BUA Cement Plc

NGSE:BUACEMENT Stok Raporu

Piyasa değeri: ₦14.0t

BUA Cement Gelecekteki Büyüme

Future kriter kontrolleri 1/6

BUA Cement kazanç ve gelirin sırasıyla yıllık 9.6% ve 8.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 4.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 59% olacağı tahmin edilmektedir.

Anahtar bilgiler

9.6%

Kazanç büyüme oranı

4.56%

EPS büyüme oranı

Basic Materials kazanç büyümesi13.0%
Gelir büyüme oranı8.4%
Gelecekteki özkaynak getirisi59.00%
Analist kapsamı

Low

Son güncelleme24 Apr 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NGSE:BUACEMENT - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (NGN Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,551,733554,105301,098629,3491
12/31/20271,453,774473,562401,653545,2102
12/31/20261,297,839457,272241,372487,9781
3/31/20261,243,603451,292441,721562,012N/A
12/31/20251,179,445356,038370,941451,361N/A
9/30/20251,151,798314,794346,486458,760N/A
6/30/20251,092,831220,551271,222492,857N/A
3/31/20251,006,159137,063220,354506,002N/A
12/31/2024876,47073,909114,379405,253N/A
9/30/2024707,54142,360-91,887177,583N/A
6/30/2024602,87540,092-66,15996,595N/A
3/31/2024514,77860,624-10,93197,511N/A
12/31/2023459,99969,45530,601147,612N/A
9/30/2023434,254103,06179,006155,216N/A
6/30/2023393,494103,26344,293124,660N/A
3/31/2023370,35394,66926,917129,752N/A
12/31/2022360,989101,01144,089147,468N/A
9/30/2022333,02098,187114,050217,062N/A
6/30/2022321,611108,047119,171221,922N/A
3/31/2022293,123100,85591,996155,873N/A
12/31/2021257,32790,079140,240198,957N/A
9/30/2021239,79984,763-40,240-2,944N/A
6/30/2021232,46081,0019,367113,873N/A
3/31/2021216,66774,7616,601145,256N/A
12/31/2020209,44372,344-64,63264,217N/A
9/30/2020202,63970,844N/AN/AN/A
6/30/2020186,92164,740N/AN/AN/A
3/31/2020186,35466,076-14,208-1,285N/A
12/31/2019175,51860,610N/A26,458N/A
12/31/2018119,01364,072N/A15,616N/A
12/31/201719,5883,224N/AN/AN/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BUACEMENT 'nin tahmini kazanç büyümesi (yıllık 9.6% ) tasarruf oranının ( 15.5% ) altındadır.

Kazançlar ve Piyasa: BUACEMENT şirketinin kazançlarının (yıllık 9.6% ) NG pazarından (yıllık 18.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: BUACEMENT şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: BUACEMENT şirketinin gelirinin (yıllık 8.4% ) NG pazarından (yıllık 15.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BUACEMENT şirketinin gelirinin (yıllık 8.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BUACEMENT 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 59 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 04:52
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

BUA Cement Plc 5 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adedayo AyeniAbsa Bank Limited
null nullARM Research
Samuel OjerindeCordros Capital Ltd.