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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial performance: double-digit constant-currency revenue growth (24%), steep EBITDA expansion (margin +280bps to 49.3%), meaningful free cash flow generation (~$803m), customer and mobile-money scale gains, deleveraging and an elevated CapEx program to fund future growth. The primary negatives were macro and operational risks—most notably sharply higher diesel/energy costs (material margin sensitivity), FX/interest cash-flow noise, localized regulatory/service disruptions (Uganda), competition, and elevated ongoing CapEx. Overall, the positive growth, margin expansion, cash generation and balance-sheet improvement materially outweigh the highlighted risks, though the near-term margin and cost outlook is exposed to energy and geopolitical volatility.Company Guidance
Strong Revenue Growth
Group revenue crossed $6.4 billion, up 29.5% in reported currency and 24.0% in constant currency for FY26.
Robust EBITDA and Margin Expansion
EBITDA reached $3.16 billion, up 37.2% in reported currency (30.4% in constant currency); full-year EBITDA margin improved 280 basis points to 49.3% and peaked at 50.3% in Q4.
Significant Free Cash Flow and Deleveraging
Normalized free cash flow was $803 million (≈4x prior year $213 million); lease-adjusted leverage fell to 0.5x from 1.0x and reported leverage improved to 1.8x from 2.3x.
Customer & Smartphone Traction
Customer base reached 183.5 million (over 10% YoY) with net additions of 17.5 million; smartphone penetration rose to 49.5%.
Mobile Money Growth and Payments Scale
Mobile money customers reached 54.1 million (+21% YoY); annualized transaction value was $215 billion (up almost 50% YoY); mobile money revenue grew ~28% (adjusted >31% for intra-group changes) and ARPU rose 9% in constant currency.
Data Revenue and Usage Momentum
Data traffic increased almost 50%; data revenue grew 35.2% and is now the group's largest revenue component; usage per customer reached ~9 GB/month.
Regional Outperformance — Nigeria
Nigeria delivered very strong constant currency revenue growth of ~47.5%, customer growth ~10%, ARPU up ~37% (constant currency) and EBITDA up ~70.5% (constant currency) with an ~8 percentage point margin improvement.
Regional Strength — East Africa & Francophone
East Africa constant currency revenue growth ~18% (reported 24%) and EBITDA margins >53%; Francophone constant currency revenue +17.1% (reported +21.5%) with EBITDA margins at 44% and signs of a clear turnaround.
Capital Allocation and Guidance
CapEx FY26 ~ $884 million (in line with increased guidance); FY27 CapEx guidance increased to $1.1 billion to support coverage, capacity and new growth engines (home broadband, data centers).
Shareholder Returns & EPS
EPS before exceptionals rose 128% to $0.186; board recommended final dividend up 9.2% to $0.0426 (total FY dividend $0.071); $100 million share buyback completed.
Lowered Weighted Cost of Debt
Average cost of debt declined ~60 basis points to 12.1% for the year and further to ~10.6% by end-March 2026, reflecting optimized debt portfolio.
GB:AAF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:AAF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2026 | 360.83 p | 363.80 p | +0.82% |
Jan 30, 2026 | 338.82 p | 316.42 p | -6.61% |
Oct 28, 2025 | 226.92 p | 264.11 p | +16.39% |
Jul 24, 2025 | 180.17 p | 193.26 p | +7.26% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Airtel Africa Plc (GB:AAF) report earnings?
Airtel Africa Plc (GB:AAF) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Airtel Africa Plc (GB:AAF) earnings time?
Airtel Africa Plc (GB:AAF) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Airtel Africa Plc stock?
The P/E ratio of Airtel Africa Plc is N/A.
What is GB:AAF EPS forecast?
GB:AAF EPS forecast for the fiscal quarter 2027 (Q1) is 0.04.