View Financial HealthBamburi Cement 배당 및 자사주 매입배당 기준 점검 1/6Bamburi Cement 은(는) 현재 수익률이 9.68% 인 배당금 지급 회사입니다.핵심 정보9.7%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향200%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Sep 16Upcoming dividend of KSh18.25 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (13%). Higher than average of industry peers (4.2%).Upcoming Dividend • May 20Upcoming dividend of KSh5.47 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 25 July 2024. Trailing yield: 11%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (3.7%).Declared Dividend • Apr 19Dividend of KSh5.47 announcedShareholders will receive a dividend of KSh5.47. Ex-date: 27th May 2024 Payment date: 25th July 2024 Dividend yield will be 12%, which is higher than the industry average of 2.5%.Upcoming Dividend • May 22Upcoming dividend of KSh0.75 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 27 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of Kenyan dividend payers (12%). Lower than average of industry peers (5.5%).Upcoming Dividend • May 20Upcoming dividend of KSh3.58 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 26 July 2022. Payout ratio and cash payout ratio are on the higher end at 100% and 77% respectively. Trailing yield: 9.9%. Lower than top quartile of Kenyan dividend payers (10%). Higher than average of industry peers (5.5%).Upcoming Dividend • May 10Upcoming dividend of KSh3.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 15 July 2021. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (7.9%). Higher than average of industry peers (4.9%).모든 업데이트 보기Recent updates공시 • Jun 04Bamburi Cement Plc, Annual General Meeting, Jun 25, 2026Bamburi Cement Plc, Annual General Meeting, Jun 25, 2026, at 12:30 E. Africa Standard Time. Location: at the nairobi grinding plant, athi river, Kenya공시 • May 22Bamburi Cement Plc, Annual General Meeting, Jun 12, 2025Bamburi Cement Plc, Annual General Meeting, Jun 12, 2025, at 14:30 E. Africa Standard Time. Location: nairobi grinding plant, athi river, KenyaBoard Change • Mar 04Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Non-Executive Director Mbuvi Ngunze was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to KSh51.00, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 14x in the Basic Materials industry in Africa. Total returns to shareholders of 142% over the past three years.Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to KSh69.00, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 13x in the Basic Materials industry in Africa. Total returns to shareholders of 215% over the past three years.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to KSh62.50, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 13x in the Basic Materials industry in Africa. Total returns to shareholders of 114% over the past three years.Upcoming Dividend • Sep 16Upcoming dividend of KSh18.25 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (13%). Higher than average of industry peers (4.2%).Reported Earnings • Sep 04First half 2024 earnings released: EPS: KSh1.47 (vs KSh0.36 in 1H 2023)First half 2024 results: EPS: KSh1.47 (up from KSh0.36 in 1H 2023). Revenue: KSh10.9b (down 51% from 1H 2023). Net income: KSh525.0m (up 497% from 1H 2023). Profit margin: 4.8% (up from 0.4% in 1H 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh77.50, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 13x in the Basic Materials industry in Africa. Total returns to shareholders of 163% over the past three years.공시 • Aug 29Savannah Clinker Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from Holcim AG (SWX:HOLN) and others for KES 25.41 billion.Savannah Clinker Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from Holcim AG (SWX:HOLN) and others for KES 25.41 billion on August 27, 2024. A cash consideration of at KES 70 per share will be paid by Savannah Clinker Limited. Savannah intends to make the competing offer for the entire issued share capital of Bamburi but will be prepared to complete the competing offer if it secures the purchase of at least 60% of the offer shares by the close of the competing offer. The expected completion of the transaction is February 28, 2025.공시 • Jul 12Amsons Industries (T) Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from a group of shareholders for KES 23.59 billion.Amsons Industries (T) Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from a group of shareholders for KES 23.59 billion on July 10, 2024. A cash consideration valued at KES 65 per share will be paid by Amsons Industries (T) Limited. In case of termination of transaction, Amsons Industries (T) Limited will pay a termination fee of KES 683.152538 million. The transaction is subject to approval by regulatory board / committee, minimum tender of acceptances of 75% or more the offer will evaluate the continue of efficacy of Bamburi remaining listed and may then, subject to approval from CNMA, apply for Bamburi to be De-listed from the NSE and subject to antitrust regulations of COMESA and EAST AFRICAN COMPETITION COMMISSION.New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Kenyan stocks, typically moving 6.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.0% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 200% Cash payout ratio: 127% Earnings have declined by 9.8% per year over the past 5 years.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 33%After last week's 33% share price gain to KSh57.75, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 14x in the Basic Materials industry in Africa. Total returns to shareholders of 97% over the past three years.Buy Or Sell Opportunity • Jul 08Now 22% overvaluedOver the last 90 days, the stock has fallen 3.0% to KSh45.90. The fair value is estimated to be KSh37.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 34%.공시 • May 23Bamburi Cement Plc, Annual General Meeting, Jun 13, 2024Bamburi Cement Plc, Annual General Meeting, Jun 13, 2024, at 14:30 E. Africa Standard Time.Upcoming Dividend • May 20Upcoming dividend of KSh5.47 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 25 July 2024. Trailing yield: 11%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (3.7%).Reported Earnings • Apr 20Full year 2023 earnings released: KSh0.21 loss per share (vs KSh0.56 profit in FY 2022)Full year 2023 results: KSh0.21 loss per share. Revenue: KSh22.0b (down 44% from FY 2022). Net income: KSh670.0m (up 228% from FY 2022). Profit margin: 3.0% (up from 0.5% in FY 2022). The increase in margin was driven by lower expenses.Declared Dividend • Apr 19Dividend of KSh5.47 announcedShareholders will receive a dividend of KSh5.47. Ex-date: 27th May 2024 Payment date: 25th July 2024 Dividend yield will be 12%, which is higher than the industry average of 2.5%.Buy Or Sell Opportunity • Apr 08Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to KSh46.70. The fair value is estimated to be KSh37.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 35%.New Risk • Apr 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.5% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Profit margins are more than 30% lower than last year (0.5% net profit margin).Buy Or Sell Opportunity • Mar 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to KSh45.00. The fair value is estimated to be KSh37.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 35%.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh41.35, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 16x in the Basic Materials industry in Africa. Total returns to shareholders of 32% over the past three years.New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (KSh10.5b market cap, or US$68.8m).공시 • Nov 17Sarrai Group Limited signed an agreement to acquire Hima Cement Ltd. from Bamburi Cement Plc (NASE:BAMB) for an enterprise value of $120 million.Sarrai Group Limited signed an agreement to acquire Hima Cement Ltd. from Bamburi Cement Plc (NASE:BAMB) for an enterprise value of $120 million on November 15, 2023. Completion of the transaction is subject to obtaining the regulatory clearance.Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh26.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Basic Materials industry in Africa. Total returns to shareholders of 17% over the past three years.Reported Earnings • Sep 26First half 2023 earnings released: EPS: KSh0.36 (vs KSh0.43 in 1H 2022)First half 2023 results: EPS: KSh0.36 (down from KSh0.43 in 1H 2022). Revenue: KSh22.3b (up 11% from 1H 2022). Net income: KSh88.0m (down 7.4% from 1H 2022). Profit margin: 0.4% (down from 0.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.4% growth forecast for the Basic Materials industry in Africa. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Board Change • Jun 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajesh Surana was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 22Upcoming dividend of KSh0.75 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 27 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of Kenyan dividend payers (12%). Lower than average of industry peers (5.5%).Reported Earnings • May 02Full year 2022 earnings released: EPS: KSh0.56 (vs KSh3.58 in FY 2021)Full year 2022 results: EPS: KSh0.56 (down from KSh3.58 in FY 2021). Revenue: KSh39.0b (down 5.8% from FY 2021). Net income: KSh204.0m (down 84% from FY 2021). Profit margin: 0.5% (down from 3.1% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.Buying Opportunity • Jun 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be KSh41.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Buying Opportunity • Jun 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be KSh40.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.Upcoming Dividend • May 20Upcoming dividend of KSh3.58 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 26 July 2022. Payout ratio and cash payout ratio are on the higher end at 100% and 77% respectively. Trailing yield: 9.9%. Lower than top quartile of Kenyan dividend payers (10%). Higher than average of industry peers (5.5%).Reported Earnings • Sep 01First half 2021 earnings released: EPS KSh1.86 (vs KSh1.84 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: KSh19.6b (up 21% from 1H 2020). Net income: KSh776.0m (up 7.6% from 1H 2020). Profit margin: 4.0% (down from 4.4% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 10Upcoming dividend of KSh3.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 15 July 2021. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (7.9%). Higher than average of industry peers (4.9%).Reported Earnings • Apr 25Full year 2020 earnings released: EPS KSh2.89 (vs KSh1.74 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: KSh34.9b (down 5.2% from FY 2019). Net income: KSh1.13b (up 78% from FY 2019). Profit margin: 3.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Jan 22New 90-day high: KSh46.05The company is up 94% from its price of KSh23.75 on 23 October 2020. The Kenyan market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 46% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh87.96 per share.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to KSh45.10, the stock is trading at a trailing P/E ratio of 20.5x, up from the previous P/E ratio of 17.8x. This compares to an average P/E of 16x in the Basic Materials industry in Africa. Total return to shareholders over the past three years is a loss of 72%.Is New 90 Day High Low • Jan 05New 90-day high: KSh39.95The company is up 75% from its price of KSh22.85 on 07 October 2020. The Kenyan market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 48% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh87.70 per share.Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 30% share price gain to KSh38.90, the stock is trading at a trailing P/E ratio of 17.7x, up from the previous P/E ratio of 13.6x. This compares to an average P/E of 14x in the Basic Materials industry in Africa. Total return to shareholders over the past three years is a loss of 77%.Is New 90 Day High Low • Dec 09New 90-day high: KSh30.05The company is up 50% from its price of KSh20.00 on 10 September 2020. The Kenyan market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh85.06 per share.Is New 90 Day High Low • Nov 18New 90-day high: KSh25.95The company is up 12% from its price of KSh23.10 on 20 August 2020. The Kenyan market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh80.13 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: BAMB 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: BAMB 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Bamburi Cement 배당 수익률 vs 시장BAMB의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (BAMB)9.7%시장 하위 25% (KE)3.8%시장 상위 25% (KE)7.6%업계 평균 (Basic Materials)3.9%분석가 예측 (BAMB) (최대 3년)n/a주목할만한 배당금: BAMB 의 배당금( 9.68% )은 KE 시장에서 배당금 지급자의 하위 25%( 3.79% )보다 높습니다.고배당: BAMB 의 배당금( 9.68% )은 KE 시장에서 배당금 지급자의 상위 25%( 7.6% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 200.4% )이 높기 때문에 BAMB 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 배당금 지급이 현금 흐름에 의해 충당되는지 판단하기 위해 BAMB 의 현금 지급 비율을 계산하기에는 데이터가 부족합니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YKE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/04/20 03:30종가2025/02/27 00:00수익2024/06/30연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Bamburi Cement Plc는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Dominic RurigaAIB-AXYS Africa LimitedBernard KiarieFaida Investment Bank LimitedKuria KamauSBG Securities (Proprietary) Limited
Upcoming Dividend • Sep 16Upcoming dividend of KSh18.25 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (13%). Higher than average of industry peers (4.2%).
Upcoming Dividend • May 20Upcoming dividend of KSh5.47 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 25 July 2024. Trailing yield: 11%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (3.7%).
Declared Dividend • Apr 19Dividend of KSh5.47 announcedShareholders will receive a dividend of KSh5.47. Ex-date: 27th May 2024 Payment date: 25th July 2024 Dividend yield will be 12%, which is higher than the industry average of 2.5%.
Upcoming Dividend • May 22Upcoming dividend of KSh0.75 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 27 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of Kenyan dividend payers (12%). Lower than average of industry peers (5.5%).
Upcoming Dividend • May 20Upcoming dividend of KSh3.58 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 26 July 2022. Payout ratio and cash payout ratio are on the higher end at 100% and 77% respectively. Trailing yield: 9.9%. Lower than top quartile of Kenyan dividend payers (10%). Higher than average of industry peers (5.5%).
Upcoming Dividend • May 10Upcoming dividend of KSh3.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 15 July 2021. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (7.9%). Higher than average of industry peers (4.9%).
공시 • Jun 04Bamburi Cement Plc, Annual General Meeting, Jun 25, 2026Bamburi Cement Plc, Annual General Meeting, Jun 25, 2026, at 12:30 E. Africa Standard Time. Location: at the nairobi grinding plant, athi river, Kenya
공시 • May 22Bamburi Cement Plc, Annual General Meeting, Jun 12, 2025Bamburi Cement Plc, Annual General Meeting, Jun 12, 2025, at 14:30 E. Africa Standard Time. Location: nairobi grinding plant, athi river, Kenya
Board Change • Mar 04Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Non-Executive Director Mbuvi Ngunze was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to KSh51.00, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 14x in the Basic Materials industry in Africa. Total returns to shareholders of 142% over the past three years.
Valuation Update With 7 Day Price Move • Oct 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to KSh69.00, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 13x in the Basic Materials industry in Africa. Total returns to shareholders of 215% over the past three years.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to KSh62.50, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 13x in the Basic Materials industry in Africa. Total returns to shareholders of 114% over the past three years.
Upcoming Dividend • Sep 16Upcoming dividend of KSh18.25 per shareEligible shareholders must have bought the stock before 23 September 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.7%. Lower than top quartile of Kenyan dividend payers (13%). Higher than average of industry peers (4.2%).
Reported Earnings • Sep 04First half 2024 earnings released: EPS: KSh1.47 (vs KSh0.36 in 1H 2023)First half 2024 results: EPS: KSh1.47 (up from KSh0.36 in 1H 2023). Revenue: KSh10.9b (down 51% from 1H 2023). Net income: KSh525.0m (up 497% from 1H 2023). Profit margin: 4.8% (up from 0.4% in 1H 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to KSh77.50, the stock trades at a trailing P/E ratio of 28.4x. Average trailing P/E is 13x in the Basic Materials industry in Africa. Total returns to shareholders of 163% over the past three years.
공시 • Aug 29Savannah Clinker Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from Holcim AG (SWX:HOLN) and others for KES 25.41 billion.Savannah Clinker Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from Holcim AG (SWX:HOLN) and others for KES 25.41 billion on August 27, 2024. A cash consideration of at KES 70 per share will be paid by Savannah Clinker Limited. Savannah intends to make the competing offer for the entire issued share capital of Bamburi but will be prepared to complete the competing offer if it secures the purchase of at least 60% of the offer shares by the close of the competing offer. The expected completion of the transaction is February 28, 2025.
공시 • Jul 12Amsons Industries (T) Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from a group of shareholders for KES 23.59 billion.Amsons Industries (T) Limited proposed to acquire Bamburi Cement Plc (NASE:BAMB) from a group of shareholders for KES 23.59 billion on July 10, 2024. A cash consideration valued at KES 65 per share will be paid by Amsons Industries (T) Limited. In case of termination of transaction, Amsons Industries (T) Limited will pay a termination fee of KES 683.152538 million. The transaction is subject to approval by regulatory board / committee, minimum tender of acceptances of 75% or more the offer will evaluate the continue of efficacy of Bamburi remaining listed and may then, subject to approval from CNMA, apply for Bamburi to be De-listed from the NSE and subject to antitrust regulations of COMESA and EAST AFRICAN COMPETITION COMMISSION.
New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Kenyan stocks, typically moving 6.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.0% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 200% Cash payout ratio: 127% Earnings have declined by 9.8% per year over the past 5 years.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment improves as stock rises 33%After last week's 33% share price gain to KSh57.75, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 14x in the Basic Materials industry in Africa. Total returns to shareholders of 97% over the past three years.
Buy Or Sell Opportunity • Jul 08Now 22% overvaluedOver the last 90 days, the stock has fallen 3.0% to KSh45.90. The fair value is estimated to be KSh37.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 7.6% over the last 3 years. Earnings per share has declined by 34%.
공시 • May 23Bamburi Cement Plc, Annual General Meeting, Jun 13, 2024Bamburi Cement Plc, Annual General Meeting, Jun 13, 2024, at 14:30 E. Africa Standard Time.
Upcoming Dividend • May 20Upcoming dividend of KSh5.47 per shareEligible shareholders must have bought the stock before 27 May 2024. Payment date: 25 July 2024. Trailing yield: 11%. Lower than top quartile of Kenyan dividend payers (12%). Higher than average of industry peers (3.7%).
Reported Earnings • Apr 20Full year 2023 earnings released: KSh0.21 loss per share (vs KSh0.56 profit in FY 2022)Full year 2023 results: KSh0.21 loss per share. Revenue: KSh22.0b (down 44% from FY 2022). Net income: KSh670.0m (up 228% from FY 2022). Profit margin: 3.0% (up from 0.5% in FY 2022). The increase in margin was driven by lower expenses.
Declared Dividend • Apr 19Dividend of KSh5.47 announcedShareholders will receive a dividend of KSh5.47. Ex-date: 27th May 2024 Payment date: 25th July 2024 Dividend yield will be 12%, which is higher than the industry average of 2.5%.
Buy Or Sell Opportunity • Apr 08Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to KSh46.70. The fair value is estimated to be KSh37.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 35%.
New Risk • Apr 07New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.5% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Profit margins are more than 30% lower than last year (0.5% net profit margin).
Buy Or Sell Opportunity • Mar 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to KSh45.00. The fair value is estimated to be KSh37.31, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Earnings per share has declined by 35%.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh41.35, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 16x in the Basic Materials industry in Africa. Total returns to shareholders of 32% over the past three years.
New Risk • Nov 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Kenyan stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.7% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (KSh10.5b market cap, or US$68.8m).
공시 • Nov 17Sarrai Group Limited signed an agreement to acquire Hima Cement Ltd. from Bamburi Cement Plc (NASE:BAMB) for an enterprise value of $120 million.Sarrai Group Limited signed an agreement to acquire Hima Cement Ltd. from Bamburi Cement Plc (NASE:BAMB) for an enterprise value of $120 million on November 15, 2023. Completion of the transaction is subject to obtaining the regulatory clearance.
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to KSh26.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Basic Materials industry in Africa. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Sep 26First half 2023 earnings released: EPS: KSh0.36 (vs KSh0.43 in 1H 2022)First half 2023 results: EPS: KSh0.36 (down from KSh0.43 in 1H 2022). Revenue: KSh22.3b (up 11% from 1H 2022). Net income: KSh88.0m (down 7.4% from 1H 2022). Profit margin: 0.4% (down from 0.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.4% growth forecast for the Basic Materials industry in Africa. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Board Change • Jun 13High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajesh Surana was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 22Upcoming dividend of KSh0.75 per share at 3.1% yieldEligible shareholders must have bought the stock before 29 May 2023. Payment date: 27 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of Kenyan dividend payers (12%). Lower than average of industry peers (5.5%).
Reported Earnings • May 02Full year 2022 earnings released: EPS: KSh0.56 (vs KSh3.58 in FY 2021)Full year 2022 results: EPS: KSh0.56 (down from KSh3.58 in FY 2021). Revenue: KSh39.0b (down 5.8% from FY 2021). Net income: KSh204.0m (down 84% from FY 2021). Profit margin: 0.5% (down from 3.1% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
Buying Opportunity • Jun 20Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.8%. The fair value is estimated to be KSh41.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Buying Opportunity • Jun 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be KSh40.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%.
Upcoming Dividend • May 20Upcoming dividend of KSh3.58 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 26 July 2022. Payout ratio and cash payout ratio are on the higher end at 100% and 77% respectively. Trailing yield: 9.9%. Lower than top quartile of Kenyan dividend payers (10%). Higher than average of industry peers (5.5%).
Reported Earnings • Sep 01First half 2021 earnings released: EPS KSh1.86 (vs KSh1.84 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: KSh19.6b (up 21% from 1H 2020). Net income: KSh776.0m (up 7.6% from 1H 2020). Profit margin: 4.0% (down from 4.4% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 10Upcoming dividend of KSh3.00 per shareEligible shareholders must have bought the stock before 17 May 2021. Payment date: 15 July 2021. Trailing yield: 7.7%. Lower than top quartile of Kenyan dividend payers (7.9%). Higher than average of industry peers (4.9%).
Reported Earnings • Apr 25Full year 2020 earnings released: EPS KSh2.89 (vs KSh1.74 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: KSh34.9b (down 5.2% from FY 2019). Net income: KSh1.13b (up 78% from FY 2019). Profit margin: 3.2% (up from 1.7% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 39% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Jan 22New 90-day high: KSh46.05The company is up 94% from its price of KSh23.75 on 23 October 2020. The Kenyan market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 46% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh87.96 per share.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 15% share price gain to KSh45.10, the stock is trading at a trailing P/E ratio of 20.5x, up from the previous P/E ratio of 17.8x. This compares to an average P/E of 16x in the Basic Materials industry in Africa. Total return to shareholders over the past three years is a loss of 72%.
Is New 90 Day High Low • Jan 05New 90-day high: KSh39.95The company is up 75% from its price of KSh22.85 on 07 October 2020. The Kenyan market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 48% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh87.70 per share.
Valuation Update With 7 Day Price Move • Dec 12Investor sentiment improved over the past weekAfter last week's 30% share price gain to KSh38.90, the stock is trading at a trailing P/E ratio of 17.7x, up from the previous P/E ratio of 13.6x. This compares to an average P/E of 14x in the Basic Materials industry in Africa. Total return to shareholders over the past three years is a loss of 77%.
Is New 90 Day High Low • Dec 09New 90-day high: KSh30.05The company is up 50% from its price of KSh20.00 on 10 September 2020. The Kenyan market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh85.06 per share.
Is New 90 Day High Low • Nov 18New 90-day high: KSh25.95The company is up 12% from its price of KSh23.10 on 20 August 2020. The Kenyan market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Basic Materials industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is KSh80.13 per share.