Lotte Chemical Pakistan Ltd. (LOTCHEM) held its corporate briefing session today to discuss the 1QCY26 and CY25 financial results and provide insights into the future outlook. Key takeaways from the call are as follows:

·        During 1QCY26, the company posted revenue of PkR20.9bn vs. PkR21.5bn in SPLY, with reported earnings clocking in at PkR1.5bn vs. PkR662mn in SPLY (+123%YoY). EPS for the quarter stood at PkR1.0 vs. PkR0.4 in 1QCY25.

·        Gross profit for the quarter clocked in at PkR2.9bn, up 120%YoY from PkR1.3bn in SPLY, with gross profit margin improving to 14.0% from 6.2% in SPLY, supported by inventory gains amid the upstream price rally.

·        On the demand side, the recently imposed anti-dumping duty on Chinese PTA has continued to support improving domestic demand.

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Courtesy – AKD Research