Engro Holding（ENGROH）株式概要エングロ・ホールディング・リミテッドは子会社を通じて、パキスタンで肥料の製造、購入、販売を行っている。 詳細ENGROH ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より6%で取引されている 過去1年間で収益は381.5%増加しました リスク分析利払いは収益で十分にカバーされない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るENGROH Community Fair Values Create NarrativeSee what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValuePK₨Current PricePK₨261.9625.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue PK₨1.4tEarnings PK₨138.5bAdvancedSet Fair ValueView all narrativesEngro Holding Limited 競合他社Fatima FertilizerSymbol: KASE:FATIMAMarket cap: PK₨287.2bEngro FertilizersSymbol: KASE:EFERTMarket cap: PK₨267.6bFauji FertilizerSymbol: KASE:FFCMarket cap: PK₨764.4bAgritechSymbol: KASE:AGLMarket cap: PK₨28.2b価格と性能株価の高値、安値、推移の概要Engro Holding過去の株価現在の株価PK₨261.9652週高値PK₨302.5052週安値PK₨160.75ベータ0.0671ヶ月の変化-7.76%3ヶ月変化-5.30%1年変化47.89%3年間の変化159.24%5年間の変化118.68%IPOからの変化5,828.35%最新ニュースNew Risk • Apr 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 08Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: PK₨46.43 (up from PK₨18.25 in FY 2024). Revenue: PK₨598.4b (up 47% from FY 2024). Net income: PK₨55.9b (up PK₨47.1b from FY 2024). Profit margin: 9.3% (up from 2.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.お知らせ • Mar 02Engro Holding Limited, Annual General Meeting, Apr 28, 2026Engro Holding Limited, Annual General Meeting, Apr 28, 2026. Location: karachi Pakistanお知らせ • Feb 17Engro Holding Limited to Report Fiscal Year 2025 Results on Feb 26, 2026Engro Holding Limited announced that they will report fiscal year 2025 results on Feb 26, 2026Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: PK₨5.35 (vs PK₨3.58 in 3Q 2024)Third quarter 2025 results: EPS: PK₨5.35 (up from PK₨3.58 in 3Q 2024). Revenue: PK₨158.6b (up 58% from 3Q 2024). Net income: PK₨6.44b (up 274% from 3Q 2024). Profit margin: 4.1% (up from 1.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesNew Risk • Apr 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 08Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: PK₨46.43 (up from PK₨18.25 in FY 2024). Revenue: PK₨598.4b (up 47% from FY 2024). Net income: PK₨55.9b (up PK₨47.1b from FY 2024). Profit margin: 9.3% (up from 2.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.お知らせ • Mar 02Engro Holding Limited, Annual General Meeting, Apr 28, 2026Engro Holding Limited, Annual General Meeting, Apr 28, 2026. Location: karachi Pakistanお知らせ • Feb 17Engro Holding Limited to Report Fiscal Year 2025 Results on Feb 26, 2026Engro Holding Limited announced that they will report fiscal year 2025 results on Feb 26, 2026Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: PK₨5.35 (vs PK₨3.58 in 3Q 2024)Third quarter 2025 results: EPS: PK₨5.35 (up from PK₨3.58 in 3Q 2024). Revenue: PK₨158.6b (up 58% from 3Q 2024). Net income: PK₨6.44b (up 274% from 3Q 2024). Profit margin: 4.1% (up from 1.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 16Engro Holding Limited to Report Q3, 2025 Results on Oct 29, 2025Engro Holding Limited announced that they will report Q3, 2025 results on Oct 29, 2025Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: PK₨28.03 (up from PK₨1.90 loss in 2Q 2024). Revenue: PK₨147.0b (up 97% from 2Q 2024). Net income: PK₨33.7b (up PK₨34.7b from 2Q 2024). Profit margin: 23% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 33%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.New Risk • Aug 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.お知らせ • Aug 15Engro Holding Limited to Report First Half, 2025 Results on Aug 27, 2025Engro Holding Limited announced that they will report first half, 2025 results on Aug 27, 2025Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨175, the stock trades at a trailing P/E ratio of 26.5x. Average forward P/E is 16x in the Chemicals industry in Pakistan. Total returns to shareholders of 165% over the past three years.New Risk • May 07New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 150% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: PK₨1.00 (vs PK₨4.06 in 1Q 2024)First quarter 2025 results: EPS: PK₨1.00 (down from PK₨4.06 in 1Q 2024). Revenue: PK₨72.9b (down 30% from 1Q 2024). Net income: PK₨1.20b (down 38% from 1Q 2024). Profit margin: 1.7% (down from 1.9% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 28Engro Holdings Limited Announces Company Secretary Changes, Effective April 1, 2025Engro Holdings Limited, previously known as Dawood Hercules Corporation Limited, has announced a change in its executive leadership. Effective April 1, 2025, Mr. Muhammad Amin will assume the position of Company Secretary, succeeding Mr. Imran Chagani. This appointment was officially communicated by the company on March 27, 2025. Engro Holdings Limited has requested that the TRE Certificate Holders of the Pakistan Stock Exchange (PSX) be informed of this development.お知らせ • Mar 05Engro Holding Limited, Annual General Meeting, Apr 25, 2025Engro Holding Limited, Annual General Meeting, Apr 25, 2025. Location: karachi PakistanReported Earnings • Mar 04Full year 2024 earnings released: EPS: PK₨18.25 (vs PK₨17.29 in FY 2023)Full year 2024 results: EPS: PK₨18.25 (up from PK₨17.29 in FY 2023). Revenue: PK₨406.2b (down 16% from FY 2023). Net income: PK₨8.78b (up 5.5% from FY 2023). Profit margin: 2.2% (up from 1.7% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.New Risk • Jan 15New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 150% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.New Risk • Jan 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.お知らせ • Jan 07Engro Holding Limited Appoints Abdul Samad Dawood as CEOEngro Holdings Limited announced the appointment of Abdul Samad Dawood as its Chief Executive Officer, effective January 3, 2025. The strategic decision comes as part of the company's restructuring efforts to streamline operations and enhance value creation across its portfolio. According to Engro Corporation Limited, the restructuring approved last year positions Engro Holdings as the sole holding company of Engro Corporation Limited. This role involves capital allocation across Engro's enterprise and broader market opportunities in Pakistan. Engro Holdings aims to leverage its partnerships with companies such as FrieslandCampina, Royal Vopak, and previously HUBCO, to deliver transformative performance in its investee companies. The new structure allows Engro Holdings to focus on its investment mandate while enabling Engro Corporation to drive operational excellence and business development. The complementary roles of the two entities are designed to harness their core strengths and foster collaboration to unlock greater potential within the enterprise.Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨275, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 10x in the Chemicals industry in Pakistan. Total returns to shareholders of 305% over the past three years.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨198, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 10x in the Chemicals industry in Pakistan. Total returns to shareholders of 205% over the past three years.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: PK₨3.57 (vs PK₨12.66 in 3Q 2023)Third quarter 2024 results: EPS: PK₨3.57 (down from PK₨12.66 in 3Q 2023). Revenue: PK₨100.1b (down 27% from 3Q 2023). Net income: PK₨1.72b (down 72% from 3Q 2023). Profit margin: 1.7% (down from 4.5% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 30Second quarter 2024 earnings released: PK₨1.90 loss per share (vs PK₨0.32 loss in 2Q 2023)Second quarter 2024 results: PK₨1.90 loss per share (further deteriorated from PK₨0.32 loss in 2Q 2023). Revenue: PK₨74.6b (down 29% from 2Q 2023). Net loss: PK₨915.0m (loss widened 497% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Declared Dividend • Aug 26Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 4th September 2024 Payment date: 30th September 2024 Dividend yield will be 7.1%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to PK₨175, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 6x in the Chemicals industry in Pakistan. Total returns to shareholders of 128% over the past three years.Declared Dividend • May 02Dividend reduced to PK₨5.00Dividend of PK₨5.00 is 67% lower than last year. Ex-date: 9th May 2024 Payment date: 3rd June 2024 Dividend yield will be 5.6%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (16% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.6% to bring the payout ratio under control, which is less than the 23% EPS growth achieved over the last 5 years.Reported Earnings • May 01First quarter 2024 earnings released: EPS: PK₨5.47 (vs PK₨4.00 in 1Q 2023)First quarter 2024 results: EPS: PK₨5.47 (up from PK₨4.00 in 1Q 2023). Revenue: PK₨104.3b (up 7.2% from 1Q 2023). Net income: PK₨2.63b (up 37% from 1Q 2023). Profit margin: 2.5% (up from 2.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Apr 20Dawood Hercules Corporation Limited to Report Q1, 2024 Results on Apr 29, 2024Dawood Hercules Corporation Limited announced that they will report Q1, 2024 results on Apr 29, 2024New Risk • Apr 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.Reported Earnings • Apr 06Full year 2023 earnings released: EPS: PK₨17.29 (vs PK₨12.19 in FY 2022)Full year 2023 results: EPS: PK₨17.29 (up from PK₨12.19 in FY 2022). Revenue: PK₨482.5b (up 35% from FY 2022). Net income: PK₨8.32b (up 42% from FY 2022). Profit margin: 1.7% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to PK₨143, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 6x in the Chemicals industry in Pakistan. Total returns to shareholders of 89% over the past three years.お知らせ • Mar 02Dawood Hercules Corporation Limited to Report Fiscal Year 2023 Results on Mar 11, 2024Dawood Hercules Corporation Limited announced that they will report fiscal year 2023 results on Mar 11, 2024Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to PK₨109, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 6x in the Chemicals industry in Pakistan. Total returns to shareholders of 36% over the past three years.Upcoming Dividend • Oct 31Upcoming dividend of PK₨2.00 per share at 22% yieldEligible shareholders must have bought the stock before 07 November 2023. Payment date: 30 November 2023. Trailing yield: 22%. Within top quartile of Pakistani dividend payers (13%). Higher than average of industry peers (14%).Reported Earnings • Aug 30Second quarter 2023 earnings released: PK₨0.32 loss per share (vs PK₨4.45 loss in 2Q 2022)Second quarter 2023 results: PK₨0.32 loss per share (improved from PK₨4.45 loss in 2Q 2022). Revenue: PK₨105.1b (up 18% from 2Q 2022). Net loss: PK₨153.3m (loss narrowed 93% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Buying Opportunity • Aug 15Now 20% undervaluedOver the last 90 days, the stock is up 9.0%. The fair value is estimated to be PK₨141, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 9.0%.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to PK₨112, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 7x in the Chemicals industry in Pakistan. Total returns to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to PK₨97.00, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 8x in the Chemicals industry in Pakistan. Total returns to shareholders of 22% over the past three years.Reported Earnings • Apr 06Full year 2022 earnings released: EPS: PK₨12.19 (vs PK₨17.65 in FY 2021)Full year 2022 results: EPS: PK₨12.19 (down from PK₨17.65 in FY 2021). Revenue: PK₨356.6b (up 14% from FY 2021). Net income: PK₨5.87b (down 31% from FY 2021). Profit margin: 1.6% (down from 2.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Kamran Nishat was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: PK₨5.22 (vs PK₨3.55 in 3Q 2021)Third quarter 2022 results: EPS: PK₨5.22 (up from PK₨3.55 in 3Q 2021). Revenue: PK₨91.2b (up 8.2% from 3Q 2021). Net income: PK₨2.17b (up 27% from 3Q 2021). Profit margin: 2.4% (up from 2.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Oct 26Dawood Hercules Corporation Limited Appoints Zamin Zaidi as DirectorDawood Hercules Corporation Limited informed that Mr. Zamin Zaidi has been appointed as Director of the company with effect from October 25, 2022 in place of Mr. Muhammad Imran Sayeed.Reported Earnings • Sep 01Second quarter 2022 earnings released: PK₨5.16 loss per share (vs PK₨5.64 profit in 2Q 2021)Second quarter 2022 results: PK₨5.16 loss per share (down from PK₨5.64 profit in 2Q 2021). Revenue: PK₨89.2b (up 30% from 2Q 2021). Net loss: PK₨2.53b (down 193% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 24Dawood Hercules Corporation Limited Appoints Imran Chagani as Company Secretary of the Company with Effect from August 26, 2022Dawood Hercules Corporation Limited informed Pakistan Stock Exchange that Mr. Imran Chagani has been appointed as Company Secretary of the company with effect from August 26, 2022 in place of Mr. Asim H. Akhund.お知らせ • Aug 06Dawood Hercules Corporation Limited to Report Q2, 2022 Results on Aug 23, 2022Dawood Hercules Corporation Limited announced that they will report Q2, 2022 results on Aug 23, 2022Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Kamran Nishat was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 08Full year 2021 earnings released: EPS: PK₨17.65 (vs PK₨16.34 in FY 2020)Full year 2021 results: EPS: PK₨17.65 (up from PK₨16.34 in FY 2020). Revenue: PK₨311.8b (up 25% from FY 2020). Net income: PK₨8.49b (up 8.0% from FY 2020). Profit margin: 2.7% (down from 3.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 06Dawood Hercules Corporation Limited, Annual General Meeting, Apr 26, 2022Dawood Hercules Corporation Limited, Annual General Meeting, Apr 26, 2022, at 11:30 Pakistan Standard Time. Location: The TDF Business Hub, Ground Floor, Dawood Center, M.T. Khan Road Karachi Pakistan Agenda: To receive, consider and adopt the audited unconsolidated and consolidated financial statements of the company for the year ended December 31, 2021 together with the auditors' and directors' reports thereon and the review report of the chairman; to appoint Auditors and to fix their remuneration.Upcoming Dividend • Oct 29Upcoming dividend of PK₨2.00 per shareEligible shareholders must have bought the stock before 05 November 2021. Payment date: 30 November 2021. Trailing yield: 11%. Within top quartile of Pakistani dividend payers (10%). In line with average of industry peers (11%).Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS PK₨3.54 (vs PK₨7.46 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: PK₨84.3b (up 12% from 3Q 2020). Net income: PK₨1.71b (down 53% from 3Q 2020). Profit margin: 2.0% (down from 4.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Oct 11Upcoming dividend of PK₨3.00 per shareEligible shareholders must have bought the stock before 18 October 2021. Payment date: 11 November 2021. Trailing yield: 11%. Within top quartile of Pakistani dividend payers (10%). In line with average of industry peers (11%).Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS PK₨5.64 (vs PK₨4.32 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: PK₨68.5b (up 10% from 2Q 2020). Net income: PK₨2.72b (up 31% from 2Q 2020). Profit margin: 4.0% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 10Upcoming dividend of PK₨4.50 per shareEligible shareholders must have bought the stock before 16 June 2021. Payment date: 09 July 2021. Trailing yield: 9.3%. Within top quartile of Pakistani dividend payers (8.4%). Higher than average of industry peers (8.4%).Reported Earnings • Apr 29First quarter 2021 earnings released: EPS PK₨6.24 (vs PK₨0.59 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: PK₨70.9b (up 58% from 1Q 2020). Net income: PK₨3.00b (up PK₨3.28b from 1Q 2020). Profit margin: 4.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 25New 90-day low: PK₨119The company is down 1.0% from its price of PK₨121 on 27 November 2020. The Pakistani market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period.Is New 90 Day High Low • Jan 07New 90-day high: PK₨132The company is up 5.0% from its price of PK₨125 on 09 October 2020. The Pakistani market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 5.0% over the same period.Upcoming Dividend • Dec 02Upcoming Dividend of PK₨2.00 Per ShareWill be paid on the 4th of January to those who are registered shareholders by the 9th of December. The trailing yield of 11% is in the top quartile of Pakistani dividend payers (7.9%), and it is higher than industry peers (9.5%).Is New 90 Day High Low • Nov 20New 90-day low: PK₨120The company is down 6.0% from its price of PK₨128 on 21 August 2020. The Pakistani market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 3.0% over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of PK₨7.11b, up 72% from the prior year. Total revenue was PK₨259.0b over the last 12 months, up 26% from the prior year.Is New 90 Day High Low • Oct 03New 90-day low: PK₨121The company is down 5.0% from its price of PK₨128 on 03 July 2020. The Pakistani market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period.お知らせ • Aug 25Dawood Hercules Corporation Limited to Report Q2, 2020 Results on Aug 24, 2020Dawood Hercules Corporation Limited announced that they will report Q2, 2020 results on Aug 24, 2020株主還元ENGROHPK ChemicalsPK 市場7D-3.0%0.7%0.7%1Y47.9%31.0%28.6%株主還元を見る業界別リターン: ENGROH過去 1 年間で31 % の収益を上げたPK Chemicals業界を上回りました。リターン対市場: ENGROH過去 1 年間で28.6 % の収益を上げたPK市場を上回りました。価格変動Is ENGROH's price volatile compared to industry and market?ENGROH volatilityENGROH Average Weekly Movement8.1%Chemicals Industry Average Movement8.2%Market Average Movement8.5%10% most volatile stocks in PK Market11.3%10% least volatile stocks in PK Market5.7%安定した株価: ENGROH 、 PK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ENGROHの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19682,766Abdul Dawoodwww.engro.comエングロ・ホールディング・リミテッドは子会社を通じて、パキスタンで肥料の製造、購入、販売を行っている。肥料事業、ポリマー事業、ターミナル事業、電力・鉱業事業、コネクティビティ＆テレコム事業、その他事業を通じて事業を展開している。同社はEngro Zarkhez、Zingro、Engro DAPのブランド名で肥料を提供し、リン酸塩製品の輸入販売も行っている。また、ポリ塩化ビニル（PVC）、PVCコンパウンド、苛性ソーダおよび関連化学品の製造・販売も行っている。さらに、同社は液体化学品ターミナルと貯蔵ファーム、LNGの受入、貯蔵、再ガス化のためのLNGターミナルを運営している。さらに、発電、配電、送電、販売、運営・管理サービスも提供している。さらに、電気通信インフラの購入、建設、保守、運営、付帯製品・サービスの提供、食品、石炭採掘事業、デジタル・テクノロジー・サービスおよび製品への投資も行っている。以前はDawood Hercules Corporation Limitedとして知られ、2024年12月にEngro Holding Limitedに社名を変更した。1968年に設立され、パキスタンのカラチに本社を置く。もっと見るEngro Holding Limited 基礎のまとめEngro Holding の収益と売上を時価総額と比較するとどうか。ENGROH 基礎統計学時価総額PK₨315.46b収益（TTM）PK₨64.04b売上高(TTM)PK₨629.08b4.9xPER（株価収益率0.5xP/SレシオENGROH は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ENGROH 損益計算書（TTM）収益PK₨629.08b売上原価PK₨476.52b売上総利益PK₨152.57bその他の費用PK₨88.52b収益PK₨64.04b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）53.18グロス・マージン24.25%純利益率10.18%有利子負債／自己資本比率109.9%ENGROH の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 08:24終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Engro Holding Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関null nullAKD ResearchFarid AlianiBMA Capital Management Ltd.Ameet DaulatTaurus Securities Ltd2 その他のアナリストを表示
New Risk • Apr 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 08Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: PK₨46.43 (up from PK₨18.25 in FY 2024). Revenue: PK₨598.4b (up 47% from FY 2024). Net income: PK₨55.9b (up PK₨47.1b from FY 2024). Profit margin: 9.3% (up from 2.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
お知らせ • Mar 02Engro Holding Limited, Annual General Meeting, Apr 28, 2026Engro Holding Limited, Annual General Meeting, Apr 28, 2026. Location: karachi Pakistan
お知らせ • Feb 17Engro Holding Limited to Report Fiscal Year 2025 Results on Feb 26, 2026Engro Holding Limited announced that they will report fiscal year 2025 results on Feb 26, 2026
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: PK₨5.35 (vs PK₨3.58 in 3Q 2024)Third quarter 2025 results: EPS: PK₨5.35 (up from PK₨3.58 in 3Q 2024). Revenue: PK₨158.6b (up 58% from 3Q 2024). Net income: PK₨6.44b (up 274% from 3Q 2024). Profit margin: 4.1% (up from 1.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 25New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 08Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: PK₨46.43 (up from PK₨18.25 in FY 2024). Revenue: PK₨598.4b (up 47% from FY 2024). Net income: PK₨55.9b (up PK₨47.1b from FY 2024). Profit margin: 9.3% (up from 2.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results.
お知らせ • Mar 02Engro Holding Limited, Annual General Meeting, Apr 28, 2026Engro Holding Limited, Annual General Meeting, Apr 28, 2026. Location: karachi Pakistan
お知らせ • Feb 17Engro Holding Limited to Report Fiscal Year 2025 Results on Feb 26, 2026Engro Holding Limited announced that they will report fiscal year 2025 results on Feb 26, 2026
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: PK₨5.35 (vs PK₨3.58 in 3Q 2024)Third quarter 2025 results: EPS: PK₨5.35 (up from PK₨3.58 in 3Q 2024). Revenue: PK₨158.6b (up 58% from 3Q 2024). Net income: PK₨6.44b (up 274% from 3Q 2024). Profit margin: 4.1% (up from 1.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 16Engro Holding Limited to Report Q3, 2025 Results on Oct 29, 2025Engro Holding Limited announced that they will report Q3, 2025 results on Oct 29, 2025
Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: PK₨28.03 (up from PK₨1.90 loss in 2Q 2024). Revenue: PK₨147.0b (up 97% from 2Q 2024). Net income: PK₨33.7b (up PK₨34.7b from 2Q 2024). Profit margin: 23% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 33%. Earnings per share (EPS) also surpassed analyst estimates. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 31New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
お知らせ • Aug 15Engro Holding Limited to Report First Half, 2025 Results on Aug 27, 2025Engro Holding Limited announced that they will report first half, 2025 results on Aug 27, 2025
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨175, the stock trades at a trailing P/E ratio of 26.5x. Average forward P/E is 16x in the Chemicals industry in Pakistan. Total returns to shareholders of 165% over the past three years.
New Risk • May 07New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 150% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: PK₨1.00 (vs PK₨4.06 in 1Q 2024)First quarter 2025 results: EPS: PK₨1.00 (down from PK₨4.06 in 1Q 2024). Revenue: PK₨72.9b (down 30% from 1Q 2024). Net income: PK₨1.20b (down 38% from 1Q 2024). Profit margin: 1.7% (down from 1.9% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 28Engro Holdings Limited Announces Company Secretary Changes, Effective April 1, 2025Engro Holdings Limited, previously known as Dawood Hercules Corporation Limited, has announced a change in its executive leadership. Effective April 1, 2025, Mr. Muhammad Amin will assume the position of Company Secretary, succeeding Mr. Imran Chagani. This appointment was officially communicated by the company on March 27, 2025. Engro Holdings Limited has requested that the TRE Certificate Holders of the Pakistan Stock Exchange (PSX) be informed of this development.
お知らせ • Mar 05Engro Holding Limited, Annual General Meeting, Apr 25, 2025Engro Holding Limited, Annual General Meeting, Apr 25, 2025. Location: karachi Pakistan
Reported Earnings • Mar 04Full year 2024 earnings released: EPS: PK₨18.25 (vs PK₨17.29 in FY 2023)Full year 2024 results: EPS: PK₨18.25 (up from PK₨17.29 in FY 2023). Revenue: PK₨406.2b (down 16% from FY 2023). Net income: PK₨8.78b (up 5.5% from FY 2023). Profit margin: 2.2% (up from 1.7% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 15New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 150% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (150% increase in shares outstanding). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.
New Risk • Jan 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (9.0% average weekly change). Large one-off items impacting financial results.
お知らせ • Jan 07Engro Holding Limited Appoints Abdul Samad Dawood as CEOEngro Holdings Limited announced the appointment of Abdul Samad Dawood as its Chief Executive Officer, effective January 3, 2025. The strategic decision comes as part of the company's restructuring efforts to streamline operations and enhance value creation across its portfolio. According to Engro Corporation Limited, the restructuring approved last year positions Engro Holdings as the sole holding company of Engro Corporation Limited. This role involves capital allocation across Engro's enterprise and broader market opportunities in Pakistan. Engro Holdings aims to leverage its partnerships with companies such as FrieslandCampina, Royal Vopak, and previously HUBCO, to deliver transformative performance in its investee companies. The new structure allows Engro Holdings to focus on its investment mandate while enabling Engro Corporation to drive operational excellence and business development. The complementary roles of the two entities are designed to harness their core strengths and foster collaboration to unlock greater potential within the enterprise.
Valuation Update With 7 Day Price Move • Jan 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨275, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 10x in the Chemicals industry in Pakistan. Total returns to shareholders of 305% over the past three years.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨198, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 10x in the Chemicals industry in Pakistan. Total returns to shareholders of 205% over the past three years.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: PK₨3.57 (vs PK₨12.66 in 3Q 2023)Third quarter 2024 results: EPS: PK₨3.57 (down from PK₨12.66 in 3Q 2023). Revenue: PK₨100.1b (down 27% from 3Q 2023). Net income: PK₨1.72b (down 72% from 3Q 2023). Profit margin: 1.7% (down from 4.5% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 30Second quarter 2024 earnings released: PK₨1.90 loss per share (vs PK₨0.32 loss in 2Q 2023)Second quarter 2024 results: PK₨1.90 loss per share (further deteriorated from PK₨0.32 loss in 2Q 2023). Revenue: PK₨74.6b (down 29% from 2Q 2023). Net loss: PK₨915.0m (loss widened 497% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Declared Dividend • Aug 26Dividend of PK₨3.00 announcedShareholders will receive a dividend of PK₨3.00. Ex-date: 4th September 2024 Payment date: 30th September 2024 Dividend yield will be 7.1%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to PK₨175, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 6x in the Chemicals industry in Pakistan. Total returns to shareholders of 128% over the past three years.
Declared Dividend • May 02Dividend reduced to PK₨5.00Dividend of PK₨5.00 is 67% lower than last year. Ex-date: 9th May 2024 Payment date: 3rd June 2024 Dividend yield will be 5.6%, which is lower than the industry average of 12%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is well covered by cash flows (16% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.6% to bring the payout ratio under control, which is less than the 23% EPS growth achieved over the last 5 years.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: PK₨5.47 (vs PK₨4.00 in 1Q 2023)First quarter 2024 results: EPS: PK₨5.47 (up from PK₨4.00 in 1Q 2023). Revenue: PK₨104.3b (up 7.2% from 1Q 2023). Net income: PK₨2.63b (up 37% from 1Q 2023). Profit margin: 2.5% (up from 2.0% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Apr 20Dawood Hercules Corporation Limited to Report Q1, 2024 Results on Apr 29, 2024Dawood Hercules Corporation Limited announced that they will report Q1, 2024 results on Apr 29, 2024
New Risk • Apr 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (104% payout ratio). Large one-off items impacting financial results.
Reported Earnings • Apr 06Full year 2023 earnings released: EPS: PK₨17.29 (vs PK₨12.19 in FY 2022)Full year 2023 results: EPS: PK₨17.29 (up from PK₨12.19 in FY 2022). Revenue: PK₨482.5b (up 35% from FY 2022). Net income: PK₨8.32b (up 42% from FY 2022). Profit margin: 1.7% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 20%After last week's 20% share price gain to PK₨143, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 6x in the Chemicals industry in Pakistan. Total returns to shareholders of 89% over the past three years.
お知らせ • Mar 02Dawood Hercules Corporation Limited to Report Fiscal Year 2023 Results on Mar 11, 2024Dawood Hercules Corporation Limited announced that they will report fiscal year 2023 results on Mar 11, 2024
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to PK₨109, the stock trades at a trailing P/E ratio of 4.9x. Average trailing P/E is 6x in the Chemicals industry in Pakistan. Total returns to shareholders of 36% over the past three years.
Upcoming Dividend • Oct 31Upcoming dividend of PK₨2.00 per share at 22% yieldEligible shareholders must have bought the stock before 07 November 2023. Payment date: 30 November 2023. Trailing yield: 22%. Within top quartile of Pakistani dividend payers (13%). Higher than average of industry peers (14%).
Reported Earnings • Aug 30Second quarter 2023 earnings released: PK₨0.32 loss per share (vs PK₨4.45 loss in 2Q 2022)Second quarter 2023 results: PK₨0.32 loss per share (improved from PK₨4.45 loss in 2Q 2022). Revenue: PK₨105.1b (up 18% from 2Q 2022). Net loss: PK₨153.3m (loss narrowed 93% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Aug 15Now 20% undervaluedOver the last 90 days, the stock is up 9.0%. The fair value is estimated to be PK₨141, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has declined by 9.0%.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to PK₨112, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 7x in the Chemicals industry in Pakistan. Total returns to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • May 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to PK₨97.00, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 8x in the Chemicals industry in Pakistan. Total returns to shareholders of 22% over the past three years.
Reported Earnings • Apr 06Full year 2022 earnings released: EPS: PK₨12.19 (vs PK₨17.65 in FY 2021)Full year 2022 results: EPS: PK₨12.19 (down from PK₨17.65 in FY 2021). Revenue: PK₨356.6b (up 14% from FY 2021). Net income: PK₨5.87b (down 31% from FY 2021). Profit margin: 1.6% (down from 2.7% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 7% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Director Kamran Nishat was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Third quarter 2022 earnings released: EPS: PK₨5.22 (vs PK₨3.55 in 3Q 2021)Third quarter 2022 results: EPS: PK₨5.22 (up from PK₨3.55 in 3Q 2021). Revenue: PK₨91.2b (up 8.2% from 3Q 2021). Net income: PK₨2.17b (up 27% from 3Q 2021). Profit margin: 2.4% (up from 2.0% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Oct 26Dawood Hercules Corporation Limited Appoints Zamin Zaidi as DirectorDawood Hercules Corporation Limited informed that Mr. Zamin Zaidi has been appointed as Director of the company with effect from October 25, 2022 in place of Mr. Muhammad Imran Sayeed.
Reported Earnings • Sep 01Second quarter 2022 earnings released: PK₨5.16 loss per share (vs PK₨5.64 profit in 2Q 2021)Second quarter 2022 results: PK₨5.16 loss per share (down from PK₨5.64 profit in 2Q 2021). Revenue: PK₨89.2b (up 30% from 2Q 2021). Net loss: PK₨2.53b (down 193% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 24Dawood Hercules Corporation Limited Appoints Imran Chagani as Company Secretary of the Company with Effect from August 26, 2022Dawood Hercules Corporation Limited informed Pakistan Stock Exchange that Mr. Imran Chagani has been appointed as Company Secretary of the company with effect from August 26, 2022 in place of Mr. Asim H. Akhund.
お知らせ • Aug 06Dawood Hercules Corporation Limited to Report Q2, 2022 Results on Aug 23, 2022Dawood Hercules Corporation Limited announced that they will report Q2, 2022 results on Aug 23, 2022
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. 4 independent directors (7 non-independent directors). Independent Director Kamran Nishat was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 08Full year 2021 earnings released: EPS: PK₨17.65 (vs PK₨16.34 in FY 2020)Full year 2021 results: EPS: PK₨17.65 (up from PK₨16.34 in FY 2020). Revenue: PK₨311.8b (up 25% from FY 2020). Net income: PK₨8.49b (up 8.0% from FY 2020). Profit margin: 2.7% (down from 3.2% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 06Dawood Hercules Corporation Limited, Annual General Meeting, Apr 26, 2022Dawood Hercules Corporation Limited, Annual General Meeting, Apr 26, 2022, at 11:30 Pakistan Standard Time. Location: The TDF Business Hub, Ground Floor, Dawood Center, M.T. Khan Road Karachi Pakistan Agenda: To receive, consider and adopt the audited unconsolidated and consolidated financial statements of the company for the year ended December 31, 2021 together with the auditors' and directors' reports thereon and the review report of the chairman; to appoint Auditors and to fix their remuneration.
Upcoming Dividend • Oct 29Upcoming dividend of PK₨2.00 per shareEligible shareholders must have bought the stock before 05 November 2021. Payment date: 30 November 2021. Trailing yield: 11%. Within top quartile of Pakistani dividend payers (10%). In line with average of industry peers (11%).
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS PK₨3.54 (vs PK₨7.46 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: PK₨84.3b (up 12% from 3Q 2020). Net income: PK₨1.71b (down 53% from 3Q 2020). Profit margin: 2.0% (down from 4.8% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Oct 11Upcoming dividend of PK₨3.00 per shareEligible shareholders must have bought the stock before 18 October 2021. Payment date: 11 November 2021. Trailing yield: 11%. Within top quartile of Pakistani dividend payers (10%). In line with average of industry peers (11%).
Reported Earnings • Aug 29Second quarter 2021 earnings released: EPS PK₨5.64 (vs PK₨4.32 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: PK₨68.5b (up 10% from 2Q 2020). Net income: PK₨2.72b (up 31% from 2Q 2020). Profit margin: 4.0% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 10Upcoming dividend of PK₨4.50 per shareEligible shareholders must have bought the stock before 16 June 2021. Payment date: 09 July 2021. Trailing yield: 9.3%. Within top quartile of Pakistani dividend payers (8.4%). Higher than average of industry peers (8.4%).
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS PK₨6.24 (vs PK₨0.59 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: PK₨70.9b (up 58% from 1Q 2020). Net income: PK₨3.00b (up PK₨3.28b from 1Q 2020). Profit margin: 4.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 25New 90-day low: PK₨119The company is down 1.0% from its price of PK₨121 on 27 November 2020. The Pakistani market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Jan 07New 90-day high: PK₨132The company is up 5.0% from its price of PK₨125 on 09 October 2020. The Pakistani market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Chemicals industry, which is also up 5.0% over the same period.
Upcoming Dividend • Dec 02Upcoming Dividend of PK₨2.00 Per ShareWill be paid on the 4th of January to those who are registered shareholders by the 9th of December. The trailing yield of 11% is in the top quartile of Pakistani dividend payers (7.9%), and it is higher than industry peers (9.5%).
Is New 90 Day High Low • Nov 20New 90-day low: PK₨120The company is down 6.0% from its price of PK₨128 on 21 August 2020. The Pakistani market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 3.0% over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of PK₨7.11b, up 72% from the prior year. Total revenue was PK₨259.0b over the last 12 months, up 26% from the prior year.
Is New 90 Day High Low • Oct 03New 90-day low: PK₨121The company is down 5.0% from its price of PK₨128 on 03 July 2020. The Pakistani market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 4.0% over the same period.
お知らせ • Aug 25Dawood Hercules Corporation Limited to Report Q2, 2020 Results on Aug 24, 2020Dawood Hercules Corporation Limited announced that they will report Q2, 2020 results on Aug 24, 2020
