Engro Fertilizers Ltd. · PSX:EFERT
Engro Fertilizers — Q3 2026 Earnings Presentation
17 slides from Engro Fertilizers's earnings presentation, Oct 23, 2026
Slide 1: Notice of analyst briefing to Pakistan Stock Exchange
October 20, 2026 The General Manager Pakistan Stock Exchange Limited Stock Exchange Building Stock Exchange Road Karachi Subject: Analyst briefing on business results of Engro Fertilizers Limited for Q3 2026 Dear Sir, Engro Fertilizers Limited is hosting an investors/analysts’ briefing to brief abou
Slide 2: Note for attendees of the Analyst Briefing
Note for attendees of the Analyst Briefing Following are the best practices to attend an Analyst Briefing via videoconferencing that we would request all online attendees to follow: • Kindly join 5 to 10 minutes in advance of the scheduled time of the analyst briefing. • Please enter your name and t
Slide 3: Corporate Briefing Session Q3 2026
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Q3 2026 Corporate Briefing Session 23rd October 2026 www.engro.com
Slide 4: Important Disclaimer
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Important Disclaimer THIS PRESENTATION IS NOT AN OFFER OR SOLICITATION OF AN OFFER TO BUY OR SELL ANY SECURITIES OR ANY INVESTMENT This presentation has been prepared by Engro Fertilizers Limited (“EFERT”) solely for information purposes. No rep
Slide 5: Agenda
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Agenda 1 Highlights 2 Business Performance 3 Contributions & Challenges 4 Q&A Session www.engro.com
Slide 6: 1. Highlights
Engro Fertilizers Limited – Corporate Briefing Q3 2026 1. Highlights www.engro.com
Slide 7: Macro Economic Overview – Global & Local
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Macro Economic Overview – Global & Local Global Local GEOPOLITICAL SHOCKS • Strait of Hormuz remains disrupted since the June peace deal did not hold Inflation Policy Rate • Recent attacks on Saudi airports and energy infrastructure add further
Slide 8: Q3 2026 – Agricultural Landscape
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Q3 2026 – Agricultural Landscape 1. Farmer Economics Farmer economics remained supportive in Q3 2026. Higher maize prices (PKR 2,400/maund vs PKR 2,100 last year), cotton prices (PKR 8,400/maund vs PKR 7,100) and hybrid paddy prices (PKR 2,800/m
Slide 9: 2. Business Performance
Engro Fertilizers Limited – Corporate Briefing Q3 2026 2. Business Performance www.engro.com
Slide 10: Urea Business
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Urea Business YTD Sales (KT) Quarterly 2026 Sales (KT) Q3 Inventory Position (KT) Industry sales up 5% 5% 2% Q3 industry sales up 2% YoY Driven by pre-season Total buying 4,403 Inventory: 4,205 654 KT 14% 1,892 2026 1,475 80% Engro Market Market
Slide 11: DAP Business
Engro Fertilizers Limited – Corporate Briefing Q3 2026 DAP Business DAP international Q3 Inventory Position YTD Sales (KT) Q3 2026 Sales (KT) Price (USD/MT) (KT) 950 Industry sales up 2% Industry sales Total down 12% Inventory: 5% In line with LY 269 KT 16% Due to high prices & 11% 793 779 affordabi
Slide 12: Financial Highlights – 1/2
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Financial Highlights – 1/2 Revenue Profitability EPS Quarterly Financial PKR 79.6 Bn PKR 9.1 Bn PKR 6.83 Highlights +45% vs SPLY +57% vs SPLY vs. 4.35 SPLY Revenue Profitability EPS Year To Date Financial PKR 150.4 Bn PKR 16.2 Bn PKR 12.16 Highl
Slide 13: Financial Highlights – 9M 2026 vs 9M 2025 – 2/2
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Financial Highlights – 9M 2026 vs 9M 2025 – 2/2 Revenue increased • Urea sales revenue increased due to higher sales volumes and pricing actions by 11% • Phosphates revenue increased on account of higher volumes & average selling prices Gross Pr
Slide 14: Engro Markaz
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Engro Markaz Products available at Expert guidance Key Highlights of Engro Markaz retail prices Since Q1 Q2 Q3 YTD Inception Farmers Onboarded 261 643 4,848 5,752 7,094 Access to entire Available range under one throughout the No. of Stores Adde
Slide 15: 3. Contributions & Challenges
Engro Fertilizers Limited – Corporate Briefing Q3 2026 3.Contributions & Challenges www.engro.com
Slide 16: Contributing to the Nation
Engro Fertilizers Limited – Corporate Briefing Q3 2026 Contributing to the Nation Import Substitution - shielding farmers from Contribution to the National Exchequer higher costing international Urea International Urea EFert Urea (Landed Cost) MRP PKR / Bag Avg for 9M 26 10,640 4,715 The Company con
Slide 17: Pressure Enhancement Facility
Engro Fertilizers Limited – Corporate Briefing Q3 2026 PEF Update Pressure Enhancement Facility • Approximately USD 300Mn CAPEX by the fertilizer industry to enhance gas pressure from Mari field, thereby securing long-term sustainability of company operations • Phase 1 • Scope 1: Completed • Scope 2