Airtel Africa PLC (STU:9AA)

Full Year 2025 Airtel Africa PLC Earnings Call Transcript

May 8, 2025 / 12:00 PM GMT

Release Date Price: €1.82 (-7.61%)

Transcript

Key Points

Positve

Airtel Africa PLC (AAFRF) reported strong constant currency revenue growth of over 23% in Q4, up from 19% in Q1.
The company achieved a significant improvement in EBITDA margins, reaching 47.3% in Q4, driven by a cost efficiency program.
Airtel Africa PLC (AAFRF) has returned over $1.1 billion to shareholders over the last five years, reflecting a strong track record despite macroeconomic volatility.
The company has successfully increased smartphone penetration and mobile money customer growth, with a 17.3% increase in mobile money customers and a 32% increase in transaction value.
Airtel Africa PLC (AAFRF) has reduced its exposure to dollar-denominated debt, with 93% of market debt now based in local currency, up from 83% a year ago.

Negative

The company faced severe currency devaluation, particularly in Nigeria, impacting reported revenue growth.
EBITDA in reported currency declined by 5.1% due to currency devaluation and inflation.
Leverage increased to 2.3 times from 1.4 times, reflecting the impact of tower contract renewal and increased lease liabilities.
The company deferred investment in the Nigeria data center, impacting CapEx guidance.
There is uncertainty regarding the impact of recent price adjustments in Nigeria on customer behavior and revenue growth.

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

AAF.L - Airtel Africa PLC
Full Year 2025 Airtel Africa PLC Earnings Call
May 08, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen, and welcome to the Airtel Africa Full year results full year ended March 2025.

All participants will be in listen-only mode.

There will be an opportunity to ask questions later during the conference.

If you should need assistance during the call, please signal an operator by pressing and then 0.

Please note that this call is being recorded.

I would now like to turn the conference over to Sunil Tar. Please go ahead.

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Unidentified_2 [2]
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Thank you. Hello, everyone, and thank

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