₦airaland Forum

dammybrite:
My Oga, do you do this manually or there's an app that does the extraction?

I do it manually.

It takes less than 15 minutes to do it manually

No MTN? No agro stock? No consumer goods? No pharma?

Bonjovi13:
I be newbie. I buy Aradel, Seplat, FirstHoldco, access, zenith like 5M.
I hope say I do well?

emmanuelewumi:
Summary of Presco 2025 result

Revenue N331 billion

Gross Profit N228 billion

Operating Profit N214 billion

Net Operating Profit After Tax N174 billion

Earnings Before Interest and Taxes N222 billion

Profit after tax N138 billion

Equity N427 billion

Debt N151 billion

Cash N279 billion

Capital Employed N622 billion

Invested Capital N578 billion

Total Asset N833 billion

CAPEX N41 billion

Net Operating cash flow N146 billion

Free Cash Flow N105 billion

Return on Capital Employed 35.6%

Return on Invested Capital 30%

Return on Equity 32.3%

Cash Flow Return on Investment 17%

Cash Return on Invested Capital 18%

Gross Profit/Total Asset 27%

Working Capital N271 billion

Net profit margin 41%

Operating Profit margin 64.6%

EBIT margin 67%

Gross Margin 69%

OCF margin 44%

FCF margin 31.7%

Capex/Sales 17.3%

Capex/OCF 26%

Stock price N1635

Market Capitalization N1.9 Trillion

Enterprise Value N1.78 Trillion

PE Ratio 13.8

EV/EBIT 8

You might need to recalculate the second to the last line again. Should be lower than that

Una dey see Wale Mentee for UACN?
Dem say a fruit does not fall far from the tree

Summary of Sahcol 2025 result


Revenue N44.5 billion

Gross Profit N25.5 billion

Operating Profit N14.6 billion

Earnings Before Interest and Taxes N14.7 billion

Profit After Tax N11.7 billion

Equity N39.8 billion

Debt N2.45 billion

Cash N5.7 billion


Capital Employed N46.7 billion

Total Asset N56.6 billion

CAPEX N11 billion

Net Operating cash flow N13.47 billion

Free Cash Flow N2.47 billion

Return on Capital Employed 31%

Return on Equity 29.4%

Gross Profit/Total Asset 45%

Working Capital N16.4 billion

Net profit margin 26.3%

Operating Margin 32.8%

Gross Margin 56.8%

EBIT margin 33%

OCF margin 30%

FCF margin 5.5%

CAPEX/Sales 24.7%

CAPEX/OCF 81.77%

Stock price N128.60k

Market Capitalization N174 billion

Enterprise Value N171 billion

PE Ratio 14.8

EV/EBIT Ratio 11.6

unite4real:
You might need to recalculate the second to the last line again. Should be lower than that

Did you take the additional 166 million shares from the right offer into consideration?

emmanuelewumi:
Did you take the additional 166 million shares from the right offer into consideration?

I looked at the exact reported EPS of 134.38 using the weighted average

unite4real:
I looked at the exact reported EPS of 134.38 using the weighted average

Crunch the figures yourself. Divide the profit after tax by the new outstanding shares

The proceeds of the right offer of Presco was still with the company on the 31st of December 2025.

That was why they have cash of almost N280 billion and debt of about N151 billion.

The proceeds from the right offer got to the company just before the end of the year.

They should have paid up their debts by now. Looking forward to Q1 2026 result

I don’t understand Morgan capital, I was meant to be paid yesterday n was even got a mail confirmation from them but did not receive any money .
If you are to collect your money before the due date they will charge 1% fee, I will demand same on Monday.
But seriously hope all is well cos this is a red flag.

.

emmanuelewumi:
I do it manually.

It takes less than 15 minutes to do it manually

People don lazy.

Doing it manually is the way to go. You catch things others miss. For example, FCMB annualize their EPS in their quarterly reports or there are now companies that use a weighted average outstanding shares in calculating EPS. These sort of things give the wrong impression as to how the company is doing.

My advise, spend a few hrs setting up a google docs spreadsheet with metrics you use in your analysis, once you have it setup, its just plug and play with the numbers. This spreadsheet can last many many years, and you can add more metrics as time goes by, I set up my spreadsheet few years ago and it has done wonders for me.

unite4real:
I looked at the exact reported EPS of 134.38 using the weighted average

All this weighted average nonsense should not be allowed. They should use outstanding shares as at when the year closes

nosa2:
All this weighted average nonsense should not be allowed. They should use outstanding shares as at when the year closes

As a company they are obligated to follow the rules and regulations. But as individuals, we have our own duty to use the figures that will give us the picture we want to see

unite4real:
As a company they are obligated to follow the rules and regulations. But as individuals, we have our own duty to use the figures that will give us the picture we want to see

I don't believe there is a rule that says they should use weighted average for outstanding shares.

One of the companies on my watch list released a result that at first glance was looking very sexy. When I entered the numbers into my spreadsheet I realized that, while the result was good, it wasn't as sexy as I it initially looked. They used weighted average outstanding shares and this boosted their Earnings per share and price to book ratio

nosa2:
I don't believe there is a rule that says they should use weighted average for outstanding shares.

One of the companies on my watch list released a result that at first glance was looking very sexy. When I entered the numbers into my spreadsheet I realized that, while the result was good, it wasn't as sexy as I it initially looked. They used weighted average outstanding shares and this boosted their Earnings per share and price to book ratio

Na Tony's UBA started that bs. It's either company's shares have changed or not. Which one be weighted average. Will you pay dividends with weighting?

Agbalowomeri:
Na Tony's UBA started that bs. It's either company's shares have changed or not. Which one be weighted average. Will you pay dividends with weighting?

It is a way to mislead the unsuspecting public.
People should take extra care to do most of these calculations by themselves.
Weighted average rubbish.

Zagee:
https://punchng.com/stop-condemning-nigeria-oando-ceo-tells-citizens/

Show us it works with OANDO first bros.

I am very sure he does come here once in a while to read comments!

He is a smooth operator from the era of Ade Bendel!!

The next one will be from Geregu Bank.

Payunsin:
I don’t understand Morgan capital, I was meant to be paid yesterday n was even got a mail confirmation from them but did not receive any money .
If you are to collect your money before the due date they will charge 1% fee, I will demand same on Monday.
But seriously hope all is well cos this is a red flag.

Same with me. I sent the widrawal request after 12pm. It's not a red flag-they seldom honour transactions after 12pm.

It's becoming too frequent @ the bolded.

Last week, I made a withdrawal request after 12noon and was credited same day.

However there is a lot of delay in honoring requests e.g. a WR sent by 8:30am was credited around 5pm...

Ibrahim505:
Same with me. I sent the widrawal request after 12pm. It's not a red flag- they seldom honour transactions after 12pm.

Seems we've all slept on Custodian
I didn't believe they would maintain that growth

Zagee:
https://punchng.com/stop-condemning-nigeria-oando-ceo-tells-citizens/

Show us it works with OANDO first bros.

Takeaway: "Embrace failure as a tool to nation-building"
Meaning:
Investors investing in a failure-tool (OandO) to embrace nation-building
(Oil sector) rather than their personal pocket-(ROI)
~Wale Tinubu

(Na cruise Ooo )

Agbalowomeri:
Seems we've all slept on Custodian
I didn't believe they would maintain that growth

Must you loud everything?

This one slowly crept into my bedsheet after result was released.

Next pull back should be interesting

chimex38:
Takeaway: "Embrace failure as a tool to nation-building"
Meaning:
Investors investing in a failure-tool (OandO) to embrace nation-building
(Oil sector) rather than their personal pocket-(ROI)
~Wale Tinubu

(Na cruise Ooo )

So Oando is a failure tool to you. Your eye go clear soon.

Why is an Eps of N0.93 bad result considering the increase in OS?

The numbers are slight up. I mean profit after tax, income etc.

And sure they will pay dividend notwithstanding the result.

ogawisdom:
Poor result from VFD group

bolton08:
So Oando is a failure tool to you. Your eye go clear soon.

suit yourself with the info.
If he's cooking, he should cook ASAP.

Bonjovi13:
I be newbie. I buy Aradel, Seplat, FirstHoldco, access, zenith like 5M.
I hope say I do well?

Buy a pillow and get ready to start weeping because you are going to need it very badly.

faoogoke:
Why is an Eps of N0.93 bad result considering the increase in OS?

The numbers are slight up. I mean profit after tax, income etc.

And sure they will pay dividend notwithstanding the result.

Is it a bargain at a PE of over 10? Compared to other available options?

Kaczynski:
Buy a pillow and get ready to start weeping because you are going to need it very badly.

Lol don't discourage a newbie
Not a bad selection for a starter but not much profit to expect

bolton08:
So Oando is a failure tool to you. Your eye go clear soon.

You're probably Oando's insider or keyboard promoter.

Oando is directly proportional with mediocrity.

What is the 5 years dividend history of Oando?

Does that mean Geregu Bank (aka Last Bank) will not pay their usual 50/60 Kobo dividend?

First Bank has become the Last Bank!

Kaczynski:
Buy a pillow and get ready to start weeping because you are going to need it very badly.

I reject and send this negative prophecy back to you.
My portfolio will 10X in value and I will rejoice.