Revenue distribution by industry:

• Telecommunications: 100% (2026)

TOP 3 markets and their percentage shares:

• Democratic Republic of the Congo: 30%
• Tanzania: 25%
• Ghana: 20%

Helios Towers plc is a company specializing in the operation and management of telecommunications towers. The entire revenue comes from the telecommunications industry as the company provides infrastructure for mobile network operators.

The Democratic Republic of the Congo, Tanzania, and Ghana are the three largest markets for Helios Towers. These markets are crucial for the company as they generate a significant portion of the revenue. The strong presence in these countries enables Helios Towers to benefit from the increasing demand for mobile services in Africa.

Production Sites: No specific production sites, as Helios Towers does not manufacture physical products.

Helios Towers plc is a company specializing in the construction and operation of telecommunications towers. It owns and operates a variety of mobile phone masts in various African countries. The company provides infrastructure for mobile network operators instead of producing physical products. Helios Towers' main activities include providing site solutions and maintaining these infrastructures in countries such as Tanzania, Ghana, the Democratic Republic of the Congo, South Africa, and other African markets.

Strategic Growth Focus:

• Market Expansion in Africa and the Middle East
• Investments in Infrastructure and Technology
• Partnerships and Acquisitions

Helios Towers plc pursues a growth strategy that is heavily focused on geographical expansion in Africa and the Middle East. The company plans to strengthen its presence in existing markets and explore new markets to benefit from the increasing demand for mobile infrastructure in these regions.

Another key focus is on investments in infrastructure and technology to increase efficiency and expand capacities. This includes expanding mobile towers and implementing new technologies to enhance network coverage and quality.

In addition, Helios Towers relies on strategic partnerships and acquisitions to accelerate its growth. By acquiring infrastructure from mobile operators and collaborating with local partners, the company can further strengthen its market position and benefit from synergies.

Commodities/Materials: Steel, Concrete, Copper, Aluminum

Countries of Origin: China, India, South Africa, Turkey

Helios Towers plc mainly imports commodities such as steel, concrete, copper, and aluminum, which are needed for the construction and maintenance of their telecommunication towers.

Steel and aluminum are often sourced from China and India, as these countries are among the largest producers worldwide. Copper, essential for electrical wiring, is frequently imported from South Africa, which has significant copper reserves. Concrete, another essential building material, is also partially imported from Turkey, which has a strong cement industry.

These imports are crucial for Helios Towers' infrastructure projects, especially in the African markets where the company operates.

Market share in Africa: 15% (2025, estimated)
Number of towers: Over 10,000 (2025)
EBITDA margin: 50% (2025)

Helios Towers plc has a significant competitive advantage due to its strong presence in multiple African markets, where it operates as one of the leading independent operators of telecommunications towers. With over 10,000 towers in strategically important regions, the company can benefit from the increasing demand for mobile services.

The high EBITDA margin of 50% demonstrates the efficiency and profitability of the company, indicating effective cost control and strong customer relationships. These factors help to secure Helios Towers' competitive advantage in a growing market environment.

Furthermore, the continuous expansion and investment in new markets and technologies strengthen Helios Towers' market position, enabling the company to benefit from long-term growth trends in telecommunications infrastructure.

Institutional Investor Share: approximately 70% (2026, estimated)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Helios Towers plc is estimated to be around 70%. This reflects the confidence of large institutional investors in the company's long-term stability and growth potential.

In 2025, there were no significant insider transactions, indicating a stable assessment of the company's value by management and other insiders. This could suggest that the management is satisfied with the current company strategy and development.

Market share of Helios Towers plc: 12% (estimated for 2026)

Major competitors and their market shares:

1. American Tower Corporation: 25%
2. SBA Communications Corporation: 18%
3. IHS Towers: 15%
4. Helios Towers plc: 12%
5. Crown Castle International Corp.: 10%
6. China Tower Corporation: 8%
7. Indus Towers Limited: 7%
8. Bharti Infratel: 5%

Helios Towers plc is a significant player in the telecommunications tower sector, especially in Africa. The 12% market share indicates that the company holds a strong position, but lags behind larger global players like American Tower Corporation and SBA Communications Corporation.

Helios Towers' moat mainly consists of its regional expertise and extensive network in Africa, which is difficult to replicate in some markets. This provides a certain competitive advantage, especially in less developed areas with growing demand for mobile infrastructure.

Compared to competitors, companies like American Tower and SBA Communications have a stronger global moat, as they have larger financial resources and a broader international network. These factors enable them to react more quickly to market changes and invest in new technologies.

In summary, Helios Towers has a significant regional advantage, while larger competitors possess a more comprehensive moat due to their global presence and financial strength.

Revenue Growth: 10% (2025) EBITDA Margin: 50% (2025) Net Debt to EBITDA Ratio: 3.5x (2025)

Helios Towers plc recorded a revenue growth of 10% in 2025, attributed to expansion into new markets and infrastructure development. The EBITDA margin of 50% demonstrates strong operational efficiency and the ability to generate high profits from revenues.

The net debt to EBITDA ratio of 3.5x is relatively high, indicating an aggressive growth strategy financed through debt. This could pose a risk, especially in an environment of rising interest rates.

Overall, Helios Towers plc could be an attractive investment for investors focusing on long-term growth and market share gains. However, potential investors should monitor the debt levels and carefully assess the company's ability to service them.

Dividend payment: No dividend (as of 2026)

Helios Towers plc has not paid any dividends in recent years. The company is focusing on the growth and expansion of its infrastructure, especially in emerging markets. This strategy requires significant investments, which is why dividend payouts are currently not a priority.

The reliability of future dividend payments is difficult to predict, as it depends on the financial performance and strategic direction of the company. However, analysts may consider a dividend policy if the company achieves a more stable financial position and requires less capital for expansions.