Investor Presentaiton
HIGHLIGHTS
FINANCIAL RESULTS
Diversified business underpinned by long-term contracts
with blue-chip MNOS
Diverse, quality customer base
Q3 23 YTD revenue breakdown by customer
Robust hard-currency revenues
Q3 23 YTD revenue breakdown by FX
helios towers
Geographically diverse revenues
Q3 23 YTD revenue breakdown by segment
39%
•
•
2%
Largest customers
Airtel Africa
28%
(5 markets)
Vodacom/fone
(4 markets)
17%
USD
CFA Franc / EUR
8%
East & West
Africa
44%
Central &
Southern Africa
19%
55%
LCY (Power)
48%
Orange
(3 markets)
Other blue-chip MNOS
21%
9%
10%
Other
LCY (CPI)
Middle East &
North Africa
Strong customer base with 98% revenues from blue-
chip MNOS
Revenues underpinned by long-term contracts, with
a record $5.5bn contracted revenue at Q3 23, with
an average remaining life of 7.8 years
64% revenues; 71% Adj. EBITDA in hard-currency
High proportion of hard-currency revenues and
Adj. EBITDA reflects four markets being innately
hard-currency(1) in addition to customer contract
structuring
Local currency earnings protected through inflation
escalators
Most diversified towerco across Africa and the
Middle East
Leadership positions in seven of our nine markets
Note: Percentage values may not sum to 100% due to rounding.
(1)
Senegal, DRC, Congo Brazzaville and Oman.
Helios Towers Q3 2023 Results
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