Our community narratives are driven by numbers and valuation.
Transcorp Power Plc continues to demonstrate strong operational resilience and profit growth momentum in FY2025, driven by robust revenue expansion, disciplined cost management, and improving energy generation capacity. For the nine-month period ended September 2025, revenue increased 38% YoY to ₦308.5 billion , supported by higher energy dispatch levels and efficiency gains from generation assets.
Julius Berger Nigeria Plc continues to reinforce its position as a leading construction and infrastructure player in Nigeria, with solid top-line growth, margin resilience, and a robust balance sheet supported by prudent capital management and substantial revaluation gains. The company’s strong operational performance and growing asset base position it favorably to benefit from Nigeria’s increased public infrastructure spending and private sector construction demand.
FCMB Group Plc H1 2025: Robust Growth in Core Banking Operations Despite Rising Costs Key Highlights: Gross Earnings Surge : FCMB posted a 41% YoY increase in gross earnings to ₦529.2 billion in H1 2025, reflecting improved interest income and a solid performance across its business units. Strong Net Interest Income : Net interest income nearly doubled to ₦207.4 billion (up 95%) driven by a 70% growth in interest and discount income to ₦458.4 billion.
Fan Milk Limited reported a strong revenue growth and improved profitability for the half year ended June 2025, underscoring operational recovery and cost control in a high-inflation environment. Revenue grew by 58.4% YoY to GH¢506.6 million (H1 2024: GH¢319.8 million), driven by higher product volumes, improved pricing, and stronger brand performance across its dairy and frozen categories.
Lafarge Africa Plc has delivered a strong financial performance for H1 2025, with significant revenue and profit growth driven by higher demand, margin expansion, and cost control. The company demonstrated robust operational efficiency , disciplined capital allocation, and maintained a healthy balance sheet.
Seplat Energy Plc’s H1 2025 performance presents a mixed but strategically revealing picture. Despite a significant jump in production volumes and topline revenue, profitability has been heavily weighed down by cost pressures and elevated taxes.
UAC of Nigeria Plc Delivers Strong Q2 2025 Performance, Driven by Operational Efficiency and Segment Growth UAC of Nigeria Plc has delivered a standout performance in Q2 2025, underscoring its resilience and operational depth amid gradually improving macroeconomic conditions. With revenue growth of 27.4% year-on-year and EBIT up 77%, the company is demonstrating robust execution across all major segments—Paints, Packaged Food and Beverages, Edibles and Feed, and Quick Service Restaurants.
Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.
Catalysts Coterra Energy’s LNG agreements have the potential to significantly enhance sales and earnings. By diversifying its natural gas marketing portfolio and gaining price exposure to international markets such as Europe and Asia, the company secures higher-margin opportunities.