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Dangote Cement Community
NGSE:DANGCEM Community
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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
Dangote Cement
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
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
9 days ago
author updated this narrative
Dangote Cement
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
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
9 days ago
author updated this narrative
Dangote Cement
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
African Urbanization And Expansion Will Drive Enduring Cement Demand
Key Takeaways Geographic expansion and export growth are strengthening revenue diversification and positioning the company to benefit from Africa's urbanization and infrastructure trends. Cost-saving investments in logistics, alternative fuels, and vertical integration are reinforcing its low-cost advantage and supporting sustained profitability.
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₦549.85
FV
6.1% undervalued
intrinsic discount
18.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
20
users have followed this narrative
15 days ago
author updated this narrative