Helios Towers plc (HTWS) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and thank you for joining the Helios Towers H1 2025 results call. My name is Sammy and I'll be coordinating your call today. During the presentation you can register a question by pressing star followed by 1 on your telephone keypad. If you change your mind please press star followed by 2 on your telephone keypad to remove yourself from the question queue. I'll now hand over to your host Tom Greenwood, CEO to begin. Please go ahead Tom. Thanks very much Sammy. Hi everyone and welcome to our H1 2025 earnings call. I'm Tom Greenwood, Helios Towers CEO. Thanks very much for joining us today and I hope you and your families are doing really well. So we're pleased to report a strong set of results for the first half of the year. The business is performing very well across all of our key strategic and financial metrics. We've delivered strong tenancy growth, P&L expansion and a further step forward in free cash flow and return on invested capital. As we reflect on yet another quarter of unbroken growth over the last 10 years, and as we lead up to our capital markets day in November, it's important to remind ourselves of priority one in our strict capital allocation policy. Our first priority is always high returning organic growth and investing capital expenditure to capture the unique growth in the telecom towers industry in our regions. As I enter my 16th year with this company, what I can say with absolute confidence is that the runway of growth we see ahead is as strong today looking into the future as the growth we have seen over the last decade. Furthermore, following our free cash flow inflection last year and the continued growth of cash generation already in the first half of this year, we're getting to the point of being able to balance and sustain...