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Presco Plc Delivers Explosive Earnings Growth in H1 2025 – A High-Yield, High-Confidence Investment Case Presco Plc’s H1 2025 results reveal a remarkable earnings story driven by record revenue growth, margin expansion, and consistent operational strength. With a 125.8% surge in revenue and a 128.2% boost in net profit, Presco has firmly established itself as a top-tier performer in Nigeria’s agro-industrial sector.

The company has demonstrated exceptional earnings growth in H1 2025, backed by operational leverage, prudent cost control , and a healthy balance sheet. Despite agricultural seasonality and inflationary pressures, Okomu Oil's performance suggests continued upside potential in the near-to-medium term.

NGX Group Plc delivered a robust performance in H1 2025, posting profit after tax of ₦4.22 billion , representing a significant growth of 97% compared to ₦2.14 billion in H1 2024. This sharp rebound highlights the resilience of NGX’s diversified earnings streams and the strength of its capital market infrastructure business amidst recovering macroeconomic conditions.

Nestlé Nigeria Plc has staged a remarkable recovery in H1 2025, reversing the prior year’s losses with impressive revenue and profit growth. A combination of robust top-line performance, margin expansion, and efficient cost control drove a swing from a ₦252.5 billion pre-tax loss in H1 2024 to an ₦88.4 billion profit in H1 2025.

Nigerian Breweries Plc has delivered a remarkable turnaround in H1 2025, swinging from a ₦85.2 billion loss in H1 2024 to an ₦88.4 billion profit. This performance reflects a combination of strong revenue growth, disciplined cost management, and sharply lower finance costs, positioning the company for a more stable and profitable future despite lingering macroeconomic pressures.

Nascon Allied Industries Plc has posted a stellar financial performance for the first half of 2025, marking a robust turnaround story that underscores operational efficiency, margin expansion, and stronger investor value creation. With H1 2025 net profit surging by 222% YoY to ₦15.6 billion from ₦4.8 billion, Nascon’s recovery is not just a rebound but a compelling case for equity accumulation.

Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.

Duopharma Biotech Bhd (KLSE: DPHARMA, ticker 7148) Healthcare – Pharmaceuticals / Biotech Investment Review Recommendation: HOLD (Initiated) Key Metrics Company Overview Duopharma Biotech Bhd is a leading pharmaceutical manufacturer in Malaysia, involved in the research, development, manufacturing, and distribution of generic and specialty pharmaceutical products. Its operations span: Ethical Classic : General therapeutic generics (e.g., cardiovascular, anti-infectives) Ethical Specialty : Bio-similars for oncology, renal, and metabolic diseases Consumer Healthcare (CHC) : Notable OTC brands like Champs, Flavettes, and Uphamol As of 2025, it exports to multiple countries and operates from 3 GMP-certified manufacturing facilities.

Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments. Plunging space launch and GPU computation costs combined with advancements in CubeSat and AI technologies are boosting the utility of Earth Observation data.