MTN Group Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 2/6
MTN Group şirketinin kazançları yıllık ortalama -21.9% oranında azalırken, Wireless Telecom sektörünün kazançları yıllık 9.6% oranında artan oldu. Gelirler yıllık ortalama 3.3% oranında artan oldu. MTN Group şirketinin öz sermaye getirisi 16.1% olup, net marjı 8.9% dir.
Anahtar bilgiler
-21.90%
Kazanç büyüme oranı
-22.08%
EPS büyüme oranı
| Wireless Telecom Sektör Büyümesi | 13.03% |
| Gelir büyüme oranı | 3.29% |
| Özkaynak getirisi | 16.14% |
| Net Marj | 8.94% |
| Son Kazanç Güncellemesi | 31 Dec 2025 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
MTN Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Dec 25 | 226,755 | 20,262 | 30,826 | 0 |
| 30 Sep 25 | 216,751 | 14,014 | 29,856 | 0 |
| 30 Jun 25 | 206,747 | 7,543 | 28,886 | 0 |
| 31 Mar 25 | 197,667 | -1,024 | 27,875 | 0 |
| 31 Dec 24 | 188,586 | -9,369 | 26,863 | 0 |
| 30 Sep 24 | 193,910 | -8,404 | 26,765 | 0 |
| 30 Jun 24 | 199,234 | -7,439 | 26,666 | 0 |
| 31 Mar 24 | 210,307 | -1,673 | 27,623 | 0 |
| 31 Dec 23 | 221,380 | 4,092 | 28,579 | 0 |
| 30 Sep 23 | 222,097 | 9,617 | 28,595 | 0 |
| 30 Jun 23 | 222,813 | 15,141 | 28,610 | 0 |
| 31 Mar 23 | 214,928 | 17,089 | 27,597 | 0 |
| 31 Dec 22 | 207,042 | 19,037 | 26,584 | 0 |
| 30 Sep 22 | 199,489 | 19,076 | 25,632 | 0 |
| 30 Jun 22 | 191,936 | 19,114 | 24,679 | 0 |
| 31 Mar 22 | 186,791 | 16,432 | 24,173 | 0 |
| 31 Dec 21 | 181,646 | 13,750 | 23,666 | 0 |
| 30 Sep 21 | 182,107 | 10,664 | 23,876 | 0 |
| 30 Jun 21 | 182,568 | 7,578 | 24,086 | 0 |
| 31 Mar 21 | 181,014 | 12,300 | 23,787 | 0 |
| 31 Dec 20 | 179,460 | 17,022 | 23,487 | 0 |
| 30 Sep 20 | 171,256 | 16,835 | 22,128 | 0 |
| 30 Jun 20 | 163,052 | 16,647 | 20,768 | 0 |
| 31 Mar 20 | 157,256 | 12,874 | 20,078 | 0 |
| 31 Dec 19 | 151,460 | 9,100 | 19,388 | 0 |
| 30 Sep 19 | 147,874 | 9,004 | 18,971 | 0 |
| 30 Jun 19 | 144,288 | 8,908 | 18,553 | 0 |
| 31 Mar 19 | 139,424 | 8,814 | 18,081 | 0 |
| 31 Dec 18 | 134,560 | 8,719 | 17,608 | 0 |
| 30 Sep 18 | 132,696 | 6,028 | 17,752 | 0 |
| 30 Jun 18 | 130,831 | 3,337 | 17,896 | 0 |
| 31 Mar 18 | 131,850 | 3,877 | 17,963 | 0 |
| 31 Dec 17 | 132,869 | 4,416 | 18,030 | 0 |
| 30 Sep 17 | 133,245 | 6,376 | 18,476 | 0 |
| 30 Jun 17 | 133,620 | 8,335 | 18,921 | 0 |
| 31 Mar 17 | 140,770 | 2,861 | 19,551 | 0 |
| 31 Dec 16 | 147,920 | -2,614 | 20,180 | 0 |
| 30 Sep 16 | 144,797 | 101 | 19,889 | 0 |
| 30 Jun 16 | 141,674 | 2,815 | 19,597 | 0 |
| 31 Mar 16 | 136,769 | 11,510 | 19,005 | 0 |
| 31 Dec 15 | 131,863 | 20,204 | 18,412 | 0 |
| 30 Sep 15 | 137,669 | 25,397 | 18,423 | 0 |
| 30 Jun 15 | 143,475 | 30,589 | 18,434 | 0 |
Kaliteli Kazançlar: MTN yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: MTN geçmişte karlı hale geldi.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: MTN şirketinin kazançları son 5 yılda yılda 21.9% oranında azaldı.
Büyüme Hızlandırma: MTN son bir yılda karlı hale geldi, bu da kazanç büyüme oranının 5 yıllık ortalamayla karşılaştırılmasını zorlaştırıyor.
Kazançlar vs. Sektör: MTN son bir yılda karlı hale geldi ve bu durum, geçmiş yıl kazanç büyümesinin Wireless Telecom sektörüyle ( 40.8% ) karşılaştırılmasını zorlaştırıyor.
Özkaynak Getirisi
Yüksek ROE: MTN 'nin Özsermaye Getirisi ( 16.1% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/23 09:29 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
MTN Group Limited 19 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Niel Venter | Absa Bank Limited |
| Jonathan Bradley | Absa Bank Limited |
| Tibor Bokor | Arqaam Capital Research Offshore S.A.L. |