⚡ Flash Summary

Pakistan Oxygen Limited (PAKOXY) announced its financial results for the third quarter and nine months ended September 30, 2025. The company reported net sales of PKR 9,474.87 million for the nine months, an increase from PKR 8,272.30 million in the prior year. Profit for the period increased significantly to PKR 1,508.69 million from PKR 457.20 million. Earnings per share (EPS) also saw a substantial rise, reaching PKR 17.32 compared to PKR 5.25 in the same period last year. No cash dividend, bonus shares, or right shares were recommended by the board.

📌 Key Takeaways

• 🚀 Net sales increased by 14.5% to PKR 9,474.87 million for the nine months ended September 30, 2025, from PKR 8,272.30 million in 2024.
• 💰 Gross profit surged to PKR 3,714.71 million, compared to PKR 2,199.65 million in the prior year.
• 📈 Operating profit before other income rose significantly to PKR 2,897.52 million from PKR 1,437.52 million.
• 💸 Finance costs decreased substantially to PKR 394.76 million from PKR 809.96 million.
• ✅ Profit before tax soared to PKR 2,480.11 million compared to PKR 749.11 million year over year.
• 🎉 Profit for the period increased dramatically to PKR 1,508.69 million from PKR 457.20 million.
• ⭐ Basic and diluted earnings per share (EPS) jumped to PKR 17.32 from PKR 5.25.
• 📊 For the three months ended September 30, 2025, net sales stood at PKR 3,403.81 million compared to PKR 2,778.78 million in 2024.
• 💡 Profit for the three-month period was PKR 607.12 million, up from PKR 146.29 million in the prior year.
• 👍 No cash dividend was recommended by the board.
• 🏛️ Total assets increased to PKR 19,919.55 million as of September 30, 2025, from PKR 19,085.82 million at the end of 2024.
• 🏦 Cash and bank balances increased significantly to PKR 1,178.18 million from PKR 562.66 million at the end of 2024.
• 📉 Long-term financing decreased to PKR 2,832.82 million from PKR 3,539.71 million at the end of 2024.
• Shareholder equity increased to PKR 10,854.87 million from PKR 9,346.19 million at the end of 2024.

🎯 Investment Thesis

BUY. Pakistan Oxygen Limited’s financial performance has improved significantly, driven by strong revenue growth, improved profitability, and efficient cost management. The substantial increase in EPS and shareholder equity makes the stock attractive. The price target is PKR 250, based on a P/E ratio of 14.5x (similar to peers) applied to the current EPS of 17.32. Time horizon: Medium-term (12-18 months).