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BUA Cement
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BUA Cement Community
NGSE:BUACEMENT Community
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BUA Cement
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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
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7
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16
users have followed this narrative
about 2 months ago
author updated this narrative
BUA Cement
AN
AnalystConsensusTarget
Based on Analyst Price Targets
Nigerian Capacity Expansion Will Unlock Potential Despite Cost Risks
Key Takeaways Aggressive capacity expansion and heavy reliance on Nigeria heighten risk from local demand shocks, macro volatility, and political disruptions. Persistent cost inflation, currency depreciation, and environmental compliance could pressure margins, cash flow, and overall returns if risks are not managed effectively.
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₦125.83
FV
20.6% overvalued
intrinsic discount
20.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
22 days ago
author updated this narrative