Lucky Cement Ltd. · PSX:LUCK
Lucky Cement — FY2023 Earnings Presentation
16 slides from Lucky Cement's earnings presentation, Aug 30, 2023
Slide 1: Analyst Briefing FY23
Analyst Briefing FY23 30th August 2023 lucky-cement.com
Slide 2: Group Overview
Group Overview Building Material Automobile Electronics Chemicals, Agri Science, Animal Health, Pharma, Nutrition Power Analyst Briefing – FY 2023 (for PSX Website) 2
Slide 3: Key Messages
Key Messages Lucky COD achieved of The Foreign Pre-tax commenced a 34 MW solar at cement LEPCL Line-2 Operating second share PEZU during operations successfully commissioned at performance Buyback of FY23. continue to resolved teething PEZU increasing increased by 23.8M shares. As show robust issues
Slide 4: Installed Energy Mix
Installed Energy Mix Current Power Mix (After Karachi Solar Plant) Solar, 20% WHR, 19% Thermal, 62% WHR: Waste Heat Recovery Analyst Briefing – FY 2023 (for PSX Website) 4
Slide 5: Industry Volumes & Market Share FY23
Industry Volumes & Market Share FY23 lucky-cement.com
Slide 6: Sales Volumes & Market Share - Domestic
Industry Volumes & Mkt. Share Standalone Key Figures Consolidated Key Figures Outlook Q&A Sales Volumes & Market Share - Domestic The domestic sales of the company decreased by 14.9% to reach 6.2 MT in FY23 During FY23, the domestic market share of the company clocked in at 15.5% vs. 15.3% in the SP
Slide 7: Sales Volumes & Market Share - Export
Industry Volumes & Mkt. Share Standalone Key Figures Consolidated Key Figures Outlook Q&A Sales Volumes & Market Share - Export The export sales volumes of the company decreased by 34.7% to reach 1.2MT in FY23. The decline in exports was attributable to non-viability in terms of pricing on the back
Slide 8: Standalone Key Figures FY23
Standalone Key Figures FY23 lucky-cement.com
Slide 9: Standalone Financial Figures for FY23
Industry Volumes & Mkt. Share Standalone Key Figures Consolidated Key Figures Outlook Q&A Standalone Financial Figures for FY23 Sales Revenue Gross Profit Operating Profit 18% 16% 16% FY23 FY22 FY23 FY22 FY23 FY22 95.8 Billion 81.1 Billion 26.1 Billion 22.6 Billion 18.9 Billion 16.3 Billion EBITDA O
Slide 10: Consolidated Key Figures FY23
Consolidated Key Figures FY23
Slide 11: Key Figures
Industry Volumes & Mkt. Share Standalone Key Figures Consolidated Key Figures Outlook Q&A Key Figures All numbers in PKR billion except EPS Consolidated: FY23 vs FY22 REVENUE EBITDA PAT EPS (RS) 385.1 94.0 59.5 152.97 55.4 18.4% 69.8% 36.4 63.5% 91.22 67.7% 325.4 FY22 FY23 FY22 FY23 FY22 FY23 FY22 F
Slide 12: Outlook FY23
Outlook FY23 lucky-cement.com
Slide 13: Outlook
Industry Volumes & Mkt. Share Standalone Key Figures Consolidated Key Figures Outlook Q&A Outlook Resumption of the IMF program brings several positive implications. First and foremost, it helps reduce uncertainty in the financial landscape, providing some stability and predictability to businesses
Slide 14: Outlook
Industry Volumes & Mkt. Share Standalone Key Figures Consolidated Key Figures Outlook Q&A Outlook Upcoming general elections are anticipated to bring political stability, which will play a vital role in revitalizing the current economic scenario. By implementing sustainable and long-term measures, c
Slide 15: Q&A
Industry Volumes & Mkt. Share Standalone Key Figures Consolidated Key Figures Outlook Q&A Q&A Analyst Briefing – FY 2023 (for PSX Website) 15
Slide 16: Disclaimer
Disclaimer This presentation has been prepared by Lucky Cement Limited solely for information purposes. No representation or warranty express or implied is made thereto, and no reliance should be placed on, the fairness, accuracy, sufficiency, completeness or correctness of the information or any op