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Pakistan Tobacco Company Limited (PAKT) announced its financial results for the quarter ended September 30, 2025. The company declared a fifth interim cash dividend of Rs. 20.00 per share, amounting to 200%, in addition to previously paid interim dividends of Rs. 130.00 per share. Net turnover for the nine months ended September 30, 2025, increased to Rs. 102.548 billion compared to Rs. 88.119 billion in the corresponding period of 2024. The company reported a profit for the period of Rs. 24.518 billion for the nine months ended September 30, 2025, compared to Rs. 19.914 billion for the same period in 2024.
Signal: BUY 📈
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM
📌 Key Takeaways
💰 Fifth interim cash dividend declared at Rs. 20.00 per share (200%) for the year ending December 31, 2025.
💵 Additional interim dividends already paid at Rs. 130.00 per share (1300%).
📊 Net turnover increased to Rs. 102.548 billion for the nine months ended September 30, 2025, from Rs. 88.119 billion in 2024.
📈 Gross profit rose to Rs. 52.418 billion from Rs. 42.060 billion year-over-year.
Operating profit increased from Rs. 30.862 billion to Rs. 40.463 billion YoY.
💹 Profit before income tax increased to Rs. 41.557 billion for the nine months ended September 30, 2025, from Rs. 35.615 billion in 2024.
✅ Profit for the period increased to Rs. 24.518 billion from Rs. 19.914 billion YoY.
💸 Basic and diluted earnings per share increased from Rs. 77.95 to Rs. 95.96.
🚫 No bonus or rights shares declared.
🗓️ Share book transfer will be closed from November 3rd to 5th, 2025.
🏦 Stock-in-trade increased to Rs. 55.419 billion as of September 30, 2025, compared to Rs. 48.842 billion at the end of 2024.
🏦 Cash and bank balances decreased to Rs. 6.034 billion from Rs. 13.303 billion at the end of 2024.
⬆️ Total comprehensive income for the period increased from 19.815 billion to 24.655 billion YoY.
Tax expense increased from (15.701) billion to (17.039) billion YoY.
The company continues to distribute substantial profits as dividends.
🎯 Investment Thesis
Based on the positive financial performance, particularly the increase in revenue, profitability, and EPS, along with a substantial dividend payout, a BUY recommendation is justified for Pakistan Tobacco Company (PAKT). The company’s ability to grow its earnings and provide returns to shareholders makes it an attractive investment. However, attention should be paid to increased tax expenses and decreased cash balances. The price target should be set based on detailed valuation analysis, considering future growth prospects and industry comparisons. The time horizon is MEDIUM_TERM, expecting the stock to appreciate based on sustained financial performance.
Pakistan Tobacco Company (PAKT) reported its condensed interim financial results for the nine-month period ended September 30, 2025. The company experienced growth momentum with Gross Turnover and Net Turnover increasing by 5% and 16%, respectively, compared to the same period last year. Export turnover grew significantly by 72%, offsetting a 3% volume decline in the domestic combustible cigarette business. The Board of Directors has declared an interim dividend of PKR 30 per share, bringing the total dividend to PKR 130 per share.
Signal: HOLD ⏸️
Strength: 6/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM
📌 Key Takeaways
📈 Gross Turnover increased by 5% to PKR 274.892 million in Jan-Sep 2025 from PKR 262.423 million in Jan-Sep 2024.
💸 Net Turnover increased by 16% to PKR 102.548 million in Jan-Sep 2025 from PKR 88.119 million in Jan-Sep 2024.
🌍 Export turnover grew impressively by 72% in the nine-month period.
🚬 A 3% volume decline was observed in the domestic combustible cigarette business.
💰 Gross Profit increased to PKR 52.418 million in Jan-Sep 2025 from PKR 42.060 million in Jan-Sep 2024.
📊 Operating Profit increased to PKR 40.463 million in Jan-Sep 2025 from PKR 30.862 million in Jan-Sep 2024.
✅ Profit Before Tax (PBT) increased to PKR 41.557 million from PKR 35.615 million.
✅ Profit After Tax (PAT) increased to PKR 24.518 million from PKR 19.915 million.
✔️ Earnings Per Share (EPS) increased to Rs 95.96 from Rs 77.95.
💰 An interim dividend of PKR 30 per share was declared on September 26, 2025, bringing total dividends to PKR 130 per share.
📉 Excise duties decreased from (133,873,541) to (130,280,153).
💲 Sales tax increased from (40,430,215) to (42,064,030).
💵 Finance income decreased from 5,898,612 to 1,685,407.
🎯 Investment Thesis
Based on the information, a HOLD recommendation is appropriate. The company’s revenue growth, export performance, and increased profitability are positive indicators. However, the challenges posed by the domestic market and illicit cigarettes warrant a cautious approach. A price target requires further analysis but can be estimated based on peer multiples and growth rates. The time horizon is medium-term (6-12 months) pending more clarity on regulatory and market dynamics.
What this means: 📈 Good News: Company is giving cash dividends to shareholders. This usually means the company is profitable and the stock price may go up because investors like getting paid.
🏢 Company & Announcement
SymbolPAKT
CompanyPakistan Tobacco Company Limited
DateSep 26, 2025
Time2:31 PM
Announcement Title:
Declaration of Fourth Interim Cash Dividend 2025
🧠 Investment Thesis
PAKT’s announcement of a substantial cash dividend suggests financial strength. For Pakistani retail investors, this offers an opportunity for short-term gains due to dividend yield and potentially longer-term capital appreciation, assuming the company maintains its profitability. Monitor market conditions and tobacco industry regulations.
📋 Key Highlights
Fourth interim cash dividend of Rs. 30 per share (300%).
Dividend eligibility based on register of members on October 3, 2025.
Share transfer books closed from October 6-8, 2025.
No bonus shares, rights shares, or other corporate actions announced.
⚠️ Risk Assessment
Market volatility could impact stock price despite the dividend.
Future dividend payouts are not guaranteed and depend on company performance.
Changes in tobacco regulations could negatively affect profitability.
{
"sentiment": "POSITIVE",
"signal": "BUY",
"strength": 7,
"brief_summary": "Pakistan Tobacco Company (PAKT) announced a fourth interim cash dividend of Rs. 30 per share (300%) for the year ending December 31, 2025. This is a positive sign, indicating strong profitability. No bonus or rights shares were announced.",
"key_points": [
"Fourth interim cash dividend of Rs. 30 per share (300%).",
"Dividend eligibility based on register of members on October 3, 2025.",
"Share transfer books closed from October 6-8, 2025.",
"No bonus shares, rights shares, or other corporate actions announced."
],
"financial_impact": "HIGH",
"price_target": "Positive, expect a price increase in the short term due to high dividend yield.",
"risk_factors": [
"Market volatility could impact stock price despite the dividend.",
"Future dividend payouts are not guaranteed and depend on company performance.",
"Changes in tobacco regulations could negatively affect profitability."
],
"investment_thesis": "PAKT's announcement of a substantial cash dividend suggests financial strength. For Pakistani retail investors, this offers an opportunity for short-term gains due to dividend yield and potentially longer-term capital appreciation, assuming the company maintains its profitability. Monitor market conditions and tobacco industry regulations.",
"simple_note": "\ud83d\udcc8 Good News: Company is giving cash dividends to shareholders. This usually means the company is profitable and the stock price may go up because investors like getting paid."
}
Disclaimer: This analysis is AI-generated and for informational purposes only. It is not financial advice. Please conduct your own research before making any investment decisions.
What this means: 📊 Results News: Company announced quarterly results. Need to check if they made profit or loss to understand impact on stock price.
🏢 Company & Announcement
SymbolPAKT
CompanyPakistan Tobacco Company Limited
DateSep 19, 2025
Time11:44 AM
Announcement Title:
Board Meeting Other Than Financial Results
🧠 Investment Thesis
The announcement is purely procedural, indicating a board meeting to discuss company matters. The ‘closed period’ suggests the matter under discussion could be significant, but without more information, there’s no basis to change an existing investment strategy. Investors should await further announcements following the board meeting before making any decisions.
📋 Key Highlights
Board meeting scheduled for September 26, 2025 to discuss a material matter.
Closed period declared from September 19-26, 2025, restricting trading by company insiders.
⚠️ Risk Assessment
The nature of the ‘material’ matter to be discussed is unknown, creating uncertainty.
The closed period restricts trading for insiders, potentially reducing liquidity in the stock.
{
"sentiment": "NEUTRAL",
"signal": "HOLD",
"strength": 3,
"brief_summary": "A board meeting for Pakistan Tobacco Company (PAKT) is scheduled for September 26, 2025, to discuss a matter of material nature. A 'closed period' is declared from September 19-26, 2025, during which company insiders are prohibited from trading company shares.",
"key_points": [
"Board meeting scheduled for September 26, 2025 to discuss a material matter.",
"Closed period declared from September 19-26, 2025, restricting trading by company insiders."
],
"financial_impact": "LOW",
"price_target": "No specific price target can be defined from this announcement. The outcome depends on the agenda of the board meeting.",
"risk_factors": [
"The nature of the 'material' matter to be discussed is unknown, creating uncertainty.",
"The closed period restricts trading for insiders, potentially reducing liquidity in the stock."
],
"investment_thesis": "The announcement is purely procedural, indicating a board meeting to discuss company matters. The 'closed period' suggests the matter under discussion could be significant, but without more information, there's no basis to change an existing investment strategy. Investors should await further announcements following the board meeting before making any decisions.",
"simple_note": "\ud83d\udcca Results News: Company announced quarterly results. Need to check if they made profit or loss to understand impact on stock price."
}
Disclaimer: This analysis is AI-generated and for informational purposes only. It is not financial advice. Please conduct your own research before making any investment decisions.
