BUA Cement Plc

NGSE:BUACEMENT Lagerbericht

Marktkapitalisierung: ₦14.7t

BUA Cement Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

BUA Cement wird ein jährliches Gewinn- und Umsatzwachstum von 9.6% bzw. 8.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 4.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 59% betragen.

Wichtige Informationen

9.6%

Wachstumsrate der Gewinne

4.56%

EPS-Wachstumsrate

Basic Materials Gewinnwachstum10.7%
Wachstumsrate der Einnahmen8.4%
Zukünftige Eigenkapitalrendite59.00%
Analystenabdeckung

Low

Zuletzt aktualisiert24 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update May 05

BUACEMENT: Future Dividend Will Support Rich P/E Despite Softer Revenue Assumptions

Analysts have raised their price target on BUA Cement from NGN149.69 to NGN157.04, citing updated assumptions that include a slightly lower discount rate, more moderate revenue growth expectations, and a higher projected profit margin and P/E multiple. What's in the News Board meeting scheduled for February 26, 2026, to consider the audited financial statements for the year ended December 31, 2025 (company event filing).
Narrativ-Update Apr 27

BUA Cement Plc Delivers Transformational FY 2025 Earnings Growth Driven by Revenue Expansion and Margin Recovery

Analyst: Qudus Adebara (Research Analyst) Executive Summary BUA Cement Plc recorded an exceptional financial performance for the year ended 31 December 2025, supported by strong revenue growth, significant margin expansion, reduced foreign exchange losses, and improved operating efficiency. Revenue increased by 35% YoY to ₦1.18 trillion , marking the company’s first trillion-naira revenue year.
Narrativ-Update Apr 20

BUACEMENT: Dividend Payout Will Sustain Expensive Earnings Multiple Going Forward

Analysts have maintained their NGN149.69 price target for BUA Cement, pointing to largely unchanged assumptions on fair value, growth, margin profile and future P/E. They have made only a slight adjustment to the discount rate and long term earnings multiple to reflect updated risk and valuation inputs.
Neues Narrativ Apr 09

Future Capacity Additions And Energy Costs Will Pressure Margins And Limit Upside

Catalysts About BUA Cement BUA Cement produces cement and clinker from plants in Sokoto and Edo states in Nigeria and supplies domestic and West African markets. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Apr 05

BUACEMENT: Dividend Payout Will Sustain Expensive Earnings Multiple Going Forward

Analysts have kept their fair value estimate for BUA Cement steady at NGN149.69. A slightly higher discount rate and a modest uptick in assumed future P/E guide the unchanged price target.
Neues Narrativ Mar 26

Capacity Expansion And Cost Efficiencies Will Shape A Different Long Term Outcome

Catalysts About BUA Cement BUA Cement is a Nigerian cement producer operating six production lines across Sokoto and Edo states, supplying cement and clinker to domestic and West African markets. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Mar 22

BUACEMENT: Stable Assumptions And Dividend Plan Will Sustain Overvalued Earnings Multiple

Analysts maintain a fair value estimate of NGN149.69 for BUA Cement, using a slightly lower assumed discount rate and a modestly adjusted future P/E assumption. Taken together, these changes refine but do not materially change the overall price target view.
Narrativ-Update Mar 07

BUACEMENT: Unchanged Fair Value Will Likely Keep Rich Earnings Multiple Under Pressure

Analysts have kept their NGN149.69 price target for BUA Cement unchanged, citing only marginal tweaks to inputs such as a slightly lower discount rate, modestly adjusted revenue growth assumptions, a firmer profit margin outlook and a small revision to the future P/E multiple. What's in the News BUA Cement Plc announced an annual dividend of NGN 10.0000 per share, with payment scheduled for May 21, 2026, an ex-dividend date of May 11, 2026, and a record date of May 8, 2026 (Key Developments).
Narrativ-Update Mar 03

BUA CEMENT PLC – Robust Earnings Rebound and Margin Recovery Drive 9M 2025 Outperformance

Analyst: Qudus Adebara Executive Summary BUA Cement Plc delivered a remarkable financial performance for the nine months ended September 30, 2025, reflecting strong topline growth, impressive gross margin recovery, and a sharp rebound in profitability. Despite a challenging operating environment characterized by high inflation, energy cost pressures, and exchange rate volatility, BUA Cement’s strategic efficiency initiatives and operational resilience yielded robust earnings momentum.
Narrativ-Update Feb 20

BUACEMENT: Unchanged Fair Value Will Likely Keep Rich Earnings Multiple Under Pressure

Analysts have kept their NGN149.69 price target for BUA Cement unchanged, with only minimal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions feeding into their valuation framework. What's in the News Board meeting scheduled for February 26, 2026, with plans to consider the audited financial statements for the year ended December 31, 2025 (company event notice).
Narrativ-Update Feb 06

BUACEMENT: Elevated Funding Costs Will Likely Keep Lofty Earnings Multiple Under Pressure

Analysts have lifted their fair value estimate for BUA Cement from ₦132.77 to ₦149.69, reflecting updated assumptions around the discount rate, long term revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value Estimate has been adjusted from ₦132.77 to ₦149.69 per share, implying a higher assessed worth for BUA Cement.
Narrativ-Update Jan 25

BUA Cement Plc – Sokoto Expansion Project Signals Regional Growth and Industrial Leadership

Author: Qudus Adebara (Research Analyst) Executive Summary BUA Cement Plc, in partnership with Sokoto Portland Limestone Cement, has signed an agreement with CBMI to construct a new 3-million-ton-per-annum ultra-modern cement line in Sokoto. The $240 million project, which includes a cement production line, power plant, and associated infrastructure, reflects BUA Cement’s commitment to meeting Nigeria’s growing demand for construction materials and supporting regional industrial expansion.
Narrativ-Update Jan 22

BUACEMENT: Elevated Funding Costs Will Likely Sustain Pressure On Future Profit Margins

Analysts have kept their fair value estimate for BUA Cement steady at ₦132.77, with only marginal tweaks to inputs such as the discount rate and future P/E assumptions. This reflects fine tuning rather than a material change in their overall view.
Narrativ-Update Jan 07

BUACEMENT: Elevated Funding Costs Will Likely Sustain Pressure On Future Profit Margins

Analysts have kept their fair value estimate for BUA Cement steady at ₦132.77 per share, with only marginal tweaks to inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a change in their broader view of the company.
Narrativ-Update Dec 15

BUACEMENT: Elevated Funding Costs Will Likely Pressure Future Profit Margins

Analysts have modestly raised their price target for BUA Cement, maintaining fair value at ₦132.77 while fine tuning key valuation inputs such as discount rate, revenue growth, profit margin, and future P E assumptions to reflect a slightly more constructive long term earnings outlook. What's in the News Board meeting scheduled for October 27, 2025, to review BUA Cement's unaudited financial statements for the quarter ended September 30, 2025 (2025 Q3 UFS) (Key Developments) Valuation Changes Fair Value: Unchanged at NGN 132.77 per share, indicating no revision to the core valuation anchor.
Narrativ-Update Nov 29

BUACEMENT: Rising Discount Rate Will Lead to Weaker Profit Margins Ahead

Analysts have revised their price target for BUA Cement to ₦132.77, citing a significant decrease in profit margin assumptions and a notable increase in projected future price-to-earnings multiples as key factors influencing this update. What's in the News A board meeting is scheduled for October 27, 2025, to consider BUA Cement's unaudited financial statements for Q3 2025 (Key Developments).
Narrativ-Update Nov 15

BUACEMENT: Future Net Profit Margin Growth Will Not Offset Revenue Weakness

Analysts have raised their price target for BUA Cement from ₦125.83 to ₦132.77. They cite expectations of significantly higher profit margins and a lower projected forward P/E ratio, despite slightly reduced revenue growth forecasts.
Narrativ-Update Nov 02

BUA Cement Plc Q2/H1 result– Strong Margin Resilience Amid Cost Pressures

BUA CEMENT PLC Q3 2025 RESULT: STRONG EARNINGS MOMENTUM UNDERPINNED BY ROBUST REVENUE GROWTH AND EXCHANGE GAINS Strategic Context BUA Cement Plc delivered an exceptional performance in the nine months ended September 30, 2025, underscoring its market leadership in the Nigerian cement industry and the resilience of its operational strategy amid a challenging macroeconomic environment. The company benefited from sustained infrastructure spending, continued expansion in domestic demand, and disciplined cost optimization.
Narrativ-Update Aug 29

Nigerian Capacity Expansion Will Unlock Potential Despite Cost Risks

Despite a reduction in consensus revenue growth forecasts, analysts have raised BUA Cement’s price target as the stock now commands a higher forward P/E, resulting in an increased fair value estimate from NGN116.51 to NGN125.82. What's in the News Board meeting scheduled to review unaudited half-year financial statements and discuss other business matters.
User avatar
Neues Narrativ Jul 26

Nigerian Capacity Expansion Will Unlock Potential Despite Cost Risks

Aggressive capacity expansion and heavy reliance on Nigeria heighten risk from local demand shocks, macro volatility, and political disruptions.

Gewinn- und Umsatzwachstumsprognosen

NGSE:BUACEMENT - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (NGN Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,551,733554,105301,098629,3491
12/31/20271,453,774473,562401,653545,2102
12/31/20261,297,839457,272241,372487,9781
3/31/20261,243,603451,292441,721562,012N/A
12/31/20251,179,445356,038370,941451,361N/A
9/30/20251,151,798314,794346,486458,760N/A
6/30/20251,092,831220,551271,222492,857N/A
3/31/20251,006,159137,063220,354506,002N/A
12/31/2024876,47073,909114,379405,253N/A
9/30/2024707,54142,360-91,887177,583N/A
6/30/2024602,87540,092-66,15996,595N/A
3/31/2024514,77860,624-10,93197,511N/A
12/31/2023459,99969,45530,601147,612N/A
9/30/2023434,254103,06179,006155,216N/A
6/30/2023393,494103,26344,293124,660N/A
3/31/2023370,35394,66926,917129,752N/A
12/31/2022360,989101,01144,089147,468N/A
9/30/2022333,02098,187114,050217,062N/A
6/30/2022321,611108,047119,171221,922N/A
3/31/2022293,123100,85591,996155,873N/A
12/31/2021257,32790,079140,240198,957N/A
9/30/2021239,79984,763-40,240-2,944N/A
6/30/2021232,46081,0019,367113,873N/A
3/31/2021216,66774,7616,601145,256N/A
12/31/2020209,44372,344-64,63264,217N/A
9/30/2020202,63970,844N/AN/AN/A
6/30/2020186,92164,740N/AN/AN/A
3/31/2020186,35466,076-14,208-1,285N/A
12/31/2019175,51860,610N/A26,458N/A
12/31/2018119,01364,072N/A15,616N/A
12/31/201719,5883,224N/AN/AN/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: BUACEMENTDas prognostizierte Gewinnwachstum (9.6% pro Jahr) liegt unter der Sparquote (15.5%).

Ertrag vs. Markt: BUACEMENTDie Erträge des Unternehmens (9.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt NG (17.3% pro Jahr).

Hohe Wachstumserträge: BUACEMENTDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: BUACEMENTDie Einnahmen des Unternehmens (8.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt NG (14.4% pro Jahr).

Hohe Wachstumseinnahmen: BUACEMENTDie Einnahmen des Unternehmens (8.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: BUACEMENTDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (59%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/18 21:15
Aktienkurs zum Tagesende2026/05/15 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

BUA Cement Plc wird von 5 Analysten beobachtet. 2 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Adedayo AyeniAbsa Bank Limited
null nullARM Research
Samuel OjerindeCordros Capital Ltd.