Lucky Cement Limited Corporate Briefing Session Presentation FY 2025-26

Key takeaways

• The Company is expanding its solar capacity by 15 MW at the Karachi plant, which will bring the total installed solar capacity to 89.3 MW.
• Local sales volume increased by 10.1% in FY26 to reach 6.5 MT compared to 5.9 MT in FY25.
• UC3 Technology was successfully commissioned during the year across four production lines, reducing coal consumption, optimizing clinker output, and lowering the cost of production.
• Lucky Motor Corporation entered into an exclusive partnership with the GAC Group for the marketing and distribution of GAC vehicles in Pakistan.
• International expansion includes a 1.6 MTPA fully integrated cement manufacturing plant in the DRC, with construction activities anticipated to commence in 1Q FY 2027 and project completion within 18 months of commencement.
• Domestic market share remained stable at 15.6% in FY26 compared to 15.7% in SPLY, while export sales volumes decreased by 8.2% to 3.1 MT.
• Export market share decreased to 34.4% in FY26 compared to 36.6% in FY25, with Africa accounting for the majority of export destinations at 78%.
• Standalone net revenue for FY26 increased by 10% to Rs 136.5 billion, and Profit After Tax grew by 41% to Rs 46.6 billion.
• Standalone gross profit reached Rs 51.2 billion, reflecting a 20% increase compared to FY25.
• Consolidated net revenue for FY26 grew by 14% to Rs 516.4 billion, while consolidated Profit After Tax increased by 14% to Rs 96.5 billion.
• Domestic cement demand is expected to strengthen in FY27, supported by government infrastructure spending, housing incentives, and lower financing costs.
• LEPCL's transition to 100% Thar coal and improved rail logistics will strengthen its cost competitiveness and operational resilience.
• LMC aims to capitalize on the recovering automobile market through new Kia models, its GAC partnership for NEVs, and localization strategies.