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πŸ“ˆ GEMSPNL: BUY Signal (7/10) – Corporate Briefing Session 2025

⚑ Flash Summary

Supernet Limited held a corporate briefing session on November 26, 2025. The company reported a significant increase in revenue, gross profit, and EPS for the fiscal year 2025. This growth is attributed to strategic expansion, long-term contracts, and diversification into high-margin e-solutions. The company is also pursuing a strategic merger with Supernet Technologies Limited to enhance stakeholder value and operational efficiency.

Signal: BUY πŸ“ˆ
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

πŸ“Œ Key Takeaways

  • πŸ“ˆ Revenue increased from PKR 8.502 billion in 2024 to PKR 9.269 billion in 2025, a growth of 9%.
  • πŸ’° Gross profit rose from PKR 1.401 billion in 2024 to PKR 1.832 billion in 2025, a substantial increase of 31%.
  • βœ… Gross profit margin improved from 16% in 2024 to 20% in 2025.
  • Operating profit saw a significant surge, increasing by 68% from PKR 517 million to PKR 868 million.
  • EBITDA increased from PKR 677 million in 2024 to PKR 1.041 billion in 2025.
  • ✨ EPS jumped from PKR 1.93 in 2024 to PKR 3.79 in 2025, indicating improved profitability per share.
  • πŸ”’ Secured long-term contracts in high-demand services such as Cyber Security and IT Infrastructure.
  • 🀝 Multi-year deals with major clients in Banking, Oil & Gas, MNOs, and Defense enhance revenue predictability.
  • 🌐 Actively expanding footprint in Enterprise Security Solutions and Business Process Software Platforms (BPO).
  • 🌍 Leveraging key global partnerships to capture the fast-growing, high-value export market.
  • πŸ‘¨β€πŸ’Ό Continuous investment in human resources to deliver best-in-class solutions.
  • πŸ“œ Capitalizing on the FLL license to convert high-demand services into profitable, long-term contracts.
  • 🀝 Total Contract Value of PKR 9,957m+ Secured in FY 2025 across all business lines
  • πŸ’² Banking Success: Non-connectivity business (Cybersecurity) generated USD 1.76 Million from banking customers.
  • 🏦 New Clients: Added Karakoram Cooperative Bank, Halan Microfinance Bank, and Raqami Islamic Digital Bank, among others, to the portfolio

🎯 Investment Thesis

BUY. Supernet’s strong financial performance in 2025, driven by strategic growth initiatives and long-term contracts, makes it an attractive investment. The company’s focus on cybersecurity and IT infrastructure aligns with growing market demand. The merger with Supernet Technologies Limited is expected to create further synergies and enhance shareholder value. Price target: PKR 5.50, Time horizon: Medium Term.

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Disclaimer: AI-generated analysis. Not financial advice.

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