MTN Group Limited

JSE:MTN 주식 리포트

시가총액: R385.3b

MTN Group 향후 성장

Future 기준 점검 5/6

MTN Group (는) 각각 연간 35.1% 및 13.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 25.1% 로 예상됩니다.

핵심 정보

35.1%

이익 성장률

26.82%

EPS 성장률

Wireless Telecom 이익 성장25.3%
매출 성장률13.8%
향후 자기자본이익률25.05%
애널리스트 커버리지

Good

마지막 업데이트22 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • May 22

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

Key Insights MTN Group's Annual General Meeting to take place on 29th of May Total pay for CEO Ralph Mupita includes...
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새 내러티브 • 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.

이익 및 매출 성장 예측

JSE:MTN - 애널리스트 향후 추정치 및 과거 재무 데이터 (ZAR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028341,811N/A37,057168,4115
12/31/2027304,51042,47431,259145,7057
12/31/2026257,74632,21524,718120,7748
12/31/2025226,75520,26237,61277,944N/A
9/30/2025216,75114,01431,79571,282N/A
6/30/2025206,7477,54326,87665,519N/A
3/31/2025197,667-1,02421,36556,168N/A
12/31/2024188,586-9,36914,95545,918N/A
9/30/2024193,910-8,40411,95347,357N/A
6/30/2024199,234-7,4398,95048,796N/A
3/31/2024210,307-1,67313,55656,427N/A
12/31/2023221,3804,09218,16164,058N/A
9/30/2023222,0979,61724,52767,058N/A
6/30/2023222,81315,14130,89370,058N/A
3/31/2023214,92817,08926,91569,090N/A
12/31/2022207,04219,03722,93768,121N/A
9/30/2022199,48919,07622,48066,937N/A
6/30/2022191,93619,11422,02265,752N/A
3/31/2022186,79116,43227,04266,519N/A
12/31/2021181,64613,75032,06167,286N/A
9/30/2021182,10710,66432,43267,270N/A
6/30/2021182,5687,57832,80267,254N/A
3/31/2021181,01412,30030,56862,884N/A
12/31/2020179,46017,02228,33358,513N/A
9/30/2020171,25616,835N/AN/AN/A
6/30/2020163,05216,64717,86544,675N/A
3/31/2020157,25612,87413,55740,482N/A
12/31/2019151,4609,1009,24936,289N/A
9/30/2019147,8749,004N/A34,593N/A
6/30/2019144,2888,908N/A32,896N/A
3/31/2019139,4248,814N/A32,643N/A
12/31/2018134,5608,719N/A32,389N/A
9/30/2018132,6966,028N/A29,886N/A
6/30/2018130,8313,337N/A27,382N/A
3/31/2018131,8503,877N/A30,385N/A
12/31/2017132,8694,416N/A33,387N/A
9/30/2017133,2456,376N/A39,157N/A
6/30/2017133,6208,335N/A44,926N/A
3/31/2017140,7702,861N/A42,717N/A
12/31/2016147,920-2,614N/A40,508N/A
9/30/2016144,797101N/A37,892N/A
6/30/2016141,6742,815N/A35,275N/A
3/31/2016136,76911,510N/A35,952N/A
12/31/2015131,86320,204N/A36,628N/A
9/30/2015137,66925,397N/A40,949N/A
6/30/2015143,47530,589N/A45,270N/A

애널리스트 향후 성장 전망

수입 대 저축률: MTN 의 연간 예상 수익 증가율(35.1%)이 saving rate(9.8%)보다 높습니다.

수익 vs 시장: MTN 의 연간 수익(35.1%)이 ZA 시장(15.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: MTN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: MTN 의 수익(연간 13.8%)이 ZA 시장(연간 7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: MTN 의 수익(연간 13.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MTN의 자본 수익률은 3년 후 25.1%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/10 05:37
종가2026/05/08 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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산업 및 섹터 지표

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분석가 소스

MTN Group Limited는 19명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Niel VenterAbsa Bank Limited
Jonathan BradleyAbsa Bank Limited
Tibor BokorArqaam Capital Research Offshore S.A.L.