Dangote Cement Plc

NGSE:DANGCEM 株式レポート

時価総額：₦19.3t

Dangote Cement マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Arvind Pathak

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間3.3yrs
CEOの所有権n/a
経営陣の平均在職期間3.6yrs
取締役会の平均在任期間9.8yrs

経営陣の近況

Recent updates

ナラティブの更新 • Jun 02

DANGCEM: Higher Margins And Future P/E Will Support Fairly Valued Shares

Analysts have raised their NGN fair value estimate for Dangote Cement from NGN846.90 to NGN1,077.80, citing revised assumptions that combine slightly lower revenue growth expectations with higher projected profit margins, as well as a modestly adjusted discount rate and future P/E. What's in the News Dangote Cement has scheduled a board meeting for April 29, 2026.
ナラティブの更新 • May 19

Dangote Cement Plc – Proposed Dual Listing on the London Stock Exchange

Strategic International Listing to Expand Global Capital Access & Enhance Valuation Visibility Analyst: Qudus Adebara (Research Analyst, DLM Securities) Transaction Overview Dangote Cement Plc is planning a secondary listing on the London Stock Exchange (LSE) as part of a broader strategy to deepen international investor participation, improve capital market visibility, and strengthen its global positioning. According to comments by Aliko Dangote , the company intends to: Sell approximately 10% of its shares to outside investors Pursue a dual listing structure Potentially complete the listing around September 2026, subject to market conditions and investor demand The move could value the company at close to: US$13 billion Strategic Rationale 1.
ナラティブの更新 • May 14

DANGCEM: Rich Valuation Will Persist Despite Higher Margin Expectations

Analysts have kept their NGN fair value estimate for Dangote Cement steady at NGN641.25. The updated price target reflects a slightly higher discount rate and lower revenue growth assumptions, partly offset by expectations for stronger profit margins and a similar forward P/E multiple.
ナラティブの更新 • May 06

Dangote Cement Plc Delivers Record FY 2025 Profit Growth Driven by Revenue Expansion and Improved Cost Efficiency

Analyst: Qudus Adebara (Research Analyst) Executive Summary Dangote Cement Plc delivered a strong FY 2025 performance, supported by significant revenue growth, improved operating efficiency, and reduced finance costs. Group revenue increased by 20% YoY to ₦4.31 trillion , driven by improved pricing and resilient demand across key markets.
ナラティブの更新 • Apr 21

DANGCEM: Future P/E And Dividend Policy Will Support Fairly Valued Shares

Analysts have nudged their fair value estimate for Dangote Cement higher from NGN817.22 to NGN846.90, citing updated inputs for discount rate, revenue growth, profit margin and assumptions for the future price-to-earnings (P/E) ratio. What's in the News Board meeting scheduled for April 29, 2026, to review the unaudited financial statements for the quarter ending March 31, 2026, and other business matters (company event filing).
ナラティブの更新 • Apr 07

DANGCEM: Rich Dividend Will Mask Near Term Overvaluation Risk

Analysts now set a revised NGN 692.35 price target for Dangote Cement, compared with the previous NGN 654.06. This reflects refreshed assumptions on discount rate, revenue growth, profit margin and future P/E that slightly adjust their longer term valuation outlook.
ナラティブの更新 • Mar 24

DANGCEM: Higher Future P/E And Dividend Outlook Will Shape Fairly Valued Shares

Analysts have raised their fair value estimate for Dangote Cement from NGN 693.01 to NGN 817.22, citing updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News An annual dividend of NGN 45.00 per share has been announced, payable on July 2, 2026, with an ex-dividend date of June 18, 2026 and a record date of June 17, 2026 (Key Developments) A board meeting is scheduled for February 26, 2026 to discuss various matters, including the audited financial statements for the year ending December 31, 2025 (2025 AFS) (Key Developments) Valuation Changes Fair Value: NGN 693.01 has been revised to NGN 817.22 per share, reflecting a higher estimated valuation level.
ナラティブの更新 • Mar 09

DANGCEM: Lower Future P/E Assumptions Will Pressure Overstretched Share Price

Analysts have modestly trimmed their price target for Dangote Cement to NGN 641.25, reflecting slightly lower assumptions for revenue growth, profit margins, the discount rate and future P/E. What's in the News Dangote Cement Plc announced an annual dividend of NGN 45.00 per share, with a record date of June 17, 2026, an ex dividend date of June 18, 2026, and a payment date of July 2, 2026 (Key Developments).
ナラティブの更新 • Mar 04

Dangote Cement Plc Signs $1bn Expansion Deal with Sinoma International Engineering to Drive 80MTPA Target

Author: Qudus Adebara (DLM Securities, Research Analyst) Executive Summary Dangote Cement Plc has entered into a strategic agreement with Sinoma International Engineering for the construction of 12 new projects and expansion of existing facilities across Africa, with an estimated investment exceeding $1 billion. The projects form a critical component of the Dangote Group’s Vision 2030 , supporting the company’s ambition to scale cement production capacity to 80 million tonnes per annum (MTPA) by 2030 , while contributing to the Group’s broader $100 billion revenue target.
ナラティブの更新 • Mar 03

DANGOTE CEMENT PLC Q3 Result – Record Revenue and Profit Growth Reinforce Market Leadership Amid Cost Pressures

Analyst: Qudus Adebara Executive Summary Dangote Cement Plc delivered a robust performance for the nine months ended 30 September 2025, achieving new revenue and profit milestones despite persistent cost inflation, foreign exchange challenges, and energy price volatility. The Group’s revenue rose 23% year-on-year (YoY) to ₦3.15 trillion (9M 2024: ₦2.56 trillion), reflecting sustained domestic demand, price adjustments, and resilient export volumes.
ナラティブの更新 • Feb 23

DANGCEM: Lower Margin Outlook Will Likely Pressure Expensive Shares

Analysts have nudged their fair value estimate for Dangote Cement to NGN693.01 from NGN667.16, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for February 26, 2026, to review and discuss the audited financial statements for the year ending December 31, 2025, along with other corporate matters (Key Developments).
ナラティブの更新 • Feb 11

Dangote Cement Plc – Strategic Expansion Outlook (Proposed Entry into Burundi)

Author: Qudus Adebara Dangote Cement Plc – Strategic Expansion Outlook (Proposed Entry into Burundi) Strengthening East African Footprint & Advancing Pan-African Cement Dominance Engagement Overview Following Aliko Dangote’s high-level visit to Burundi and discussions with President Évariste Ndayishimiye, one of the most strategically significant opportunities emerging from the engagement is the potential expansion of Dangote Cement Plc (Dangcem) into the Burundian market. While discussions covered multiple sectors, cement manufacturing stands out as the most immediately actionable and strategically aligned investment vertical for the Group.
ナラティブの更新 • Feb 08

DANGCEM: Future Margins And P/E Assumptions Will Shape Fair Valuation

Analysts have lifted their price target on Dangote Cement from ₦457.55 to ₦641.25, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the change. What's in the News A board meeting is scheduled for February 26, 2026 to review and discuss the audited financial statements for the year ending December 31, 2025, among other matters (company announcement).
ナラティブの更新 • Jan 25

DANGCEM: Stable Assumptions And 2025 Board Review Will Guide Outlook

Analysts have held their fair value estimate for Dangote Cement broadly steady at about ₦654.06 per share, explaining that only very small technical tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E justify keeping the target effectively unchanged. What's in the News The board plans to meet on Feb 26, 2026 to review various matters, including the audited financial statements for the year ending Dec 31, 2025.
ナラティブの更新 • Jan 10

DANGCEM: Steady Assumptions And Upcoming Board Meeting Will Shape Outlook

Analysts have made a minor upward adjustment to their price target for Dangote Cement to ₦654.06, reflecting slightly lower assumed discount rates and marginal tweaks to long term revenue growth, profit margin and future P/E inputs in their models. What's in the News A board meeting is scheduled for February 26, 2026, to discuss various matters, including the audited financial statements for the year ending December 31, 2025, which may offer more clarity on recent business performance and capital allocation priorities (company announcement).
ナラティブの更新 • Dec 23

DANGCEM: Higher Required Return Will Keep Margins And Earnings Outlook Steady

Narrative Update on Analyst Price Target Analysts have modestly raised their price target for Dangote Cement by ₦0.00 per share. This reflects slightly higher long term discount rate assumptions and a marginally richer future price to earnings multiple, while fair value, revenue growth, and profit margin forecasts remain essentially unchanged.
ナラティブの更新 • Dec 09

DANGCEM: Lower Discount Rate Will Support Stable Margins And Earnings Outlook

Analysts have nudged their price target on Dangote Cement slightly higher to N654.06 per share from N654.06 per share, citing marginal improvements in the company’s long term discount rate assumptions and sustained expectations for robust revenue growth and stable profit margins. What's in the News Board meeting scheduled for October 27, 2025 to review and discuss the unaudited financial statements for the quarter ending September 30, 2025, along with other strategic matters (company disclosure) Valuation Changes Fair Value: Unchanged at NGN 654.06 per share, indicating no revision to the core valuation estimate.
ナラティブの更新 • Nov 25

DANGCEM: Higher Discount Rate Will Drive Upward Momentum For Shares

Analysts have raised their fair value estimate for Dangote Cement from ₦591.95 to ₦654.06. They cited marginal improvements in revenue growth projections and an updated discount rate as factors supporting the upward adjustment.
ナラティブの更新 • Nov 15

Dangote Group – Zimbabwe Expansion Update (Dangote to Establish $1 Billion Integrated Cement Factory)

Author: Qudus Adebara Transaction Overview Dangote Group has signed a landmark $1 billion investment agreement with the Government of Zimbabwe to develop an integrated industrial complex , with the cement factory serving as the core component of the project. The investment marks Dangote’s official entry into the Zimbabwean cement market, aligning with the country’s Vision 2030 industrialization agenda under President Emmerson Mnangagwa.
ナラティブの更新 • Nov 05

DANGCEM: Profit Margin and Revenue Worries Signal Further Downside Ahead

Analysts have modestly reduced their price target for Dangote Cement to ₦591.95 per share, citing slightly lower revenue growth forecasts and profit margin expectations. What's in the News The board meeting is scheduled for October 27, 2025, to discuss various matters, including the unaudited financial statements for the quarter ending September 30, 2025 (Board Meeting notice).
ナラティブの更新 • Nov 02

Dangote Cement Plc Q2/H1 Result– Strong Fundamentals with Caution on Currency Risk

Dangote Cement Plc – Sustained Growth Momentum Drives Strong Q3 2025 Performance Amid Rising Cost Environment Executive Summary Dangote Cement Plc (DANGCEM) delivered another resilient performance in Q3 and 9M 2025, underscoring its operational strength, pricing discipline, and market leadership despite persistent cost pressures and foreign exchange volatility. The Group recorded robust topline expansion, improved profitability, and solid earnings growth across its Nigerian and Pan-African operations.
ナラティブの更新 • Oct 22

Analysts Lift Dangote Cement Price Target as Profit Margin Outlook Improves and Discount Rate Falls

Analysts have raised their price target for Dangote Cement from ₦575.05 to ₦591.95 per share, citing improved profit margin projections and a slightly lower discount rate as key factors behind the updated valuation. What's in the News An upcoming board meeting is scheduled for October 27, 2025.
ナラティブの更新 • Oct 17

Dangote Cement Plc Q2/H1 Result– Strong Fundamentals with Caution on Currency Risk

Dangote Cement Plc – Strategic Expansion in Côte d’Ivoire Strengthens Regional Footprint Event Summary: Dangote Cement Plc has commenced operations at its new 3 million metric tonne per annum cement plant in Attingué, Côte d’Ivoire , approximately 30 km from Abidjan. The ₦100 billion CFA franc investment (~$160 million) reinforces the company’s ongoing Pan-African expansion strategy, positioning Côte d’Ivoire as the 11th African country to host a Dangote Cement plant.
ナラティブの更新 • Oct 08

African Urbanization And Expansion Will Drive Enduring Cement Demand

Narrative Update on Dangote Cement: Analyst Price Target Revision Analysts have raised their fair value estimate for Dangote Cement from ₦549.85 to ₦575.05. This revision is due to minor adjustments to discount rate assumptions, while the outlook on revenue growth and profit margins remains stable.
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新しいナラティブ • Dec 12

New Ghana Plant And CNG-Powered Fleet To Drive Revenue Growth And Enhance Profit Margins Across Africa

Improving production efficiency and expanding in Ghana and Nigeria are key to revenue and market position growth across Africa.

CEO

Arvind Pathak (67 yo)

3.3yrs
在職期間

Mr. Arvind Pathak, BE, PGDIE serves as Group Managing Director of Dangote Cement Plc since March 01, 2023 and serves as its Director & Chief Executive Officer since March 01, 2023. He had been Managing Dir...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Arvind Pathak
Group MD3.3yrsデータなしデータなし
Gbenga Fapohunda
Group Chief Financial Officer3.9yrsデータなしデータなし
Temilade Aduroja
Group Head of Investor Relations6.3yrsデータなしデータなし
Edward Imoedemhe
Acting Company Secretary & General Counsel3.6yrsデータなしデータなし
Funmi Sanni
Group Sales & Marketing Director1yrデータなしデータなし
Gloria Byamugisha
Group Chief Human Resource Officer4.7yrsデータなしデータなし
Adenike Fajemirokun
Group Chief Risk Officerno dataデータなしデータなし
Jonathan Ogiku
Group Chief Internal Auditorno dataデータなしデータなし
Sada Ladan-Baki
Head of International Trade & Exportno dataデータなしデータなし
Igazeuma Okoroba
Head of Sustainability4.7yrsデータなしデータなし
Wakeel Olayiwola
Head of Social Performance3.6yrsデータなしデータなし
Murilo Da Silva
Head of Transport1yrデータなしデータなし
3.6yrs
平均在職期間

経験豊富な経営陣: DANGCEMの経営陣は 経験豊富 であると考えられます ( 3.6年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Arvind Pathak
Group MD3.3yrsデータなしデータなし
Viswanathan Shankar
Non-Executive Director8.5yrs₦239.57k0.77%
NGN 148.5b
Olakunle Alake
Non-Executive Director20.9yrs₦125.75k0.060%
NGN 11.5b
Devakumar Victor Edwin
Non-Executive Director20.9yrs₦121.45k0.054%
NGN 10.4b
Emmanuel Ikazoboh
Independent Non-Executive Chairman12.4yrs₦140.70k0.0036%
NGN 692.7m
Alhaji Dantata
Non-Executive Director20.9yrs₦115.25k0.000050%
NGN 9.7m
Ernest Ebi
Independent Non-Executive Director12.4yrs₦135.90k0.00060%
NGN 116.1m
Cherie Blair
Independent Non-Executive Director8.2yrs₦240.77kデータなし
Halima Aliko-Dangote
Non-Executive Director4.3yrs₦119.65k0.0030%
NGN 576.6m
Berlina Moroole
Non-Executive Director5.9yrs₦239.37kデータなし
Douraid Zaghouani
Non-Executive Director11.2yrs₦241.32kデータなし
Alvaro Merian
Independent Non-Executive Director2.8yrs₦240.42kデータなし
9.8yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: DANGCEMの 取締役会 は 経験豊富 であると考えられます ( 9.8年の平均在任期間)。

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2026/06/11 12:19
終値2026/06/11 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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アナリスト筋

Dangote 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。12

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