8 billion? 10 billion? Conch Cement 2025 profit prediction!

(Source: Cement Network APP)

As the “cash cow” of the cement industry, Anhui Conch Cement’s full-year performance for 2025 has become a industry focus. Recently, Anhui Conch Cement announced that a board meeting will be held on March 24 to review the 2025 performance report. Against the backdrop of deep industry adjustments, this performance report has attracted market expectations and speculation.

In recent years, the cement industry has been affected by weak demand, price fluctuations, overcapacity, and other factors, entering a downward cycle overall. Most companies in the industry are under operational pressure. Although Anhui Conch Cement’s profit data has also shown significant fluctuations with industry cycles, its leading position has consistently maintained profitability above the industry average. Its strong financial stability highlights its robust risk resistance.

Looking at the data trend, the company’s net profit has been in a continuous decline since 2021. In 2024, net profit attributable to the parent company dropped to 7.696 billion yuan, a significant decrease from the peak in 2020. However, even amid deep industry adjustments, compared to many other companies experiencing losses, Anhui Conch Cement still achieved stable profitability. This resilience, capable of withstanding industry cycles, stems from the company’s long-term T-shaped strategic layout and extreme cost control capabilities, which are core reasons it can remain steady during industry downturns.

The operating pressure in the cement industry in 2025 is expected to continue, characterized by “reduced volume, weak prices, and pressured profitability.” National cement output has fallen to 1.693 billion tons, the lowest since 2010, and the national cement price index has decreased by over 20% year-on-year, indicating ongoing industry challenges.

However, amid this background, Anhui Conch Cement has leveraged its core advantages to perform countercyclically. Its performance in the first three quarters has been impressive, laying an important foundation for full-year recovery.

Data shows that in the first three quarters of 2025, Anhui Conch Cement achieved operating revenue of 61.298 billion yuan, down 10.06% year-on-year, while net profit attributable to shareholders of the parent company reached 6.305 billion yuan, up 21.28% year-on-year. Despite the industry-wide decline in both volume and price, the company’s net profit grew against the trend, mainly due to continuous strengthening of cost control, significantly reducing raw material, fuel, and production costs. This further highlights its cost advantage and provides a solid foundation for full-year performance growth.

Based on the impressive performance in the first three quarters, combined with its cost advantages and supportive industry policies, the market generally expects Anhui Conch Cement’s full-year 2025 performance to recover, with profit restoration becoming a consensus.

Market forecasts suggest that Anhui Conch Cement’s net profit attributable to the parent company in 2025 could stabilize around 8 billion yuan, reaching 8-8.5 billion yuan, representing a 4%-10% year-on-year increase. This indicates that the company’s net profit will achieve positive growth year-on-year, and the performance recovery inflection point is preliminarily confirmed.

Furthermore, considering industry policy dividends, ongoing cost control improvements, and contributions from new business segments, some predict that its net profit could surpass 10 billion yuan, achieving an unexpected rebound.

The board meeting on March 24 will officially reveal the much-anticipated performance results.

What do you think Anhui Conch Cement’s net profit will be in 2025?