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Lafarge Africa
WA
WaneInvestmentHouse
Community Contributor
Lafarge Africa Plc Q2/H1 – Strong Profitability and Balance Sheet Resilience Amid Market Headwinds
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.
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₦113.4
FV
7.7% overvalued
intrinsic discount
19.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
7
users have commented on this narrative
18
users have followed this narrative
Updated
narrative
BETA
Beta Glass
WA
WaneInvestmentHouse
Community Contributor
Beta Glass Delivers H1/Q2 result
✅ 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).
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₦280.59
FV
73.2% overvalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
5
users have commented on this narrative
14
users have followed this narrative
about 2 months ago
author updated this narrative
Multiverse Mining and Exploration
WA
WaneInvestmentHouse
Community Contributor
Multiverse Mining and Exploration Plc (H1 2025) - Resilient Earnings Despite Liquidity Pressures and Rising Liabilities
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.
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₦10.16
FV
36.8% overvalued
intrinsic discount
-14.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
about 2 months ago
author updated this narrative
Industrial and Medical Gases Nigeria
WA
WaneInvestmentHouse
Community Contributor
Industrial & Medical Gases Nigeria Plc Q2/H1— Earnings Dip Despite Revenue Growth Signals Pressure on Margins
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.
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₦40.21
FV
9.0% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
3
users have followed this narrative
about 2 months ago
author updated this narrative
Dangote Cement
WA
WaneInvestmentHouse
Community Contributor
Dangote Cement Plc Q2/H1 Result– Strong Fundamentals with Caution on Currency Risk
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).
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₦500.02
FV
3.2% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
10
users have followed this narrative
about 2 months ago
author updated this narrative
BUA Cement
WA
WaneInvestmentHouse
Community Contributor
BUA Cement Plc Q2/H1 result– Strong Margin Resilience Amid Cost Pressures
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.
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₦115
FV
32.0% overvalued
intrinsic discount
4.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
16
users have followed this narrative
about 2 months ago
author updated this narrative
Thomas Wyatt Nigeria
WA
WaneInvestmentHouse
Community Contributor
Thomas Wyatt Hits by Tsunami of Operational, Financial Hiccups
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.
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₦1.73
FV
73.4% overvalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
6 months ago
author updated this narrative
Dangote Cement
AN
AnalystHighTarget
Community Contributor
African Urbanization And Green Trends Will Fuel Expansion
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.
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₦667.16
FV
22.6% undervalued
intrinsic discount
20.13%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
15 days ago
author updated this narrative
Dangote Cement
AN
AnalystLowTarget
Community Contributor
Mounting Regulatory Risks Will Squeeze Cement Margins
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.
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₦457.55
FV
12.8% overvalued
intrinsic discount
16.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
15 days ago
author updated this narrative