BUA Cement Plc

NGSE:BUACEMENT 株式レポート

時価総額：₦14.0t

BUA Cement 将来の成長

Future 基準チェック /16

BUA Cement利益と収益がそれぞれ年間9.6%と8.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に59% 4.6%なると予測されています。

主要情報

9.6%

収益成長率

4.56%

EPS成長率

Basic Materials 収益成長13.0%
収益成長率8.4%
将来の株主資本利益率59.00%
アナリストカバレッジ

Low

最終更新日24 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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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新しいナラティブ • 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.

業績と収益の成長予測

NGSE:BUACEMENT - アナリストの将来予測と過去の財務データ ( )NGN Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: BUACEMENTの予測収益成長率 (年間9.6% ) は 貯蓄率 ( 15.5% ) を下回っています。

収益対市場: BUACEMENTの収益 ( 9.6% ) NG市場 ( 18.7% ) よりも低い成長が予測されています。

高成長収益: BUACEMENTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BUACEMENTの収益 ( 8.4% ) NG市場 ( 15.1% ) よりも低い成長が予測されています。

高い収益成長: BUACEMENTの収益 ( 8.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BUACEMENTの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 59 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 15:38
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BUA Cement Plc 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5

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