Following the presentation of a 2030 Capital Market Day roadmap and Q3 figures, we maintain a positive stance and see no signs of deceleration on Helios Towers plc ( OTCPK:HTWSF ). Since our initiation ofBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such ...

Core Viewpoint - Helios Towers plc maintains a positive outlook following the presentation of its 2030 Capital Market Day roadmap and Q3 figures, showing no signs of deceleration in its performance [1]. Group 1: Company Performance - The company has presented a roadmap for 2030, indicating strategic planning and long-term vision [1]. - Q3 figures were released, contributing to the positive stance on the company's future [1]. Group 2: Investment Sentiment - The analysis reflects a Buy-side hedge professionals' perspective, focusing on fundamental, income-oriented, long-term analysis across sectors globally in developed markets [1].

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Core Insights - Helios Towers is entering a significant phase in its development, referred to as the "sweet spot" of its journey, indicating a promising growth trajectory for the company [2]. Company Overview - The in-person attendance at the Capital Markets Day has more than doubled compared to the last event, reflecting increased interest and engagement from investors and stakeholders [2]. - Chris Baker-Sams, the Head of Strategic Finance and Investor Relations, has been with Helios for over 7 years and expresses enthusiasm for the current phase of the company [3]. Health and Safety - Health and safety are emphasized as a central aspect of the company's business excellence program, highlighting its importance in the operational agenda [4].

Strategy & Vision - Helios Towers' new strategy, IMPACT 2030, targets capital efficient organic growth through tenancy expansion and customer experience excellence[35, 113] - The company aims to generate >$1.3 billion of cumulative recurring free cash flow across 2026-2030[35, 113, 138, 157] - The company is targeting >$500 million of discretionary capex on accretive growth opportunities and >$400 million of investor distributions up to 2030[35, 151, 152, 157] - The company targets >42,000 tenancies by 2030[106] and a tenancy ratio of >2.5x by 2030[37, 51, 106, 138] Financial Performance & Targets - The company's FY25 Adj EBITDA guidance is tightened upwards to c$470 million, representing a +12% YoY growth[30, 117, 119, 124, 125] - The company's Q3 2025 YTD Adj EBITDA grew +11% YoY to $346 million[117] - The company's Q3 2025 YTD free cash flow expanded to $49 million, a +$70 million YoY expansion[117] - The company's Q3 2025 YTD tenancy ratio expanded to 2.2x, a +0.1x YoY expansion[37, 51, 117] - The company's Q3 2025 YTD ROIC expanded to 14%, a +1ppt YoY expansion[37, 51, 117] - The company has initiated a share buyback program with a Board authorization of $75 million until 31 December 2026[107, 146, 147, 152]

Analyst's Disclosure:I/we have a beneficial long position in the shares of HTWSF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any i ...

Core Insights - Helios Towers plc has positive growth prospects driven by colocations on existing towers, supporting a buy rating following Q4 and Fiscal Year 2024 results [1] Group 1 - The company is experiencing growth due to the strategic use of existing tower infrastructure for colocations [1]

Core Insights - Helios Towers plc is identified as a positive outlier in the current volatile public market environment, particularly in the telecom infrastructure sector in Africa and the Middle East [1]. Company Overview - Helios Towers plc is recognized as a leading telecom infrastructure player in Africa and the Middle East, indicating its significant market presence and operational capabilities [1]. Market Context - The article highlights the compelling and volatile momentum in public markets, suggesting that Helios Towers plc stands out positively amidst this backdrop [1].