External broker reports(aggregated public sources), Topline Securities

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External broker reports(aggregated public sources)

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Equity Bottom-Up

Lucky Core Industries Limited / Equity Bottom-Up

<ul><li>Lucky Core Industries (LCI) held it's corporate briefing today to discuss FY25 financial result and future outlook.</li><li>LCI's operating performance improved due to Pfizer portfolio integration and better margins in Pharmaceuticals. Notably, Pharmaceutical business recorded 32-35% margins which helped in bringing the average margins of the company to 38%. However, Soda Ash, Chemicals & Agri Sciences, and Animal Health faced demand challenges.</li><li>Regarding the pharmaceutical business, management communicated that 65% of the current portfolio is non-essential and 35% essential. The Pfizer portfolio acquired is mostly non-essential, barring one small product.</li></ul>

Lucky Core Industries (LCI) held it's corporate briefing today to discuss FY25 financial result and future outlook.LCI's operating performance improved due to Pfizer portfolio integration and better margins in Pharmaceuticals. Notably, Pharmaceutical business recorded 32-35% margins which helped in bringing the average margins of the company to 38%. However, Soda Ash, Chemicals & Agri Sciences, and Animal Health faced demand challenges.Regarding the pharmaceutical business, management communicated that 65% of the current portfolio is non-essential and 35% essential. The Pfizer portfolio acquired is mostly non-essential, barring one small product.

Lucky Core Industries (LCI): FY25 Corporate Briefing Key Takeaways

<ul><li>Lucky Core Industries (LCI) announced its 4QFY25 result today, where the company recorded consolidated earnings of Rs2.8bn (EPS of Rs6.17), up by 9% QoQ.</li><li>The result came in-line with our expectations.</li><li>Lucky Core Industries (LCI) executed a 5-for-1 stock split, increasing its total outstanding shares from 92 mn to 462 mn.</li></ul>

Lucky Core Industries (LCI) announced its 4QFY25 result today, where the company recorded consolidated earnings of Rs2.8bn (EPS of Rs6.17), up by 9% QoQ.The result came in-line with our expectations.Lucky Core Industries (LCI) executed a 5-for-1 stock split, increasing its total outstanding shares from 92 mn to 462 mn.

Lucky Core Industries (LCI): 4QFY24 EPS At Rs6.25, FY25 EPS At Rs25.5(Earnings In Line With Expectations)

<ul>
<li>Lucky Core Industries (LCI) announced its 2QFY25 result today, where the company recorded consolidated earnings of Rs3.67bn (EPS of Rs39.82), up by 40% QoQ.</li>
<li>The result came higher than expectations due to higher-than-expected other income and one-time gain related to Pfizer portfolio acquisition.</li>
<li>Alongside the result, the company announced interim cash dividend of Rs34/share in 2QFY25, which was also higher than expectations.</li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


Lucky Core Industries (LCI) announced its 2QFY25 result today, where the company recorded consolidated earnings of Rs3.67bn (EPS of Rs39.82), up by 40% QoQ.
The result came higher than expectations due to higher-than-expected other income and one-time gain related to Pfizer portfolio acquisition.
Alongside the result, the company announced interim cash dividend of Rs34/share in 2QFY25, which was also higher than expectations.

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Lucky Core Industries (LCI): 2QFY25 EPS at Rs39.82 (Earnings Higher than Expectations)

<ul><li>Lucky Cement (LUCK) announced its 4QFY25 result today, where the company recorded consolidated earnings of Rs19.69bn (EPS of Rs13.41) up by 34% YoY, in line with our expectations.</li><li>Alongside the result, the company announced annual cash dividend of Rs4.0/share in 4QFY25, which was in line with the industry expectations.</li><li>On consol basis, net revenue increased by 12% YoY and by 8% QoQ to Rs116.8bn. Increase in revenue on a YoY basis is due to higher revenue from Local Cement and Lucky Motors (in line with auto industry sales trend), we believe.</li></ul>

Lucky Cement (LUCK) announced its 4QFY25 result today, where the company recorded consolidated earnings of Rs19.69bn (EPS of Rs13.41) up by 34% YoY, in line with our expectations.Alongside the result, the company announced annual cash dividend of Rs4.0/share in 4QFY25, which was in line with the industry expectations.On consol basis, net revenue increased by 12% YoY and by 8% QoQ to Rs116.8bn. Increase in revenue on a YoY basis is due to higher revenue from Local Cement and Lucky Motors (in line with auto industry sales trend), we believe.

Lucky Cement (LUCK): 4QFY25 EPS at Rs13.41, FY25 EPS at Rs52.53 (Earnings in Line with Expectations)

<ul><li>Lucky Core Industries (LCI) announced its 4QFY24 result today, where the company recorded consolidated earnings of Rs3.2bn (EPS of Rs34.8), up by 11% QoQ.</li><li>The result came in-line with expectations.</li><li>Alongside the result, the company announced second interim cash dividend of Rs33/share in 4QFY24, taking FY24 dividend to Rs60/share.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Lucky Core Industries (LCI) announced its 4QFY24 result today, where the company recorded consolidated earnings of Rs3.2bn (EPS of Rs34.8), up by 11% QoQ.The result came in-line with expectations.Alongside the result, the company announced second interim cash dividend of Rs33/share in 4QFY24, taking FY24 dividend to Rs60/share.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Lucky Core Industries (LCI); 4QFY24 EPS at Rs34.8, FY24 EPS at Rs120.7

Pakistan

Lucky Core Industries Limited, previously known as ICI Pakistan Limited, is a Pakistani chemical company which is based in Karachi, Pakistan. It manufactures polyester, pharmaceutical, agrochemical, soda ash and animal health products.

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Lucky Core Industries Limited (LCI PK)

Lucky Core Industries (LCI): FY25 Corporate Briefing Key Takeaways

Lucky Core Industries (LCI) held it's corporate briefing today to discuss FY25 financial result and future outlook. LCI's operating performance...

Topline Securities

Lucky Core Industries (LCI): 4QFY24 EPS At Rs6.25, FY25 EPS At Rs25.5(Earnings In Line With Expectations)

Lucky Core Industries (LCI) announced its 4QFY25 result today, where the company recorded consolidated earnings of Rs2.8bn (EPS of Rs6.17), up by...

Topline Securities

Lucky Core Industries (LCI): 2QFY25 EPS at Rs39.82 (Earnings Higher than Expectations)

Lucky Core Industries (LCI) announced its 2QFY25 result today, where the company recorded consolidated earnings of Rs3.67bn (EPS of Rs39.82), up...

Topline Securities

Lucky Cement (LUCK): 4QFY25 EPS at Rs13.41, FY25 EPS at Rs52.53 (Earnings in Line with Expectations)

Lucky Cement (LUCK) announced its 4QFY25 result today, where the company recorded consolidated earnings of Rs19.69bn (EPS of Rs13.41) up by 34%...

Topline Securities

Lucky Core Industries (LCI); 4QFY24 EPS at Rs34.8, FY24 EPS at Rs120.7

Lucky Core Industries (LCI) announced its 4QFY24 result today, where the company recorded consolidated earnings of Rs3.2bn (EPS of Rs34.8), up...

Topline Securities

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