IHS Holding Limited

NYSE•IHS

CEO: Engineer Sam Darwish

セクター: Communication Services

業種: Telecommunications Services

上場日: 2021-10-14

IHS Holding Limited, together with its subsidiaries, develops, owns, and operates shared communications infrastructure in Nigeria, Sub-Saharan Africa, the Middle East and North Africa, and Latin America. It offers colocation and lease agreement, build-to-suit, in-building, small cell, fiber connectivity, and rural telephony solutions to mobile network operators, internet service providers, security functions, and private corporations. IHS Holding Limited was founded in 2001 and is based in London, the United Kingdom.

連絡先情報

1 Cathedral Piazza, 123 Victoria Street, London, SW1E 5BP, United Kingdom

44-20-8106-1600

www.ihstowers.com

時価総額

$2.73B

PER (TTM)

6.0

14.1

配当利回り

52週高値

$8.95

52週安値

$3.51

52週レンジ

85%

順位47Top 61.9%

3.4

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 3.4 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$455.10M+8.28%

直近4四半期の推移

EPS

$0.45-173.77%

直近4四半期の推移

フリーCF

$176.90M+57.10%

直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue and EBITDA Decline Total revenue $1.71B USD, down 19.5%; Adjusted EBITDA $928.4M USD, down 18.0% for the year.

Margin Improvement Noted Adjusted EBITDA Margin increased to 54.3% in 2024 from 53.3% in 2023, despite revenue translation impacts.

Portfolio Deconsolidation Complete Completed Kuwait disposal in December 2024, realizing $83.9M USD net gain; Peru disposal finalized in April 2024.

Capital Spending Reduced Total capital expenditure $255.9M USD, reflecting a 56.3% decrease compared to prior year spending levels.

リスク要因

Extreme Customer Concentration Top three MNO customers accounted for 99% of consolidated revenue in 2024; non-renewal poses material adverse effect risk.

Foreign Exchange Translation Risk Naira devaluation caused $1.39B USD non-core revenue impact; foreign exchange volatility remains a key financial uncertainty.

Internal Control Material Weakness Material weakness identified due to lack of key accounting personnel for complex transactions like goodwill impairment assessment.

High Power Cost Exposure Power generation, heavily reliant on diesel, accounted for 39.2% of 2024 cost of sales, eroding margins.

見通し

Strategic Review Underway Review targets shareholder value creation via contract renewals, governance improvements, higher Adjusted EBITDA, and debt reduction initiatives.

Organic Growth Focus Maintained Growth driven by Colocation (1.51x rate) and Lease Amendments (39,671 total), leveraging existing asset utilization capacity.

ESG Emissions Reduction Goal Carbon Reduction Roadmap aims for 50% reduction in Scope 1 and 2 emissions intensity by 2030 baseline year 2021.

Debt Reduction Priority Excess cash flow following strategic initiatives is expected to be primarily utilized to reduce outstanding debt obligations.

同業比較

売上高 (TTM)

CHTR

$54.77B

-0.6%

SKM

$12.21B

-3.4%

TLK

$9.06B

-1.9%

粗利益率 (最新四半期)

ATEX

100.0%

+0.0pp

IRDM

79.1%

-0.6pp

TLK

67.3%

-0.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
CHTR	$29.03B	5.7	31.2%	63.0%
TLK	$17.97B	13.7	15.6%	26.6%
TIMB	$12.45B	15.0	17.5%	50.2%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

1.3%

緩やかな成長

4四半期純利益CAGR

-15.1%

収益性の低下

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月17日

EPS:$0.10

売上高:$423.60M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし