Q2 2025 IHS Holding Ltd Earnings Call Transcript
Key Points
- IHS Holding Ltd (IHS) reported strong financial results for Q2 2025, with revenue reaching $433 million, driven by 11% organic growth.
- The company achieved an adjusted EBITDA of $248.5 million, maintaining a stable margin of over 57% year-on-year.
- IHS Holding Ltd (IHS) successfully reduced its total CapEx by 14% year-on-year, demonstrating disciplined capital allocation.
- The company repaid $154 million of high-interest debt, reducing its weighted average cost of debt by 100 basis points.
- IHS Holding Ltd (IHS) raised its full-year 2025 outlook across all key metrics, including revenue, adjusted EBITDA, and ALFCF.
- The company's ALFCF decreased by approximately 19% year-over-year, primarily due to a different interest rate profile following bond refinancing.
- IHS Holding Ltd (IHS) faced a 9% revenue impact from foreign exchange rate movements, including the Nigerian Naira's devaluation.
- The company's Sub-Saharan African segment saw a 4% decrease in adjusted EBITDA year-on-year due to higher power generation and maintenance costs.
- Despite strong organic growth, reported revenue was stable year-on-year due to the impact of the Kuwait disposal and Naira devaluation.
- The company anticipates lower contributions from FX resets and power indexation due to lower diesel prices, impacting revenue growth.
Good day, and welcome to the IHS Holding Limited second-quarter 2025 Earnings Results Call for the three-month and six-month periods ending June 30, 2025. Please note that today's conference is being webcast and recorded. (Operator Instructions)
At this time, I'd like to turn the conference over to Robert Berg. Please go ahead, sir.
Thank you, operator. Thanks to everyone for joining the call today. I'm Robert Berg, Head of Investor Relations here at IHS. With me today is Sam Darwish, our Chairman and CEO; and Steve Howden, our CFO.
This morning, we filed our unaudited condensed consolidated interim financial statements for the three-month and six-month periods ended June 30, 2025, with the SEC, which can also be found on the Investor Relations section of our website and issued a related earnings release, presentation and supplemental deck. These are the consolidated results of IHS Holding Limited, which is listed on the New York Stock Exchange under the ticker symbol IHS, and which
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