BUA Cement Plc Q2/H1 result– Strong Margin Resilience Amid Cost Pressures

WA
WaneInvestmentHouse
Community Contributor
Published
27 Jan 25
Updated
28 Jul 25
WaneInvestmentHouse's Fair Value
₦115.00
52.2% overvalued intrinsic discount
28 Jul
₦175.00
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1Y
35.8%
7D
29.6%

Author's Valuation

₦115.0

52.2% overvalued intrinsic discount

WaneInvestmentHouse's Fair Value

Shared on28 Jul 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on22 Jul 25
Fair value Increased 44%

WaneInvestmentHouse has decreased revenue growth from 14.5% to 7.0% and decreased shares outstanding growth rate from 0.1% to 0.0%.

Shared on05 May 25
Fair value Decreased 21%

WaneInvestmentHouse has increased discount rate from 13.0% to 22.4%.

Shared on25 Apr 25

WaneInvestmentHouse has increased revenue growth from 7.0% to 14.5%.

Shared on24 Mar 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 1.26%

WaneInvestmentHouse has decreased revenue growth from 31.2% to 7.0%, increased profit margin from 6.0% to 18.0%, decreased future PE multiple from 74.3x to 31.9x and decreased discount rate from 28.5% to 13.0%.

Shared on03 Mar 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.