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LONDON - Mobile tower infrastructure provider Helios Towers plc (LSE:HTWS) announced a new five-year strategy on Thursday that aims to return over $400 million to investors through 2030 while targeting continued growth across its African and Middle Eastern operations.
The "IMPACT 2030" plan includes more than $250 million in share buybacks and over $150 million in dividends through 2030, with an initial $75 million buyback program commencing immediately. The company plans to initiate a $25 million full-year dividend for fiscal 2026, growing at more than 10% annually thereafter.
Helios Towers, which operates nearly 15,000 mobile tower sites across nine countries, projects it will generate over $1.3 billion in cumulative recurring free cash flow between 2026 and 2030. The company anticipates investing approximately $500 million in discretionary capital expenditure during this period.
"We have entered the beginning of the sweet spot of our development, where we combine both growth and value to our investors for decades ahead," said Tom Greenwood, Chief Executive Officer, in the press release statement.
The company forecasts more than 9% compound annual growth rate in adjusted EBITDA through 2030, with plans to expand its tower tenancy ratio to above 2.5x and grow total tenancies to more than 42,000. Return on invested capital is expected to increase to between 15-20%.
The new strategy follows Helios Towers’ completion of two previous strategic cycles since its IPO: platform expansion (2019-22) and platform integration with free cash flow focus (2022-25).
The company, which enables multiple mobile network operators to share telecom tower sites, stated that 2025 has been a milestone year, delivering ahead of its previous "2.2x by 2026" strategic plan.
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