BRRG

⚡ Flash Summary

BRR Guardian Limited (BRRGL) has released its financial results for the first quarter ended September 30, 2025. The company reported a significant increase in profit after taxation, reaching PKR 762.99 million compared to PKR 33.09 million in the same period last year. Earnings per share (EPS) also saw a substantial rise, increasing from PKR 0.35 to PKR 8.03. This quarter’s results are driven primarily by investment income and rental income.

📌 Key Takeaways

• 💰 Profit after taxation soared to PKR 762.99 million, a significant jump from PKR 33.09 million year-over-year.
• 📈 Earnings per share (EPS) dramatically increased to PKR 8.03 from PKR 0.35 in the prior year.
• 🏢 Rental income increased to PKR 81.24 million from PKR 70.23 million YoY.
• 💼 Investment income reached PKR 900.20 million, a substantial increase compared to PKR 19.48 million in the same quarter last year.
• 📊 Basic and diluted earnings per share stood at PKR 8.03, compared to PKR 0.35 last year.
• 🏦 Total assets increased to PKR 6,578.70 million as of September 30, 2025, from PKR 5,129.92 million as of June 30, 2025.
• 🛡️ Non-current assets totaled PKR 1,072.15 million, up from PKR 1,067.52 million at the end of the last fiscal year.
• 💵 Current assets increased to PKR 5,506.55 million from PKR 4,062.41 million since June 2025.
• 🧾 Total equity and liabilities amounted to PKR 6,578.70 million, up from PKR 5,129.92 million as of June 30, 2025.
• ✔️ No cash dividend, right shares, or bonus issues were recommended by the board.

🎯 Investment Thesis

BRRG presents a compelling investment opportunity based on the strong growth in profitability and EPS for the quarter. The significant increase in investment income and a healthy balance sheet underpin a BUY recommendation. A price target of PKR 90 over the next 12 months is justified, assuming the company can sustain its investment performance and maintain operational efficiency.

⚡ Flash Summary

BRR Guardian Limited (BRRGL) has released its financial results for the first quarter ended September 30, 2025. The company reported a significant increase in profit after taxation, reaching PKR 762.99 million compared to PKR 33.09 million in the same period last year. Earnings per share (EPS) also saw a substantial rise, increasing from PKR 0.35 to PKR 8.03. This quarter’s results are driven primarily by investment income and rental income.

📌 Key Takeaways

• 💰 Profit after taxation soared to PKR 762.99 million, a significant jump from PKR 33.09 million year-over-year.
• 📈 Earnings per share (EPS) dramatically increased to PKR 8.03 from PKR 0.35 in the prior year.
• 🏢 Rental income increased to PKR 81.24 million from PKR 70.23 million YoY.
• 💼 Investment income reached PKR 900.20 million, a substantial increase compared to PKR 19.48 million in the same quarter last year.
• 📊 Basic and diluted earnings per share stood at PKR 8.03, compared to PKR 0.35 last year.
• 🏦 Total assets increased to PKR 6,578.70 million as of September 30, 2025, from PKR 5,129.92 million as of June 30, 2025.
• 🛡️ Non-current assets totaled PKR 1,072.15 million, up from PKR 1,067.52 million at the end of the last fiscal year.
• 💵 Current assets increased to PKR 5,506.55 million from PKR 4,062.41 million since June 2025.
• 🧾 Total equity and liabilities amounted to PKR 6,578.70 million, up from PKR 5,129.92 million as of June 30, 2025.
• ✔️ No cash dividend, right shares, or bonus issues were recommended by the board.

🎯 Investment Thesis

BRRG presents a compelling investment opportunity based on the strong growth in profitability and EPS for the quarter. The significant increase in investment income and a healthy balance sheet underpin a BUY recommendation. A price target of PKR 90 over the next 12 months is justified, assuming the company can sustain its investment performance and maintain operational efficiency.

⚡ Flash Summary

BRR Guardian Limited (BRRG) reported a record net profit of Rs. 762.991 million for the first quarter ended September 30, 2025. This represents a significant increase compared to the net profit of Rs. 33.090 million in the same period last year. The company’s rental income grew by 15% to Rs. 81.237 million, driven by improved operational efficiency and planning. Earnings per share (EPS) improved substantially to Rs. 8.03 from Rs. 0.35 in the prior year, indicating strong financial performance.

📌 Key Takeaways

• 🎉 Record net profit of Rs. 762.991 million for Q1 2025.
• 📈 Rental income increased by 15% to Rs. 81.237 million from Rs. 70.227 million YoY.
• 💰 Profit before levy and taxation rose to Rs. 929.126 million from Rs. 44.33 million YoY.
• ✔️ Improved operational efficiency and planning contributed to profitability.
• 🧾 Levy and taxation accounted for Rs. 166.135 million.
• 🚀 Earnings per share (EPS) jumped to Rs. 8.03 from Rs. 0.35 YoY.
• 🏦 Total assets stand at Rs. 6,578.702 million as of September 30, 2025.
• 🏢 Investment properties valued at Rs. 891.956 million.
• 💸 Short-term investments total Rs. 5,352.155 million.
• ✔️ Issued, subscribed, and paid-up share capital at Rs. 950.084 million.
• 🏦 Revenue reserve amounts to Rs. 1,946.434 million.
• ✔️ The board recommended a final cash dividend of 5% i.e. Rs.0.5 per share.
• 👍 Company is committed to delivering value to shareholders.

🎯 Investment Thesis

Based on the exceptional Q1 2025 results, I recommend a BUY rating for BRRG. The company’s improved operational efficiency, strong rental income growth, and substantial EPS improvement indicate a positive outlook. The company has been growing at a fast rate, achieving high profitability and shareholder value. Price target: Rs. 90.00, Time horizon: 12 months. This is based on the increased EPS and expected market capitalization growth in the next year.