IHS Holding Limited

NYSE:IHS 주식 리포트

시가총액: US$2.8b

IHS Holding 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Sam Darwish

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간no data
CEO 지분 보유율4.0%
경영진 평균 재임 기간10.8yrs
이사회 평균 재임 기간4.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 01

IHS: MTN Cash Merger Price And Shareholder Support Will Drive Upside

Analysts have reduced their price target on IHS Holding to $8.50 from $17.00, citing the agreed acquisition by MTN Group at $8.50 per share and the high level of existing shareholder support for the deal. Analyst Commentary Recent research on IHS Holding centers on the agreed acquisition by MTN Group at US$8.50 per share, which now anchors how many analysts think about valuation and risk.
내러티브 업데이트 Apr 17

IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk

Analysts have trimmed their price target on IHS Holding to $9.00 from $9.63, citing the agreed $8.50 per share cash takeover by MTN Group and the high level of existing shareholder support for the deal. Analyst Commentary Analysts are adjusting their views on IHS Holding now that the company has agreed to be acquired by MTN Group for $8.50 per share and a large block of shareholders has already backed the deal.
내러티브 업데이트 Apr 02

IHS: MTN Cash Offer Will Cap Upside And Drive Bearish Repricing

Analysts have trimmed their price target on IHS Holding to $8.50 from $17, reflecting the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support already lined up for the deal. Analyst Commentary Bearish analysts are signaling a more cautious stance on IHS Holding after the agreed cash offer of $8.50 per share, with price targets being reset to align with the proposed deal terms.
내러티브 업데이트 Mar 19

IHS: MTN Cash Offer And Downgrade Will Define Risk And Upside

Analysts have trimmed their price target on IHS Holding to $8.50 from $17.00 following the announced $8.50 per share merger agreement with MTN Group and the securing of support from shareholders holding more than 40% of the stock. Analyst Commentary Bearish analysts are treating the agreed US$8.50 per share merger price as a ceiling on near term upside, resetting expectations and bringing ratings in line with the proposed deal value.
내러티브 업데이트 Mar 05

IHS: MTN Cash Offer Will Anchor Returns And Limit Standalone Upside

Analysts have adjusted their price target on IHS Holding to $8.50, down from $17.00. This reflects the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support for the proposed merger.
내러티브 업데이트 Feb 19

IHS: Merger Agreement At US$8.50 Will Drive Emerging Market Upside

The analyst price target for IHS Holding has been revised from about $16.75 to $12.00. This reflects the $8.50 per share MTN Group merger agreement and recent Street research that has adjusted ratings and targets closer to the proposed deal value.
분석 기사 Feb 11

Is It Too Late To Consider Buying IHS Holding Limited (NYSE:IHS)?

While IHS Holding Limited ( NYSE:IHS ) might not have the largest market cap around , it led the NYSE gainers with a...
내러티브 업데이트 Feb 05

IHS: Emerging Market Leadership And Cash Generation Will Drive Brazil Tower Upside

Narrative Update on IHS Holding The latest analyst price targets for IHS Holding, rising to a range of about $9 to $12, reflect updated views on fair value, discount rates, revenue growth, profit margins, and future P/E. Analysts point to operational performance, cash generation, and progress on growth initiatives as key supports for these targets.
내러티브 업데이트 Jan 22

IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength

Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.
내러티브 업데이트 Jan 08

IHS: Emerging Markets Execution Risks Will Limit Upside Despite Cash Resilience

The analyst price target for IHS Holding is now set at US$9 to US$12, reflecting a modest trim in our fair value estimate to US$6.00 from US$6.25 as analysts point to resilient cash generation, stronger profitability assumptions and the company's leadership position in its key emerging markets. Analyst Commentary Recent research updates on IHS Holding point to a fairly tight cluster of valuation views, with published price targets now running from US$9 to US$12.
분석 기사 Dec 31

We Think IHS Holding (NYSE:IHS) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Dec 22

IHS Price Outlook Will Be Driven By Brazil Tower Agreement

Analysts have raised their price target on IHS Holding, reflected in an updated fair value estimate moving from about $15.71 to $16.20. They cite stronger operational performance, resilient cash generation, and continued strategic progress in key emerging markets as key factors behind the revision.
내러티브 업데이트 Dec 08

IHS: Emerging Market Leadership Will Drive Cash Generation And Share Upside

The analyst price target for IHS Holding has been nudged higher, rising to a range anchored around $9 to $12 per share as analysts cite strong operational performance, resilient cash generation, and continued strategic progress in key emerging markets. Analyst Commentary Bullish analysts highlight that the recent price target increases reflect growing confidence in IHS Holding's ability to execute on its growth strategy, particularly in key emerging markets where tower demand and data usage trends remain supportive.
내러티브 업데이트 Nov 24

IHS: Leadership Strength Will Drive Operational Performance And Market Expansion

Narrative Update on IHS Holding Analysts have modestly revised their price target for IHS Holding, increasing it by $1 to $12 per share. They cite strong operational performance, resilient cash generation, and ongoing strategic progress in emerging markets.
분석 기사 Nov 20

IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively

Despite posting healthy earnings, IHS Holding Limited's ( NYSE:IHS ) stock has been quite weak. Our analysis suggests...
분석 기사 Nov 15

IHS Holding Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

A week ago, IHS Holding Limited ( NYSE:IHS ) came out with a strong set of third-quarter numbers that could potentially...
내러티브 업데이트 Nov 06

IHS: Future Performance Will Improve as Operations Are Streamlined and Guidance Rises

Analysts have raised their price target for IHS Holding from $5.50 to $6.25, citing recent financial outperformance and improved operational stability. Analyst Commentary Analyst sentiment around IHS Holding has shifted in light of the company's recent results and operational improvements.
내러티브 업데이트 Oct 23

Analysts Raise Price Target for IHS Holding Amid Upbeat Results and Mixed Outlook

The analyst price target for IHS Holding has increased by $0.75 to $6.25 per share. Analysts cite stronger-than-expected quarterly results and improved operational stability as key reasons for the upward revision.
내러티브 업데이트 Oct 09

Wireless Rollout In Africa And Latin America Will Boost Demand

Analysts have raised their price target for IHS Holding from $9.21 to $9.66. They cite improved financial guidance and operational streamlining as reasons for a more optimistic outlook on the company's future performance.
Seeking Alpha Sep 30

IHS Towers: Q3 Beat Will Force Wall Street To Catch Up

Summary IHS is a developing market Telecom Tower Infrastructure play operating 39,000 towers mainly in Nigeria, South Africa and Brazil. Q3 revenue and EPS consensus are too low due to FX tailwinds, operational momentum, Oil price tailwinds and tight cost discipline, setting up a likely earnings beat. IHS balance sheet has strengthened significantly, with falling leverage, improved liquidity, and the potential for dividends or buybacks in 2026. IHS trades at a steep discount to peers; a re-rating to Helios multiples implies $14/share, supporting a reiterated Strong Buy rating and $10+ near-term target. IHS Holding Ltd. remains grossly undervalued despite a 130% YTD rally, with Q3 expected to be a catalyst for further upside. Read the full article on Seeking Alpha
내러티브 업데이트 Aug 15

Wireless Rollout In Africa And Latin America Will Boost Demand

Analysts cite raised financial guidance, operational improvements, and a stable carrier spending outlook as supporting factors for near-term stock appreciation, resulting in a modest price target increase to $6.25, though the overall consensus target remains unchanged at $8.96. Analyst Commentary Raised financial guidance after a quarter exceeding Street expectations.
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새로운 내러티브 May 17

Extended Nigeria Contracts And Tax Cuts Will Improve Cash Flow

Extended contracts with key customers improve financial visibility and long-term revenue growth while supporting increased contracted revenue.
분석 기사 May 13

IHS Holding Limited (NYSE:IHS) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 30% in the...
Seeking Alpha Apr 19

IHS Holding: Solid Competitive Advantage And Growth Catalysts

Summary I recommend a buy rating for IHS Holding due to its strong competitive advantages, visible growth catalysts, and improved balance sheet. IHS's scale, contractual visibility, and de-risked economics provide significant competitive advantages, reducing competition and enhancing margins. Growth catalysts include a 50% tariff increase in Nigeria and increasing mobile data consumption, driving demand for telecom infrastructure. IHS's stronger cash flow and balance sheet, with potential for share buybacks or dividends, further support the buy rating. Read the full article on Seeking Alpha
분석 기사 Mar 22

Subdued Growth No Barrier To IHS Holding Limited (NYSE:IHS) With Shares Advancing 36%

Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 36% in the...
Seeking Alpha Feb 12

IHS Holding: Value Is Slowly Being Recognized

Summary IHS Holding's stock has risen 28% since my last article, arguably due to a more stable currency and more US dollar availability in Nigeria. Nigeria's naira is expected to stabilize and potentially strengthen. Increased US dollar availability strengthens IHS Holding's balance sheet, reduces FX risk, and boosts investor confidence. Shares are still a buy with a price target of $5 unchanged. Read the full article on Seeking Alpha
분석 기사 Jan 23

Investors Aren't Buying IHS Holding Limited's (NYSE:IHS) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.7x IHS Holding Limited ( NYSE:IHS ) is a stock worth...
분석 기사 Oct 02

Lacklustre Performance Is Driving IHS Holding Limited's (NYSE:IHS) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.5x IHS Holding Limited ( NYSE:IHS ) is a stock worth...
분석 기사 Jun 17

Little Excitement Around IHS Holding Limited's (NYSE:IHS) Revenues

With a price-to-sales (or "P/S") ratio of 0.6x IHS Holding Limited ( NYSE:IHS ) may be sending bullish signals at the...
분석 기사 Mar 12

Benign Growth For IHS Holding Limited (NYSE:IHS) Underpins Stock's 25% Plummet

To the annoyance of some shareholders, IHS Holding Limited ( NYSE:IHS ) shares are down a considerable 25% in the last...
분석 기사 Mar 01

IHS Holding (NYSE:IHS) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jan 08

Getting In Cheap On IHS Holding Limited (NYSE:IHS) Might Be Difficult

It's not a stretch to say that IHS Holding Limited's ( NYSE:IHS ) price-to-sales (or "P/S") ratio of 0.7x right now...

CEO

Sam Darwish (54 yo)

no data
재임 기간

Engineer Sam Darwish serves as the Group Chief Executive Officer and Chairman of IHS Holding Limited and is one of co-founders. He serves as President at IHS Holding Limited. Mr. Darwish served as Executiv...


리더십 팀

이름직위재임 기간보수지분
Sam Darwish
Chairman & Group CEOno data데이터 없음4%
$ 111.4m
William Saad
Co-Founder13.8yrs데이터 없음1.15%
$ 32.1m
Mohamad Darwish
Co-Founderno data데이터 없음0.59%
$ 16.5m
Steve Howden
Executive VP & Group CFO4.1yrs데이터 없음0.11%
$ 3.0m
Mustafa Tharoo
Executive VP & Group General Counsel14.3yrs데이터 없음0.23%
$ 6.4m
Ayotade Oyinlola
Executive VP & Chief Human Resources Officer10.8yrs데이터 없음0.090%
$ 2.5m
Sandile Msimango
VP & CEO of IHS South Africa4.5yrs데이터 없음데이터 없음
10.8yrs
평균 재임 기간
50.5yo
평균 나이

경험이 풍부한 관리: IHS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 10.8 년).


이사회 구성원

이름직위재임 기간보수지분
Sam Darwish
Chairman & Group CEOno data데이터 없음4%
$ 111.4m
William Saad
Co-Founderless than a year데이터 없음1.15%
$ 32.1m
Phuthuma Nhleko
Independent Non-Executive Director4.6yrs데이터 없음0.011%
$ 306.5k
Nicholas Charles Land
Independent Non-Executive Director6.8yrs데이터 없음0.011%
$ 306.5k
John Bush
Lead Independent Director6.8yrs데이터 없음0.035%
$ 979.2k
Aniko Szigetvari
Non-Executive Independent Director4.6yrs데이터 없음0.011%
$ 306.5k
Maria Carolina Lacerda
Non-Executive Independent Director4.6yrs데이터 없음0.011%
$ 306.5k
4.6yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 이사회: IHS의 이사회경험이 있음으로 간주됩니다(평균 재임 4.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 23:51
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

IHS 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.

분석가기관
Maurice PatrickBarclays
Michael RollinsCitigroup Inc
James SchneiderGoldman Sachs