The recent surge in cement prices has been a topic of concern in the construction industry. In this regard, the BUA Group CEO provided insights into the underlying factors contributing to this price increase.
AbdulSamad Rabiu, the Chairman of BUA Cement, stated
yesterday that cement distributors hindered his company's efforts to sell
cement at N3,500 per bag last year.
During the 8th Annual General Meeting held in Abuja, Rabiu
revealed that although BUA Cement sold over a million tons of cement to these
dealers at the intended price of N3,500, the dealers ultimately sold the
product to consumers for prices ranging from N7,000 to N8,000.
He explained that the company had to abandon this pricing
strategy, as their goal was not to subsidize the dealers.
Rabiu noted that BUA Cement lacked the authority to regulate
the prices set by dealers, who profited significantly from the price
differences.
He also mentioned that factors such as the devaluation of
the Naira and the removal of fuel subsidies contributed to the policy's
failure.
Rabiu remarked, “Many dealers exploited this policy, opting
to sell at prices that were even double what we charged them.”
Certain bags were being sold for N7,000 and N8,000, yielding
substantial profits due to the significant margin. We had sold over a million
tons at N3,500 before we became aware of the dealers' actions.
Due to the challenges Nigeria faced last year, including the
devaluation of the Naira and the removal of the fuel subsidy, we were unable to
maintain that pricing strategy.
We aimed to keep prices stable, but the dealers were
uncooperative, and we did not want to find ourselves in a position of
subsidizing them.
This was particularly evident when the foreign exchange rate
surged from approximately N600 to around N1,800 to the US Dollar, complicating
our ability to uphold that pricing policy.
Nevertheless, the company has been committed to ensuring
that prices do not rise in line with the percentage increase resulting from the
Naira's devaluation.
He stated, "When comparing the exchange rates from then
to now, it is clear that cement is actually more affordable today than it was
last year.
This is because, as the dollar increases, costs rise
correspondingly, suggesting that cement prices should be around N10,000 per
bag.
Considering the price of cement was N4,000 at the start of
last year and is now N6,000, this reflects only a 50% increase. We have
actively worked to prevent cement prices from exceeding current levels.
However, there are sectors where costs are heavily
influenced by the dollar. Energy remains our largest expense, and our energy
costs are dollar-denominated. We primarily purchase gas to operate our plants,
and gas prices are set in dollars."
The chairman disclosed that one of BUA's plants incurs a
monthly invoice of approximately N15 billion to N16 billion, a significant
increase from the previous N3 billion to N4 billion. This serves as just one
example.
The financial report submitted by the company's Board
indicates a robust revenue increase of 27.4%, reaching N460 billion compared to
N361 billion in 2022, driven by an expanding market share.
However, the devaluation of the Naira in June 2023, along
with its ongoing decline and rising inflation, led to heightened price
pressures that impacted production costs.
As a result, total costs surged by 39.5% to N276 billion, up
from N197.9 billion in the previous year. During this review period, the
company also faced a net foreign exchange loss of N70 billion, with N52.5
billion linked to finance costs.
In spite of these obstacles, the company achieved a net
profit after tax of N69.5 billion and announced a dividend of N2 per share.
