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MTN Group (MTN) Fair Value & Analysis

Communication Services · ZA · Market cap 387B ZAC

MG MTN Group MTN · JSE
PriceR227.43
Fair ValueR243.19
Upside+6.9%
Quality88/100
Evidence: Medium Range R182.39 – R303.99

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from R276.87 to R243.19 (−12.2%) since Jun 24, 2026. Share price +3.7% over the past month.

Price vs Fair Value (12 months)

R233.31 R133.32 Fair Value R243.19 Jun 2025 Jun 2026

12‑month range R133.32 – R233.31 · fair‑value band R182.39 – R303.99 · the R227.43 price screens below the R243.19 fair value. As of Jun 26, 2026.

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Analysis

MTN Group (MTN) currently trades at R227.43, while our model-based Fair Value estimate is R243.19 — implying the stock looks roughly 6.9% undervalued today. We read business quality at 88/100 (high quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium) — always confirm before acting.

Over the trailing twelve months, MTN Group generated revenue of 227B ZAR at a net margin of 8.9%. Revenue grew 20.5% year over year. It earns a return on equity of 17.8%. Net debt stands at 103B ZAR. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 227B ZAC
Revenue growth (YoY) +20.5%
Net margin 8.9%
Return on equity 17.8%
Free cash flow 45.1B ZAC FY2025
P/E ratio 19.2
More key figures
Operating margin 30.0%
EPS (TTM) R11.02
Dividend yield 0.0%
EPS growth (YoY) +15.7%
Net debt 103B ZAC FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

MTN Group Limited, together with its subsidiaries, provides mobile telecommunications services in South Africa, Nigeria, South and East Africa, West and Central Africa, and the Middle East and North Africa. The company offers data, voice and SMS, interconnect, and roaming services; and sells mobile devices. It also provides digital and fintech services, such as value-added services, rich media services, insurance, airtime lending, in-store payments, remittances, prepaid services, and e-commerce services; and MTN Mobile Money fintech platform. In addition, the company offers managed network services, cloud, unified communications, internet of things, and security as a service; network as a services, including subsea cables, terrestrial and metro fibre, data centre and cable landing stations, and towers and radio access network assets; and marketplace solutions for government agencies, insurance firms, banking institutions, and SMEs. MTN Group Limited was incorporated in 1994 and is b…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MTN Group reported revenue of R227B in FY2025 versus R182B in FY2021, a compound +5.7%/yr. Reported net income was R20.3B in FY2025, compounding +10.2%/yr from FY2021.

Revenue +5.7%/yr
FY21 R182B
FY22 R207B
FY23 R221B
FY24 R188B
FY25 R227B
Net income +10.2%/yr
FY21 R13.8B
FY22 R19.0B
FY23 R4.1B
FY24 −R9.6B
FY25 R20.3B

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Similar stocks

6 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
China Mobile Limited 600941 ¥97.27 ¥68.44 -30%
SoftBank Group SFTBF $41.03 $68.21 +66%
T-Mobile US, Inc TM5 €160.08 €166.49 +4%
Verizon Communications Inc BAC €39.83 €66.07 +66%
AT&T Inc SOBA €19.54 €45.50 +133%
Deutsche Telekom AG DTE €28.86 €34.75 +20%

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Frequently asked questions

Is MTN Group (MTN) undervalued?
As of Jun 26, 2026, our model estimates a fair value of R243.19 versus a price of R227.43 — about +7% (undervalued). Model-based estimate, not financial advice.
What is the fair value of MTN?
Our 21-model fair value for MTN Group is R243.19 (as of Jun 26, 2026), built from audited fundamentals. The current price is R227.43.
What is the quality score of MTN?
MTN Group has a Quality Score of 88/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of MTN Group (MTN)?
MTN Group reported trailing-twelve-month revenue of about 227B ZAR (latest available figure, as of Jun 26, 2026).
What is the net profit margin of MTN?
The net profit margin of MTN Group is about 8.9%, meaning it keeps roughly 8.9% of revenue as net income. Based on the latest reported figures.
Does MTN Group pay a dividend?
MTN Group currently shows a dividend yield of about 0.02% relative to its recent price (as of Jun 26, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.