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Posted by
Two Blokes Jun 24 -
Filed in
Stock
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IHS offers high-margin, stable growth via telecom infrastructure in emerging markets, with strong organic revenue and EBITDA momentum despite currency headwinds. The company's end-to-end service model, long-term contracts, and strategic asset disposals underpin operational resilience and future profitability. Risks include currency volatility, especially the Nigerian Naira, operational complexities, and customer concentration, but management's mitigation strategies are proactive.
