Helios Towers PLC (CHIX:HTWSl)

Half Year 2025 Helios Towers PLC Earnings Call Transcript

Jul 31, 2025 / 08:30 AM GMT

Release Date Price: £1.19 (+0.34%)

Transcript

Key Points

Positve

Helios Towers PLC (HTWSF) reported strong tenancy growth with over 1,200 additions year-to-date, including 190 new sites.
EBITDA increased by 9% year on year, reflecting strong financial performance.
The company achieved a free cash flow of $30 million, marking a $40 million improvement year on year.
Net leverage decreased to 3.8%, showing effective debt management and financial stability.
Moody's affirmed a B1 rating with a positive outlook, and Fitch upgraded the company, indicating improved creditworthiness.

Negative

The company faces challenges from macroeconomic shocks such as inflation and currency fluctuations.
There is a potential risk of market saturation in some regions, such as Oman, which may impact future growth.
The cost of debt remains relatively high, although it has been reduced from 7.2% to 6.9%.
The company is heavily reliant on a few large markets like DRC and Tanzania for growth, which could pose concentration risks.
Despite strong growth, the company must continue to navigate competitive pressures and technological changes in the telecom industry.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HTWS.L - Helios Towers PLC
Half Year 2025 Helios Towers PLC Earnings Call
Jul 31, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Hi everyone and welcome to our H12025 earnings call. I'm Tom Greenwood, Helios CEO. Thanks very much for joining us today, and I hope you and your families are doing really well.

So we're pleased to report a strong set of results for the first half of the year. The business is performing very well across all of our key strategic and financial metrics.

We've delivered strong tenancy growth, P&L expansion, and a further step forward in free cash flow and return on invested capital.

As we reflect on yet another quarter of unbroken growth over the last 10 years.

And as we lead up to our capital markets day in November, it's important to remind ourselves of priority one in our strict capital

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