⚡ Flash Summary

BRR Guardian Limited (BRRGL) has released its financial results for the first quarter ended September 30, 2025. The company reported a significant increase in profit after taxation, reaching PKR 762.99 million compared to PKR 33.09 million in the same period last year. Earnings per share (EPS) also saw a substantial rise, increasing from PKR 0.35 to PKR 8.03. This quarter’s results are driven primarily by investment income and rental income.

📌 Key Takeaways

• 💰 Profit after taxation soared to PKR 762.99 million, a significant jump from PKR 33.09 million year-over-year.
• 📈 Earnings per share (EPS) dramatically increased to PKR 8.03 from PKR 0.35 in the prior year.
• 🏢 Rental income increased to PKR 81.24 million from PKR 70.23 million YoY.
• 💼 Investment income reached PKR 900.20 million, a substantial increase compared to PKR 19.48 million in the same quarter last year.
• 📊 Basic and diluted earnings per share stood at PKR 8.03, compared to PKR 0.35 last year.
• 🏦 Total assets increased to PKR 6,578.70 million as of September 30, 2025, from PKR 5,129.92 million as of June 30, 2025.
• 🛡️ Non-current assets totaled PKR 1,072.15 million, up from PKR 1,067.52 million at the end of the last fiscal year.
• 💵 Current assets increased to PKR 5,506.55 million from PKR 4,062.41 million since June 2025.
• 🧾 Total equity and liabilities amounted to PKR 6,578.70 million, up from PKR 5,129.92 million as of June 30, 2025.
• ✔️ No cash dividend, right shares, or bonus issues were recommended by the board.

🎯 Investment Thesis

BRRG presents a compelling investment opportunity based on the strong growth in profitability and EPS for the quarter. The significant increase in investment income and a healthy balance sheet underpin a BUY recommendation. A price target of PKR 90 over the next 12 months is justified, assuming the company can sustain its investment performance and maintain operational efficiency.