Engro Fertilizer Limited (EFERT): 1QCY25 Analyst briefing takeaways - By Insight Research

<p></p><ul><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:medium;">Engro Fertilizer Limited conducted analyst briefing to discuss its financial results. We have summarized the following key takeaways from the briefing:</span></li></ul><ul><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:medium;">In 1QCY25, EFERT&rsquo;s profitability has witnessed a decline of 63% YoY, to clock in at PKR2.9bn (EPS: PKR2.17), compared to PK7.8bn (EPS: PKR5.81) in SPLY. This decrease is mainly attributable to lower offtakes of urea and DAP amid poor farm economics.</span></li></ul><ul><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:medium;">Industry&rsquo;s urea off-takes declined by ~40% YoY, totaling 1,100kt in 1QCY25 compared to 1,826kt in SPLY. EFERT's urea market share dropped by ~6 ppt YoY...