IHS Holding Ltd (FRA:4JB)

Q3 2025 IHS Holding Ltd Earnings Call Transcript

Nov 12, 2025 / 01:30 PM GMT

Release Date Price: €6.1 (+8.93%)

Transcript

Key Points

Positve

IHS Holding Ltd (IHS) reported strong financial performance with revenue of $455 million, exceeding expectations.
The company achieved a constant currency revenue growth of almost 9%, driven by CPI escalators, co-location, lease amendments, and new sites.
Adjusted EBITA increased by over 6% to $261 million, with a margin of 57.5%, reflecting effective cost control and profitability focus.
IHS Holding Ltd (IHS) successfully reduced its consolidated net leverage ratio to 3.3 times, down 0.6 times year on year.
The company raised its full-year 2025 outlook for revenue, adjusted EBITA, and ALFCF, indicating confidence in continued strong performance.

Negative

The company experienced a 4% decrease in towers and tenants year over year, impacted by the Kuwait disposal and tenancy churn in Nigeria.
Adjusted EBITDA margin decreased by 100 basis points year over year due to normalized cost levels and higher power generation costs.
The company faced a 3% inorganic revenue headwind from the Kuwait disposal.
There was a significant site churn in Nigeria, with 2,576 sites affected due to an updated agreement with Nine Mobile.
Higher costs in Nigeria were driven by increased regulatory fees and the appreciation of the naira, impacting profitability.

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

IHS.N - IHS Holding Ltd
Q3 2025 IHS Holding Ltd Earnings Call
Nov 12, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the IHS Holding Limited 3rd quarter 2025 earning results call for the 3 month period ending September 30th, 2025.

Please note that today's conference is being webcast and recorded. If you'd like to ask a question, please press star and then one on your telephone keypad at any time.

At this time, I'd like to turn the conference over to Robert Berg. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you, operator. Thanks to everyone for joining the call today. I'm Robert Berg, head of investor relations here at IHS. With me

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