BUA Cement Plc

Informe acción NGSE:BUACEMENT

Capitalización de mercado: ₦14.2t

BUA Cement Resultados de beneficios anteriores

Pasado controles de criterios 6/6

BUA Cement ha aumentado sus beneficios a una tasa media anual de 33.2%, mientras que los beneficios de la industria de Basic Materials han experimentado un crecimiento de 17.2% anual. Los ingresos han ido creciendo a una tasa media de 36.9% al año. La rentabilidad financiera de BUA Cement es de 53.1%, y sus márgenes netos son de 36.3%.

Información clave

33.16%

Tasa de crecimiento de los beneficios

33.16%

Tasa de crecimiento del BPA

Crecimiento de la industria Basic Materials 8.23%
Tasa de crecimiento de los ingresos36.89%
Rentabilidad financiera53.14%
Margen neto36.29%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

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.
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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.

Desglose de ingresos y gastos

Cómo gana y gasta dinero BUA Cement. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NGSE:BUACEMENT Ingresos, gastos y beneficios (NGN Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 261,243,603451,29294,3150
31 Dec 251,179,445356,03892,0930
30 Sep 251,151,798314,79487,4550
30 Jun 251,092,831220,55179,6720
31 Mar 251,006,159137,06374,1510
31 Dec 24876,47073,90965,3050
30 Sep 24707,54142,36053,6310
30 Jun 24602,87540,09248,5540
31 Mar 24514,77860,62441,1850
31 Dec 23459,99969,45541,5640
30 Sep 23434,254103,06140,0780
30 Jun 23393,494103,26336,8340
31 Mar 23370,35394,66936,1690
31 Dec 22360,989101,01130,1890
30 Sep 22333,02098,18728,4810
30 Jun 22321,611108,04725,2740
31 Mar 22293,123100,85521,9140
31 Dec 21257,32790,07919,4210
30 Sep 21239,79984,76316,7110
30 Jun 21232,46081,00115,7010
31 Mar 21216,66774,76114,7550
31 Dec 20209,44372,34414,2660
30 Sep 20202,63970,8449,9760
30 Jun 20186,92164,74011,5740
31 Mar 20186,35466,07613,6770
31 Dec 19175,51860,61015,1290
31 Dec 18119,01364,07218,8910
31 Dec 1719,5883,22400

Ingresos de calidad: BUACEMENT tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (36.3%) de BUACEMENT son superiores a los del año pasado (13.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: En los últimos 5 años, los beneficios de lBUACEMENT han crecido significativamente en un 33.2% al año.

Acelerando crecimiento: El crecimiento de los beneficios de BUACEMENT en el último año (229.3%) supera su media de 5 años (33.2% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de BUACEMENT en el último año (229.3%) superó al de la industria Basic Materials 42.4%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (53.1%) de BUACEMENT se considera excepcional.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 20:23
Precio de las acciones al final del día2026/05/25 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

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