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← CockpitCompetitor Analysis › AMC.L Airtel Mobile Commerce NVOpen in the cockpit ↗

Airtel Mobile Commerce NVAMC.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Industrials›Miscellaneous Commercial Services
Mkt cap
$7.05B
US dollars, full cap
$/day
$4.42M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 19.5%
Hurdle
-19 pp
Req g minus delivered
Close · GBP£194.20
1D-0.3%
1W+4.5%
1Mn/a
3Mn/a
6Mn/a
YTDn/a
1Yn/a
ATR %5.2%
52w lowhigh4.3% off high

What Airtel Mobile Commerce does

Employees: 325

Airtel Mobile Commerce at a glance

Size Airtel Mobile Commerce (AMC.L) is a United Kingdom Industrials company (Miscellaneous Commercial Services) with a market value of $7.05B, the 71st largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £194.20 on 6 Nov 2026.

Growth Revenue grew 30.3% over the last twelve months (peer median +4.4%); the operating margin is 48.0% (peer median 12.8%).

Valuation It trades at 3.7× enterprise value to sales against a peer median of 1.8× (4th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +30%, so the hurdle is -19 pp: the price already allows for a slowdown.

Airtel Mobile Commerce financials

Reported figures in GBP; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023
Revenuen/a£1.01B£776M£666M
Revenue growth—+30%+17%—
Gross profitn/a£605M£467M£396M
EBITDAn/a£504M£401M£342M
Net incomen/a£260M£223M£190M
Free cash flown/a£384M£254M£266M
Capital expendituren/a£28.4M£22.7M£14.3M
Total debt£0£0£0£791,609

Quarterly statements and history in the cockpit →

Airtel Mobile Commerce competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%5×10×GISSALQEDENNEXI300803SPIECAESECU-BFCNBAHLTTS688192TEP6532AMC.LRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Airtel Mobile Commerce is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%+30%0%20%GISSALQEDENELISNEXI300803SPIECAEREYSECU-BAALBLTTS688192TEPBCO6532RTOAMC.LGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Airtel Mobile Commerce is the large dot.

Airtel Mobile Commerce competitors and peer comparison

How Airtel Mobile Commerce compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Airtel Mobile Commerce against its 20 peers (data as of 6 Nov 2026)
MeasureAMC.LPeer medianRank in peer set
Distance from 52-week high-4.3%-14.0%4th highest of 21
Revenue growth (TTM)+30.3%+4.4%3rd highest of 21
Operating margin48.0%12.8%2nd highest of 21
EV / Sales3.7×1.8×4th most expensive of 21
Growth the price implies (Req g, 7 yrs)11.5%2.2%6th most demanding of 21
Growth delivered (Del g)+30.3%+11.8%3rd highest of 21
Hurdle (Req g minus delivered)-18.8 pp-10.6 pp6th least demanding of 21
EV / EBITDA7.4×10.1×5th cheapest of 19
Net debt / EBITDA-3.1×2.2×least indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Airtel Mobile Commerce AMC.LUnited Kingdom$7.05Bn/a+30%48%3.7×11.5%+30.3%
Genpact GUnited States$7.07B+30%+7%16%1.5×-7.5%+6.5%
Iss A/s ISS.CODenmark$7.08B+13%+4%5%0.7×-6.1%+3.7%
ALS ALQ.AXAustralia$7.40B-3%+11%17%3.6×23.0%+13.5%
Edenred EDEN.PAFrance$6.52B+15%+3%30%2.1×-8.0%+13.9%
Elis ELIS.PAFrance$6.44B-12%+5%13%2.1×10.1%+11.3%
Nexi NEXI.MIItaly$5.93B+18%+1%13%1.5×1.5%+30.5%
Beijing Compass Technology Development 300803.SZChina$5.91B-23%+12%0%11.1×46.9%+25.3%
Spie SPIE.PAFrance$8.64B-8%+3%6%1.0×8.6%+9.3%
CAE CAE.TOCanada$8.67B+3%+5%13%3.0×13.2%+10.5%
Reply REY.MIItaly$5.46B+41%+6%13%1.8×2.9%+14.4%
Securitas SECU-B.STSweden$9.22B+4%-5%7%0.8×-4.9%+7.5%
FTI Consulting FCNUnited States$5.33B+19%+8%10%1.6×-3.6%+9.0%
Booz Allen Hamilton BAHUnited States$10.1B+11%-6%9%1.3×-7.0%+7.4%
Aalberts AALB.ASNetherlands$4.87B+6%0%10%1.8×12.9%+3.4%
L&T Technology Services LTTS.NSIndia$4.79B+13%+2%15%3.6×31.0%+15.1%
Dizal Pharmaceutical 688192.SSChina$4.68B+18%+720%69%5.4×-8.4%+95.9%
Teleperformance TEP.PAFrance$4.60B+3%-3%10%0.8×-10.2%+12.2%
Brink's BCOUnited States$4.54B+3%+7%10%1.3×0.1%+7.3%
Baycurrent 6532.TJapan$11.2B+132%+32%33%9.9×6.4%+28.2%
Rentokil Initial RTO.LUnited Kingdom$11.9B-26%0%14%2.2×8.2%+13.4%

Questions

Which companies are Airtel Mobile Commerce's closest peers?
The cockpit's peer set: Genpact (G), Iss A/s (ISS.CO), ALS (ALQ.AX), Edenred (EDEN.PA), Elis (ELIS.PA), Nexi (NEXI.MI), Beijing Compass Technology Development (300803.SZ), Spie (SPIE.PA).
Is Airtel Mobile Commerce expensive compared with its peers?
On ev / sales it trades at 3.7× against a peer median of 1.8×, 4th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +30%, so the hurdle is -19 pp: the price already allows for a slowdown.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.