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✅ Strengths Impressive Revenue Growth : Revenue surged 63.4% YoY to ₦78.2bn in H1 2025 (vs ₦47.9bn in H1 2024), reflecting strong demand and effective pricing strategies. Explosive Profit Growth : Profit after tax jumped 334% YoY to ₦18.7bn (H1 2024: ₦4.3bn).

Dangote Cement Plc (DCP) continues to show solid top-line growth, strong operational margins, and industry-leading market share. The company’s H1 2025 results demonstrate strong revenue expansion (+18% YoY) and a more-than-doubling of profit before tax (₦730.0bn vs ₦293.0bn in H1 2024).

Lafarge Africa Plc has delivered a strong financial performance for H1 2025, with significant revenue and profit growth driven by higher demand, margin expansion, and cost control. The company demonstrated robust operational efficiency , disciplined capital allocation, and maintained a healthy balance sheet.

Multiverse Mining and Exploration Plc recorded strong earnings growth in H1 2025, highlighting its operational resilience in a challenging environment. Potential drivers for future performance include: Consistent Revenue Growth : Revenue grew by 29.7% YoY in Q2 2025 (₦376.7m vs ₦178.9m), with H1 revenue up 29.2% YoY to ₦491.3 million, driven by improved output and possibly favourable commodity prices.

Industrial & Medical Gases Nigeria Plc (IMGN) has published its unaudited financial results for the half year ended June 30, 2025, reflecting mixed performance indicators and raising questions about margin sustainability and profit trajectory. Key Highlights and Performance Metrics ✅ Strengths Revenue Growth: IMGN recorded a 19% YoY growth in revenue for H1 2025, increasing from ₦3.65bn in H1 2024 to ₦4.33bn.

Summary: BUA Cement delivered a stellar financial performance in H1 2025, with revenue rising 59.4% YoY to ₦580.3 billion and PAT surging over 428% YoY to ₦180.9 billion. This growth reflects pricing power, improved volume uptake, and operational efficiency.

Thomas Wyatt Nigeria Plc has reported a significant decline in its financial performance for the year ended March 31, 2024. The company posted a loss of N12.4 million, marking a 129% decline from the N43.1 million profit recorded in the previous year.

Key Takeaways Mounting climate regulations, shifting demographics, and new building technologies threaten long-term demand and profitability in core markets. Currency volatility, operational inefficiencies, and rising competition are set to squeeze margins and weaken Dangote Cement's dominant market position.

Key Takeaways Rapid regional expansion, vertical integration, and local sourcing position Dangote Cement for dominant market share, resilient earnings, and outperformance in underpenetrated African markets. Strategic logistics improvements, alternative fuel adoption, and investment in low-carbon products are set to drive sustainable margin expansion and premium revenue growth.