by Rowan Goeller | Nov 27, 2025 | Construction and Basic Materials
Key message: Impressive EBITDA expansion continues with the new RK3 plant due to boost margins even further. PPC released 1H FY26 results. HEPS increased by 15% to 25c on a 6.2% and 23.5% increase in revenue and EBITDA respectively. Adjusted for unrealised foreign...
by Rowan Goeller | Nov 12, 2025 | Construction and Basic Materials
Key message: Momentum remains positive despite weak results at Bauba and in Australia. Raubex reported 1H FY26 results. HEPS declined by 14.4% to 243.5c on a 1% and 28.7% decline in revenue and operating profit respectively. An interim dividend of 81c was declared....
by Rowan Goeller | Oct 27, 2025 | Construction and Basic Materials
Key message: External factors continue to impact Afrimat – but the operational performance is improving. Afrimat released 1H FY26 results. HEPS increased by 92.3% to 101.9c on a 30% increase in revenue and operating profit. Key takeaways from the Results: Afrimat...
by Rowan Goeller | Oct 7, 2025 | Construction and Basic Materials
Key message: External factors continue to impact Afrimat – but the operational performance is improving. Afrimat released a Trading Update for the six months to August 2025. HEPS is expected to increase by 90-95% to to be between 100,7 cents and 103,4 cents. Key...
by Rowan Goeller | Sep 22, 2025 | Construction and Basic Materials
Key message: A remarkable operational turnaround continues to boost EBITDA margins despite a weak cement market. PPC released a Trading Update for the four months to July 2025. Key takeaways from the update: PPC has continued to improve its margins despite the weak...
