Obermatt

Airtel Africa

LSE:AAF · GB00BKDRYJ47
Wireless Telecommunication ServicesX-Large

360

79
EV / EBIT93
Price / Owner Earnings11
Owner Earnings Yield29
Dividend Yield49
Price/Sales43
EV / Gross Profit58
Price/Book20
Return on Capital95
Cash Return on Capital38
Return on Equity79
EBIT Margin97
Gross Profitability84
Cash Conversion77
Accruals93
Owner Earnings Margin36
Sales growth92
Profit Growth78
Long-Term EPS Growth93
Owner Earnings Growth85
Reinvestment58
Price momentum92
Debt load17
Refinancing18
Debt Payback21
Liquidity51
Analyst ratings9
Opinion Changes50
Price Target Upside51
Market mood85
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Airtel Africa generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryIndia
IndustryWireless Telecommunication Services
SizeX-Large
TypePublic Company
ExchangeLSE
Founded2018
Employees844
ISINGB00BKDRYJ47
Last UpdateApr 2, 2026
Themes
Online PaymentsFintechVoIPArtificial Intelligence5G

Description

Airtel Africa plc (Airtel Africa) operates as a telecommunications and mobile money services. The company and its subsidiaries operate a diverse range of communication and financial solutions, addressing the growing digital needs of both individual c…

Analysis

Quality compounder

Airtel Africa Plc is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is expensive. You pay 33.7× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 13% yearly growth; analysts expect 37%. The price, in other words, assumes less than the experts do.

The trajectory is solid and accelerating and the balance sheet is adequate. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
41
2023202420252026

All-time high

58

Jan 2026

All-time low

16

Jan 2025

Average rank

38

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
43
41
37
44
Price/Earnings
47
43
52
62
Price/Book
20
14
37
32
Dividend Yield
49
26
32
32
Value (overall)
37
4
32
37

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →