Posted by
Silas Odanike
on
- Get link
- X
- Other Apps
The Nigerian stock market has shown remarkable growth in 2025. The Nigerian Exchange (NGX) recorded a 16.57% gain in the first half of the year, with its market capitalization rising from ₦62.76 trillion to ₦75.96 trillion. Mid‑cap stocks, agriculture, and healthcare companies dominated the rally, signaling opportunities for investors seeking both value and growth.
This article highlights the best-performing stocks in H1 2025 and projects where smart investors can put their money for the second half of the year.
Beta Glass emerged as the star performer, surging over 400%. Strong earnings, regional demand for glass containers, and a €17.5 million investment boosted investor confidence.
A major turnaround story: Honeywell rebounded from losses, driven by restructuring and improved profit margins.
This waste management firm reported explosive profit growth in Q1 2025 and rewarded investors with dividend payouts.
Vitafoam transitioned from losses to over ₦6 billion in profit, attracting investors with its low valuation and solid fundamentals.
Neimeth’s capital raise and product expansion strategy positioned it as one of the fastest-growing pharmaceutical stocks on NGX.
Agriculture (+126%) – Presco and Ellah Lakes led the charge, fueled by rising food demand and exports.
Healthcare (+71%) – Neimeth, Fidson, and May & Baker saw renewed investor interest amid product innovations.
Consumer Goods (+52%) – Honeywell, Vitafoam, and Champion Breweries gained from resilient local consumption.
Telecoms/IT (+31%) – MTN Nigeria and new entrants like Legend Internet boosted the sector.
Services (+30%) – Hospitality (Transcorp Hotels) and logistics firms experienced post-pandemic recovery.
Presco Plc, Okomu Oil, and Honeywell Flour remain attractive due to high food demand and export growth.
Neimeth and Fidson Pharmaceuticals are set for sustained growth on the back of capital expansion and new product lines.
MTN Nigeria continues to dominate, while Legend Internet offers early-mover tech opportunities.
Aradel Holdings and Seplat Energy are compelling for investors seeking oil and gas exposure with future expansion potential.
Transcorp Hotels is a strong pick, benefiting from tourism recovery and diversified investments.
Diversify portfolios – Combine agriculture, healthcare, and tech for balanced growth.
Focus on fundamentals – Select companies with strong earnings and manageable debt.
Watch mid-cap stocks – They have shown explosive growth potential this year.
Stay updated on policy changes – Government incentives and FX policies can affect sectors like agriculture and energy.
The first half of 2025 rewarded investors who spotted opportunities in mid-cap and sector-driven stocks. As we move into the second half, agriculture, healthcare, telecoms, and energy remain key growth areas. Careful stock selection — based on fundamentals and sector outlook — could deliver strong returns before year-end.
Comments
Post a Comment