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Dangote Cement PlcNGSE:DANGCEM 주식 보고서

시가총액 ₦19.8t
주가
₦1.18k
₦1.15k
2.6% 고평가 내재 할인율
1Y168.2%
7D0%
1D
포트폴리오 가치
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Dangote Cement Plc

NGSE:DANGCEM 주식 리포트

시가총액: ₦19.8t

Dangote Cement (DANGCEM) 주식 개요

당고테 시멘트 Plc는 자회사와 함께 나이지리아에서 시멘트 및 관련 제품의 준비, 제조, 유통, 판매에 종사하고 있습니다. 자세히 보기

DANGCEM 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장1/6
과거 실적6/6
재무 건전성4/6
배당6/6

강점

위험 분석

우리의 위험 점검에서 DANGCEM에 대한 위험이 감지되지 않았습니다.

DANGCEM Community Fair Values

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Dangote Cement Plc 경쟁사

가격 이력 및 성과

Dangote Cement 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가₦1,180.00
52주 최고가₦1,189.00
52주 최저가₦425.00
베타0.011
1개월 변동32.58%
3개월 변동42.25%
1년 변동168.18%
3년 변동337.04%
5년 변동455.29%
IPO 이후 변동861.48%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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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새로운 내러티브 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.

주주 수익률

DANGCEMNG Basic MaterialsNG 시장
7D0%-0.2%-0.6%
1Y168.2%108.0%138.5%

수익률 대 산업: DANGCEM은 지난 1년 동안 108%의 수익을 기록한 NG Basic Materials 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: DANGCEM은 지난 1년 동안 138.5%를 기록한 NG 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is DANGCEM's price volatile compared to industry and market?
DANGCEM volatility
DANGCEM Average Weekly Movement5.4%
Basic Materials Industry Average Movement5.4%
Market Average Movement8.0%
10% most volatile stocks in NG Market10.7%
10% least volatile stocks in NG Market4.4%

안정적인 주가: DANGCEM는 지난 3개월 동안 NG 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: DANGCEM의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
198121,418Arvind Pathakwww.dangotecement.com

당고테 시멘트는 나이지리아에서 시멘트 및 관련 제품의 준비, 제조, 유통, 판매에 자회사와 함께 참여하고 있습니다. 나이지리아와 팬 아프리카의 두 부문에서 운영되고 있습니다. 이 회사는 시멘트 제조, 포장, 분쇄, 유통 및 판매, 석회석 채굴, 기타 광업권 보유, 연료 판매 및 유통, 석탄 및 전력 생산 활동, 부동산 투자 활동, 세라믹 제품 제조 및 계약 서비스 제공에 관여하고 있습니다.

Dangote Cement Plc 기초 지표 요약

Dangote Cement의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
DANGCEM 기초 통계
시가총액₦19.77t
순이익 (TTM)₦1.11t
매출 (TTM)₦4.51t
17.7x
주가수익비율(P/E)
4.4x
주가매출비율(P/S)

DANGCEM는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
DANGCEM 손익계산서 (TTM)
매출₦4.51t
매출원가₦1.64t
총이익₦2.87t
기타 비용₦1.75t
순이익₦1.11t

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)66.54
총이익률63.60%
순이익률24.72%
부채/자본 비율45.4%

DANGCEM의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.8%
현재 배당 수익률
67%
배당 성향

DANGCEM는 안정적으로 배당을 지급합니까?

DANGCEM 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 DANGCEM를 매수해야 하나요?
Dangote Cement 배당 일정
배당락일Jun 18 2026
배당 지급일Jul 02 2026
배당락일까지 남은 일수23 days
배당 지급일까지 남은 일수37 days

DANGCEM는 안정적으로 배당을 지급합니까?

DANGCEM 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 08:54
종가2026/05/25 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Dangote Cement Plc는 12명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adedayo AyeniAbsa Bank Limited
null nullARM Research
Gari ChigwedereAvior Capital Markets