Lucky Core Industries (LCI) held its corporate briefing on February 10. Here are the top 5 questions asked by analysts during the LCI corporate briefing.<\/p>\n\n\n\n
Asked by: Muhammad Abrar (Arif Habib Limited) & Topline Securities<\/strong><\/p>\n\n\n\n How quickly will the PKR 5 billion Pfizer acquisition become the primary driver of the Pharmaceutical segment, and what is the current status of the manufacturing transition?<\/p>\n\n\n\n Asif Jooma (Chief Executive):<\/strong><\/p>\n\n\n\n “The integration of iconic brands like Ponstan, Mucaine, and Lysovit has fundamentally shifted our portfolio towards 75% non-essential products, giving us significantly more pricing agility and resilience against regulatory caps.”<\/p>\n<\/blockquote>\n\n\n\n Asked by: Insight Securities & JS Global<\/strong><\/p>\n\n\n\n With domestic demand falling by 18%, how does LCI plan to maintain its 65% market share against the rising threat of cheaper imported Soda Ash?<\/p>\n\n\n\n Muhammad Umar Mushtaq (COO Soda Ash):<\/strong><\/p>\n\n\n\n “Our focus is on cost leadership. By optimizing our fuel mix through the newly commissioned multi-fuel alternate energy boiler at Khewra, we can absorb pricing pressure from imports while keeping our domestic margins sustainable.”<\/p>\n<\/blockquote>\n\n\n\n Asked by: Taurus Securities<\/strong><\/p>\n\n\n\n Can management provide a definitive timeline for the 200,000-ton Soda Ash expansion, and what is the projected Capex for the coming year?<\/p>\n\n\n\n Atif Aboobukar (CFO):<\/strong><\/p>\n\n\n\n “We are in a disciplined design and engineering phase for the 200k expansion, which will last approximately one year. We are being cautious with capital; larger projects will be triggered based on market demand recovery and interest rate trajectories.”<\/p>\n<\/blockquote>\n\n\n\n Asked by: Chase Securities<\/strong><\/p>\n\n\n\n Given the 10% decline in Animal Health sales, what structural changes are being implemented to return this segment to a growth trajectory?<\/p>\n\n\n\n Nauman Shahid Afzal (COO Chemicals & Agri Sciences):<\/strong><\/p>\n\n\n\n “We have made the strategic decision to discontinue the low-margin silage portfolio. Our focus has shifted entirely to high-margin veterinary medicines, supported by our new PKR 725 million greenfield facility slated for FY26.”<\/p>\n<\/blockquote>\n\n\n\n Asked by: Intermarket Securities (IMS) & Arif Habib Limited<\/strong><\/p>\n\n\n\n With a 7% drop in Polyester volumes, is this a permanent shift in demand, and how is the company managing the volatile PTA and MEG margin spread?<\/p>\n\n\n\n Rizwan Afzal Chaudhry (COO Polyester):<\/strong><\/p>\n\n\n\n “We are navigating a difficult domestic textile environment by focusing on effective margin management rather than chasing low-margin volume. We are maintaining lean inventories and focusing on specialized fiber variants.”<\/p>\n<\/blockquote>\n\n\n\n <\/p>\n","protected":false},"excerpt":{"rendered":" Lucky Core Industries (LCI) held its corporate briefing on February 10. Here are the top 5 questions asked by analysts during the LCI corporate briefing.<\/p>\n","protected":false},"author":8,"featured_media":6830,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,2],"tags":[],"class_list":["post-12381","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-corporate-briefings","category-psx-blog"],"featured_image_src":{"landsacpe":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/LCI-STOCK-PSX-1140x445.png",1140,445,true],"list":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/LCI-STOCK-PSX-463x348.png",463,348,true],"medium":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/LCI-STOCK-PSX-300x188.png",300,188,true],"full":["https:\/\/ksestocks.com\/blog\/wp-content\/uploads\/2024\/11\/LCI-STOCK-PSX.png",1920,1200,false]},"_links":{"self":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/12381","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\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/comments?post=12381"}],"version-history":[{"count":1,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/12381\/revisions"}],"predecessor-version":[{"id":12382,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/posts\/12381\/revisions\/12382"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media\/6830"}],"wp:attachment":[{"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/media?parent=12381"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/categories?post=12381"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ksestocks.com\/blog\/wp-json\/wp\/v2\/tags?post=12381"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
Defending Market Share in Soda Ash<\/h3>\n\n\n\n
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Timelines for Major Capacity Expansions<\/h3>\n\n\n\n
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Strategic Pivot in Animal Health & Agri Sciences<\/h3>\n\n\n\n
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Navigating the Textile Slump in Polyester<\/h3>\n\n\n\n
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