MTNOF(MTNOF)

$12.42—Stale · unknown old

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MTNOF(MTNOF)

OTC • Last print unknown ago

$12.42—Stale · unknown old

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MTNOF(MTNOF)

MTNOF

9/17/26

MTN (MTNOF)

Thursday

1:45 PM

ThesisThe strong growth in mobile money transactions and regulatory support for pricing increases are enhancing investor sentiment towards MTN.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$225.2B	$253.5B	$294.7B
Rev. Growth	+19.8%	+12.6%	+16.3%
EPS	$11.09	$16.88	$21.33
EPS Growth	+309%	+52.2%	+26.3%
P/E (fwd)	1.1×	0.7×	0.6×

★ Analysts see FY2027 revenue reaching $294.7B — +16.3% growth in a single year.

The Bull Case for Growth

01MTN's mobile money transactions surged by 150% YoY, indicating strong demand and potential for revenue growth.
02Recent regulatory approval for increased data pricing in Nigeria could enhance ARPU significantly.
03Expansion into new markets in West Africa is expected to add 10 million new subscribers over the next year.
04Operational efficiencies have led to a 5% reduction in costs, improving overall margins.
05Digital financial services expansion
065G network rollout and adoption
07Subscriber growth in key markets like Nigeria and South Africa
08Expansion of mobile money services and transaction volumes

FY2025 Snapshot

Revenue: $225.2B
Rev. Growth: +19.8%
Gross Margin: 47.6%
Op. Margin: 34.0%
Net Margin: 8.9%
Net Income: $20.1B
NI Growth: +310%
EPS: $11.09
1Y Return: +37.1%

MTNOF Chart

My Notes

"Management emphasized, 'Our mobile money platform is not just a service; it's becoming a vital part of everyday life for millions.'"
Moat: MTN's extensive network and first-mover advantage in mobile money create a strong competitive moat.
growth - Investors are likely attracted to MTN's strong revenue growth and expansion in mobile money services.
MTN's debt levels (Debt/Equity: 1.01) mean that rising interest rates could increase financing costs, impacting profitability and cash flow.
Watch on earnings: Subscriber growth rate, Mobile money active users, Average revenue per user (ARPU).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $253.5B to $294.7B as mtn's mobile money transactions surged by 150% yoy, indicating strong demand and potential for revenue growth.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

1.1×

0.7×

0.6×

The Bull Case for Growth

01MTN's mobile money transactions surged by 150% YoY, indicating strong demand and potential for revenue growth.

02Recent regulatory approval for increased data pricing in Nigeria could enhance ARPU significantly.

03Expansion into new markets in West Africa is expected to add 10 million new subscribers over the next year.

04Operational efficiencies have led to a 5% reduction in costs, improving overall margins.

05Digital financial services expansion

065G network rollout and adoption

07Subscriber growth in key markets like Nigeria and South Africa

08Expansion of mobile money services and transaction volumes

My Notes

"Management emphasized, 'Our mobile money platform is not just a service; it's becoming a vital part of everyday life for millions.'"

Moat: MTN's extensive network and first-mover advantage in mobile money create a strong competitive moat.

growth - Investors are likely attracted to MTN's strong revenue growth and expansion in mobile money services.

MTN's debt levels (Debt/Equity: 1.01) mean that rising interest rates could increase financing costs, impacting profitability and cash flow.

Watch on earnings: Subscriber growth rate, Mobile money active users, Average revenue per user (ARPU).