REG - Helios Towers PLC - Helios Towers Capital Markets Day

Helios TowersAnnouncement

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RNS Number : 3890G  Helios Towers PLC  06 November 2025

 

Helios Towers launches new five-year strategy - IMPACT 2030

 

Targeting >9% Adj. EBITDA CAGR and >$1.3bn cumulative recurring free
cash flow generation (2026-30)

 

Aiming to return >$400m to investors through share buyback and dividend
program up to 2030

 

Initial share buyback authorisation of up to $75m starts today

 

London, 6 November 2025: Helios Towers plc ("Helios Towers", "the Group" or
"the Company"), the independent mobile tower company, is today hosting its
Capital Markets Day.

 

The event will be hosted by Sir Samuel Jonah KBE, OSG, Chair, Tom Greenwood,
Chief Executive Officer, and Manjit Dhillon, Chief Financial Officer and
Executive Chair of HT Oman, and will include presentations from, and the
opportunity to engage with, members of Helios Towers' Board, Executive
Committee and the wider business.

 

Following the successful completion of two strategic cycles since IPO, of
platform expansion (2019-22) and platform integration and driving free cash
flow (2022-25) respectively, the Group's IMPACT 2030 strategy targets the
combination of continued accretive growth and the introduction of shareholder
distributions.

 

The Group expects to generate >US$1.3 billion cumulative recurring free
cash flow(1) (2026-30) and has updated its capital allocation framework, which
will maximise value for stakeholders through:

 

Accretive growth: Anticipating >$500m discretionary capex investment
between 2026 and 2030, delivering a >9% Adj. EBITDA CAGR and expanding ROIC
to 15-20%

·      Reflects our ambition to grow total tenancies to >42,000,
expand our tenancy ratio to >2.5x by 2030 and continue to deliver
market-leading operational performance

·      Underpinned by our world-class platform with significant lease-up
capacity, structural market growth and focus on customer experience excellence

 

Attractive shareholder returns: Targeting >$400m of cumulative shareholder
distributions

·      >$250m share buyback program through to 2030, with an initial
$75m buyback to commence today and intended to complete by the end of 2026

·      >$150m dividend distributions through to 2030, with an initial
$25m full-year dividend for fiscal 2026, growing at a sector-leading >10%
per annum, and anticipated to have a typical interim (1/3) and final (2/3)
split

 

Maintaining a strong and flexible balance sheet

·      Based upon the medium-term targets outlined above, the Group
expects to continue reducing net leverage. This balance sheet strength will
allow the Company to assess opportunities to maximise returns and value for
its shareholders on an ongoing basis

 

1.     Recurring free cash flow is presented in our management cash flow
statement and reflects net cash flow before discretionary investments,
exceptional items and investors distributions

 

Tom Greenwood, Chief Executive Officer, said:

 

"Since our formation, Helios Towers has strived to be world class in
everything we do. We have consistently delivered operational excellence to our
customers, we are a standard-bearer for operating mobile infrastructure in
Africa and the Middle East, and we have delivered 10 years of uninterrupted
growth and outperformance. I am proud to say that we have a world-class tower
platform delivering day after day for our blue-chip mobile network operator
customers in markets which are benefiting from decades-long megatrends in
connectivity growth.

 

2025 has been a milestone year for the business, delivering ahead of plan on
our previous "2.2x by 2026" strategy and demonstrating the strong
cash-compounding dynamics of our business. And it is against this backdrop
that we're now launching "IMPACT 2030" - the next stage in our journey. IMPACT
2030 builds on the sustained momentum in the business, with sector-leading,
cash-compounding growth and ROIC expansion through our disciplined capital
allocation framework, now combining with attractive shareholder distributions.
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.

 

We look forward to sharing more details of our new strategy, and setting out
our plan for capitalising on the exciting growth opportunities ahead for
Helios Towers."

 

 

Capital Markets Day details

The live presentation will commence at 14:00 (GMT). Analysts and investors who
are unable to attend in-person can access the webcast through the link below:

 

Registration Link: Helios Towers - Capital Markets Day 2025
(https://stream.brrmedia.co.uk/broadcast/68b18c0b12b902001256dd2e)

 

Investor Relations

Chris Baker-Sams - Head of Strategic Finance and Investor Relations

+44 (0)782 511 2288

investorrelations@heliostowers.com (mailto:investorrelations@heliostowers.com)

 

Media relations

Headland

Andy Rivett-Carnac: +44 (0)796 899 7365

Stephanie Ellis: +44 (0)731 136 9804

Joe Hughes: +44 (0)731 137 0016

HeliosTowers@headlandconsultancy.com
(mailto:HeliosTowers@headlandconsultancy.com)

 

About Helios Towers

 

·      Helios Towers is a leading independent telecom tower company
connecting people and powering growth across Africa and the Middle East. We
deliver world-class operations at nearly 15,000 mobile tower sites across nine
countries in Africa and the Middle East - the fastest growing region globally
for mobile services - providing mission critical infrastructure and power
services to leading mobile network operators (MNOs).

 

·      Our pioneering approach enables colocation - the sharing of
telecom tower sites - by hosting multiple MNOs on individual sites, creating
benefits in the performance quality, the environmental impact, and the cost of
rolling out and running mobile networks in our markets.

 

·      Helios Towers' business excellence methodology focuses on
delivering world class performance for its customers - centred around the
development and upskilling of its people. We foster a culture of learning and
continuous improvement to deliver global standards in processes and
innovation, which makes us the partner of choice for all the region's leading
MNOs.

 

·      As one of the largest and fastest-growing FTSE-listed companies
focused on operating in Africa and the Middle East, Helios Towers' disciplined
approach to capital allocation, long-term partnerships with leading MNOs and
its operational capabilities deliver resilient performance that is reshaping
digital connectivity in the region and catalysing investment that is essential
to unlocking its human and economic potential.

 

Alternative Performance Measures

 

The Group has presented a number of Alternative Performance Measures ("APMs"),
which are used in addition to IFRS statutory performance measures. The Group
believes that these APMs, which are not considered to be a substitute for or
superior to IFRS measures, provide stakeholders with additional helpful
information on the performance of the business. These APMs are consistent with
how the business performance is planned and reported within the internal
management reporting to the Board. Profit/(loss) before tax, gross profit,
non-current and current loans and long-term and short-term lease liabilities
are the equivalent statutory measures (see 'Certain defined terms and
conventions'). For more information on the Group's Alternative Performance
Measures, see the Group's Annual report for the year ended 31 December 2024,
published on the Group's website. Reconciliations of APMs to the equivalent
statutory measure are also included in this half-year financial report.

 

 

 

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