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

modified valuation

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.

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

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

WaneInvestmentHouse made no meaningful changes to valuation assumptions.