Our community narratives are driven by numbers and valuation.
Executive Summary Fidelity Bank Plc delivered a resilient performance for the six months ended 30 June 2025, demonstrating strong net interest income growth and effective cost management, despite a modest rise in credit loss provisions. Group gross earnings rose 46% year-on-year to ₦748.71 billion (6M 2024: ₦512.80 billion), underpinned by growth in loans and advances and improved interest income.Read more

Ex-pack Corrugated Cartons PLC Introduction Ex-pack Corrugated Cartons PLC, a subsidiary of Aberdeen Group was established in 1997, It is a Manufacturer and marketer of high quality printed corrugated cartons to an infinite range of customized high quality packaging solutions for both sri lankan and export markets. Ex-pack corrugated cartons limited provides conception, design, prototyping and production of die cut, laminated, telescopic and value-added cartons to suite the bespoke packaging requirements of clients.Read more
Executive Summary Union Dicon Salt Plc released its unaudited financial statements for the nine months ended 30 September 2025, reflecting marginal revenue activity and persistent losses amid significant administrative overheads and liquidity constraints. Despite modest gains from other operating income, the Company posted a loss after tax of ₦5.18 million in the period under review, compared to a profit of ₦36.73 million in the corresponding period of 2024.Read more

Executive Summary Dangote Sugar Refinery Plc recorded a challenging financial performance for the nine months ended September 30, 2025, driven by persistent cost pressures, elevated finance expenses, and sector-wide operational headwinds. Despite reporting solid revenue growth, profitability remained significantly constrained by higher input costs, materially increased interest expense linked to debt restructuring, and macroeconomic challenges including currency volatility and heightened sugar import costs.Read more

Sector: Agriculture / Edible Oils Analyst View: Exceptional performance — robust volume growth, efficiency gains, and strong earnings momentum sustain market leadership. Executive Summary Presco Plc delivered record-breaking earnings for the nine months ended 30 September 2025, with profit before tax (PBT) soaring 108.2% YoY to ₦139.7 billion.Read more

Browns Investments PLC, a subsidiary of LOLC Holdings PLC, is poised for exceptional performance in the coming years, driven by a confluence of strategic advantages and favorable market conditions. Diversified Portfolio and Strategic Investments: Browns Investments boasts a diversified portfolio spanning key sectors of the Sri Lankan economy, including leisure, agriculture, plantations, construction, and real estate.Read more
Agfa-Gevaert: A New Lease of Life Through Digitalisation and Materials Innovation A Careful Industrial Repositioning, Driven by Discipline, Digitalisation, and Speciality Materials Agfa-Gevaert (Euronext: AGFB) has undergone a transformation from an iconic photographic company into a focused digital imaging and specialty materials company. Following the sale of its Offset Solutions division to Aurelius Group in 2023, Agfa significantly reduced its exposure to the cyclical print sector and freed up capital for growth in higher-margin segments, such as digital radiology, industrial inkjet, and advanced chemical materials.Read more
Recent development -USA tariff effect Analysis for brown and company and browns investments (browns and co. holds a little over 63% of browns investments) Browns investments plc acquired 100% ownership of Lipton Teas and Infusions Rwanda Limited and Tanzania Limited, along with 98.56% of Lipton Teas and Infusions Kenya Plc and 51.99% of Limura Tea Plc making it the largest tea producer in the world.Read more
Executive Summary Ronchess Global Resources Plc reported its unaudited financial statements for the six months ended 30 June 2025, revealing sustained revenue headwinds but notable improvements in cost containment and liquidity management. The Company recorded a loss after tax of ₦1.68 billion, compared to a loss of ₦1.25 billion in the corresponding period of 2024, reflecting continued margin pressure and elevated finance costs despite operational cost improvements.Read more
