IKEJA HOTEL vs TRANSCORP HOTELS PLC
Q1 2026. 📊
Revenue: Transcohot leads significantly with 22.41B, substantially outpacing Ikeja Hotel’s 6.67B.
Revenue Breakdown: Ikeja Hotel generates the vast majority of its revenue from Rooms (70.86%), with Food & Beverage contributing 23.13% and Other services making up 6.01%.
Transcohot shows a highly similar structural reliance, pulling 70.31% of its revenue from Rooms, 24.88% from Food & Beverage, and 4.81% from Other services.
Gross Profit: Transcohot maintains a strong lead here as well, securing a Gross Profit of 17.19B compared to Ikeja Hotel’s 3.35B.
Net Income: Transcohot dominates the bottom line with 5.66B, more than double Ikeja Hotel’s 2.11B.
Net Profit Margin: Ikeja Hotel boasts a superior margin at 31%, while Transcohot stands at 25%.
Return on Equity (ROE): Transcohot leads with 6% against Ikeja Hotel’s 4%.
Free Cash Flow (FCF) Margin: Ikeja Hotel shows positive cash generation at 13%, significantly outperforming Transcohot, which recorded a negative FCF margin of -36%.
Equity: Transcohot maintains a much larger equity base of 88.79B compared to Ikeja Hotel’s 46.18B. However, Ikeja Hotel maintains a higher Equity Ratio (58% vs. 53%).
Okomu Oil's revenue growth over the last 10 years is wild:
2016: ₦14.3B
2025: ₦198.2B
Total 10-Year Growth: ⬆️1,286% (The revenue expanded by over 13.8x)
The growth isn't slowing down. Their Q1 2026 revenue (₦58.95B) is almost equal to what they made in the entire year of 2022 (₦59.3B).
Q1 2026 bottom line:
EBIT: ₦34.09B
Net Income: ₦23.60B
Not financial advice!
#Investing #NGX #OkomuOil #Agriculture
Nestlé Nigeria: How they make money.
Q1 2026 📊
Nestlé Nigeria Plc makes its money through a simple, everyday model: the manufacturing, marketing, and distribution of household food and beverage staples. From the Maggi cubes in local kitchens to the Milo and Nescafé in morning cups, their revenue is split into two main engines:
1. The Food Segment (₦200.91B / 61.6% of Revenue)
This is the largest revenue driver for the company. It includes the production and sale of popular culinary, infant nutrition, and snacking products such as:
Maggi, Cerelac, SMA, Nan, Lactogen, Golden Morn.
2. The Beverages Segment (₦125.22B / 38.4% of Revenue:
This segment covers the production and sale of household drinks and water products, including:
Milo (including Milo energy cube, Milo ready-to-drink, and Milo 3-in-1)
Nescafe (including Nescafe 3-in-1)
Nestlé Pure Life (purified water).
Here is how that translated into financial performance for the first quarter of 2026:
Total Revenue: ₦326.13B (+10.6% YoY) Fueled by strong domestic demand, with 98.9% of all sales coming straight from the Nigerian market.
Segment Performance: Food brought in ₦200.91B, while Beverages brought in ₦125.22B.
Gross Profit: ₦132.05B (+10.3% YoY) Keeping pace almost perfectly with top-line revenue growth.
Operating Income: ₦75.43B (+1.7% YoY) Growth here was flatter, slowed down by rising operating expenses which reached ₦56.84B.
Net Income: ₦39.00B (+29.2% YoY).
Nestlé is one of the Nigeria's biggest consumer goods giants.
Not financial advice! #NGX.
Okomu Oil's revenue growth over the last 10 years is wild:
2016: ₦14.3B
2025: ₦198.2B
Total 10-Year Growth: ⬆️1,286% (The revenue expanded by over 13.8x)
The growth isn't slowing down. Their Q1 2026 revenue (₦58.95B) is almost equal to what they made in the entire year of 2022 (₦59.3B).
Q1 2026 bottom line:
EBIT: ₦34.09B
Net Income: ₦23.60B
Not financial advice!
#Investing #NGX #OkomuOil #Agriculture
Bamboo has this really useful feature where you can see what investors are buying and how much they're buying.
Look at TIP here forever, over 500k units bought in the last 24 hours alone.
I can't wait to see the results from the second quarter.
Nestlé Nigeria: How they make money.
Q1 2026 📊
Nestlé Nigeria Plc makes its money through a simple, everyday model: the manufacturing, marketing, and distribution of household food and beverage staples. From the Maggi cubes in local kitchens to the Milo and Nescafé in morning cups, their revenue is split into two main engines:
1. The Food Segment (₦200.91B / 61.6% of Revenue)
This is the largest revenue driver for the company. It includes the production and sale of popular culinary, infant nutrition, and snacking products such as:
Maggi, Cerelac, SMA, Nan, Lactogen, Golden Morn.
2. The Beverages Segment (₦125.22B / 38.4% of Revenue:
This segment covers the production and sale of household drinks and water products, including:
Milo (including Milo energy cube, Milo ready-to-drink, and Milo 3-in-1)
Nescafe (including Nescafe 3-in-1)
Nestlé Pure Life (purified water).
Here is how that translated into financial performance for the first quarter of 2026:
Total Revenue: ₦326.13B (+10.6% YoY) Fueled by strong domestic demand, with 98.9% of all sales coming straight from the Nigerian market.
Segment Performance: Food brought in ₦200.91B, while Beverages brought in ₦125.22B.
Gross Profit: ₦132.05B (+10.3% YoY) Keeping pace almost perfectly with top-line revenue growth.
Operating Income: ₦75.43B (+1.7% YoY) Growth here was flatter, slowed down by rising operating expenses which reached ₦56.84B.
Net Income: ₦39.00B (+29.2% YoY).
Nestlé is one of the Nigeria's biggest consumer goods giants.
Not financial advice! #NGX.
Presco Plc has gone from pulling in ₦15.7B in 2016 to a massive ₦330.6B in 2025.
Their Q1 2026 revenue alone has already hit ₦100.86B nearly matching their entire annual revenue from 2023 (₦102.4B) in just three months. Profitability remains highly robust too, with an EBIT of ₦71.6B and Net Income reaching ₦49.2B for the quarter.
#NGX
Kicking off my July buying by adding Transcorp to the portfolio via @investbamboo , just waiting for a better offer to hit the order book. 📈
What’s the first stock you’re picking up this month?
Top 10 NGX Companies by Net profit. (TTM)📊
Net profit often called the "bottom line" or net income is the actual amount of money a business has left over after subtracting all its operating expenses, interest, taxes, and costs from its total revenue. Essentially, it represents a company’s true profitability and shows exactly how much money it made during a specific period.
MTN Nigeria takes the top spot, breaking the trillion-naira mark at ₦1.33T.
Dangote Cement (₦1.13T) and Zenith Bank (₦1.04T) follow closely as the only other giants crossing the ₦1 Trillion threshold.
The banking and manufacturing sectors dominate the rest of the leaderboard, including strong showings from Ecobank, GTCO, Access, BUA Foods, BUA Cement, and Stanbic IBTC.
Which of these companies do you have in your portfolio? 👇
Looking to add these top earners to your portfolio?
You don't need a complicated paperwork process to buy into these top earners
You can buy shares of these NGX giants directly on platforms like @investbamboo .
Not financial advice!
#NGX #Investing #StockMarket #Finance
Kicking off my July buying by adding Transcorp to the portfolio via @investbamboo , just waiting for a better offer to hit the order book. 📈
What’s the first stock you’re picking up this month?