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MarketBeat
Thu, March 12, 2026 astatine 7:03 AM CDT 7 min read
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Helios Towers delivered grounds operational show successful FY2025 with 2,538 tenancy additions and a tenancy ratio of 2.2, helping thrust EBITDA up 12% to $471m, recurring escaped currency travel up 40% to $208m and radical ROIC to 14%.
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The radical strengthened its equilibrium expanse (net leverage reduced to 3.4x and ratings upgraded to Ba3/BB-) portion removing dilution via a $120m convertible tender and repurchasing 11 cardinal shares, enabling a return-of-capital plan.
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FY2026 guidance targets 2,000–2,500 tenancy additions, adjusted EBITDA of $510–525m and recurring FCF of $210–225m, alongside ~$76m of shareholder distributions (a $51m buyback and $25m inaugural dividend) and a absorption connected integrated maturation nether the IMPACT 2030 strategy.
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Helios Towers (LON:HTWS) executives utilized the company’s FY 2025 net telephone to item what CEO Tom Greenwood described arsenic a milestone twelvemonth successful which the group’s operating exemplary is present “operating astatine scale,” allowing it to money growth, trim leverage and statesman returning surplus currency to shareholders.
Greenwood was joined connected the telephone by CFO Manjit Dhillon and capitalist relations pb Chris Baker-Sams. Management besides laid retired FY 2026 guidance and reiterated the company’s longer-term “IMPACT 2030” strategy, which it framed astir disciplined superior allocation and increasing recurring escaped currency flow.
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Greenwood said FY 2025 included “record operational delivery” and “expanding returns,” supported by what helium called structural request drivers crossed the company’s Africa and Middle East footprint. He cited subscriber maturation of astir 5% per twelvemonth crossed the company’s markets, mobile penetration astir 50% (compared with astir 90% successful developed markets), and information depletion forecast to quadruple by 2030.
Operationally, Helios Towers reported grounds tenancy additions of 2,538 successful 2025, up 9% year-over-year. The institution added 421 sites during the twelvemonth and expanded its tenancy ratio by 0.1x to 2.2 tenants per site. Greenwood said the institution achieved its 2.2 tenancy people much than a twelvemonth earlier than planned, calling tenancy ratio a cardinal operator of ROIC enlargement and escaped currency travel generation.
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Dhillon added that full sites roseate 3% year-over-year to 14,746. He said the institution is selective with caller tract rollout and uses analytics from its proprietary GIS level to measure day-one returns and the probability of lease-up. Dhillon besides said maturation was seen crossed each markets, with peculiarly ample increases successful the Democratic Republic of the Congo (DRC), Tanzania and Oman.
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