Pakistan Oilfields Limited
POL · Oil & Gas Exploration Companies · Group accounts
Business
Valuation
at the 30 Oct 2026 priceHigher means cheaper under the model. It says nothing about business quality.
▲Strengths
▼Watch closely
Analysis
Written by AI from the scores and reportsPOL earns a Strong health verdict and a Cheap valuation. The scorecard’s positives are high profitability (100), financial strength (97.6), momentum (100) and shareholder returns (90.0). It reports ROE of 35.5%, above the T-bill rate, a 53.9% net margin and zero debt-to-equity. Dividend yield is 15.0%, about 4.0 percentage points above T-bills, and PE is 5.19 versus a 5-year median of 5.01. Negatives: growth score is only 25.0, with 3-year real revenue growth of -9.3% and real EPS growth of -13.1%; receivable days are 119 and cash quality is 64.4. Outlook is 71.5. The scorecard lists no red flags. Digests mention a pending Windfall Levy case and unrecognised enhanced gas revenue, plus lower interest/dividend income when interest rates fell.
Calculated 31 Oct 2026. Not investment advice; the figures above are the reference.
Latest report
period ended 30 Sept 2026POL posted a 51% jump in standalone profit after tax to Rs 8,192 million and consolidated profit of Rs 8,558 million for the quarter ended September 30, 2026. Net sales rose 26% on 31% higher crude prices and 34% higher gas volumes, partly offset by lower crude and POLGAS volumes. Exploration spending fell 83% to Rs 193 million, while other income rose 58% to Rs 2,939 million. Cash and investments remain substantial, with cash and bank balances of about Rs 93 billion and mutual funds of Rs 31.7 billion. A proposed final dividend of Rs 72.5 per share was recognized, and the company is awaiting an Islamabad High Court ruling on the Windfall Levy case with a hearing adjourned to October 30, 2026. Drilling and seismic programs continue across Ikhlas, Tal, Pariwali, Turkwal and North Dhurnal blocks.
All report summaries →Latest developments
View businessIslamabad High Court hearing on Windfall Levy on Oil and Condensate petition held October 9, 2026 and adjourned to October 30, 2026.
First-quarter report FY27Ratana-6 well drilling suspended and rig released September 29, 2026 due to drilling complexities.
First-quarter report FY27Chaknaurang-02 workover for ESP installation completed October 8, 2026.
First-quarter report FY27
Financial years end in Jun (FY26 = Jul 2025 – Jun 2026). Amounts in Pakistani rupees: mn = million, bn = billion.