MTN Group 경영진
경영진 기준 점검 4/4
MTN Group CEO는 Ralph Mupita, Sep2020 에 임명되었습니다 의 임기는 5.67 년입니다. 총 연간 보상은 ZAR69.38M, 27.4% 급여 및 72.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ZAR271.82M 가치에 해당하는 회사 주식의 0.072% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.1 년과 5.7 년입니다.
핵심 정보
Ralph Mupita
최고경영자
R69.4m
총 보수
| CEO 급여 비율 | 27.42% |
| CEO 재임 기간 | 5.7yrs |
| CEO 지분 보유율 | 0.07% |
| 경영진 평균 재임 기간 | 5.1yrs |
| 이사회 평균 재임 기간 | 5.7yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 13
MTN: Weaker Margin Outlook And Execution Risks Will Limit Future Upside
Narrative Update: MTN Group Analyst Price Target Shift Analysts have lifted their price target on MTN Group to ZAR95.48 from ZAR82.69, reflecting an updated view that incorporates a slightly lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on MTN Group points to a split in sentiment, with some institutions introducing the stock with a constructive outlook while other, more cautious voices highlight execution and valuation risks that investors should factor into expectations.
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...
새로운 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Dec 31 2025 | R69m | R19m | R20b |
| Sep 30 2025 | n/a | n/a | R14b |
| Jun 30 2025 | n/a | n/a | R8b |
| Mar 31 2025 | n/a | n/a | -R1b |
| Dec 31 2024 | R92m | R19m | -R9b |
| Sep 30 2024 | n/a | n/a | -R8b |
| Jun 30 2024 | n/a | n/a | -R7b |
| Mar 31 2024 | n/a | n/a | -R2b |
| Dec 31 2023 | R63m | R18m | R4b |
| Sep 30 2023 | n/a | n/a | R10b |
| Jun 30 2023 | n/a | n/a | R15b |
| Mar 31 2023 | n/a | n/a | R17b |
| Dec 31 2022 | R77m | R16m | R19b |
| Sep 30 2022 | n/a | n/a | R19b |
| Jun 30 2022 | n/a | n/a | R19b |
| Mar 31 2022 | n/a | n/a | R16b |
| Dec 31 2021 | R63m | R8m | R14b |
| Sep 30 2021 | n/a | n/a | R11b |
| Jun 30 2021 | n/a | n/a | R8b |
| Mar 31 2021 | n/a | n/a | R12b |
| Dec 31 2020 | R31m | R12m | R17b |
| Sep 30 2020 | n/a | n/a | R17b |
| Jun 30 2020 | n/a | n/a | R17b |
| Mar 31 2020 | n/a | n/a | R13b |
| Dec 31 2019 | R66m | R9m | R9b |
보상 대 시장: Ralph의 총 보수(USD4.21M)는 ZA 시장에서 비슷한 규모 기업의 평균(USD3.49M) 수준입니다.
보상과 수익: Ralph의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Ralph Mupita (53 yo)
5.7yrs
재임 기간
R69,376,000
보수
Mr. Ralph Tendai Mupita, BSc (Hons)(Eng.), MBA, GMP (Harvard), serves as Non-Executive Director of MTN Nigeria Communications PLC since April 13, 2017. He served as a Non-Executive Director at Scancom Plc...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Group President | 5.7yrs | R69.38m | 0.072% ZAR 271.8m | |
| Group CFO & Executive Director | 5.1yrs | R38.61m | 0.012% ZAR 43.6m | |
| Senior Vice President of Southern | 4.3yrs | R41.40m | 데이터 없음 | |
| Group Chief Technology & Information Officer of MTN South Africa | less than a year | R27.73m | 0.0029% ZAR 10.8m | |
| CEO of MTN Nigeria & VP of Francophone Africa | 5.2yrs | R40.30m | 데이터 없음 | |
| CEO & Executive Director of MTN South Africa | less than a year | R11.88m | 0.0091% ZAR 34.3m | |
| Executive of Group Investor Relations | less than a year | 데이터 없음 | 데이터 없음 | |
| Group Chief Legal & Regulatory Affairs Officer | 6.8yrs | R11.89m | 데이터 없음 | |
| Group Chief Human Resources Officer | 29.3yrs | R17.64m | 0.011% ZAR 41.8m | |
| Group Chief Business Risk Officer | 11.3yrs | R4.61m | 데이터 없음 | |
| Group Chief Sustainability & Corporate Affairs Officer | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Executive Officer of GlobalConnect | 8.6yrs | 데이터 없음 | 데이터 없음 |
5.1yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: MTN의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.1 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Group President | 9.1yrs | R69.38m | 0.072% ZAR 271.8m | |
| Group CFO & Executive Director | 5.1yrs | R38.61m | 0.012% ZAR 43.6m | |
| CEO & Executive Director of MTN South Africa | less than a year | R11.88m | 0.0091% ZAR 34.3m | |
| Independent Non-Executive Director | less than a year | R1.12m | 데이터 없음 | |
| Independent Non-Executive Director | 3.8yrs | R123.41m | 0.00077% ZAR 2.9m | |
| Independent Non-Executive Director | 9.8yrs | R99.98m | 데이터 없음 | |
| Independent Non-Executive Director | 9.8yrs | R2.84m | 데이터 없음 | |
| Independent Non-Executive Director | 5.1yrs | R3.10m | 데이터 없음 | |
| Independent Non-Executive Director | 5.7yrs | R3.33m | 0.000040% ZAR 150.3k | |
| Independent Non-Executive Chairman | 7.9yrs | R9.61m | 데이터 없음 | |
| Lead Independent Non-Executive Director | 7.8yrs | R3.39m | 데이터 없음 | |
| Chair of International Advisory Board | no data | 데이터 없음 | 데이터 없음 |
5.7yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: MTN의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 16:20 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
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.
| 분석가 | 기관 |
|---|---|
| Niel Venter | Absa Bank Limited |
| Jonathan Bradley | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |