Helios Towers plc (HTWS) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning everyone and thank you very much for joining us. Welcome to the Helios Towers H1 2026 earnings call and I hope you and your families are doing well and thank you very much for being here with us today. Today we're going to cover two topics. Firstly our H1 earnings and outlook where we've delivered another very strong performance operational and financial and This has been driven by record tenancy growth, disciplined capital allocation, and operational excellence across the business. Secondly, we'll spend some time looking beyond today's earnings at the 15 year organic total addressable market through to 2040. And what is one of the most important aspects of the Helios Towers investment case, the long term structural growth opportunity across Africa and the Middle East for mobile infrastructure over the past few years we talked extensively about the strength of current demand and today we'd like to take a step back and examine what the next 15 years looks like and how mobile networks will need to evolve to support the rapidly increasing data consumption and why this creates decades of opportunity for tower infrastructure This deep dive covers one of our key pillars of the investment thesis and we expect to cover more of these in more deep dives from time to time going forward. So with that, let's move on. So I'll begin with the H1 highlights. Manjit will take you through the financial detail and then I'll return afterwards to introduce our multi-decade growth runway. before heading out to Marcus and Alan who will explain how networks need to evolve to meet that future data demand including looking at future network architecture of terrestrial and how satellites fit into that picture and then Sinesh will bring it back to the commercial opportunity across A...