Arif Habib Corporation Limited · PSX:AHCL
Arif Habib — Investor Presentation (November 2023)
22 slides from Arif Habib's investor presentation, November 2023
Slide 1: Arif Habib Corporation Limited Analyst Briefing - November 2023
Arif Habib Corporation Limited Analyst Briefing - November 2023
Slide 2: 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 Arif Habib Corporation Limited (“AHCL”) solely for information purposes. No representation or warranty express or implied is made thereto,
Slide 3: Arif Habib Corporation Limited
Arif Habib Corporation Limited Arif Habib Corporation Limited is the flagship company of the Arif Habib Group. The company took over the sole proprietorship business set up by Mr. Arif Habib in 1990 and was incorporated in 1994 as a public limited company with a paid-up capital of PKR 40 million. In
Slide 4: Long term Investments as on 30th June 2023
Long term Investments as on 30th June 2023 S. No. Strategic Investments Shareholding (%) 1 Arif Habib Limited 72.92 2 Sachal Energy Development Private Limited 85.83 3 Fatima Fertilizer Company Limited 15.19 4 Globe Residency REIT (GRR) 55.18 5 Silk Islamic Development REIT (SIDR) 20 6 Naya Nazimaba
Slide 5: Key Highlights: Revenue, EBITDA, Profit, EPS
Key Highlights Revenue EBITDA Standalone Consolidated Standalone Consolidated FY’23: 2,902 million FY’23: 7,950 million FY’23: 192 million FY’23: 8,902 million +67.46% +47.00% -95.20% +29.01% FY’22: 1,733 million FY’22: 5,408 million FY’22: 4,003 million FY’22: 6,900 million (Loss) /Profit after tax
Slide 6: Key Highlights: Assets, Equity, Ratios
Key Highlights Total Assets Total Equity Standalone Consolidated Standalone Consolidated FY’23: 23,814 million FY’23: 57,780 million FY’23: 20,469 million FY’23: 37,187 million -8.63% +6.50% -14.12% +4.43% FY’22: 26,064 million FY’22: 54,251 million FY’22: 23,834 million FY’22: 35,610 million Breaku
Slide 7: Subsidiaries
Subsidiaries 72.92% 72.92 % 100% 85.83%
Slide 8: Arif Habib Limited and its subsidiaries
Arif Habib Limited and its subsidiaries Arif Habib Limited (AHL) took over the Group’s securities Contribution in AHCL's P&L brokerage business in 2005 and has since then raised the flag even higher. Standalone AHL is one of the largest listed securities brokerage and FY’23: 250 million investment b
Slide 9: Sachal Energy Development (Pvt.) Limited (SEDPL)
Sachal Energy Development (Pvt.) Limited (SEDPL) Sachal Energy Development (Pvt.) Limited (SEDPL) has Contribution in AHCL's P&L commissioned and operates a 50 MW wind farm at Jhimpir, Sindh. Standalone The Group believes that alternate sources of energy are the FY’23:1,247 million way forward. SEDP
Slide 10: Black Gold Power Limited (BGPL)
Black Gold Power Limited (BGPL) BGPL has been incorporated with the objective to set Contribution in AHCL's P&L up a 660MW mine mouth coal power plant at Thar Coal Block II, Phase IV, Sindh. The company has obtained Standalone coal allocation for 660 MW from Sindh Engro Coal FY’23: Nil Mining Compan
Slide 11: Associates and other long term investments
Associates and other long term investments 15.19% 20% 58.15% 16.54%
Slide 12: Fatima Fertilizer Company Limited (FFCL)
Fatima Fertilizer Company Limited (FFCL) Fatima Fertilizer Company Limited (Fatima) is a joint Contribution in AHCL's P&L venture between two major business groups in Pakistan namely, Fatima Group and Arif Habib Group. Standalone The principal activity of the Fatima is manufacturing, FY’23: 1,117 mi
Slide 13: Globe Residency REIT (GRR)
Globe Residency REIT (GRR) GRR is a limited life Developmental REIT Scheme, established for the construction of 9 Towers on 5 FL Sites located in Naya Nazimabad, Karachi. The project was launched in November 2021, and was transferred to REIT during March 2022. On December 28, 2022, Contribution in A
Slide 14: Silk Islamic Development REIT (SIDR)
Silk Islamic Development REIT(SIDR) SIDR, limited life REIT, was created for investing in undeveloped land in Karachi with the objective of upliftment of the area and development of real estate including the construction and sale of residential apartments and commercial units. The SIDR project is Co
Slide 15: Naya Nazimabad REIT (NNR)
Naya Nazimabad REIT (NNR) The NNAR, a limited life REIT, was established with the objective of construction of apartments on the acquired property in the vicinity of Naya Nazimabad, Karachi, and to sell under the project name of "Naya Nazimabad Apartment" for generating income for Unit Contribution
Slide 16: Investment in other group companies
Investment in other group companies 16.58% 9.99% 5.18%
Slide 17: Aisha Steel Mills Limited (ASML)
Aisha Steel Mills Limited (ASML) Contribution in AHCL's P&L Aisha Steel Mills Limited (ASML), a listed entity, is one of the largest private sector investments in the value Standalone added flat-rolled steel industry in Pakistan. FY’23: 1 million ASML started its commercial operation in 2012 and Ope
Slide 18: Javedan Corporation Limited (JCL)
Javedan Corporation Limited (JCL) JCL is the parent company of the housing society, Naya Nazimabad (NN), spread over land measuring over 1300 acres. Naya Nazimabad offers families not only housing but a complete lifestyle. Naya Nazimabad Phase 1 was met with tremendous success. Contribution in AHCL'
Slide 19: Power Cement Limited (PCL)
Power Cement Limited(PCL) Power Cement Limited (PCL) is engaged in the manufacturing and sale of cement complying with Pakistan’s as well as the European Standards. The plant is situated on the M-9 Motorway in Nooriabad Industrial Area, Jamshoro, Sindh. Contribution in AHCL's P&L In addition to two
Slide 20: Scheme of Arrangement
Scheme of Arrangement On November 17, 2023, the Board of Directors authorized AHCL to enter into an arrangement with its subsidiary, Arif Habib Limited (AHL), in terms of a Scheme of Arrangement (Scheme) under Sections 279 to 283 and 285 of the Companies Act, 2017, involving the demerger of certain
Slide 21: Queries
Queries AG
Slide 22: Thank you!
Thauk youl AG