⚡ Flash Summary

Wafi Energy Pakistan Limited reported a profit after tax of PKR 3.030 billion for the nine months ended September 30, 2025. This was driven by steady growth across all business segments, effective supply management, disciplined cost control, and timely actions to mitigate the operational impact of floods. The company demonstrated its commitment to environmental sustainability by inaugurating its second eco-friendly retail fuel station in Rawalpindi. During Q3 2025, the Mobility business continued its upward trajectory, with a total of 28 new retail sites commissioned nationwide.

📌 Key Takeaways

• ✅ Profit after tax for nine months ended September 30, 2025: PKR 3.030 billion.
• 📈 Profit before taxation for nine months ended September 30, 2025: PKR 6.245 billion.
• 💸 Taxation for nine months ended September 30, 2025: PKR (3.215) billion.
• 📊 Basic and diluted profit per share for nine months ended September 30, 2025: PKR 14.16.
• ⛽️ The Mobility business continued its upward trajectory.
• ✔️ 28 new retail sites were commissioned nationwide.
• ♻️ The company inaugurated its second eco-friendly retail fuel station in Rawalpindi.
• 🤝 Strong performance from the Helix and Advance brands in the consumer segment.
• 🌎 The Industrial lubricants business sustained its growth momentum through targeted portfolio management and robust OEM partnerships.
• 🌱 Pakistan’s economy showed stability in Q3 2025 with CPI inflation averaging 4.5% and GDP growing modestly at around 2.4%.
• ₨ The rupee appreciated slightly, ending in September at PKR 281.3/USD.
• 🌧 The quarter was marked by severe floods across the country.
• 🤝 Customer engagement was further enhanced through sector-focused events, reinforcing Wafi Energy’s technology leadership and value proposition.
• 🌱Constructed using 7,700 kilograms of recycled plastic, equivalent to over 5.8 million pieces of end-of-life plastics

🎯 Investment Thesis

Based on the current report, a ‘HOLD’ recommendation is appropriate for Wafi Energy. The company has demonstrated resilience in the face of economic challenges and has achieved steady growth across its business segments. However, several factors should be monitored, including the impact of floods on agricultural output and supply disruptions, the company’s ability to sustain revenue growth, and developments in the regulatory environment. A more aggressive stance might be warranted once there is more clarity on how the company will navigate these risks. Price target rationale: This will depend on a deeper analysis of the company’s financials, sector-specific information, and potential risks.