BUA Cement (BUACEMENT) 주식 개요
BUA Cement Plc는 나이지리아에서 BUA Cement 브랜드로 시멘트 제조 및 판매 사업을 하고 있습니다. 자세히 보기
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Analyst Price Targets
BUA Cement Plc 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ₦340.20 |
| 52주 최고가 | ₦460.00 |
| 52주 최저가 | ₦94.00 |
| 베타 | -0.23 |
| 1개월 변동 | -10.00% |
| 3개월 변동 | 4.13% |
| 1년 변동 | 267.78% |
| 3년 변동 | 243.81% |
| 5년 변동 | 379.15% |
| IPO 이후 변동 | 773.43% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 01
BUACEMENT: Higher Margin And P/E Assumptions Will Likely Prove Overstretched
Analysts have raised the BUA Cement price target from NGN114.77 to NGN170.59, citing adjustments to discount rate assumptions and updated estimates for revenue growth, profit margins, and future P/E multiples. What’s in the News for BUA Cement BUA Cement has scheduled a Board Meeting for April 23, 2026.
내러티브 업데이트 • Jun 17
BUACEMENT: Elevated Future P/E Will Likely Outrun Softer Margin Outlook
Analysts have updated their price target for BUA Cement to NGN236.26 from NGN170.52, reflecting revised assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for BUA Cement BUA Cement has scheduled a board meeting for April 23, 2026.
내러티브 업데이트 • Jun 04
BUA Cement Plc – Accelerates Expansion Strategy to Reach 23 Million Tonnes Annual Capacity
Author: Qudus Adebara (Research Analyst, DLM Capital) BUA Cement Plc has intensified its long-term expansion strategy with plans to increase its total cement production capacity to 23 million metric tonnes per annum (MTPA) by the end of next year, reinforcing its ambition to deepen market share and strengthen its position within Nigeria’s cement industry. The company disclosed the expansion plans during its 10th Annual General Meeting (AGM) held in Abuja, where management highlighted ongoing investments in new production lines and greenfield manufacturing facilities aimed at supporting rising domestic demand for cement and infrastructure development.내러티브 업데이트 • Jun 02
BUACEMENT: Elevated Future P/E Will Likely Outrun Dividend Support
Analysts have raised their price target on BUA Cement to NGN170.52 from NGN157.04, reflecting updated assumptions for fair value and a slightly higher future P/E multiple, while keeping revenue growth, profit margin and discount rate inputs broadly in line with prior estimates. What's in the News BUA Cement has scheduled a board meeting for April 23, 2026.Recent updates
내러티브 업데이트 • Jul 01
BUACEMENT: Higher Margin And P/E Assumptions Will Likely Prove Overstretched
Analysts have raised the BUA Cement price target from NGN114.77 to NGN170.59, citing adjustments to discount rate assumptions and updated estimates for revenue growth, profit margins, and future P/E multiples. What’s in the News for BUA Cement BUA Cement has scheduled a Board Meeting for April 23, 2026.내러티브 업데이트 • Jun 17
BUACEMENT: Elevated Future P/E Will Likely Outrun Softer Margin Outlook
Analysts have updated their price target for BUA Cement to NGN236.26 from NGN170.52, reflecting revised assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for BUA Cement BUA Cement has scheduled a board meeting for April 23, 2026.내러티브 업데이트 • Jun 04
BUA Cement Plc – Accelerates Expansion Strategy to Reach 23 Million Tonnes Annual Capacity
Author: Qudus Adebara (Research Analyst, DLM Capital) BUA Cement Plc has intensified its long-term expansion strategy with plans to increase its total cement production capacity to 23 million metric tonnes per annum (MTPA) by the end of next year, reinforcing its ambition to deepen market share and strengthen its position within Nigeria’s cement industry. The company disclosed the expansion plans during its 10th Annual General Meeting (AGM) held in Abuja, where management highlighted ongoing investments in new production lines and greenfield manufacturing facilities aimed at supporting rising domestic demand for cement and infrastructure development.내러티브 업데이트 • Jun 02
BUACEMENT: Elevated Future P/E Will Likely Outrun Dividend Support
Analysts have raised their price target on BUA Cement to NGN170.52 from NGN157.04, reflecting updated assumptions for fair value and a slightly higher future P/E multiple, while keeping revenue growth, profit margin and discount rate inputs broadly in line with prior estimates. What's in the News BUA Cement has scheduled a board meeting for April 23, 2026.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.주주 수익률
| BUACEMENT | NG Basic Materials | NG 시장 | |
|---|---|---|---|
| 7D | 0% | 6.6% | 7.4% |
| 1Y | 267.8% | 83.9% | 87.8% |
수익률 대 산업: BUACEMENT은 지난 1년 동안 83.9%의 수익을 기록한 NG Basic Materials 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BUACEMENT은 지난 1년 동안 87.8%를 기록한 NG 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| BUACEMENT volatility | |
|---|---|
| BUACEMENT Average Weekly Movement | 7.5% |
| Basic Materials Industry Average Movement | 4.9% |
| Market Average Movement | 7.9% |
| 10% most volatile stocks in NG Market | 11.4% |
| 10% least volatile stocks in NG Market | 4.0% |
안정적인 주가: BUACEMENT는 지난 3개월 동안 NG 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BUACEMENT의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2014 | 1,559 | Yusuf Binji | www.buacement.com |
BUA 시멘트 Plc는 나이지리아에서 BUA 시멘트 브랜드로 시멘트 제조 및 판매 사업을 하고 있습니다. 이 회사는 포대형 및 벌크 시멘트를 제공합니다. 2014년 설립되었으며 나이지리아 라고스에 본사를 두고 있습니다.
BUA Cement Plc 기초 지표 요약
| BUACEMENT 기초 통계 | |
|---|---|
| 시가총액 | ₦11.52t |
| 순이익 (TTM) | ₦451.29b |
| 매출 (TTM) | ₦1.24t |
25.5x
주가수익비율(P/E)9.3x
주가매출비율(P/S)BUACEMENT는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BUACEMENT 손익계산서 (TTM) | |
|---|---|
| 매출 | ₦1.24t |
| 매출원가 | ₦576.37b |
| 총이익 | ₦667.24b |
| 기타 비용 | ₦215.95b |
| 순이익 | ₦451.29b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 30, 2026
| 주당순이익(EPS) | 13.33 |
| 총이익률 | 53.65% |
| 순이익률 | 36.29% |
| 부채/자본 비율 | 59.1% |
BUACEMENT의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.9%
현재 배당 수익률75%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/09 12:48 |
| 종가 | 2026/07/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
BUA Cement Plc는 5명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adedayo Ayeni | Absa Bank Limited |
| null null | ARM Research |
| Samuel Ojerinde | Cordros Capital Ltd. |