IHS Holding shares tumble as guidance disappoints

Published 20/05/2025, 17:40
IHS Holding shares tumble as guidance disappoints

Investing.com -- IHS Holding Limited (NYSE:IHS) reported better-than-expected first quarter results on Monday, but shares plunged 13.4% as the company’s full-year revenue guidance came in below analyst estimates at the midpoint.

The telecommunications infrastructure company posted adjusted earnings per share of $0.10, beating the consensus estimate of $0.08. Revenue rose 5.2% year-over-year to $439.6 million, surpassing expectations of $390.49 million.

However, IHS Holding’s full-year 2025 revenue guidance of $1.68-1.71 billion disappointed investors, with the midpoint falling short of the $1.7 billion analysts were projecting.

"This has been a strong start to 2025, with solid growth across our key metrics of revenue, Adjusted EBITDA and ALFCF, and a reduction in Total (EPA:TTEF) Capex, all in line with our expectations," said Sam Darwish, IHS Towers Chairman and CEO.

The company reported organic revenue growth of 25.6% in Q1, driven by increased revenue from colocation, lease amendments, new sites and escalators. This was partially offset by the impact of the Nigerian Naira’s 13.8% depreciation versus the U.S. dollar.

Adjusted EBITDA jumped 36.4% to $252.6 million, resulting in an Adjusted EBITDA margin of 57.5%, up 1,320 basis points year-over-year.

IHS Holding also announced an agreement to sell its Rwanda operations for an enterprise value of $274.5 million as part of strategic initiatives aimed at shareholder value creation.

Despite the positive Q1 results, the market’s negative reaction suggests investors were hoping for more upbeat full-year guidance from the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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