content-fullwidth-05.jpg content-fullwidth-05.jpg; content-fullwidth-05.jpg

Helios Towers has a strong platform for profitable growth, with leading positions in high-growth markets. We’re supported by our extensive asset base, a pioneering excellence and innovation programme, deep and long-term client relationships, high barriers to entry and a favourable regulatory environment.

Market-leading positions

  • Market-leading positions in three out of five African markets.
  • Early market entry allowing for ownership of attractive sites in prime urban areas.
  • Skills in reliable power management and tower planning/deployment.
2_Helios_page_04_Ribbon.png 2_Helios_page_04_Ribbon.png; 2_Helios_page_04_Ribbon.png

Africa’s favourable macro environment

  • Our five markets are projected to grow by 37 million people, to 266 million by 2023. That’s a 3% annual increase, compared to 0% annual growth across the G7.
  • Increasingly urbanised with 26 million people expected to move into cities in our markets by 2023, earning more and consuming more mobile services.
  • In our markets, approximately two-thirds of the population is under 30. This is the demographic that consumes the most data, and creates further opportunity for our customers.


High mobile telecoms infrastructure growth

  • Mobile penetration in our markets is significantly lower than western economies.
  • In our markets, mobile subscriptions are forecast to grow by 48 million, or 6% annually, to 2023.(4)
  • Fixed-line availability is extremely low in most of our markets.


Well positioned for long-term growth

Existing markets

  • Significant adjusted EBITDA growth since 2015 expected to continue through c.12,200 new PoS required by 2023.

New markets

  • Market opportunity, strong balance sheet, management team and customer relationships to support market expansion.

 

New technologies

  • Opportunity to add adjacent new technologies to increase value to our customers.

EBITDA and EBITDA growth

(US$m)

What we look for:

– Emerging market
– Population of >10m
– 3+ operators
– Stable and/or pegged
   currencies
– Infrastructure gap
– High subscriber growth
– Low mobile penetration
– Enhanced Group returns


Embedding business excellence

  • Continuously improving operational leverage and performance.
  • Unrivalled customer service.
  • Supply chain optimisation driving efficiencies across the business.
  • Realised capex savings through a reduction in strategic suppliers.

Localised workforce 

96%

in operating companies are local employees
___________________________________

Lean Six Sigma training 

35%

of employees trained by 2018
___________________________________

Weekly improvement in power service delivery

56%

compared to 2017


Robust business model

  • Contracted protection against power and price inflation.
  • Stable and visible cash flows with diversified customer base.
  • Strong balance sheet to support investments.
  • Funding/financing options provide flexibility to support long-term growth initiatives.

Contracted Revenues

$3.1B

_____________________________

% EBITDA in USD/EUR pegged

65%