Engro Fertilizers Ltd. · PSX:EFERT
Engro Fertilizers — FY2025 Earnings Presentation
22 slides from Engro Fertilizers's earnings presentation, Mar 30, 2026
Slide 1: Analyst briefing notice to Pakistan Stock Exchange
March 24, 2026 The General Manager Pakistan Stock Exchange Limited Stock Exchange Building Stock Exchange Road Karachi Subject: Analyst briefing on business results of Engro Fertilizers Limited for the Year Ended December 31, 2025 Dear Sir, Engro Fertilizers Limited is hosting an investors/analysts’
Slide 2: Note for attendees of the Analyst Briefing
Note for attendees of the Analyst Briefing Following are the best practices to attend an Analyst Briefing via videoconferencing that we would request all online attendees to follow: • Kindly join 5 to 10 minutes in advance of the scheduled time of the analyst briefing. • Please enter your name and t
Slide 3: Q4 2025 Corporate Briefing Session
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Q4 2025 Corporate Briefing Session 30th MARCH 2026 www.engro.com
Slide 4: Important Disclaimer
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Important 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 Engro Fertilizers Limited (“EFERT”) solely for information purposes. The pr
Slide 5: Agenda
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Agenda 1 Highlights 2 Business Performance 3 Contributions & Challenges 4 Q&A Session www.engro.com
Slide 6: 1. Highlights
Engro Fertilizers Limited – Corporate Briefing Q4 2025 1. Highlights www.engro.com
Slide 7: Macro Economic Overview
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Macro Economic Overview Inflation Exchange Rate Has risen to 3.2% YoY ~284 PKR/USD (12.6% SPLY) (278.64 Dec’24) Policy Rate GDP Reduced to 11% 2.68% YoY in May 25 (2.51% SPLY) (12% Mar’25) www.engro.com 5
Slide 8: Macro Economic Overview
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Macro Economic Overview Inflation Policy Rate Exchange Rate Remained stable 5.6% in 2025 vs. 4.1% in Closed at 10.5% in Dec vs. throughout the year – 2024 – continued closing rate 280.54 (278.64 13% in Jan 2025 moderation Jan 2025) GDP & Agri Gr
Slide 9: Q4 2025 Agricultural Landscape
Engro Fertilizers Engro Engro Limited Fertilizers Fertilizers – Corporate Limited Limited Briefing ––Corporate Corporate Q4 Q4 Briefing Briefing 2025 Q42025 2025 Q4 2025 Recap of –2025 Agricultural & OutlookLandscape – Agricultural Landscape 1. Farmer Economics Farmer economics improved during the y
Slide 10: 2. Business Performance
Engro Fertilizers Limited – Corporate Briefing Q4 2025 2. Business Performance www.engro.com
Slide 11: Urea Business
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Urea Business Full Year Sales(KT) Q4 Sales (KT) 6,573 6,729 Market Market Share Share 34% 31% Market Market Share 2,524 Share 2,314 2,033 2,003 35% 41% 1,034 705 2024 2025 2024 2025 Industry Engro Industry Engro 2024 Inventory 2025 Inventory 69
Slide 12: DAP Business
Engro Fertilizers Limited – Corporate Briefing Q4 2025 DAP Business DAP International Full Year Sales (KT) Q4 Sales (KT) Prices (USD/MT) 1,613 DAP Bulk CFR India Spot USD/t 840 Market Share 19% 1,327 820 Market 800 Share 16% Decrease 13% 780 from peak in 760 Aug 694 740 Market Share 566 720 16% Mark
Slide 13: Financial Highlights – 1/4
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Financial Highlights – 1/4 Revenue Profitability* EPS FY Financial PKR 237.1 bn PKR 22.6 Bn PKR 16.95 Highlights -7.6% vs LY -19.9% vs LY vs. 21.16 LY Revenue Profitability* EPS Quarterly Financial PKR 101.8 bn PKR 8.4 Bn PKR 6.26 Highlights 20.
Slide 14: Financial Highlights – 2/4
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Financial Highlights – 2/4 Revenue has Cost of Sales has decreased by 7.6% decreased by 10.7% Gross profit has increased by 0.4% Selling and Effective tax rate Borrowing Cost has Distribution has increased by 6% increased by 49% increased by 14%
Slide 15: Financial Highlights – 3/4
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Financial Highlights – 3/4 Sales Volume (kt) Revenue (PKR Bn) 1 2 Urea (Incl Zurea) Phosphates 257 237 224 322 279 176 306 272 157 132 2,297 2,326 2,314 1,935 2,033 2021 2022 2023 2024 2025 2021 2022 2023 2024 2025 3 EBITDA (PKR Bn) 4 PAT (PKR B
Slide 16: Financial Highlights – 4/4
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Financial Highlights – 4/4 Stock-in-trade (PKR Bn) LT Borrowings (Incl. Current Running Finance (PKR Bn) Portion) (PKR Bn) 62.0 30.5 45.1 43.9 28.1 27.3 23.0 38.9 37.8 25.5 25.1 26.7 25.7 21.5 12.5 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q4'24 Q1'25 Q2'25
Slide 17: Engro Markaz
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Engro Markaz Key Highlights of Engro Markaz Launched in Q4 2024 to drive Engro’s shift to a B2C model, • Retail outlets for fertilizers offering Markaz generated PKR 390+ Mn in revenue, achieved 2,400+ What is real-time pricing, digital payments
Slide 18: 3. Contributions & Challenges
Engro Fertilizers Limited – Corporate Briefing Q4 2025 3.Contributions & Challenges www.engro.com
Slide 19: Contributing to the Nation
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Contributing to the Nation Import Substitution - shielding farmers from Contribution to the National Exchequer higher costing international Urea International Local Urea Urea MRP PKR / Bag* 6,683 4,649 The Company contributed ~PKR 33 Bn towards
Slide 20: Pressure Enhancement Facility
Engro Fertilizers Limited – Corporate Briefing Q4 2025 PEF Update Pressure Enhancement Facility • Approximately USD 300Mn CAPEX by the fertilizer industry to enhance gas pressure from Mari field, thereby securing long-term sustainability of company operations • Phase 1 • Scope 1: Completed • Scope 2
Slide 21: Q&A Session
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Session
Slide 22: Thank you
Engro Fertilizers Limited – Corporate Briefing Q4 2025 Thank you www.engro.com