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Lafarge Africa Plc Q2/H1 – Strong Profitability and Balance Sheet Resilience Amid Market Headwinds

Published
26 Jan 25
Updated
24 Sep 25
WaneInvestmentHouse's Fair Value
₦113.40
7.7% overvalued intrinsic discount
24 Sep
₦122.10
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1Y
236.4%
7D
-2.3%

Author's Valuation

₦113.4

7.7% overvalued intrinsic discount

WaneInvestmentHouse's Fair Value

Shared on24 Sep 25

Lafarge Africa Plc – Commissioning of the Freedom ReadyMix Plant Lafarge Africa Plc has commissioned the Freedom ReadyMix Plant in Lekki, Lagos , a state-of-the-art facility equipped with advanced automation, energy efficiency, and sustainability features. The plant strengthens Lafarge’s competitive positioning in Nigeria’s construction materials market, enhancing production capacity, product innovation, and customer service delivery.

Shared on05 Aug 25
Fair value Increased 13%

modified valuation

Shared on23 Jul 25

Subject: Merger with UniCem and Atlas Cement Thesis Summary: Lafarge Africa Plc has demonstrated robust financial performance and strategic agility in Q2 2025, positioning itself as a strong contender in the Nigerian cement industry. With substantial growth in revenue, profitability, and strategic expansion through mergers, Lafarge is set to unlock significant value for investors.

Shared on22 Jul 25

WaneInvestmentHouse has decreased revenue growth from 45.7% to 36.2% and decreased shares outstanding growth rate from 0.1% to 0.0%.

Shared on24 Apr 25

WaneInvestmentHouse has increased revenue growth from 36.2% to 45.7%.

Shared on28 Feb 25

WaneInvestmentHouse made no meaningful changes to valuation assumptions.