Shared on 02 Nov 25
Fair value Increased 30%BUA Cement Plc Q2/H1 result– Strong Margin Resilience Amid Cost Pressures
BUA CEMENT PLC Q3 2025 RESULT: STRONG EARNINGS MOMENTUM UNDERPINNED BY ROBUST REVENUE GROWTH AND EXCHANGE GAINS Strategic Context BUA Cement Plc delivered an exceptional performance in the nine months ended September 30, 2025, underscoring its market leadership in the Nigerian cement industry and the resilience of its operational strategy amid a challenging macroeconomic environment. The company benefited from sustained infrastructure spending, continued expansion in domestic demand, and disciplined cost optimization.
Shared on 28 Jul 25
WaneInvestmentHouse made no meaningful changes to valuation assumptions.
Shared on 22 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 on 05 May 25
Fair value Decreased 21%WaneInvestmentHouse has increased discount rate from 13.0% to 22.4%.
Shared on 24 Mar 25
WaneInvestmentHouse made no meaningful changes to valuation assumptions.
Shared on 12 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 on 03 Mar 25
WaneInvestmentHouse made no meaningful changes to valuation assumptions.