Q1 2026 Lucky Cement Ltd Earnings Call Transcript
Key Points
- Lucky Cement Ltd (KAR:LUCK) reported a significant increase in profit after tax for the first quarter, with standalone profits rising to PKR14.6 billion from PKR6.6 billion in the comparable quarter.
- The company has successfully increased its domestic sales volume by 18%, contributing to an improved market share from 16.5% to 16.9%.
- Lucky Cement Ltd (KAR:LUCK) has undertaken energy efficiency projects, including adding battery capacity and implementing technology to reduce coal and power consumption, enhancing cost efficiency.
- The company has commenced commercial operations of a 0.65 million tonne cement grinding mill in Samawah, Iraq, expanding its grinding capacity.
- Lucky Cement Ltd (KAR:LUCK) is benefiting from favorable macroeconomic conditions, including interest rates, inflation, and exchange rates, which are positively impacting its operations.
- The company's export market share has slightly decreased due to increased overall industry exports, despite maintaining a volume of 0.8 million tonnes.
- Lucky Cement Ltd (KAR:LUCK) faces challenges in its mining joint venture, as it has yet to announce a bankable discovery of commercially feasible quantities of gold and copper.
- The company's ranking in the North has declined following the acquisition of Pioneer Cement by Maple Leaf, indicating increased competition.
- Lucky Cement Ltd (KAR:LUCK) has not been able to secure the acquisition of PIA, as it decided not to bid beyond a certain price.
- The company is experiencing higher coal transportation costs from South port to North plant, ranging from PKR8,000 to PKR10,000 per tonne.
(spoken in foreign language) everyone. Welcome to Lucky Cement analyst briefing for first quarter FY26. My name is Arsalan, and I will be moderating the zoom session.
I have with me Executive Director of Finance, Mr. Atif Kaludi, would like to request him to brief you about the company's last quarter performance and future outlook.
Thank you, Arsalan, and thank you, everyone, for joining our analyst briefing. I hope everybody can hear me clearly. If there are any problems, you can please let Arsalan know.
So (spoken in foreign language), this time around, there has been some delay on our part for holding the analyst briefing, but we thought that we should at least do it before at least the quarter ends and the next one becomes due.
So thank you for your patience, and we'll directly start on the agenda today. So Arsalan, how many people do we have with us?
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