Our strategy

Our Strategy Banner

At Helios Towers, we play a pivotal role in connecting people and enabling social and economic growth. We deliver mission-critical telecoms infrastructure and power solutions to leading mobile network operators (MNOs) across Africa and the Middle East.

Our core business — shared tower infrastructure — is inherently sustainable. By enabling faster, more efficient network rollouts, we help our customers reduce costs, expand coverage, and lower their environmental impact.

Our purpose

Connecting people, powering growth

Our mission

To deliver customer experience excellence through our business excellence platform, creating sustainable value for our people, our environment, our customers, our communities, and our investors.

Our vision

To be the leading mobile tower company across Africa and the Middle East.

IMPACT 2030

Combining leading growth, returns expansion and shareholder distributions

Following two successful strategic cycles since IPO - platform expansion (2019–2022) and platform integration and free cash flow generation (2022–2025) - we are now executing our next phase: IMPACT 2030.

This strategy brings together accretive tenancy-led growth, expanding returns and disciplined capital allocation, positioning Helios Towers at the sweet spot of the towerco model. Having achieved our 2.2x tenancy ratio target a year ahead of plan, we are now targeting over 42,000 tenancies and a tenancy ratio above 2.5x by 2030, alongside more than US$400 million of shareholder distributions.

HT Impact2030 Identifier White Orange

Through IMPACT 2030, we expect to deliver over US$1.3 billion in cumulative recurring free cash flow (2026–2030), supported by an updated capital allocation framework designed to maximise stakeholder value.

  • We plan to invest over US$500 million in discretionary capex between 2026 and 2030, delivering:

    • >9% Adjusted EBITDA CAGR, with ROIC expansion to 15–20%
    • Growth to over 42,000 total tenancies and a tenancy ratio exceeding 2.5x by 2030
    • Continued market-leading operational performance

    This growth will be driven by our world-class platform, significant lease-up capacity, and structural demand for digital infrastructure — all underpinned by our commitment to customer experience excellence.

  • We are targeting over US$400 million in cumulative investor distributions through to 2030:

    • >US$250 million share buyback programme, including an initial US$75 million buyback to be completed by end-2026
    • >US$150 million dividend programme, beginning with an initial US$25 million full-year dividend for FY2026, growing at a sector-leading rate of over 10% per annum, with a typical one-third interim and two-thirds final split

  • With continued deleveraging and strong free cash flow generation, we will maintain a robust and flexible balance sheet. This financial strength enables us to pursue strategic opportunities that enhance shareholder value while sustaining long-term growth.

Our Track Record

We are proud of our consistent delivery:

  • 10 consecutive years of USD EBITDA growth
  • Business doubled in size since IPO
  • Nearly 15,000 towers across nine markets

Helios Towers continues to reshape expectations of what infrastructure companies can achieve in Africa and the Middle East. We are unlocking the region’s digital potential, attracting long-term investment, and helping power the growth that connects millions more people every year.

 

Our ambitious but deliverable financial and operational targets

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