Lucky Cement Limited (LUCK) Earnings Call Transcripts

Lucky Cement Limited's Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal year 2026, Lucky Cement Limited reported a 34% increase in profit after tax, driven by a 9% growth in domestic sales volume and increased dividend income from Lucky Electric. Revenue growth was supported by the expansion of their Congo plant and enhancements in renewable energy capacity, although export volumes dipped. Management anticipates domestic sales growth to moderate to 5% in FY '27 due to external economic pressures, particularly from the ongoing Iran-U.S. conflict.

Reported metrics

Guidance from management

Management expects domestic sales growth to moderate to around 5% in FY '27, impacted by inflation and geopolitical tensions. They maintained a positive outlook on the Congo expansion and renewable energy initiatives.

What management said

Hello, everyone. My name is Arsalan, and welcome to Lucky Cement's Analyst Briefing for 9-month FY '26. I have with me Director of Finance, Mr. Atif Kaludi. Now I would like to request Mr. Atif to start the briefing.

Yes. So normally, up until 2Q, all 3 foreign plants were utilized 95% plus. It was only in Q3 that 1 of our locations in Iraq, utilization dropped and the cost and revenue were kind of -- they pressurized the margin, which is why we saw a drop in profitability of international operations.

What analysts pressed on

Analysts expressed concerns regarding the decline in export volumes and the impact of geopolitical tensions on international operations. There were also questions about the sustainability of domestic sales growth given the economic environment.

Main topics on the call

• Profit After Tax Growth — Lucky Cement achieved a 34% increase in profit after tax, attributed to higher domestic sales and increased dividends from Lucky Electric. Management noted, "the growth in stand-alone figures is coming primarily out of t...
• Domestic Sales Volume — Domestic sales volume grew by 9% year-over-year, reaching 4.9 million tonnes. Management indicated that this growth could have been double-digit without external pressures, stating, "we were almost touching a double-digi...
• Export Volume Decline — Export volumes decreased to 2.3 million tonnes, contrasting with industry growth. Management explained that previous high export figures were unsustainable, stating, "we kind of achieved a very high number in FY 2025."
• Expansion Plans — Lucky Cement is expanding its Congo plant by 1.6 million tonnes per annum to capitalize on market growth. This expansion is expected to enhance overall profitability and revenues from foreign operations.

Read the full Lucky Cement Limited transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 21 Lucky Cement Limited earnings call transcripts on record, spanning February 9, 2022 to May 22, 2026. Based on this history, Lucky Cement Limited reports quarterly. The most recent call on file is dated May 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LUCK

Exchange

KASE

Country

PK

Sector

Materials

Industry

Construction Materials

Calls on record

21

First call

February 9, 2022

Most recent

May 22, 2026

Reporting cadence

quarterly