PakGrowthVault

Policy practitioner | Market observer 🇵🇰
Economic reforms, PSX & capital strategy
Views personal

[PakGrowthVault @PakGrowthVault]

Now see the magic tomorrow

[Swiss MFA @SwissMFA]

We welcome the arrival of the Pakistani delegation in #Switzerland.

As one of the mediators of the MoU signed between the #UnitedStates and #Iran, the Pakistani delegation is on its way to the Bürgenstock for the next phase of discussions.

[PakGrowthVault @PakGrowthVault]

@Stockifyypsx 20,5000-210,000

[Profit @Profitpk]

Petrol price reduced from Rs373 to Rs299 per litre, while high-speed diesel slashed from Rs378 to Rs311 per litre

Read: https://t.co/LAA7K9uTaD

[PakGrowthVault @PakGrowthVault]

PETROL RATE UP 🚀 VS RATE DOWN 🐌 https://t.co/syWqkjBNgM via @YouTube

[PakGrowthVault @PakGrowthVault]

11/11
For investors who are okay with a bit of patience, DGKC currently offers a combination of cheap valuation, improving balance sheet, and decent sector tailwinds. The risk-reward looks reasonable from here, especially if you’re thinking 12–18 months.

[PakGrowthVault @PakGrowthVault]

8/11
If things continue on the current path — steady demand recovery, controlled costs, and further debt reduction — a Dec 2027 target of Rs 400–450 doesn’t look unrealistic. That’s not a prediction, just what the numbers suggest if execution stays decent.

[PakGrowthVault @PakGrowthVault]

10/11
The stock isn’t running up every day like some smaller names, but that’s partly because it’s a larger company with less speculative interest. The fundamentals have improved more than the price has reflected so far.

[PakGrowthVault @PakGrowthVault]

7/11
On the numbers side, broker consensus is pointing towards a 12-month target around Rs 325–340. Some houses are even higher. My own reading, looking at current earnings momentum and sector recovery, puts a reasonable target for Dec 2026 around Rs 330–350.

[PakGrowthVault @PakGrowthVault]

6/11
Lower policy rates are another tailwind. Companies that had higher debt (like DGKC did in the past) benefit the most when rates fall. The savings on interest costs are flowing straight to the bottom line now.

[PakGrowthVault @PakGrowthVault]

5/11
The recent budget has also thrown some support towards construction and real estate. Lower advance taxes and some relief on property transactions should help demand over the next 12–18 months. It’s not a game changer overnight, but it’s positive for the whole sector, including DGKC.

[PakGrowthVault @PakGrowthVault]

4/11
Compare this with peers. On EV/ton, DGKC is still one of the cheaper names in the sector. Pioneer (PIOC) also has low leverage, but DGKC’s balance sheet looks cleaner right now with actual net cash. Maple Leaf carries more debt in comparison. On pure valuation, DGKC is trading at a noticeable discount to several peers.

[PakGrowthVault @PakGrowthVault]

3/11
How did this happen? Two main things. First, interest rates started coming down, which directly helped reduce finance costs. Second, profitability improved sharply with better margins and some export support. The company used the extra cash to repay debt instead of expanding aggressively.

[PakGrowthVault @PakGrowthVault]

The company has cleaned up its balance sheet nicely. Total debt is now around Rs 22 billion, but cash sits at over Rs 40 billion. That means DGKC is sitting on net cash of roughly Rs 18 billion. Debt-to-equity is down to just 0.19x. This is a big shift from where it was a couple of years ago.

[PakGrowthVault @PakGrowthVault]

Back in FY23, DGKC was struggling. It posted a loss, finance costs were high because interest rates were through the roof, and debt had built up. Many investors wrote it off. Fast forward to now, and the picture has changed quite a bit.

[PakGrowthVault @PakGrowthVault]

Positive development! After the US-Iran peace agreement, international oil prices have started plummeting back to their pre-war levels. This is a very good sign for Pakistan’s economy. 🇵🇰

The final confirmation will come tomorrow (Friday) if the government announces a meaningful cut in fuel prices — ideally Rs 50-100, in line with the global drop. That would be a strong and much-needed stimulus for the economy, the common man, and investors who have been patiently waiting these last three months.

I stayed fully invested throughout the crisis and even built up my portfolio during this period. Now looking forward to healthy returns for all those who remained steadfast.
Big shoutout to the positive people who guided others through these difficult times with patience and faith. Your resilience is about to pay off! 💪📈
#PSX #PakistanEconomy #FuelPrices

[Shehbaz Sharif @CMShehbaz]

I am honoured to announce that the historic ‘Islamabad Memorandum of Understanding’ has been electronically signed today between the United States of America and the Islamic Republic of Iran. The Memorandum has been signed by honourable Presidents of both the countries and also endorsed by me as the mediator. The signing of this agreement at the highest level of the respective governments demonstrates the commitment of both sides to a diplomatic resolution of the conflict. Islamabad MoU shall enter into force with immediate effect and as a first step, Islamic Republic of Iran will instantly reopen the Strait of Hormuz and the United States of America will immediately lift the naval blockade.

I offer my heartfelt congratulations and sincere appreciation to the President of the United States, Donald J. Trump whose steadfast commitment to diplomacy and preference for peaceful resolution have once again helped end a conflict that could have led to devastating consequences for the region and beyond. I also commend the dedication and tireless efforts of the United States negotiating team, including J.D. Vance, Steve Witkoff and Jared Kushner, for their invaluable contributions to this achievement.

I express my profound respect and appreciation to His Eminence Ayatollah Seyyed Mojtaba Hosseini Khamenei, the Supreme Leader of Islamic Republic of Iran and President Masoud Pezeshkian for their wisdom, foresight and statesmanship in embracing the cause of peace. I also wish to recognize the efforts of the Iranian negotiating team, including Mohammad Bagher Ghalibaf, Abbas Araghchi and Eskandar Momeni, whose patience, perseverance and commitment to constructive engagement were instrumental in bringing this agreement to fruition.

I would especially like to acknowledge the sincere efforts and constructive engagement of the leadership of the State of Qatar in helping reach this point. I also highly commend the leadership of the Kingdom of Saudi Arabia, the Republic of Türkiye and the Arab Republic of Egypt for their indispensable role and invaluable contributions in this regard.

I would also like to make special mention of Field Marshal Syed Asim Munir, whose tireless efforts, selfless dedication and instrumental role were critical in facilitating this breakthrough and advancing the cause of peace and regional stability.

May this Memorandum of Understanding serve as an enduring foundation for greater understanding, mutual respect and shared prosperity for the complete region.

@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@mb_ghalibaf
@araghchi

[Documenting Saylor @saylordocs]

WARREN BUFFETT:

“IF YOU INVEST IN A STOCK, YOU MUST BE MENTALLY READY TO WATCH IT DROP 50% OR EVEN MORE — AND STAY CALM THROUGH IT.”

[SBP @StateBank_Pak]

The Monetary Policy Committee decided to keep the policy rate unchanged at 11.5 percent in its meeting held on June 15, 2026.
For details: https://t.co/QmtBOmlMuF

[SBP @StateBank_Pak]

The Monetary Policy Committee decided to keep the policy rate unchanged at 11.5 percent in its meeting held on June 15, 2026.
#SBPMonetaryPolicy