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Analyst Opinion
PSO - Pakistan State Oil Company Ltd. Consolidated
PSO & Petrol Price Break up….
Ahsan Muhammad Asif    8/1/2025 12:00:00 AM
In the oil marketing (OMC) sector, we are focusing on Pakistan State Oil (PSO). We are covering it and our FY25 EPS estimation is PKR 44/sh plus a dividend forecast of PKR 10-20/sh. Whilst our FY26 EPS target is PKR 120/sh based on 1) our probable thrust of an increase in OMC margin by the government to benefit Saudi based companies viz. Aramco sites & WAFI 2) incremental other income 3) reduction in financial charges 4) an improved profile of the balance sheet once there is improvement in intercorporate circular debt situation at the behest of IMF from time to time.
Link: https://www.scstrade.com/research/Research%20Reports/General/PSO%20&%20Petrol%20Price%20Break%20up%E2%80%A6.pdf
PSO - Pakistan State Oil Company Ltd. Consolidated
PSO – Main beneficiary
Ahsan Muhammad Asif    7/28/2025 11:18:12 AM
PSO – Main beneficiary of the government plans to settle its corporate debt. PSO Receivable is standing ~PKR 500bn as per company latest books. In this case PSO is expected to receive approximately PKR 66.2 bn which constitutes an after-tax incremental impact of PKR 119.9/sh on EPS. PSO has already reported 9MFY25 EPS of PKR 32.52/sh. Ahsan M Asif Research Analyst SCS