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United Distributors Pakistan Limited Brief Company Overview 27-01-2023 #psx #fnel #udpl #stockexchange


United Distributors Pakistan Limited has entered into a non-compete arrangement with FMC Corporation, under which the US-based firm has paid UDPL $6 million as consideration. brecorder.com/news/40384131/… #UDPL #fertiliser #brecordernews

brecordernews's tweet image. United Distributors Pakistan Limited has entered into a non-compete arrangement with FMC Corporation, under which the US-based firm has paid UDPL $6 million as consideration.

brecorder.com/news/40384131/…

#UDPL #fertiliser #brecordernews

UDPL-Financial Results for the Year Ended June 30, 2025 #PSX #UDPL #StockMarket

ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket
ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket
ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket
ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket

MoD today signed a contract with Ultra Dimensions Pvt. Ltd. (#UDPL), Vishakhapatnam for modernization of Naval Aircraft Yards (NAYs) at Goa & Kochi, at a cost of approx. Rs 470 cr. The NAYs undertake servicing/repairs of Naval Aircraft, Aero Engines, Rotables and Test Equipment

DefenceDecode's tweet image. MoD today signed a contract with Ultra Dimensions Pvt. Ltd. (#UDPL), Vishakhapatnam for modernization of Naval Aircraft Yards (NAYs) at Goa & Kochi, at a cost of approx. Rs 470 cr.
 The NAYs undertake servicing/repairs of Naval Aircraft, Aero Engines, Rotables and Test Equipment
DefenceDecode's tweet image. MoD today signed a contract with Ultra Dimensions Pvt. Ltd. (#UDPL), Vishakhapatnam for modernization of Naval Aircraft Yards (NAYs) at Goa & Kochi, at a cost of approx. Rs 470 cr.
 The NAYs undertake servicing/repairs of Naval Aircraft, Aero Engines, Rotables and Test Equipment
DefenceDecode's tweet image. MoD today signed a contract with Ultra Dimensions Pvt. Ltd. (#UDPL), Vishakhapatnam for modernization of Naval Aircraft Yards (NAYs) at Goa & Kochi, at a cost of approx. Rs 470 cr.
 The NAYs undertake servicing/repairs of Naval Aircraft, Aero Engines, Rotables and Test Equipment
DefenceDecode's tweet image. MoD today signed a contract with Ultra Dimensions Pvt. Ltd. (#UDPL), Vishakhapatnam for modernization of Naval Aircraft Yards (NAYs) at Goa & Kochi, at a cost of approx. Rs 470 cr.
 The NAYs undertake servicing/repairs of Naval Aircraft, Aero Engines, Rotables and Test Equipment

Just want to wish @TimNFL good luck in #UDPL this week.


#UDPL fair value calculation based on financials. Recorded impressive EPS during last Q. if able to maintain the same EPS levels, price can be appreciate to 187-222 range by considering PER 6 and forecasted EPS @ PER 4

danukalive's tweet image. #UDPL fair value calculation based on financials. Recorded impressive EPS during last Q. if able to maintain the same EPS levels, price can be appreciate to 187-222 range by considering PER 6 and forecasted EPS @ PER 4

Here are my finished rookie drafts/auctions. #UDPL #Pigs3 #HoldtheMayo

DHH_Tyler's tweet image. Here are my finished rookie drafts/auctions. #UDPL #Pigs3 #HoldtheMayo
DHH_Tyler's tweet image. Here are my finished rookie drafts/auctions. #UDPL #Pigs3 #HoldtheMayo
DHH_Tyler's tweet image. Here are my finished rookie drafts/auctions. #UDPL #Pigs3 #HoldtheMayo

UDPL's FY25 profit isn't what it seems. Ignore the headline #EPS. The core distribution business posted an operating loss. The entire profit came from one-off investment gains. #UDPL #Earnings #PSX 🔗dps.psx.com.pk/download/docum…


#UDPL fair value calculation based on financials. Revenue +79% GP +562+ NP +1336%. Positioned at PER . by forecasting same EPS, price can easily appreciate to 187 and then 222 which is more than 50% from CMP. Good time to collect and wait for next Q financial results to realize

danukalive's tweet image. #UDPL fair value calculation based on financials. Revenue +79% GP +562+ NP +1336%. Positioned at PER . by forecasting same EPS, price can easily appreciate to 187 and then 222 which is more than 50% from CMP. Good time to collect and wait for next Q financial results to realize

📢 Dividend Alert: #UDPL (UDL Pakistan) Announces Massive Special Interim Cash Dividend UDL Pakistan’s Board of Directors has declared a special interim cash dividend of Rs. 30/- per share (300%) for the year ending June 30, 2025 This is in addition to the earlier interim…

trade_flow's tweet image. 📢 Dividend Alert: 

#UDPL (UDL Pakistan) Announces Massive Special Interim Cash Dividend

UDL Pakistan’s Board of Directors has declared a special interim cash dividend of Rs. 30/- per share (300%) for the year ending June 30, 2025

This is in addition to the earlier interim…

My draft in #UDPL has been 🔥🔥 1.06 - Akers 1.08 - Swift 1.10 - Jeudy (huge need) Follow the rest. www55.myfantasyleague.com/2020/home/4597…


Lost to @DaFantasyFather in the #UDPL championship last year.... he sneaks into playoffs and has a 40 point lead early.... if he boots me....


The fellas are back, well most of them. @DHH_Tim is out, so @DaFantasyFather and @DHH_Tyler are joined by @TheFFdynasty own @JayWaynesWorld to go over the #UDPL (Ultimate Dynasty Podcasters League) rookie draft. dynastyhappyhour.podbean.com/e/ep-127-udpl-…

DynastyHHPod's tweet image. The fellas are back, well most of them. @DHH_Tim is out, so @DaFantasyFather and @DHH_Tyler are joined by @TheFFdynasty own @JayWaynesWorld to go over the #UDPL (Ultimate Dynasty Podcasters League) rookie draft. 

dynastyhappyhour.podbean.com/e/ep-127-udpl-…

Through 3 rounds of the #UDPL rookie draft. I traded for TJ Hockenson, who’s not shown. I sent Fant and 2.08 for Hock and 4.04 during round one. First Hock share in TE Premium.

DWZMemphis's tweet image. Through 3 rounds of the #UDPL rookie draft. I traded for TJ Hockenson, who’s not shown. 

I sent Fant and 2.08 for Hock and 4.04 during round one. 

First Hock share in TE Premium.

Today, #UDPL has announced Rs.17/- DPS for September quarter 2025. This is third dividend since July (total dividend Rs.48.25) which makes it lucrative. @MeherJazibAli @SaeedNasha44198 @pkalphachase


UDPL's FY25 profit isn't what it seems. Ignore the headline #EPS. The core distribution business posted an operating loss. The entire profit came from one-off investment gains. #UDPL #Earnings #PSX 🔗dps.psx.com.pk/download/docum…


UDPL-Financial Results for the Year Ended June 30, 2025 #PSX #UDPL #StockMarket

ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket
ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket
ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket
ChasePSXNotices's tweet image. UDPL-Financial Results for the Year Ended June 30, 2025

#PSX #UDPL #StockMarket

United Distributors Pakistan Limited has entered into a non-compete arrangement with FMC Corporation, under which the US-based firm has paid UDPL $6 million as consideration. brecorder.com/news/40384131/… #UDPL #fertiliser #brecordernews

brecordernews's tweet image. United Distributors Pakistan Limited has entered into a non-compete arrangement with FMC Corporation, under which the US-based firm has paid UDPL $6 million as consideration.

brecorder.com/news/40384131/…

#UDPL #fertiliser #brecordernews

FY25 #TPL: 95% of revenue and 91% of GP was from tea FY25 #UDPL: 97% of revenue and 95% of GP was from tea #CSE #lka

Channa_Amare's tweet image. FY25 #TPL: 95% of revenue and 91% of GP was from tea

FY25 #UDPL: 97% of revenue and 95% of GP was from tea

#CSE #lka

#BIL acquired control of #UDPL (and #HAPU) from Finlays in Dec 2021 UDPL had a banner year in FY23, benefiting from surge in tea prices to record highs and a recovery in crop Only 13k shares were needed to enter top 20 shareholders of illiquid company as at June 2025 #CSE #lka

Channa_Amare's tweet image. #BIL acquired control of #UDPL (and #HAPU) from Finlays in Dec 2021

UDPL had a banner year in FY23, benefiting from surge in tea prices to record highs and a recovery in crop

Only 13k shares were needed to enter top 20 shareholders of illiquid company as at June 2025

#CSE #lka
Channa_Amare's tweet image. #BIL acquired control of #UDPL (and #HAPU) from Finlays in Dec 2021

UDPL had a banner year in FY23, benefiting from surge in tea prices to record highs and a recovery in crop

Only 13k shares were needed to enter top 20 shareholders of illiquid company as at June 2025

#CSE #lka

#UDPL's recurring TTM PER is 6.1x at Rs168 But what is ‘fair’ PER for volatile plantation sector? Pure tea plays should also trade at discount to multi-crop estates How does UDPL compare with high dividend paying tea play #TPL, which is on TTM PER of 5.9x at Rs160? #CSE #lka

Channa_Amare's tweet image. #UDPL's recurring TTM PER is 6.1x at Rs168

But what is ‘fair’ PER for volatile plantation sector? 

Pure tea plays should also trade at discount to multi-crop estates

How does UDPL compare with high dividend paying tea play #TPL, which is on TTM PER of 5.9x at Rs160?

#CSE #lka

#UDPL valuations should be adjusted for non-recurring gain on bargain purchase of #TSML in 1Q26 ➡️ UDPL's 1Q26 net profit of Rs678 mn included negative goodwill of Rs515 mn • EBIT -19% YoY Excluding same, UDPL's recurring TTM EPS is Rs28 vs reported TTM EPS of Rs54 #CSE #lka

Channa_Amare's tweet image. #UDPL valuations should be adjusted for non-recurring gain on bargain purchase of #TSML in 1Q26

➡️ UDPL's 1Q26 net profit of Rs678 mn included negative goodwill of Rs515 mn
• EBIT -19% YoY

Excluding same, UDPL's recurring TTM EPS is Rs28 vs reported TTM EPS of Rs54

#CSE #lka
Channa_Amare's tweet image. #UDPL valuations should be adjusted for non-recurring gain on bargain purchase of #TSML in 1Q26

➡️ UDPL's 1Q26 net profit of Rs678 mn included negative goodwill of Rs515 mn
• EBIT -19% YoY

Excluding same, UDPL's recurring TTM EPS is Rs28 vs reported TTM EPS of Rs54

#CSE #lka


#UDPL valuations should be adjusted for non-recurring gain on bargain purchase of #TSML in 1Q26 ➡️ UDPL's 1Q26 net profit of Rs678 mn included negative goodwill of Rs515 mn • EBIT -19% YoY Excluding same, UDPL's recurring TTM EPS is Rs28 vs reported TTM EPS of Rs54 #CSE #lka

Channa_Amare's tweet image. #UDPL valuations should be adjusted for non-recurring gain on bargain purchase of #TSML in 1Q26

➡️ UDPL's 1Q26 net profit of Rs678 mn included negative goodwill of Rs515 mn
• EBIT -19% YoY

Excluding same, UDPL's recurring TTM EPS is Rs28 vs reported TTM EPS of Rs54

#CSE #lka
Channa_Amare's tweet image. #UDPL valuations should be adjusted for non-recurring gain on bargain purchase of #TSML in 1Q26

➡️ UDPL's 1Q26 net profit of Rs678 mn included negative goodwill of Rs515 mn
• EBIT -19% YoY

Excluding same, UDPL's recurring TTM EPS is Rs28 vs reported TTM EPS of Rs54

#CSE #lka

Plantation Sector Valuations as at 2025/09/03

danukalive's tweet image. Plantation Sector Valuations as at 2025/09/03


📢 Dividend Alert: #UDPL (UDL Pakistan) Announces Massive Special Interim Cash Dividend UDL Pakistan’s Board of Directors has declared a special interim cash dividend of Rs. 30/- per share (300%) for the year ending June 30, 2025 This is in addition to the earlier interim…

trade_flow's tweet image. 📢 Dividend Alert: 

#UDPL (UDL Pakistan) Announces Massive Special Interim Cash Dividend

UDL Pakistan’s Board of Directors has declared a special interim cash dividend of Rs. 30/- per share (300%) for the year ending June 30, 2025

This is in addition to the earlier interim…

Need a better peer group to compare #SOY's TTM PERs - and need market cap weighted average Plantations #UDPL and #KOTA are poor proxies - and #RWSL is not a good benchmark either ➡️ Shows difficulty of relative valuation ➡️ Forward earnings and cashflows matter more #CSE #lka


#CSE #lka trivia question: When did #UDPL last pay a dividend? 🧐 #LOLC acquired control of UDPL from Finlays in Dec 2021, but even long before that, dividends were unheard of at UDPL Illiquid share up ~5x over past five years, but lagged tea star #TPL due to lack of dividends

Channa_Amare's tweet image. #CSE #lka trivia question: When did #UDPL last pay a dividend? 🧐

#LOLC acquired control of UDPL from Finlays in Dec 2021, but even long before that, dividends were unheard of at UDPL

Illiquid share up ~5x over past five years, but lagged tea star #TPL due to lack of dividends
Channa_Amare's tweet image. #CSE #lka trivia question: When did #UDPL last pay a dividend? 🧐

#LOLC acquired control of UDPL from Finlays in Dec 2021, but even long before that, dividends were unheard of at UDPL

Illiquid share up ~5x over past five years, but lagged tea star #TPL due to lack of dividends

Based on TTM PERs, pure tea plays #TPL and #UDPL are cheaper than #KVAL on TTM PERs of 3.7x and 2.5x respectively But KVAL's Mabroc tea brand ownership merits premium TPL has stronger B/S and better dividend record than UDPL Wage hike will affect forward EPS for all #CSE #lka

Channa_Amare's tweet image. Based on TTM PERs, pure tea plays #TPL and #UDPL are cheaper than #KVAL on TTM PERs of 3.7x and 2.5x respectively

But KVAL's Mabroc tea brand ownership merits premium

TPL has stronger B/S and better dividend record than UDPL

Wage hike will affect forward EPS for all

#CSE #lka

🚨 | Fabio Silva to Las Palmas!✅🇵🇹 #UDPL


The Canaweek⚽️ 21/02🇸🇮 @FCKoper - Mura 23/02🇧🇬 @botev_plovdiv - Etar 24/02🏴󠁧󠁢󠁥󠁮󠁧󠁿 Blackburn - @NorwichCityFC 24/02🇫🇷 Lorient - @FCNantes 24/02🇧🇪 @stvv - Westerlo 25/02🇮🇹 @ModenaOfficial - Spezia 25/02🇪🇸 @UDLP_Oficial - Osasuna #FCNantes #UDPL #NCFC #STVV


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