Dawood Lawrencepur Limited · PSX:DLL
Dawood Lawrencepur — Investor Presentation (May 2026)
13 slides from Dawood Lawrencepur's investor presentation, May 6, 2026
Slide 1: Corporate Briefing Session
CORPORATE BRIEFING SESSION DAWOOD LAWRENCEPUR LIMITED 6 MAY 2026
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: Merger Update
Merger Update Effective Date: January 1, 2026 DH Partners Cyan Dawood Lawrencepur Limited Limited Limited Merging Entity Merging Entity Surviving Entity High Court Sanctioned & CCP Scheme Status: Court-Approved Amalgamation Regulatory Approval: Approved Effective Date: January 1, 2026 Stock Exchange
Slide 4: Asset Class Overview – Post Merger
Asset Class Overview – Post Merger DLL is now a diversified investment holding company Listed Equity Tenaga Generasi Engro Holdings Portfolio Limited Limited Diversified portfolio of 49.5 MW wind power plant Long-term strategic stake publicly-listed securities – strategic energy sector in Engro Hold
Slide 5: Equity Portfolio Composition & Performance
EQUITY PORTFOLIO COMPOSITION & PERFORMANCE Equity Portfolio Performance Vs Index 80% DLL Portfolio KSE-100 KSE-30 Portfolio Allocation – 31-Dec-25 60% IT 11% Cement Pharma 40% 12% 10% 20% E&P 8% 0% -20% Other 3% Dec-24 Feb-25 Apr-25 Jun-25 Aug-25 Oct-25 Dec-25 CY’25 Fertilizer DLL Equity Portfolio 6
Slide 6: Equity Portfolio Composition & Performance
EQUITY PORTFOLIO COMPOSITION & PERFORMANCE Equity Portfolio Performance Vs Index Portfolio Allocation – 31-Mar-26 DLL Portfolio KSE-100 KSE-30 15% 10% IT, 11% 5% E&P, 20% Cement, 7% 0% -5% Pharma, 4% -10% -15% Fertilizer, 5% -20% Dec-25 Jan-26 Feb-26 Mar-26 Other, 2% 1QCY’26 DLL Equity Portfolio -17
Slide 7: Tenaga Generasi Limited – Business Update
Tenaga Generasi Limited – Business Update 49.5 MW Wind Power Plant | DLL Subsidiary FINANCIAL / COMMERCIAL OPERATIONS ➢ Q1-2026 Revenue: Rs. 832 Mn (Q1-2025: Rs. 723 Mn). PAT: Rs. 280 Mn ➢ Q1-2026 energy invoiced was 19.4 GWh, exceeding the budget of 16.7 vs. Rs. 129 Mn in Q1-2025, reflecting a stro
Slide 8: Balance Sheet – Standalone
Balance Sheet – Standalone As At March 31, 2026 | PKR in Thousands Mar 2026 Dec 2025 Mar 2026 Dec 2025 ASSETS ASSETS Non-Current Assets Current Assets Stores and spares 892 892 Property, plant and equipment 50,466 18,499 Stock-in-trade 626 626 Biological assets 2,176 2,155 Loan to subsidiaries 3,474
Slide 9: Balance Sheet – Standalone
Balance Sheet – Standalone As At March 31, 2026 | PKR in Thousands Mar 2026 Dec 2025 Mar 2026 Dec 2025 EQUITY AND LIABILITIES EQUITY AND LIABILITIES Equity Current Liabilities Share capital 800,766 592,998 Trade and other payables 1,366,198 305,715 Capital reserves 10,579,077 206,666 Short-term runn
Slide 10: Profit & Loss – Standalone
Profit & Loss – Standalone Year Ended December 31, 2025 (Audited) | PKR in Millions 2025 2024 Dividend Income 494 2,050 Realized (Loss) / Gain on Listed Equities and mutual funds 42 92 Unrealized Gain on Listed Equities and mutual funds 2,198 1,162 Treasury Income 8 21 Total Revenue 2,742 3,325 Admi
Slide 11: Profit & Loss – Standalone
Profit & Loss STATEMENT – Standalone OF PROFIT & LOSS: ACTUAL VS LAST YEAR Quarter Ended March 31, 2026 (Un-audited) | PKR in Millions Q1 – 2026 Q1 – 2025 Dividend Income 457 113 Realized Gain on Listed Equities and mutual funds 13 - Unrealized Gain on Listed Equities and mutual funds (6,253) 116 Tr
Slide 12: Key Developments – Board & Shareholders
Key Developments – Board & Shareholders Material decisions approved during the period Sale of Land At 01 02 Share Split (1:10) 03 Interim Dividend Burewala ➢ Every 1 existing share split ➢ Minimum sale price: PKR 13 into 10 shares Billion ➢ PKR 17 per share declared ➢ Improves liquidity and market (
Slide 13: Thank You Q & A Session
Thank You Dawood Lawrencepur Limited | Corporate Briefing Session | 2026 Q & A Session
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