at 6:00 AM, Eastern Standard Time on Mar 18, 2025
공시 • Dec 04Mobile 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 27IHS Holding Limited Announces Resignation of Bryce Fort as a DirectorIHS Holding Limited announced the resignation of Bryce Fort as a director of the company, with effect from 09 August 2023.
Reported Earnings • Nov 14Third 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 01Insufficient new directorsNo 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 01IHS Holding Limited to Report Q3, 2024 Results on Nov 12, 2024IHS Holding Limited announced that they will report Q3, 2024 results at 6:00 AM, US Eastern Standard Time on Nov 12, 2024
공시 • Aug 22IHS Holding Reportedly Weighs Sale of Rwanda, Zambia BusinessesTelecom 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 16Second 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 14+ 1 more updateIHS Holding Limited Reduces Earnings Guidance for the Year 2024IHS Holding Limited reduced earnings guidance for the year 2024. For the year, the company expects revenue to be $1,670 million - $1,700 million.
공시 • Aug 02IHS Holding Limited to Report Q2, 2024 Results on Aug 13, 2024IHS Holding Limited announced that they will report Q2, 2024 results at 6:00 AM, US Eastern Standard Time on Aug 13, 2024
공시 • May 24IHS Holding Limited, Annual General Meeting, Jun 28, 2024IHS 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 17IHS Holding Limited Reiterates Earnings Guidance for the Year 2024IHS 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 15First 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 15Forecast breakeven date pushed back to 2025The 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 15IHS 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, 2024IHS 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 03IHS Holding Limited to Report Q1, 2024 Results on May 14, 2024IHS 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 13Full 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 12IHS Holding Limited Provides Earnings Guidance for the Year 2024IHS Holding Limited provided earnings guidance for the year 2024. For the year, the company expects revenue of $1,700-1,730 million.
공시 • Mar 06IHS Holding Limited to Report Q4, 2023 Results on Mar 12, 2024IHS 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 15Third 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 15IHS Holding Limited Maintains Revenue Guidance for the Full Year 2023IHS 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 03IHS Holding Limited to Report Q3, 2023 Results on Nov 14, 2023IHS 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 04New major risk - Share price stabilityThe 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 14IHS Holding Limited Announces Sam Darwish Resigns as CEOBlackwells 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 13IHS Holding Limited Announces Sam Darwish Resigns as ChairBlackwells 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.
공시 • Aug 17+ 1 more updateIHS Holding Limited Revises Earnings Guidance for the Year 2023IHS Holding Limited revised earnings guidance for the year 2023. For the year, the company expects revenue to be in the range of $2,080 million to $2,110 million.
Breakeven Date Change • Aug 17Forecast breakeven date pushed back to 2024The 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 16Second 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 03IHS Holding Limited to Report Q2, 2023 Results on Aug 15, 2023IHS Holding Limited announced that they will report Q2, 2023 results at 6:00 AM, Eastern Standard Time on Aug 15, 2023
공시 • May 24+ 1 more updateIHS Holding Limited Reiterates Revenue Guidance for the Full Year 2023IHS Holding Limited Reiterated revenue guidance for the full year 2023. The company reiterating 2023 guidance for revenue of $2,190 million to $2,220 million.
Reported Earnings • May 24First 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 11IHS Holding Limited to Report Q1, 2023 Results on May 23, 2023IHS 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 04Forecast breakeven date moved forward to 2023The 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 29Full 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 16High number of new directorsThere 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.
공시 • Nov 16+ 1 more updateIHS Holding Limited Reports Net Impairment Charges for the Third Quarter Ended September 30, 2022IHS Holding Limited reported net impairment of property, plant and equipment and prepaid land results for the third quarter ended September 30, 2022. For the quarter, the company reported net impairment of property, plant and equipment and prepaid land of $3,099,000 against $41,556,000 a year ago.
Reported Earnings • Aug 18Second 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 18Forecast breakeven date pushed back to 2023The 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 17IHS Holding Limited Revises Revenue Guidance for the Full Year 2022IHS 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 18First 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.
공시 • May 18+ 1 more updateIHS Holding Limited Reports Impairment Charges for the Quarter Ended March 31, 2022IHS Holding Limited reported impairment results for the quarter ended March 31, 2022. for the quarter, the company announced impairment of property, plant and equipment and prepaid land of $2,183,000 as compared to $720,000 a year ago.
Board Change • Apr 27High number of new directorsThere 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 23IHS Holding Limited, Annual General Meeting, Jun 01, 2022IHS 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 05Forecast breakeven date moved forward to 2022The 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 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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 06IHS Holding Limited to Report Q4, 2021 Results on Mar 15, 2022IHS Holding Limited announced that they will report Q4, 2021 results at 6:00 AM, US Eastern Standard Time on Mar 15, 2022
공시 • Mar 01IHS Holding Limited Appoints Colby Synesael as Senior Vice President of Communications, Effective March 1, 2022IHS Holding Limited announced the appointment of Colby Synesael as senior vice president of communications, effective March 1, 2022.
Board Change • Jan 29High number of new directorsThere 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 28IHS Towers Appoints Sandile Msimango as CEO, IHS South AfricaIHS 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.