BUA Cement Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de BUA Cement de 9.6% y 8.4% por año respectivamente. Se prevé que el BPA crezca en un 4.6% al año. Se espera que la rentabilidad financiera sea de 59% en 3 años.
Información clave
9.6%
Tasa de crecimiento de los beneficios
4.56%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Basic Materials | 13.0% |
| Tasa de crecimiento de los ingresos | 8.4% |
| Rentabilidad financiera futura | 59.00% |
| Cobertura de analistas | Low |
| Última actualización | 24 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • 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).
Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.
Nueva narrativa • 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?Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Nueva narrativa • 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.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,551,733 | 554,105 | 301,098 | 629,349 | 1 |
| 12/31/2027 | 1,453,774 | 473,562 | 401,653 | 545,210 | 2 |
| 12/31/2026 | 1,297,839 | 457,272 | 241,372 | 487,978 | 1 |
| 3/31/2026 | 1,243,603 | 451,292 | 441,721 | 562,012 | N/A |
| 12/31/2025 | 1,179,445 | 356,038 | 370,941 | 451,361 | N/A |
| 9/30/2025 | 1,151,798 | 314,794 | 346,486 | 458,760 | N/A |
| 6/30/2025 | 1,092,831 | 220,551 | 271,222 | 492,857 | N/A |
| 3/31/2025 | 1,006,159 | 137,063 | 220,354 | 506,002 | N/A |
| 12/31/2024 | 876,470 | 73,909 | 114,379 | 405,253 | N/A |
| 9/30/2024 | 707,541 | 42,360 | -91,887 | 177,583 | N/A |
| 6/30/2024 | 602,875 | 40,092 | -66,159 | 96,595 | N/A |
| 3/31/2024 | 514,778 | 60,624 | -10,931 | 97,511 | N/A |
| 12/31/2023 | 459,999 | 69,455 | 30,601 | 147,612 | N/A |
| 9/30/2023 | 434,254 | 103,061 | 79,006 | 155,216 | N/A |
| 6/30/2023 | 393,494 | 103,263 | 44,293 | 124,660 | N/A |
| 3/31/2023 | 370,353 | 94,669 | 26,917 | 129,752 | N/A |
| 12/31/2022 | 360,989 | 101,011 | 44,089 | 147,468 | N/A |
| 9/30/2022 | 333,020 | 98,187 | 114,050 | 217,062 | N/A |
| 6/30/2022 | 321,611 | 108,047 | 119,171 | 221,922 | N/A |
| 3/31/2022 | 293,123 | 100,855 | 91,996 | 155,873 | N/A |
| 12/31/2021 | 257,327 | 90,079 | 140,240 | 198,957 | N/A |
| 9/30/2021 | 239,799 | 84,763 | -40,240 | -2,944 | N/A |
| 6/30/2021 | 232,460 | 81,001 | 9,367 | 113,873 | N/A |
| 3/31/2021 | 216,667 | 74,761 | 6,601 | 145,256 | N/A |
| 12/31/2020 | 209,443 | 72,344 | -64,632 | 64,217 | N/A |
| 9/30/2020 | 202,639 | 70,844 | N/A | N/A | N/A |
| 6/30/2020 | 186,921 | 64,740 | N/A | N/A | N/A |
| 3/31/2020 | 186,354 | 66,076 | -14,208 | -1,285 | N/A |
| 12/31/2019 | 175,518 | 60,610 | N/A | 26,458 | N/A |
| 12/31/2018 | 119,013 | 64,072 | N/A | 15,616 | N/A |
| 12/31/2017 | 19,588 | 3,224 | N/A | N/A | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.6% por año) de BUACEMENT está por debajo de la tasa de ahorro (15.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (9.6% al año) de BUACEMENT crezcan menos que el mercado NG (18.7% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de BUACEMENT crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (8.4% al año) de BUACEMENT crezcan más despacio que el mercado de NG (15.1% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 8.4% al año) de BUACEMENT crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de BUACEMENT sea muy elevada dentro de 3 años (59%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 09:29 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BUA Cement Plc está cubierta por 5 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adedayo Ayeni | Absa Bank Limited |
| null null | ARM Research |
| Samuel Ojerinde | Cordros Capital Ltd. |