African Telcos – Deep Dive on Fintech Valuations

Date and Time
March 28, 2024 — 3pm UK / 11am EST

African Telcos are becoming more active about unlocking value from Mobile Money assets with MTN’s recent deal with Mastercard and now rumours that Airtel Africa is looking to IPO its Mobile Money business. Global Fintech/Payments multiples have derated over the past couple of years, but we continue to see great value in the African Telco’s Mobile Money assets which remain one the key non-core drivers for growth. In this call we will discuss the outlook for growth & returns from these assets as well as their valuations and impact on the Telcos.