Dawood Lawrencepur Limited · PSX:DLL
Dawood Lawrencepur — Q3 2023 Earnings Presentation
6 slides from Dawood Lawrencepur's earnings presentation, Dec 1, 2023
Slide 1: Disclaimer
Disclaimer THIS PRESENTATION IS NOT AN OFFER OR SOLICITATION OF AN OFFER TO BUY OR SELL ANY SECURITIES OR ANY INVESTMENT. •This presentation has been prepared by Dawood Lawrencepur Limited (“DLL”) solely for information purposes. No representation or warranty expressor implied is made thereto, and n
Slide 2: Dawood Lawrencepur Limited Analyst Briefing – Q3 2023
Dawood Lawrencepur Limited Analyst Briefing – Q3 2023
Slide 3: Business Interests
Business Interests Power generation Solar power Associate – 16.19% Wind power
Slide 4: Consolidated Performance (9M 2023)
Consolidated Performance (9M 2023) 1,736 Profit from Operating Units 2,755 (14) Discontinued Operations (16) 491 Share of Profit from associate 1,273 Sep-22 Sep-23 • The current year has posed unforeseen challenges for the solar business. The decline in revenue is primarily attributed to external fa
Slide 5: Solar Business Performance (9M 2023)
Solar Business Performance (9M 2023) Revenue Trajectory 10,000 8,377 8,000 6,000 4,149 4,000 2,433 2,000 1,045 - Q3 2022 Q1 2023 Q2 2023 Q3 2023 Performance • The Company was able to lock an order intake till the period September 2023 amounting to PKR 2.7 Bn in C&I and PKR 0.6 Bn in Telco amid the p
Slide 6: Wind Business Performance (9M 2023)
Wind Business Performance (9M 2023) 5,000 4,661 4,500 4,000 3,878 3,500 3,054 3,052 3,000 2,778 2,500 2,000 1,726 1,500 1,000 500 - Revenue Profit Trade Debts Sep-23 Sep-22 Performance: • Revenue and profitability increased due to higher tariff despite being affected by curtailment and transmission