Dawood Lawrencepur Limited · PSX:DLL
Dawood Lawrencepur — 9M 2025 Earnings Presentation
9 slides from Dawood Lawrencepur's earnings presentation, Dec 3, 2025
Slide 1: Corporate Briefing 2025
Corporate Briefing 2025 03-Dec-2025 Dawood Lawrencepur Limited
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 Dawood Lawrencepur Limited (“DLL”) solely for information purposes. No representation or warranty expressor implied is made thereto, and
Slide 3: Principal Activity of the Company
Principal Activity of the Company Principal Activity Performance Highlights ‾ We operate as an investment holding platform, managing strategic investments in: Equity Portfolio: ‾ Renewable wind energy, through a subsidiary that generates and 47.1% sells electricity to the national grid ‾ A listed eq
Slide 4: Un-consolidated Financial Performance (9M 2025)
Un-consolidated Financial Performance (9M 2025) 9MCY25 9MCY24 Variance Continuing operations Amounts in PKR Mn Dividend Income 427 1,815 -76% Other Income 18,600 548 33.9x Total Expenses (69) (269) 7.4x Profit before levy & taxation 18,958 2,094 9.1x Levy & Taxation (2,258) (429) -5.3x Profit from c
Slide 5: Consolidated Financial Performance (9M 2025)
Consolidated Financial Performance (9M 2025) 9MCY25 9MCY24 Variance Continuing operations Amounts in PKR Mn Gross Revenue – From renewable energy 3,823 4,149 -8% Cost of Revenue (1,456) (1,438) -1% Gross Profit 2,367 2,711 -13% Other Income 8,917 845 10.5x Share of Profit from Associate 1,189 1,029
Slide 6: Wind Business Performance (9M 2025)
Wind Business Performance (9M 2025) Amounts in PKR Mn 4,500 4,100 4,000 3,783 Sep-25 Sep-24 3,500 2,990 3,000 2,399 2,500 1,986 1,839 2,000 1,500 1,000 500 - Revenue Profit Trade Debts Performance • Payments from the power purchaser improved compared to the previous year, boosting the cash stream. •
Slide 7: Equity Portfolio Performance
Equity Portfolio Performance (9M 2024) KSE-100 Vs DLL Equity Portfolio Portfolio Composition (Sep-25) DLL Portfolio KSE-100 KSE-30 60% 50% 40% 30% Listed Equity Investments 20% PKR 5,768 Mn 10% Allocation 0% -10% 8% 5% -20% Banks 34% 11% Dec-24 Mar-25 Jun-25 Sept-25 Fertilizer 19% Cement 12% Calenda
Slide 8: Proposed Amalgamation – Strengthening Our Platform
⇆ Proposed Amalgamation – Strengthening Our Platform As part of our continuous effort to enhance operational efficiency and long-term shareholder value, the Board has authorized management to evaluate a proposed amalgamation of Dawood Lawrencepur Limited, DH Partners Limited and Cyan Limited. Benefi
Slide 9: Closing Remarks - Q & A Session
CBS 2025 Closing Remarks Thank you for joining us today Q & A Session