WAFI

⚡ Flash Summary

Wafi Energy Pakistan Limited has announced an interim cash dividend of Rs. 3 per share, which equates to 30%, as approved by the Board of Directors in their meeting held on October 27, 2025. The dividend was credited to the respective bank accounts of entitled members on November 13, 2025. The company has withheld dividends from shareholders who have not provided their IBAN numbers and/or copies of their CNICs, in accordance with the Companies Act, 2017. This announcement is for dissemination of information to the members of the exchange.

📌 Key Takeaways

• 💰 Interim cash dividend of Rs. 3 per share announced.
• ✅ Dividend represents 30% of share value.
• 🗓️ Board approval on October 27, 2025.
• 🏦 Dividend credited to bank accounts on November 13, 2025.
• 📜 Compliant with the Companies Act, 2017.
• 🚫 Dividends withheld for non-compliant shareholders (IBAN/CNIC).
• 📢 Information disseminated to exchange members.
• 📑 Announcement pertains to dividend D-49.
• 🇵🇰 Company is Wafi Energy Pakistan Limited.
• 🤝 Formerly Shell Pakistan Limited.

🎯 Investment Thesis

Given the limited information, a HOLD recommendation is appropriate. More financial data is needed to assess the company’s overall performance and dividend sustainability. A price target cannot be formulated without more comprehensive financial analysis. The time horizon is medium-term, pending more information on the company’s performance.

⚡ Flash Summary

WAFI announced: Transmission of Quarterly Report of the Period Ended September 30, 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• WAFI made announcement: Transmission of Quarterly Report of the Period Ended September 30, 2025
• Automated analysis: HOLD signal detected
• Signal strength: 5/10
• This is basic analysis – manual review recommended
• Professional CFA analysis unavailable

🎯 Investment Thesis

Basic HOLD indication for WAFI. Manual verification required.

⚡ Flash Summary

Wafi Energy Pakistan Limited’s half-year report for June 30, 2025, reveals a mixed financial performance. The company reported a net profit of PKR 1,278 million, driven by steady market share in motor fuels and growth in premium fuels and lubes segments. Revenue increased slightly to PKR 225.604 billion, while earnings per share (EPS) stood at Rupees 5.97. Despite a stable economic environment in Pakistan, challenges remain in supply chain optimization and retail expansion, impacting overall profitability and requiring continued strategic initiatives to maintain market position.

📌 Key Takeaways

• 📈 Revenue increased slightly to PKR 225.604 billion from PKR 223.541 billion year-over-year.
• ✔️ Net profit stood at PKR 1,278 million for the half-year ended June 30, 2025.
• 💰 Earnings per share (EPS) reported at Rupees 5.97.
• ⚠️ Cost of products sold remained high at PKR 207.761 billion.
• ⛽ Premium fuel, Shell V-Power, achieved its highest-ever monthly sales in June.
• 🏪 Non-fuel retail showed an upward trend with Shell Select convenience stores.
• ➕ Added 12 new sites and launched 6 new Shell Select stores during the quarter.
• 🤝 Strengthened partnerships with key OEMs including Atlas Honda, Hyundai, and Suzuki.
• 🌍 Expanded Lubricants Supply Chain (LSC) to secure competitive sourcing for local and imported base oils.
• 🌱 Published the 2025 Sustainability Report, reaffirming commitment to UN Sustainable Development Goals (SDG).
• ⚠️ Finance costs increased from (1,046.820) to (1,169.705) million.
• ⚠️ Long-term investments decreased from 5,975.703 to 5,912.342 million.
• ✔️ The Company reported a dividend cash payout of Rs. 5 per share.
• ✔️ Total Equity reached PKR 23.247 billion.

🎯 Investment Thesis

Wafi Energy is a HOLD due to its stable yet modest growth prospects. The company’s performance reflects steady market share and profitability, offset by increasing costs and competitive pressures. The company did publish a sustainability report and expanded on their social initiatives. A BUY recommendation would require clearer evidence of significant revenue growth and improved cost management. HOLD with a price target range of PKR 250-270 within the next 12 months, based on a conservative earnings multiple given the current market conditions.

⚡ Flash Summary

WAFI announced: Transmission of Quarterly Report for the Period Ended 2025-06-30. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• WAFI made announcement: Transmission of Quarterly Report for the Period Ended 2025-06-30
• Automated analysis: HOLD signal detected
• Signal strength: 5/10
• This is basic analysis – manual review recommended
• Professional CFA analysis unavailable

🎯 Investment Thesis

Basic HOLD indication for WAFI. Manual verification required.

⚡ Flash Summary

Wafi Energy Pakistan Limited (WEPL) is holding a corporate briefing session on October 28th, 2025, for analysts, shareholders, and market participants. The session will take place at the WEPL Head Office in Karachi from 4 PM to 5 PM PST. A virtual attendance option is available via a Microsoft Teams link and meeting details provided in the announcement. Interested participants are requested to provide their details to CompanySec@wafi-energy.com by October 27th, 2025.

📌 Key Takeaways

• 🗓️ Corporate Briefing Session scheduled for October 28th, 2025.
• 🏢 Location: WEPL Head Office, Karachi.
• ⏰ Time: 4:00 PM to 5:00 PM PST.
• 🧑‍💻 Virtual attendance is available via Microsoft Teams.
• 🔗 Teams Meeting Link: http://bit.ly/40w4s0G
• 🔑 Meeting ID: 477 534 015 931 9
• 🔒 Passcode: eJ3r8JHg
• 📧 Investors/analysts should send details to CompanySec@wafi-energy.com.
• ⏳ Deadline for sending details: October 27th, 2025.
• 🤫 Attendees should remain on mute during the presentation.
• 🙋 Questions will be addressed after the presentation.
• ✋ Use the “Raise Hand” feature to ask questions.
• 📝 Participants can send questions in advance to CompanySec@wafi-energy.com by October 27th, 2025.
• ✍️ Feedback on the session is encouraged via email.

🎯 Investment Thesis

Given the lack of financial data, a definitive investment recommendation cannot be made based solely on this announcement. Further information from the briefing session is required to evaluate the company’s prospects and determine a suitable investment strategy. Therefore, a HOLD recommendation is appropriate until more information becomes available.

⚡ Flash Summary

WAFI announced: Board Meeting in Progress. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• WAFI made announcement: Board Meeting in Progress
• Automated analysis: HOLD signal detected
• Signal strength: 5/10
• This is basic analysis – manual review recommended
• Professional CFA analysis unavailable

🎯 Investment Thesis

Basic HOLD indication for WAFI. Manual verification required.

⚡ Flash Summary

Wafi Energy Pakistan’s corporate briefing on October 28, 2025, highlights key milestones including the acquisition by Wafi in October 2024 and renaming in January 2025. The company emphasizes sustainable growth, financial robustness, and ESG sustainability as future strategic directions. Year-to-date September 2025 financial figures are redacted, pending official publication, but the presentation does provide some historical context. The briefing also covers safety protocols, company operations, and business highlights, including growth in motor fuels and convenience retail sales.

📌 Key Takeaways

• ⛽ Motor-fuels saw an 8.5% growth compared to 2024 (YTD Sep).
• 💪 Shell V-Power experienced a 155% growth compared to 2024 (YTD Sep).
• 🏢 28 new sites were added nationally (YTD Sep).
• 🛍️ Convenience retail sales increased by 19% (YTD 2025).
• 🏪 More than 9 Gen5 Shell Select stores were added to the CR Portfolio.
• 🤝 Partnerships with key OEMs reinforced WEPL Lubricants’ leadership.
• 🏆 Lubricants secured bronze at Effie Award, with further wins at Dragons of Pakistan.
• 🧑‍🏫 Road Safety Awareness Training was conducted for children as part of CSR.
• ♻️ A fuel station made from recycled plastics was established in Rawalpindi.
• 💸 Fuel vouchers were distributed to NDMA to support humanitarian relief operations.
• 📅 Acquisition completed in October 2024, with Wafi becoming the majority shareholder.
• 🚀 Company renamed as Wafi Energy Pakistan Limited in January 2025.

🎯 Investment Thesis

Given the limited financial data provided for the current period (YTD Sep 2025) and the presence of several business risks, a HOLD recommendation is appropriate. Further clarity on the current year’s performance is needed to make a more informed investment decision. A price target cannot be accurately determined without the latest financial metrics.