Oando Plc – H1 2025 Financial Review: Avoid – Until Operational Turnaround is Evident

WA
WaneInvestmentHouse
Community Contributor
Published
02 Oct 24
Updated
01 Aug 25
WaneInvestmentHouse's Fair Value
₦57.12
5.5% undervalued intrinsic discount
01 Aug
₦54.00
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1Y
71.5%
7D
-8.5%

Author's Valuation

₦57.1

5.5% undervalued intrinsic discount

WaneInvestmentHouse's Fair Value

Shared on01 Aug 25

WaneInvestmentHouse has increased shares outstanding growth rate from -0.1% to 0.0%.

Shared on22 Jul 25

Subject: Oando Plc Charts Ambitious ₦500bn Capital Raise to Power Strategic Growth Oando Plc has unveiled bold plans to raise up to ₦500 billion through a combination of equity and debt instruments , a move poised to reshape its balance sheet and unlock new strategic opportunities. The proposal, subject to shareholder approval at its upcoming 46th Annual General Meeting , underscores the company’s renewed focus on financial strengthening and aggressive market positioning.

Shared on26 Jun 25
Fair value Increased 14%

Three-months 2025 performance highlights Group highlights • Revenue grew by 2% year-on-year to ₦933 billion (Q1 2024: ₦915 billion), supported by higher upstream volumes and FX revaluation gains. • Gross profit increased by 172% to ₦85 billion (Q1 2024: ₦31 billion), reflecting stronger E&P margins.

Shared on25 Jun 25

Oando PLC delivered a surprising profit after tax of ₦113.1 billion in the first quarter of 2025, nearly doubling its Q1 2024 earnings of ₦59.3 billion, despite recording an operating loss of ₦120.3 billion. The performance was primarily supported by a significant tax credit of ₦165.6 billion and a sharp turnaround in net finance income , which helped cushion the impact of an unexpected operational setback.

Shared on04 Jun 25
Fair value Increased 0.06%

WaneInvestmentHouse has increased revenue growth from -10.4% to 10.4%, decreased future PE multiple from 7.0x to 6.0x and increased discount rate from 10.0% to 29.0%.

Shared on04 Jun 25

Subject: Oando PLC Delivers Strong Bottom-Line Growth in FY 2024, Driven by Higher Revenue and Operating Income Oando PLC has reported a significant turnaround in its financial performance for the year ended 31 December 2024, showcasing substantial growth across key profitability metrics, both at the Group and Company levels. Key Highlights: Robust Revenue Growth: Group revenue rose sharply by 44% year-on-year to ₦4.09 trillion (2023: ₦2.85 trillion), driven primarily by increased customer contracts and improved market dynamics.

Shared on27 May 25

WaneInvestmentHouse has decreased revenue growth from 1.0% to -4.1%.

Shared on05 May 25
Fair value Decreased 37%

WaneInvestmentHouse has decreased revenue growth from 8.9% to 1.0%, decreased profit margin from 45.0% to 4.3% and increased future PE multiple from 0.7x to 7.0x.

Shared on24 Mar 25
Fair value Decreased 0.40%

WaneInvestmentHouse has decreased revenue growth from -21.0% to 8.9%, increased profit margin from 34.0% to 45.0% and decreased future PE multiple from 1.2x to 0.7x.

Shared on12 Mar 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on06 Mar 25
Fair value Increased 0.40%

WaneInvestmentHouse has decreased revenue growth from 10.3% to -21.0%, increased profit margin from 2.3% to 34.0% and decreased future PE multiple from 12.8x to 1.2x.

Shared on05 Mar 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on27 Feb 25

WaneInvestmentHouse has increased revenue growth from 8.5% to 10.3%.

Shared on27 Jan 25

WaneInvestmentHouse has decreased revenue growth from 11.8% to 8.5%.

Shared on26 Jan 25
Fair value Decreased 60%

WaneInvestmentHouse has decreased revenue growth from 31.3% to 11.8%.