Helios Towers: Strong Execution Overshadowed By Higher Capex

2026-03-16 07:03:54 ET

We are back to comment on Helios Towers plc ( HTWSF ). The company released its results on March 12. Despite exceeding its previous outlook ( Fig. 1 ), shares are down by more than 6% as of this writing. We believe this was due to a higher 2026 CAPEX projection. Indeed, the company expects Fiscal Year investment of $150-180 million, compared with $110-140 million of capex last year. Therefore, there is an impact on the FCF generation. Here at the Lab, we believe this is minor and take the opportunity to strengthen our position....

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