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Chris Hoare
  • Chris Hoare
EUR 8502.00
VOD Vodafone Group ...
AIRTELAF Airtel Africa P... ... (+3)

Sub-Saharan African Telecoms Excellent year; slowdown expected in 202...

Q4 was another good quarter for the Sub-Saharan African (SSA) operators with YoY service revenue growth in USD creeping up and good KPIs.

VOD VODAFONE GROUP PLC
AIRTELAF AIRTEL AFRICA PLC
MTN MTN
6h / 48m 6h / 48m 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN
AAF AIRTEL AFRICA

Nigerian Telcos Q4 25 review: Strong, especially margins

Q4 was another strong quarter for the Nigerian Telco market with local EBITDA growing above 80% and real revenue growing above 30%.

MTN MTN
AAF AIRTEL AFRICA
04/16/26 April 16, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN

MTN Group (Buy, TP: ZAR280, +43%) Q4 25: Improved shareholder remuner...

MTN has reported a good set of Q4 results and announced an increased dividend for 2025 and a positive shareholder remuneration over the medium term.

03/16/26 March 16, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN

MTN (Buy, TP: ZAR280, +54%) MTN Uganda – Q4 25: Decent quarter; MT gu...

MTN Uganda reported a decent set of Q4 results today. Trends slightly decelerated vs. Q3 but remained good.

03/13/26 March 13, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN

MTN (Buy, TP: ZAR280, +52%) MTN Rwanda – Q4 25: Decent quarter; Focus...

MTN Rwanda has reported a decent set of Q4 results. Top line trends remained robust, but EBITDA trends slowed. The company has maintained its medium-term guidance for service revenue growth and EBITDA margins but has cut its capex guide and although net income is back into positive territory this year, the BoD has recommended no dividends for 2025.

03/12/26 March 12, 2026 1 EN
Chris Hoare
  • Chris Hoare
03/02/26 March 2, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN

MTN (Buy, TP: ZAR280, +33%) MTN Nigeria – Q4 25: Strong quarter and s...

MTN Nigeria has reported another strong set of results. The company has maintained its MT guidance for service revenue growth (“at least the low 20%”) and upgraded its MT guidance for EBITDA margins, from “53-55%” to “mid to high 50%”

02/27/26 February 27, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN
IHS IHS HLDG LTD

MTN (Buy: ZAR280, +43%) IHS Towers (Neutral, TP: $8.50, +5%) was Buy (...

Double announcement from IHS today: 1) the sale of its LatAm business to Macquarie (excluding i-Systems which is being sold to TIM Brasil) and 2) the proposed sale to MTN for $6.2bn ($8.50 per share).

MTN MTN
IHS IHS HLDG LTD
02/17/26 February 17, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN
IHS IHS HLDG LTD

MTN (Buy, TP: ZAR280, +58%) IHS Towers (Buy, TP: $10, +26%) MTN / IHS...

MTN announced today that it is at an advanced stage of discussions with IHS to acquire the 75% shares in IHS it does not already own.

MTN MTN
IHS IHS HLDG LTD
02/05/26 February 5, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
VOD Vodafone Group ...
AIRTELAF Airtel Africa P... ... (+3)

Sub-Saharan African Telecoms Another great quarter, upgrade AAF, MTN,...

Q3 was another great quarter for the Sub-Saharan African (SSA) operators with YoY service revenue growth in USD reaching >30% and rising EBITDA margins.

VOD VODAFONE GROUP PLC
AIRTELAF AIRTEL AFRICA PLC
MTN MTN
01/21/26 January 21, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN
AAF AIRTEL AFRICA

Nigerian Telcos Q3 25 review: Real revenue growth remains 40%

Q3 was another very strong quarter for the Nigerian Telco market with EBITDA more than doubling in local and real revenue growth stable at 40%.

MTN MTN
AAF AIRTEL AFRICA
01/14/26 January 14, 2026 1 EN
Chris Hoare
  • Chris Hoare
11/17/25 November 17, 2025 1 EN
Chris Hoare
  • Chris Hoare
11/07/25 November 7, 2025 1 EN
Chris Hoare
  • Chris Hoare
11/04/25 November 4, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN

MTN (Buy, TP: ZAR245, +42%) MTN Nigeria – Q3 25: Another very strong ...

MTN Nigeria has reported a very strong set of Q3 results, supported by the price increase still.

10/31/25 October 31, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN

MTN (Buy, TP: ZAR220, +31%) MTN Ghana – Q3 25: Slower but still solid

MTN Ghana has reported a slower but still solid set of Q3 results.

10/29/25 October 29, 2025 1 EN
Hybridan Team
  • Hybridan Team
PREMIUM
TSTL TRISTEL PLC
NBB Norman Broadben... ... (+10)

Hybridan Small Cap Feast: 13/10/2025

13th October 2025 @HybridanLLP * A corporate client of Hybridan LLP. ** Potential means Intention to Float (ITF) or similar announcement has been made. ***Arranged by type of listing and date of announcement. ****Alphabetically arranged and priced on Share Price and Market Capitalisation during the time of writing on the day of Publication. Dish of the day Admissions: None Delistings: Ricardo (RCDO.L) left the Main Market on Friday 10th. ...

TSTL TRISTEL PLC
NBB NORMAN BROADBENT
SML STRATEGIC MINERALS
ANGS ANGUS ENERGY
SPA 1 SPATIAL
APTA APTAMER GROUP PLC
CRDL CORDEL GROUP PLC
LBE LONGBOAT ENERGY PLC
HEX HELIX EXPLORATION PLC
TTA TIME TO ACT
10/13/25 October 13, 2025 1 EN
Hybridan Team
  • Hybridan Team
PREMIUM
TIDE CRIMSON TIDE
BKS Beeks Financial... ... (+10)

Hybridan Small Cap Feast: 06/10/2025

6th October 2025 @HybridanLLP * A corporate client of Hybridan LLP. ** Potential means Intention to Float (ITF) or similar announcement has been made. ***Arranged by type of listing and date of announcement. ****Alphabetically arranged and priced on Share Price and Market Capitalisation during the time of writing on the day of Publication. Dish of the day Admissions: 6th October: Ashtead Technology (AT.L) announced it has moved from AIM to the Ma...

TIDE CRIMSON TIDE
BKS BEEKS FINANCIAL CLOUD GROUP
POLX POLAREAN IMAGING
SPA 1 SPATIAL
WSBN WISHBONE GOLD PLC
OCR ORACLE POWER
GNIP GENIP PLC
HEMO HEMOGENYX PHARMACEUTICALS PLC
TAP TAP GLOBAL GROUP
AEG ACTIVE ENERGY GROUP PLC
10/06/25 October 6, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
1796 Vodacom Group L...
MTN MTN

South African Telcos Solid H1 but expect prepaid weakness; CY25 H1 re...

Despite a small slowdown in MSR trends, the SA market saw further improvements in total revenue growth, EBITDA and OpFCF margins in H1. Telkom continued to gain revenue share in mobile, driven by prepaid while Vodacom continued to gain share in fixed. Trends on the SA market have been improving since two years ago, helped by the reduction in loadshedding and an improvement in the macro environment.

1796 VODACOM GROUP LIMITED
MTN MTN
10/02/25 October 2, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8502.00
MTN MTN

Sub-Saharan African Telecoms Another good performance; Q2 25 review

The Sub-Saharan African (SSA) operators performed well again in Q2 with service revenue trends accelerating further, and stable OpFCF margins. MTN was the outperformer in terms of both local currency and $ top line performance in Q2, Airtel performed well too. Nigeria has contributed meaningfully this quarter, with local currency growth there accelerating to above 60%. The full effect of the price increase in Nigeria has helped and we expect another strong performance

10/01/25 October 1, 2025 1 EN
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