Added to YB: 2026-09-02
Pitch date: 2026-08-30
HTWS.L [bullish]
Helios Towers plc
-2.27%
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 2.8B
Pitch Price
GBP 2.02
Price Target
320.00 (+15710%)
Dividend
0.60%
EV/EBITDA
9.45
P/E
115.62
EV/Sales
5.17
Sector
Diversified Telecommunication Services
Category
growth
The Ground Beneath the Signal ($HTWS.lSE)
HTWS.L: Helios Towers offers a volume-driven African data-growth thesis at roughly 8.3x upgraded 2026 EBITDA: co-location at near-zero marginal cost, $5.3B of contracted revenue and inflation-linked leases support EBITDA compounding, deleveraging and buybacks without requiring a rerating. First-half EBITDA rose 14% and recurring FCF 52%. The main risk is satellite connectivity undermining terminal-value perceptions and compressing the multiple, amplified by 3.4x leverage.
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