Professional
Added to YB: 2025-08-15
Pitch date: 2025-08-13
IHS [bullish]
IHS Holding Limited
+7.28%
current return
Author Info
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Company Info
IHS Holding Limited, together with its subsidiaries, develops, owns, and operates shared communications infrastructure in Nigeria, Sub-Saharan Africa, the Middle East and North Africa, and Latin America.
Market Cap
$2.3B
Pitch Price
$6.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.83
P/E
5.02
EV/Sales
3.24
Sector
Diversified Telecommunication Services
Category
special_situation
IHS Holding Sells Assets at Double Its Valuation Multiple, Eyes Debt Cuts and Shareholder Returns
IHS: Strategic review focuses on value creation via asset disposals, selling at 14x EV/EBITDA vs. 6x trading multiple. Targets $500M-$1B from disposals, primarily for debt reduction. Sold Kuwait at 14.2x EBITDA, exited Rwanda, Egypt, Peru. Excess cash may fund buybacks or dividends. Management believes shares undervalued.
Read full article (1 min)