⚡ Flash Summary
EcoPack Limited’s FY25 corporate briefing highlights a year of substantial growth and strategic expansion. The company reported a significant increase in revenue, driven by strong performance in both PET preforms and bottles. Strategic initiatives, including expanding supplies to CocaCola and manufacturing rPET, are expected to further boost growth. The company’s focus on enhancing its energy mix and acquiring land for future expansion indicates a commitment to long-term sustainability and market leadership.
📌 Key Takeaways
- ✅ EcoPack’s revenue increased from PKR 6.212 billion in 2024 to PKR 7.114 billion in 2025.
- 📈 PET Bottles revenue increased from PKR 4.025 billion to PKR 4.554 billion.
- 🏭 PET Preforms revenue increased from PKR 2.187 billion to PKR 2.560 billion.
- Capacity utilization for PET Bottles increased from 67% to 73%.
- Capacity utilization for PET Preforms increased from 65% to 79%.
- 🌱 Introduction of rPET (Recycled PET) manufacturing.
- 🤝 Expanded supplies to CocaCola Beverages Pakistan Limited.
- ☀️ Improving energy mix by enhancing Solar Footprint.
- 🌎 Significant sales growth of National beverage brands due to the Gaza war sentiment.
- 🏢 Acquisition of land for future expansions.
🎯 Investment Thesis
EcoPack is a BUY. The company’s strong financial performance, strategic initiatives, and expansion plans suggest continued growth and profitability. A price target of PKR 85 within the next 12-18 months is justified, based on projected earnings growth and increased market capitalization. This assumes continued growth of the packaging industry.
Disclaimer: AI-generated analysis. Not financial advice.