IHS Holding (IHS) Company Report

Analyst Coverage

Research analysts who have asked questions during IHS Holding earnings calls.

Michael Rollins

Citigroup

4 questions for IHS

Also covers: AD, AMT, ATUS +18 more

Gustavo Campos

Jefferies

3 questions for IHS

Also covers: SSL, TCELL, TKC

James Schneider

Goldman Sachs

3 questions for IHS

Also covers: ACN, AMAT, AMKR +29 more

Richard Choe

JPMorgan Chase & Co.

2 questions for IHS

Also covers: AMT, CCI, DBRG +3 more

Stella Cridge

Barclays

2 questions for IHS

Also covers: KOS, SSL

David Lopes

New Street Research

1 question for IHS

Also covers: LILA

Jim Schneider

Goldman Sachs

1 question for IHS

Also covers: ACN, ADI, AMAT +31 more

Maurice Patrick

Barclays Capital

1 question for IHS

Also covers: KKPNY, LBTYA, SNRE +2 more

Latest news

Recent press releases and 8-K filings for IHS.

IHS Holding Limited Acquisition Under Investigation

IHS

M&A

Legal Proceedings

Takeover Bid

Brodsky & Smith is investigating the proposed acquisition of IHS Holding Limited (IHS Towers).
MTN Group Limited is set to acquire IHS Towers for $8.50 per ordinary share in an all-cash transaction.
The deal values IHS Towers at an enterprise value of approximately $6.2 billion.
The investigation concerns whether the IHS Towers Board breached its fiduciary duties and if the deal consideration provides fair value to shareholders.

8 hours ago

Press Release

IHS Holding investigated over transaction with MTN Group Limited

IHS

Legal Proceedings

M&A

Takeover Bid

Ademi LLP is investigating IHS Holding (NYSE: IHS) for possible breaches of fiduciary duty and other violations of law.
The investigation concerns IHS Holding's recently announced transaction with MTN Group Limited.
In this all-cash transaction, IHS Holding stockholders are expected to receive $8.50 per share, valuing the deal at approximately $6.2 billion in enterprise value.
Ademi LLP is examining whether the IHS Holding board of directors is fulfilling its fiduciary duties to all shareholders, noting a significant penalty for competing bids and substantial benefits for insiders.

Feb 17, 2026, 6:10 PM

Press Release

IHS Towers to be acquired by MTN Group Limited

IHS

M&A

Takeover Bid

Delisting/Listing Issues

IHS Holding Limited (IHS Towers) has entered into a merger agreement to be acquired by MTN Group Limited (MTN) for $8.50 per ordinary share in an all-cash transaction.
The transaction values IHS Towers at an enterprise value of approximately $6.2 billion.
This acquisition price represents a 239% premium over IHS Towers’ share price at the announcement of its strategic review on March 12, 2024.
The transaction is expected to close in 2026, subject to shareholder and regulatory approvals, after which IHS Towers will become a wholly owned subsidiary of MTN and its shares will be delisted.

Feb 17, 2026, 2:47 PM

6-K

IHS Holding: Wendel Supports MTN's Acquisition Offer

IHS

M&A

Takeover Bid

Wendel supports MTN's offer to acquire IHS Towers, which will provide full liquidity on Wendel's 19% stake.
Wendel expects to receive approximately $535 million in net proceeds from the sale.
The offer price of $8.5 per share represents a 36% premium to the 52-week volume-weighted average price as of February 4, 2026.
The transaction is anticipated to close in 2026, pending IHS shareholder and regulatory approvals.

Feb 17, 2026, 2:45 PM

Press Release

IHS Holding Agrees to Sell Latin American Operations

IHS

M&A

IHS Holding Ltd. has agreed to sell its Latin/South American wireless tower operations, covering roughly 8,500–8,860 sites across Brazil and Colombia, to Macquarie Asset Management.
The deal is valued at R$3,550 million (about US$685 million), with one outlet reporting approximately $952 million.
This transaction marks IHS's exit from the LatAm region and represents about 34% of IHS’s market capitalization.
The sale is subject to customary conditions and is expected to close later in 2026.

Feb 17, 2026, 2:02 PM

Morningstar

IHS Towers to Sell South American Tower Operations to Macquarie Asset Management

IHS

M&A

New Projects/Investments

Macquarie Asset Management has agreed to acquire the South American wireless tower operations of IHS Mauritius BR Limited, part of IHS Towers.
The transaction implies an enterprise value of approximately R$3,550 million (US$685 million).
The acquisition includes over 8,500 sites in Brazil and 270 sites in Colombia.
This sale marks IHS Towers' exit from the Latam region.
The transaction is expected to close later in 2026, subject to certain conditions.

Feb 17, 2026, 1:55 PM

Press Release

IHS Towers Agrees to Sell Latin America Tower Operations

IHS

M&A

IHS Mauritius BR Limited, a part of IHS Towers, has agreed to sell its Latin America tower operations (IHS Latam), including IHS Brazil and IHS Colombia and approximately 8,860 sites, to Macquarie Asset Management.
The transaction reflects an enterprise value of approximately $952 million and an aggregate base purchase price of R$3,550.00 million (approximately US$683.0 million).
This sale marks IHS Towers' strategic exit from the Latam region, aimed at shareholder value-creation.
The transaction is expected to close later in 2026, subject to regulatory approvals and a successful capital raise by Macquarie Asset Management.

Feb 17, 2026, 1:52 PM

6-K

IHS Towers Sells Latin America Tower Operations

IHS

M&A

IHS Towers has agreed to sell its Latin America tower operations, including IHS Brazil and IHS Colombia, to Macquarie Asset Management.
The transaction involves approximately 8,860 sites and reflects an enterprise value of approximately $952 million.
This sale marks IHS Towers' exit from the Latam region as part of strategic initiatives for shareholder value-creation and is expected to close later in 2026.

Feb 17, 2026, 1:46 PM

Press Release

IHS Towers to Sell 51% Stake in I-Systems to TIM S.A.

IHS

M&A

IHS Towers (through IHS Fiber Brasil) has agreed to sell its 51.0% stake in I-Systems Soluções de Infraestrutura S.A. to TIM S.A., which currently owns the remaining 49%.
The transaction reflects an enterprise value of $452.6 million and is anticipated to close later in 2026, pending customary closing conditions and regulatory approvals.
This divestment aligns with IHS Towers' strategic initiatives to concentrate on lower capex, higher return businesses, and will result in the company's exit from the Brazilian fiber sector.

Feb 11, 2026, 12:29 PM

Press Release

IHS Towers Agrees to Sell 51% Stake in I-Systems

IHS

M&A

IHS Holding Limited (IHS Towers) has agreed to sell its 51.0% stake in I-Systems to TIM S.A., the owner of the remaining 49%.
The transaction reflects an enterprise value of $452.6 million for a 100% shareholding.
This sale will result in IHS Towers' exit from the Brazilian fiber sector.
The divestment aligns with the company's strategic initiatives to focus on lower capex, higher return businesses and is expected to close later in 2026.