Airtel Africa hits N5,801 as NGX surges N3.45 trillion; YTD return reclaims 55% threshold

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The Nigerian equities market delivered its most powerful single-session gain in weeks on Wednesday, July 8, 2026, as Airtel Africa’s 10% maximum daily advance to N5,801.40 anchored a broad-based rally that added N3.45 trillion to investors’ wealth.

The NGX All-Share Index surged 2.27% to close at 242,459.98 points, up from 237,083.28 points on Tuesday, with market capitalisation rising to N155.59 trillion. The year-to-date return strengthened to 55.81%, recovering approximately nine percentage points from the 46.78% low recorded on July 7.

Airtel Africa leads the charge

Airtel Africa closed at N5,801.40, gaining N527.40 in a single session. The stock has now risen more than 32% from its June correction low. It is now one of the year’s best-performing large-cap names on an absolute price basis, a new 2026 high, suggesting that institutional investors are building fresh positions ahead of the company’s Q2 2026 results. Airtel Africa’s July 30 board meeting to consider the period’s financials is now one of the most closely anticipated in the July earnings calendar.

Fidelity Bank’s 9.97% surge to N19.85 was the session’s second-most significant move in absolute impact terms. The bank had been under selling pressure during the correction and Wednesday’s near-maximum daily gain signals renewed institutional interest ahead of Q2 2026 earnings.

Oil and Gas sector resurges

The Oil & Gas Index led all sectors, surging 3.85% to 5,292.70 points — its strongest single-day gain in recent sessions — as Aradel Holdings rallied 8.86% alongside the broader energy recovery. The energy counter is steadily reclaiming lost ground following its extended selloff from N1,750.00 in mid-June to a correction low below N1,400.00.

Five of the six major sectoral indices closed higher. Only the Insurance Index declined, shedding 0.20%. The NGX Commodity Index rose 2.54% to 1,800.25 points, the Industrial Index gained 1.89% to 10,712.92 points, the Banking Index added 1.07% to 2,137.61 points, and the Consumer Goods Index edged up 0.31% to 4,613.22 points.

Market breadth and trading activity

Buying interest was broad with thirty-four stocks advancing against 23 decliners — the third consecutive session of positive breadth. Volume traded rose 5.02% to 518.43 million shares, though value traded declined 18.80% to N22.75 billion. Deals count eased 2.95% to 48,495 transactions.

Trans-Nationwide Express was one of the top gainers with a 10% maximum advance to N2.97 — its highest close in 2026 and above its previous 52-week high of N2.70. Other gainers included Thomas Wyatt Nigeria, up 9.89% to N3.00, and Zichis Agro-Allied Industries, up 9.69% to N29.20.

Top losers included Haldane McCall, down 9.95% to N3.53, McNichols, down 8.89% to N6.15, Transcorp, down 5.65% to N40.05, CWG Plc, down 5.24% to N19.00, and VFD Group, down 5.19% to N10.05.

What this means for the market

Wednesday’s N3.45 trillion single-session gain is the largest recorded on the NGX since the market’s June correction began, and the third consecutive session of meaningful advance. The ASI has now recovered approximately 18,100 points — or 8.1% — from its July 2 correction low of 224,321.97 points. The year-to-date return of 55.81% has reclaimed levels not seen since before the June correction intensified. The Oil & Gas Index’s 3.85% single-day advance confirms that the sector which delivered +90.2% in H1 2026 is reasserting its leadership heading into the peak of the Q2 2026 earnings season.

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