{"id":11408,"date":"2025-08-28T16:59:45","date_gmt":"2025-08-28T11:59:45","guid":{"rendered":"https:\/\/ksestocks.com\/blog\/?p=11408"},"modified":"2025-08-28T17:00:01","modified_gmt":"2025-08-28T12:00:01","slug":"engro-holdings-limited-engroh-april-june-2025-big-earnings-boost","status":"publish","type":"post","link":"https:\/\/ksestocks.com\/blog\/engro-holdings-limited-engroh-april-june-2025-big-earnings-boost\/","title":{"rendered":"Engro Holdings Limited (ENGROH) April\u2013June 2025: Big Earnings Boost"},"content":{"rendered":"\n

Engro Holdings Limited (ENGROH<\/a>)<\/strong> is expected to show a huge jump in profits<\/strong> for April\u2013June 2025. The company\u2019s earnings are likely to be almost four times higher than last year<\/strong>, mainly because of its strong energy business and better results in fertilizers and telecom.<\/p>\n\n\n\n

Key highlights<\/h2>\n\n\n\n
    \n
  • Profit After Tax (PAT):<\/strong> PKR 8.7 billion<\/strong><\/li>\n\n\n\n
  • Earnings per Share (EPS):<\/strong> PKR 7.25<\/strong><\/li>\n\n\n\n
  • This is up 3.9x<\/strong> compared to the same period last year (EPS: 1.86).<\/li>\n\n\n\n
  • No cash dividend is expected this time, as the company needs funds for the acquisition of Deodar<\/strong>.<\/li>\n<\/ul>\n\n\n\n

    Energy business back in action<\/h2>\n\n\n\n

    One of the biggest boosts comes from Engro\u2019s energy segment<\/strong>, which is now part of continuous operations after a deal to sell it was cancelled earlier this year. Engro Energy is expected to contribute about PKR 5.4 billion<\/strong> in earnings this quarter.<\/p>\n\n\n\n

    Fertilizer performance<\/h2>\n\n\n\n

    Engro Fertilizers (EFERT) had a strong quarter too. Profits jumped 3.3x YoY<\/strong> to PKR 5.6 billion, thanks to higher sales:<\/p>\n\n\n\n

      \n
    • Urea:<\/strong> +40% YoY<\/li>\n\n\n\n
    • DAP:<\/strong> +31% YoY
      Gross margins improved to 31.4%<\/strong>, showing stronger profitability.<\/li>\n<\/ul>\n\n\n\n

      Telecom & Deodar Towers<\/h2>\n\n\n\n

      Engro Connect, the company\u2019s telecom arm, is also expected to perform better, supported by the 10,600 towers<\/strong> it acquired from Deodar. This addition is likely to lift profits despite higher borrowing costs.<\/p>\n\n\n\n

      Other businesses<\/h2>\n\n\n\n
        \n
      • Engro Polymer (EPCL):<\/strong> Posted a loss of PKR 2.4 billion due to high gas tariffs and weaker PVC margins.<\/li>\n\n\n\n
      • Elengy Terminal:<\/strong> Earnings steady at PKR 1.1 billion.<\/li>\n\n\n\n
      • FrieslandCampina Engro (FCEPL):<\/strong> Contribution fell to PKR 93 million from 235 million last year because of higher taxes.<\/li>\n<\/ul>\n\n\n\n

        Outlook<\/h2>\n\n\n\n

        Engro Holdings looks set for stronger earnings growth ahead:<\/p>\n\n\n\n

          \n
        • The energy portfolio<\/strong> is back on the books.<\/li>\n\n\n\n
        • Fertilizers and telecom are performing well.<\/li>\n\n\n\n
        • Lower interest rates could ease borrowing costs in the future.<\/li>\n<\/ul>\n\n\n\n

          Analysts maintain a \u201cBuy\u201d rating<\/strong> on the stock with a target price of PKR 301 per share<\/strong> by December 2025.<\/p>\n\n\n\n

          Source: AKD Securities <\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

          Engro Holdings Limited (ENGROH) is expected to show a huge jump in profits for April\u2013June 2025. The company\u2019s earnings are likely to be almost four times higher than last year, mainly because of its strong energy business and better results in fertilizers and telecom.<\/p>\n","protected":false},"author":11,"featured_media":11013,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[154,138],"tags":[382],"class_list":["post-11408","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","category-financials","tag-engroh"],"featured_image_src":{"landsacpe":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2025\/01\/ENGROH-STOCK-PSX-1140x445.png",1140,445,true],"list":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2025\/01\/ENGROH-STOCK-PSX-463x348.png",463,348,true],"medium":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2025\/01\/ENGROH-STOCK-PSX-300x188.png",300,188,true],"full":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2025\/01\/ENGROH-STOCK-PSX.png",1920,1200,false]},"_links":{"self":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/11408","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=11408"}],"version-history":[{"count":1,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/11408\/revisions"}],"predecessor-version":[{"id":11409,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/11408\/revisions\/11409"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media\/11013"}],"wp:attachment":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media?parent=11408"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/categories?post=11408"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/tags?post=11408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}