- IHS Holding Limited raised its full-year 2025 revenue guidance to a new range of US$1.70 billion–US$1.73 billion and reported a significant swing to net income in the second quarter ended June 30, 2025, compared to a net loss a year earlier.
- This turnaround reflected improved operational performance, with first-half net income rising to US$68.5 million from a very large net loss in the prior year, highlighting enhanced profitability for the company.
- We’ll examine how the upward revision in revenue guidance and earnings signals fresh momentum in IHS Holding's investment narrative.
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IHS Holding Investment Narrative Recap
To be a shareholder in IHS Holding, an investor needs to believe that the company’s exposure to growing markets and its recurring revenue from long-term tenants can offset challenges like currency fluctuations and customer churn. The recent increase in full-year 2025 revenue guidance and return to profitability are encouraging, but these developments do not materially change the biggest risk: ongoing currency volatility in IHS’s core geographies, which continues to threaten earnings stability in the near term.
The most relevant recent announcement is the upward revision of IHS’s 2025 revenue guidance to between US$1.70 billion and US$1.73 billion. This signals management’s confidence in the company’s operational momentum, potentially reinforcing its ability to execute on organic growth, yet still requiring close investor attention to how short-term catalysts interact with persistent macroeconomic risks.
However, investors should also be aware that even as earnings improve, foreign exchange swings in key markets like Nigeria remain a substantial risk to revenue consistency...
Read the full narrative on IHS Holding (it's free!)
IHS Holding's narrative projects $1.9 billion revenue and $296.5 million earnings by 2028. This requires 3.5% yearly revenue growth and a $342 million increase in earnings from -$45.5 million today.
Uncover how IHS Holding's forecasts yield a $8.46 fair value, a 16% upside to its current price.
Exploring Other Perspectives
Simply Wall St Community members provided five fair value estimates for IHS Holding, ranging from US$8.46 to US$26.50 per share. These widely differing opinions reflect considerable uncertainty among market participants about the durability of IHS’s revenue growth amid ongoing foreign exchange risks. Examine multiple viewpoints to stay well-informed.
Explore 5 other fair value estimates on IHS Holding - why the stock might be worth over 3x more than the current price!
Build Your Own IHS Holding Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your IHS Holding research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
- Our free IHS Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IHS Holding's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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