Loading...

SEPLAT Q3 Result – Strong Earnings Momentum Sustained as Revenue Triples and Profit Surges 178% YoY on Robust Production Growth

Published
05 Mar 25
Updated
15 Nov 25
n/a
n/a
Wane_Investment_House's Fair Value
n/a
Loading
1Y
3.0%
7D
-1.8%

Author's Valuation

₦6.2k6.3% undervalued intrinsic discount

Wane_Investment_House's Fair Value

Shared on 15 Nov 25

SEPLAT ENERGY PLC – Strong Production Growth and Gas Expansion Drive Robust 9M 2025 Operational Performance Despite Isolated Setbacks

Executive Summary Seplat Energy Plc delivered a strong operational performance in the nine months ended September 30, 2025, underpinned by record production volumes, improved asset reliability, and continued progress on its gas expansion strategy. The Group achieved significant output growth across both onshore and offshore assets, while maintaining a solid health, safety, and environmental (HSE) record.

Shared on 13 Nov 25

Seplat Energy Plc – Record Operational Scale and Robust Cash Generation as 9M 2025 Profit Surges

Strong production uplift from MPNU drives ₦3.36 trillion revenue; ₦1.096 trillion operating profit underscores scale efficiency Executive Summary Seplat Energy Plc (“Seplat” or “the Company”) reported a robust performance for the nine months ended 30 September 2025, reflecting the full impact of the MPNU acquisition and strong operational execution. The Company achieved record revenue of ₦3.36 trillion , representing a 214% year-on-year increase from ₦1.07 trillion in 9M 2024, supported by a 185% surge in working interest production.

Shared on 08 Oct 25

Fair value Increased 3.30%

Seplat Energy Plc: Scaling Growth Through Strategic Acquisitions and Capital Discipline Analyst Name: Adebara Qudus Sector: Energy | Oil & Gas | Nigeria Ticker: SEPLAT Executive Summary Seplat Energy Plc, Nigeria’s leading independent energy company, continues to demonstrate sustained growth momentum and operational resilience driven by disciplined asset acquisitions, strategic integration, and prudent financial management. At the 2025 Africa Energy Week (AEW) Conference in Cape Town, CEO Roger Brown highlighted the company’s success in building a robust portfolio through the acquisition of divested assets and transforming them into high-performing, low-emission operations.

Shared on 30 Jul 25

Shared on 27 May 25

WaneInvestmentHouse has decreased revenue growth from 17.7% to 1.7%.

Shared on 29 Apr 25

WaneInvestmentHouse has increased revenue growth from 12.4% to 17.7%.

Shared on 14 Apr 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on 24 Mar 25

WaneInvestmentHouse has increased revenue growth from 0.0% to 12.4%, decreased profit margin from 34.0% to 30.0% and decreased future PE multiple from 400.0x to 6.6x.

Shared on 10 Mar 25

WaneInvestmentHouse has decreased revenue growth from 0.0% to 0.0%.