IHS Holding (NYSE:IHS): Valuation Update After Brazil Expansion Deal and Rwanda Exit

IHS Holding (NYSE:IHS) has just inked a significant site agreement with TIM S.A. to develop up to 3,000 new sites across Brazil. At the same time, the company completed the sale of its Rwanda business.

See our latest analysis for IHS Holding.

After this flurry of strategic moves, IHS Holding’s 1-year total shareholder return stands at an impressive 112.91%. The share price has soared more than 100% year-to-date, fueled by growth momentum and renewed market confidence in the company’s evolving strategy.

If this surge has you curious about where else growth stories could be unfolding, now is an ideal moment to broaden your search and discover fast growing stocks with high insider ownership

With the stock delivering exceptional returns this year, the big question is whether these gains still leave room for further upside, or if the market has already priced in IHS Holding’s growth outlook. Could there still be a buying opportunity?

Most Popular Narrative: 33.4% Undervalued

IHS Holding’s most widely followed narrative sets a fair value of $9.66, which stands about 50% above its current closing price of $6.43. This valuation gap is driven by a blend of robust earnings forecasts, margin expansion, and revised revenue growth assumptions, all debated among analysts.

Enhanced operational efficiency and disciplined capital management boost free cash flow and earnings, creating flexibility for future shareholder returns. Proactive debt reduction and capital structure optimization have meaningfully lowered interest expense (average cost of debt down 100 bps), enabling rising ALFCF, creating optionality for future shareholder returns, and enhancing earnings growth.

Read the complete narrative.

Curious what’s under the hood of this bullish price target? The key to this narrative lies in the growth runway, stronger profit margins, and ambitious future earnings embedded in the fair value. Want to see which bold projections the consensus is using? Uncover the forward-looking assumptions that support this sharp gap between today’s price and what could be next.

Result: Fair Value of $9.66 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent currency devaluation and ongoing reliance on a handful of major customers could quickly undermine the bullish narrative surrounding IHS Holding.

Find out about the key risks to this IHS Holding narrative.

Build Your Own IHS Holding Narrative

If you have your own take or want to dig into the numbers yourself, it only takes a few minutes to shape your personal view and share it. Do it your way

A great starting point for your IHS Holding research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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