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WAPCO.LG Unclassified

Lafarge Africa PLC

$345,00
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Mcap
P/E
EV / Rev
Div yield
3,44 %
Op margin
28,9 %
ROE
20,7 %
Net margin
17,8 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

Lafarge Africa PLC operates in the construction materials sector, generating revenue through the production and sale of building materials, though specific product lines are not detailed in the available data.

Business. Lafarge Africa PLC operates in the construction materials sector, generating revenue through the production and sale of building materials, though specific product lines are not detailed in the available data.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
BUY9 analysts
5 buy3 hold1 sell
Avg 12m price target285,25

Analyst recommendations

9 analysts · consensus Buy
Buy5
Hold3
Sell1
12-month price target
285,25
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
9 analysts · indicative
Ownership
not yet wired
Profitability
20,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

2
  • MARKETSHBM Nigeria switches NGX ticker to HBMNG as rebranding takes hold2026-07-13
  • MARKETSSAHCO Approves N1.62 Billion Dividend as Lafarge Africa Rebrands to HBM Nigeria2026-06-23
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to WAPCO.LG. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    Briefing · model-assisted

    Lafarge Africa PLC (WAPCO.LG) has experienced no material changes in its fundamental profile or market signals as of the latest analysis. A review of 17 key fields, excluding four schema-expansion fields, confirmed that the company’s status remains static compared to prior assessments. There are no new developments in executive leadership, analyst coverage, or index membership to report. The absence of material change is underscored by a lack of significant market activity or news flow. Over the 30-day period ending July 15, 2026, daily dispatch counts were predominantly zero, with only a single dispatch recorded on July 13, 2026. This minimal activity suggests a period of quiet trading and limited public commentary surrounding the stock. From a structural perspective, Lafarge Africa PLC continues to operate with zero reported officers and zero top holders in the current dataset. The company is not a member of any major indices, and analyst coverage remains limited to just two analysts. These metrics indicate a relatively low-profile presence in the broader market landscape. Given the lack of new information, the significance of this period lies in its stability rather than transformation. Investors should note that the company’s valuation and operational outlook remain unchanged from previous periods, with no new catalysts identified in the available financials or estimates. The static nature of the data implies that any future shifts in sentiment or price will likely require new external triggers.

    Signals & dispatch

    peak dispatch · 2026-07-13

    Composite-score breakdown

    Synthesis

    Business

    Lafarge Africa PLC operates in the construction materials sector, generating revenue through the production and sale of building materials, though specific product lines are not detailed in the available data.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    Lafarge Africa PLC maintains a conservative capital structure with a debt-to-equity ratio of 0.0, indicating minimal leverage relative to its equity base of 693,995,670,000 NGN. The company holds total assets of 1,208,024,398,000 NGN against total liabilities of 514,028,728,000 NGN, resulting in a current ratio of 1.34, which suggests adequate short-term liquidity to cover immediate obligations. Despite the low debt levels, the risk assessment flags medium liquidity risk and notes that net cash is negative after subtracting total debt, implying that cash and equivalents are insufficient to fully offset debt obligations without considering other current assets.

    Profitability metrics demonstrate strong operational efficiency, with a return on equity (ROE) of 20.69% and a return on assets (ROA) of 11.89%. The company generated net income of 273,120,312,000 NGN on revenue of 1,066,304,773,000 NGN, reflecting a net margin of approximately 25.6%. Operating income stood at 392,099,733,000 NGN, indicating robust operating leverage. However, without cohort median data provided in the input, direct comparative analysis against industry peers is omitted, though the absolute returns suggest a profitable business model within its operating environment.

    Segment and geographic revenue breakdowns are not provided in the available data, preventing an analysis of revenue concentration or regional exposure. The company’s activity is broadly classified under construction materials, but specific product mix or customer concentration details are absent from the structured input.

    Growth trajectory analysis is limited due to the absence of historical period data in the input. The financial snapshot provides only the latest normalized period figures, with no year-over-year or quarterly trend data available to assess revenue or earnings momentum.

    Risk factors include medium liquidity risk and low dilution risk, with a key flag noting negative net cash after debt subtraction. The dilution risk is assessed as low, supported by the fact that basic and diluted shares outstanding are identical at 16,107,795,721 shares, indicating no significant in-the-money options or convertible securities impacting share count.

    Recent events are reflected in analyst estimates, with a mean price target of 285.25 NGN and a median target of 245.54 NGN, suggesting a range of expectations among analysts. The mean recommendation is 2.44, leaning towards a buy rating, with one strong buy, four buy, and three hold recommendations. No specific filing, news, or transcript observations are provided in the input data.

    Lafarge Africa PLC (WAPCO.LG) has experienced no material changes in its fundamental profile or market signals as of the latest analysis. A review of 17 key fields, excluding four schema-expansion fields, confirmed that the company’s status remains static compared to prior assessments. There are no new developments in executive leadership, analyst coverage, or index membership to report. The absence of material change is underscored by a lack of significant market activity or news flow. Over the 30-day period ending July 15, 2026, daily dispatch counts were predominantly zero, with only a single dispatch recorded on July 13, 2026. This minimal activity suggests a period of quiet trading and limited public commentary surrounding the stock. From a structural perspective, Lafarge Africa PLC continues to operate with zero reported officers and zero top holders in the current dataset. The company is not a member of any major indices, and analyst coverage remains limited to just two analysts. These metrics indicate a relatively low-profile presence in the broader market landscape. Given the lack of new information, the significance of this period lies in its stability rather than transformation. Investors should note that the company’s valuation and operational outlook remain unchanged from previous periods, with no new catalysts identified in the available financials or estimates. The static nature of the data implies that any future shifts in sentiment or price will likely require new external triggers.

    Key takeaways
    • Lafarge Africa PLC exhibits strong profitability with an ROE of 20.69% and ROA of 11.89%, driven by high net margins on 1.07 trillion NGN in revenue.
    • The company maintains a debt-to-equity ratio of 0.0, indicating a highly conservative leverage profile, though liquidity risk is rated medium due to negative net cash after debt.
    • Dilution risk is low, as basic and diluted share counts are identical, suggesting no immediate pressure from equity conversions or options.
    • Analyst sentiment is moderately positive, with a mean recommendation of 2.44 and a mean price target of 285.25 NGN, reflecting confidence in the company’s fundamentals.
    • Lack of historical data and segment breakdowns limits the ability to assess growth trends and revenue concentration risks.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    Net income surged 172.7% year-over-year to NGN 273.1 billion in FY2026, demonstrating exceptional earnings acceleration.

    Free cash flow expanded 477% year-over-year to NGN 149.6 billion, highlighting robust cash generation capabilities.

    The company maintains a zero debt-to-equity ratio, providing a pristine balance sheet with minimal leverage risk.

    BEAR CASE · 2

    A medium liquidity risk flag suggests potential challenges in meeting short-term financial obligations or trading volume.

    Capex to revenue ratio of -9.2% ranks in the bottom quartile, potentially indicating underinvestment in future growth.

    In focus — financials by report

    Annual
    ANNUALFiled 2026-02-26
    FY 2026 · Full-year highlights

    Revenue NGN 1.07T, +53,0% YoY; Operating income +103,2% YoY.

    RevenueNGN 1.07T+53,0 % YoY
    Operating incomeNGN 392.10B+103,2 % YoY
    Net incomeNGN 273.12B+172,7 % YoY
    Free cash flowNGN 149.58B+477,0 % YoY
    EPS
    Operating cash flowNGN 292.63B+38,0 % YoY
    Financials
    Income statement
    RevenueNGN 1.07T
    Gross profitNGN 617.37B
    Operating incomeNGN 392.10B
    Net incomeNGN 273.12B
    Margins
    Gross margin57.9%
    Operating margin36.8%
    Net margin25.6%
    FCF margin14.0%
    Balance sheet
    Total assetsNGN 1.21T
    Total liabilitiesNGN 514.03B
    Total equityNGN 694.00B
    Cash & equivalents
    Long-term debtNGN 1.31B
    Cash flow
    Operating cash flowNGN 292.63B
    CapEx-NGN 74.61B
    Free cash flowNGN 149.58B
    SBC
    P&L flow · revenue → net income
    Revenue NGN 1.07TOperating costs NGN 674.21BFinance NGN 256.3MNet income NGN 273.12B
    Highlights
    • Revenue NGN 1.07T, +53,0% YoY
    • Operating income +103,2% YoY
    • Net income +172,7% YoY
    • Free cash flow +477,0% YoY
    • Net margin 25.6%

    Valuation FY

    Market price
    $345,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $694.00B
    Net cash
    -$1.31B
    Current ratio
    1.3
    Debt / equity
    0.0
    ROA
    11.9%
    ROE
    20.7%
    Cash conversion
    204.0%
    CapEx / revenue
    -9.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Cement & Concrete Products
    low · llm_fanout_v2
    Cement, Aggregates & Concrete
    low · llm_fanout_v2
    Construction Materials Supply
    low · llm_fanout_v2

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 49 %
    EPS
    Consensus EPS
    26,48
    Predicted surprise
    -0,08
    Beat probability
    49 %
    Analysts
    9
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    revision ratio 0,08 · as of 2026-07-06 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate26,48
    Revenueno estimateno estimate1,44T NGN
    Operating incomeno estimateno estimate585,2B NGN
    Full-year consensus mean (period as reported by source) · consensus in NGN. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution9 analysts
    Strong buy1
    Buy4
    Hold3
    Sell1
    Strong sell0
    12-month price target$285,25 · Median $245,54
    Low $188,21High $449,49
    Operating income · consensus585,2B NGN
    EPS surprise
    −36,0 %
    reported vs consensus · miss
    Revenue surprise
    −25,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$188,21
    Mean$285,25
    Median$245,54
    High$449,49
    Spot$345,00
    −17.3 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin28,9 %Best in class
    Net Margin17,8 %Best in class
    ROE20,7 %Best in class
    Capex / Rev-9,2 %Bottom quartile
    D/E0,00Above P75
    Cash Conv2,04Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    24 tracked
    AssetTypeCommodityCountryRole
    Ashaka Cement PlantCement plantCementNigeriaParent
    Ashaka Cement PlantCement plantCementNigeriaRegistered owner
    Ewekoro 1 Cement PlantCement plantCementNigeriaRegistered owner
    Ewekoro 1 Cement PlantCement plantCementNigeriaParent
    Ewekoro 2 Cement PlantCement plantCementNigeriaRegistered owner
    Ewekoro 2 Cement PlantCement plantCementNigeriaParent
    Lafarge power stationPowerOil & GasNigeriaRegistered owner
    Lafarge power stationPowerPowerNigeriaParent
    Lafarge power stationPowerPowerNigeriaRegistered owner
    Lafarge power stationPowerPowerNigeriaParent
    Lafarge power stationPowerPowerNigeriaRegistered owner
    Lafarge power stationPowerOil & GasNigeriaRegistered owner
    Lafarge power stationPowerPowerNigeriaParent
    Lafarge power stationPowerPowerNigeriaRegistered owner
    Lafarge power stationPowerOil & GasNigeriaParent
    Lafarge power stationPowerOil & GasNigeriaRegistered owner
    Lafarge power stationPowerOil & GasNigeriaParent
    Lafarge power stationPowerOil & GasNigeriaParent
    Maiganga Coal MineCoal mineCoalNigeriaParent
    Maiganga Coal MineCoal mineCoalNigeriaRegistered owner
    Mfamosing Cement PlantCement plantCementNigeriaParent
    Mfamosing Cement PlantCement plantCementNigeriaRegistered owner
    Sagamu Cement PlantCement plantCementNigeriaRegistered owner
    Sagamu Cement PlantCement plantCementNigeriaParent
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Return On Assets
      net_income / total_assets
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Lafarge Africa PLC Market data — financials · 2026-07-06
    • Lafarge Africa PLC Market data — analyst estimates · 2026-07-06

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    WAPCO.LGCanonical
    — · USD

    Intel & risk

    PredictorBeat prob49 %Surprise-0,08Full forecast →
    peak dispatch · 2026-07-13
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-02-26 10:08 UTCEARNINGSAnnual results — FY 2026 Revenue NGN 1066.30B · Net NGN 273.12B
    2025-02-27 20:39 UTCEARNINGSAnnual results — FY 2025 Revenue NGN 696.76B · Net NGN 100.15B
    2024-02-29 18:17 UTCEARNINGSAnnual results — FY 2024 Revenue NGN 405.50B · Net NGN 51.14B
    2023-02-28 08:56 UTCEARNINGSAnnual results — FY 2023 Revenue NGN 373.24B · Net NGN 53.65B
    2022-03-01 15:57 UTCEARNINGSAnnual results — FY 2022 Revenue NGN 293.09B · Net NGN 51.00B
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage