MTN Group Limited

JSE:MTN 주식 리포트

시가총액: R382.9b

MTN Group 과거 순이익 실적

과거 기준 점검 2/6

MTN Group의 수입은 연평균 -21.9%의 비율로 감소해 온 반면, Wireless Telecom 산업은 수입이 연평균 5.3% 증가했습니다. 매출은 연평균 3.3%의 비율로 증가해 왔습니다. MTN Group의 자기자본이익률은 16.1%이고 순이익률은 8.9%입니다.

핵심 정보

-21.90%

순이익 성장률

-22.08%

주당순이익(EPS) 성장률

Wireless Telecom 산업 성장률13.03%
매출 성장률3.29%
자기자본이익률16.14%
순이익률8.94%
최근 순이익 업데이트31 Dec 2025

최근 과거 실적 업데이트

MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality

Aug 25
MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Is It Too Late To Consider Buying MTN Group Limited (JSE:MTN)?

Dec 12
Is It Too Late To Consider Buying MTN Group Limited (JSE:MTN)?

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.

MTN Group Limited's (JSE:MTN) Price Is Right But Growth Is Lacking

Nov 24
MTN Group Limited's (JSE:MTN) Price Is Right But Growth Is Lacking

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.

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.

Should You Think About Buying MTN Group Limited (JSE:MTN) Now?

Sep 12
Should You Think About Buying MTN Group Limited (JSE:MTN) Now?

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.

MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality

Aug 25
MTN Group's (JSE:MTN) Strong Earnings Are Of Good Quality

MTN Group Limited's (JSE:MTN) Subdued P/S Might Signal An Opportunity

Aug 14
MTN Group Limited's (JSE:MTN) Subdued P/S Might Signal An Opportunity

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

May 22
Should Shareholders Reconsider MTN Group Limited's (JSE:MTN) CEO Compensation Package?
User avatar

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.

매출 및 비용 세부 내역

MTN Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

JSE:MTN 매출, 비용 및 순이익 (ZAR Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 25226,75520,26230,8260
30 Sep 25216,75114,01429,8560
30 Jun 25206,7477,54328,8860
31 Mar 25197,667-1,02427,8750
31 Dec 24188,586-9,36926,8630
30 Sep 24193,910-8,40426,7650
30 Jun 24199,234-7,43926,6660
31 Mar 24210,307-1,67327,6230
31 Dec 23221,3804,09228,5790
30 Sep 23222,0979,61728,5950
30 Jun 23222,81315,14128,6100
31 Mar 23214,92817,08927,5970
31 Dec 22207,04219,03726,5840
30 Sep 22199,48919,07625,6320
30 Jun 22191,93619,11424,6790
31 Mar 22186,79116,43224,1730
31 Dec 21181,64613,75023,6660
30 Sep 21182,10710,66423,8760
30 Jun 21182,5687,57824,0860
31 Mar 21181,01412,30023,7870
31 Dec 20179,46017,02223,4870
30 Sep 20171,25616,83522,1280
30 Jun 20163,05216,64720,7680
31 Mar 20157,25612,87420,0780
31 Dec 19151,4609,10019,3880
30 Sep 19147,8749,00418,9710
30 Jun 19144,2888,90818,5530
31 Mar 19139,4248,81418,0810
31 Dec 18134,5608,71917,6080
30 Sep 18132,6966,02817,7520
30 Jun 18130,8313,33717,8960
31 Mar 18131,8503,87717,9630
31 Dec 17132,8694,41618,0300
30 Sep 17133,2456,37618,4760
30 Jun 17133,6208,33518,9210
31 Mar 17140,7702,86119,5510
31 Dec 16147,920-2,61420,1800
30 Sep 16144,79710119,8890
30 Jun 16141,6742,81519,5970
31 Mar 16136,76911,51019,0050
31 Dec 15131,86320,20418,4120
30 Sep 15137,66925,39718,4230
30 Jun 15143,47530,58918,4340

양질의 수익: MTN는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: MTN는 과거에 흑자전환했습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: MTN의 수익은 지난 5년 동안 연평균 21.9% 감소했습니다.

성장 가속화: MTN는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: MTN는 지난해 흑자전환하여 지난 해 수익 성장률을 Wireless Telecom 업계(41%)와 비교하기 어렵습니다.

자기자본이익률

높은 ROE: MTN의 자본 수익률(16.1%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 04:44
종가2026/05/04 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.

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

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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.