📈 KSBP: BUY Signal (7/10) – Presentation for Corporate Briefing Session Year 2025

📌 Key Takeaways

• 📈 Company order intake increased by 18.6% to PKR 6,222 million.
• 💰 Sales grew by 25.1% to PKR 4,773 million.
• 📊 Gross profit surged by 47.4% to PKR 1,073 million.
• 💹 EBIT increased by 37.2% to PKR 277 million.
• ✔️ EBIT margin improved from 5.3% to 5.8%.
• ✍️ Order in hand increased by 10.7% to PKR 4,136 million.
• 📉 Financial cost & bank charges decreased from PKR (285) million to PKR (11) million.
• 💸 Earnings per share increased significantly from PKR (4.53) to PKR 7.96.
• 🚀 Maximum share price increased from PKR 172.00 to PKR 214.94.
• 🌍 Export business is scaling gradually with strategic project wins in Australia, Chile, KSA, and Germany.
• 💧 Public sector development spending is accelerating, especially in Punjab’s water and wastewater infrastructure.
• ✔️ Stabilization in interest rates is providing positive momentum to industrial and manufacturing activities.
• 🎯 Sustained expansion of KSB Pakistan’s market share remains a central strategic objective.
• 🗓️ The business outlook for 2025-26 remains highly encouraging, supported by robust demand indicators.

🎯 Investment Thesis

KSB Pumps Company Limited presents a compelling investment opportunity. The company is seeing increased public sector spending, demonstrating significant improvements in financial performance, and has a positive business outlook. The recommendation is BUY based on these factors. The company is actively increasing its international footprint which shows good potential for future earnings.