Dangote Cement Plc

NGSE:DANGCEM 株式レポート

時価総額：₦19.8t

Dangote Cement 過去の業績

過去 基準チェック /66

Dangote Cementは、平均年間25.8%の収益成長を遂げていますが、 Basic Materials業界の収益は、年間 成長しています。収益は、平均年間17.2% 29.4%収益成長率で 成長しています。 Dangote Cementの自己資本利益率は43%であり、純利益率は24.7%です。

主要情報

25.83%

収益成長率

26.23%

EPS成長率

Basic Materials 業界の成長8.23%
収益成長率29.41%
株主資本利益率43.00%
ネット・マージン24.72%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

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.

収支内訳

Dangote Cement の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NGSE:DANGCEM 収益、費用、利益 ( )NGN Millions
日付収益収益G+A経費研究開発費
31 Mar 264,510,0771,114,700936,6350
31 Dec 254,306,7041,002,847936,6350
30 Sep 254,174,734955,098923,8720
30 Jun 253,892,093824,536874,1420
31 Mar 253,757,859592,114847,0040
31 Dec 243,580,550498,192832,3320
30 Sep 243,254,062451,565768,6490
30 Jun 243,017,313458,515690,6030
31 Mar 242,618,718448,534590,3690
31 Dec 232,208,090445,214487,8880
30 Sep 231,955,668437,312435,0250
30 Jun 231,761,118380,617400,4670
31 Mar 231,611,864380,234381,1520
31 Dec 221,618,323375,988371,4930
30 Sep 221,538,707294,595331,0170
30 Jun 221,501,129341,076304,6190
31 Mar 221,464,167375,466274,3160
31 Dec 211,383,637361,008253,5430
30 Sep 211,294,938342,229237,0800
30 Jun 211,247,889338,734225,7450
31 Mar 211,117,665303,673213,7590
31 Dec 201,034,196275,080211,0240
30 Sep 20973,324254,605211,2660
30 Jun 20900,793208,335210,8670
31 Mar 20900,696201,985214,1600
31 Dec 19891,671200,935213,2510
30 Sep 19895,714386,380212,6160
30 Jun 19886,504395,956205,9650
31 Mar 19899,254377,730198,9530
31 Dec 18901,213388,983187,5380
30 Sep 18887,297202,676175,6940
30 Jun 18875,345201,330167,9500
31 Mar 18839,532212,386157,5670
31 Dec 17805,582198,585153,9270
30 Sep 17776,586164,652141,0640
30 Jun 17735,588153,068136,1020
31 Mar 17682,748154,098134,9420
31 Dec 16615,103149,536119,5720
30 Sep 16568,367156,423118,8730
30 Jun 16541,701168,154102,9480
31 Mar 16517,508168,55988,4550
31 Dec 15491,725184,99483,6410
30 Sep 15446,875186,92180,2410
30 Jun 15424,945187,69875,0940

質の高い収益: DANGCEMは 高品質の収益 を持っています。

利益率の向上: DANGCEMの現在の純利益率 (24.7%)は、昨年(15.8%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: DANGCEMの収益は過去 5 年間で年間25.8%増加しました。

成長の加速: DANGCEMの過去 1 年間の収益成長率 ( 88.3% ) は、5 年間の平均 ( 年間25.8%を上回っています。

収益対業界: DANGCEMの過去 1 年間の収益成長率 ( 88.3% ) はBasic Materials業界42.4%を上回りました。

株主資本利益率

高いROE: DANGCEMの 自己資本利益率 ( 43% ) は 傑出している と考えられます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

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2026/05/26 19:46
終値2026/05/26 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

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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