{"id":10629,"date":"2025-07-29T11:31:57","date_gmt":"2025-07-29T06:31:57","guid":{"rendered":"https:\/\/ksestocks.com\/blog\/?p=10629"},"modified":"2025-07-29T11:31:59","modified_gmt":"2025-07-29T06:31:59","slug":"engro-fertilizers-efert-rebound-in-sales-drives-earnings-surge","status":"publish","type":"post","link":"https:\/\/ksestocks.com\/blog\/engro-fertilizers-efert-rebound-in-sales-drives-earnings-surge\/","title":{"rendered":"Engro Fertilizers (EFERT): rebound in sales drives earnings surge"},"content":{"rendered":"\n<p><strong>Engro Fertilizers (<a href=\"https:\/\/ksestocks.com\/blog\/tag\/efert\/\" data-type=\"post_tag\" data-id=\"27\" target=\"_blank\" rel=\"noreferrer noopener\">EFERT<\/a>) <\/strong>is expected to post a <strong>massive Rs6.1 billion profit<\/strong> for Q2 2025, that\u2019s <strong>2.6 times higher<\/strong> than the Rs1.7 billion earned in the same period last year.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What changed?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Last year\u2019s quarter was hit by a <strong>planned plant shutdown<\/strong>, which impacted production.<\/li>\n\n\n\n<li>This year, <strong>urea sales rose 40% YoY<\/strong> to 431,000 tons.<\/li>\n\n\n\n<li><strong>DAP sales jumped 33% YoY<\/strong> to 56,000 tons.<\/li>\n\n\n\n<li>The result? <strong>Revenue climbed to Rs52.6 billion<\/strong>, a <strong>34% YoY<\/strong> and <strong>74% QoQ<\/strong> increase!<\/li>\n<\/ul>\n\n\n\n<p><strong>Margins improved<\/strong> to 34%, up from 18% last year, even though the company offered <strong>discounts to regain lost market share<\/strong>.<\/p>\n\n\n\n<p><strong>Dividend expectations are strong<\/strong> with a likely payout of <strong>Rs4.5\/share<\/strong>, taking the 1H total to <strong>Rs6.75\/share<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Other factors:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Other income fell by 55%<\/strong> YoY to Rs178 million due to lower income from short-term investments.<\/li>\n\n\n\n<li><strong>Finance costs rose 22% YoY<\/strong> due to higher working capital needs and a rise in long-term debt.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Bottom line: <\/h2>\n\n\n\n<p>EFERT has bounced back strong from a weak 2024. With rising volumes, healthier margins, and a resilient market share, the company looks to be in great shape for the second half of 2025.<\/p>\n\n\n\n<p>Its performance shows the power of a quick operational recovery and the value of keeping prices competitive in a tough market.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Engro Fertilizers (EFERT) is expected to post a massive Rs6.1 billion profit for Q2 2025, that\u2019s 2.6 times higher than the Rs1.7 billion earned in the same period last year.<\/p>\n","protected":false},"author":11,"featured_media":6660,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[154,138],"tags":[27],"class_list":["post-10629","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","category-financials","tag-efert"],"featured_image_src":{"landsacpe":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/EFERT-STOCK-PSX-1140x445.png",1140,445,true],"list":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/EFERT-STOCK-PSX-463x348.png",463,348,true],"medium":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/EFERT-STOCK-PSX-300x188.png",300,188,true],"full":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/EFERT-STOCK-PSX.png",1920,1200,false]},"_links":{"self":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/10629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/comments?post=10629"}],"version-history":[{"count":1,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/10629\/revisions"}],"predecessor-version":[{"id":10630,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/10629\/revisions\/10630"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media\/6660"}],"wp:attachment":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media?parent=10629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/categories?post=10629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/tags?post=10629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}