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Hume Cement (HUMEIND) at RM2.99: Bargain or Fairly Valued? 🏗️
FY2026 was a transformative year for the Group, but the numbers require a second look. 🔍
✅ The Good: They settled ALL borrowings and are sitting on half a billion ringgit in cash. Dividends are up to 13.0 sen.
⚠️ The Challenge: Total revenue dropped to RM1,056 million as they exited the concrete segme
Hume Cement really damn sian because their margin keep getting squeezed while MCement steady control the whole market. Should just let them merge already so the sector can finally stop fighting and become more efficient.
Hume Cement’s financials are honestly quite dismal with weak margins and declining earnings that struggle to justify any long-term investment. Given the stagnating growth and poor capital efficiency, the valuation is simply not attractive enough to warrant a spot in a serious portfolio.
Currently will Humeind distribute special dividend ? What l can see is YTL is slowly eating up Market share for cement business whereby now they are monopoly over 60% malaysei cement market share ?
Will YLT will take over Humeind Like SCIB and CEPCO ?
yes special dividend of 7 cents per share to be paid on 12 June 2026. But I'm still having concern since they reported declined revenue to lower cement sales and the profit for this quarter mainly from one off gain disposal to YTL. However there is no borrowings and cash flow still remains positive despite lower compared to last year.
