#EFERT Q4 Actual Results: Revenue: Rs. 101,67 bn PAT: Rs. 8,35 bn EPS: Rs. 6.26 DPS: R. 4 -Estimating the revenue part is simple but profitability for Q4, 2025 was drastically lower than average net profit margin of 15 - 16%. The net profit margin for Q4, 2025 was 8.2%.

My take on #SPEL HY 2026 1. Revenue is slightly down, 5.81% compared to SPLY, however, it does not seem alarmingly. The quarterly report will give better explaination but my guess is due to absence of export order(s) in Q2, 2026. 2. GP margin for HY 2026 is 26% vs 24.3%, the

It’s an overwhelming experience to see your own name in material information. For context, #ICIBL has reduced its paid-up capital. As a result, the accumulated losses have been wiped out, which should strengthen the balance sheet going forward. #PSX #KSE100 #STOCKMARKET

ANTIFRAGILE: Why I went (almost) all-in on #EngroH My thesis has always been that EngroH is becoming antifragile, it doesn’t just absorb shocks, it compounds through them, powered by long-dated contracted cashflows with built-in escalation. FY2025 is the clearest manifestation

My view on EngroH’s dividend policy: A dividend cut isn’t always bearish, the reason matters. ❌Red flag: dividend slashed because profits/cash flows can’t support it. ✅Green flag: dividend withheld/cancelled to reinvest at high returns (growth capex, acquisitions,

#PSX Portfolio Update - February, 2026: 🔼Increased Position(s): #SPEL ❌Closed Postition(s): #Zil (Booked Loss) 📈Portfolio: 1. #Engroh - 88.4% - Avg Price Rs. 142.73 2. #ARCTM - 6.7% - Avg Price Rs. 35.75 3. #MRNS - 3.4% - Avg Price Rs. 81.69 4.#SPEL - 1.4% -

Volatility is a test of process, not a test of intelligence.