Karachi: FY25 ka saal cement sector ke liye bohat acha sabit hua, jahan industry ne record-high profitability achieve ki. Is behtareen performance ka sabab strong margins aur kam finance costs rahe.
Report ke mutabiq, 4QFY25 ke dauran cement sector ki aamdani mein 7% YoY izafa dekha gaya, jo zyada tar 6% YoY dispatches ke izafay aur retention prices ke barhne ki wajah se hua.
Margins bhi 5.7 percentage points tak improve hue, jiska sabab coal prices ka girna, renewable energy ka zyada istemal, aur cost efficiency bataya gaya. Saath hi, finance costs mein 53% YoY kami ne companies ke net earnings ko 48% YoY tak barhane mein madad di.
Analysts ne sector par Overweight stance barqarar rakha hai, kyun ke dispatches recover kar rahe hain, margins mazboot hain, aur finance costs gir rahi hain. Halaanke selab (floods) thoda short-term challenge ban sakte hain, lekin reconstruction activity se yeh asar cover ho jayega.
