Added to YB: 2026-08-05
Pitch date: 2026-05-29
HTWS.L [bullish]
Helios Towers plc
-16.85%
current return
Author Info
No bio for this author
Company Info
Helios Towers plc, an independent tower company, acquires, builds, and operates telecommunications towers.
Market Cap
GBP 2.7B
Pitch Price
GBP 2.38
Price Target
N/A
Dividend
0.62%
EV/EBITDA
9.20
P/E
110.57
EV/Sales
5.03
Sector
Diversified Telecommunication Services
Category
value
Helios Towers plc - $HTWS.L
HTWS.L: Leading African independent towerco, 14,992 sites. At 235p trades 10x 2026E, 9x 2027E TEV/EBITDA vs US peers high-teens, M&A comps 12-14x. Colocation ~95% margins lift ROIC to 25-35%. Recurring FCF $208M (+40%), 11% EBITDA growth. IMPACT 2030: $75M buyback + $25M dividend. Targets 20%+ IRR over 3-5yrs. Risks: DRC/political, FX, satellite, customer concentration.
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