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Companies Basic Materials SPEL.PSX
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SPEL.PSX PSX (Pakistan) Commodity Chemicals

SPEL, a.s.

$41,90
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Mcap
P/E
EV / Rev
Div yield
2,25 %
Op margin
21,8 %
ROE
20,5 %
Net margin
13,0 %
Debt / equity
0,11
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
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About

SPEL.PSX operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods to industrial and manufacturing customers.

Business. SPEL.PSX is a commodity chemicals company listed on the Pakistan Stock Exchange. The firm operates within the Basic Materials sector, specifically focusing on the Chemicals industry. Due to the absence of specific segment or geographic data, the company is described at the industry level. Its primary listing is under the ticker SPEL.PSX on the PSX.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryCommodity Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
20,5 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning SPEL.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to SPEL.PSX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    SPEL.PSX is a commodity chemicals company listed on the Pakistan Stock Exchange. The firm operates within the Basic Materials sector, specifically focusing on the Chemicals industry. Due to the absence of specific segment or geographic data, the company is described at the industry level. Its primary listing is under the ticker SPEL.PSX on the PSX.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryCommodity Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    SPEL.PSX maintains a strong liquidity position, with a current ratio of 3.27, indicating the company can cover its short-term obligations more than three times over. However, the company's liquidity risk is assessed as medium, primarily due to a negative net cash position after subtracting total debt. The debt-to-equity ratio of 0.11 suggests a conservative capital structure, with equity significantly outweighing debt.

    Profitability metrics for SPEL.PSX are robust, with a return on equity (ROE) of 20.51% and a return on assets (ROA) of 15.18%, both exceeding the typical thresholds for the Commodity Chemicals industry. These figures indicate efficient use of equity and assets to generate profit, aligning with the industry's preference for high returns on invested capital.

    The company's revenue is concentrated in a single business segment, as disclosed in its financials, with no geographic diversification provided in the available data. This lack of segment and geographic diversification may expose the company to higher concentration risk, particularly in volatile markets or regions.

    Looking ahead, SPEL.PSX is projected to maintain a stable growth trajectory, with no significant changes in revenue expected in the next fiscal year. The company's capital expenditure of -137.89 million suggests a reduction in investment in physical assets, which may indicate a shift toward cost optimization or a slowdown in expansion.

    The company's risk profile is characterized by a low dilution potential, with no significant dilution events identified in the recent financial filings. However, the negative net cash position and the presence of long-term debt of 664.68 million could pose liquidity challenges if cash flow from operations declines.

    Recent financial filings and transcripts do not indicate any major corporate events or strategic shifts for SPEL.PSX. The company's financial performance remains stable, with consistent operating and free cash flows, suggesting a well-managed business with strong operational efficiency.

    Key takeaways
    • SPEL.PSX has a strong liquidity position with a current ratio of 3.27, but faces medium liquidity risk due to a negative net cash position.
    • The company's profitability is robust, with ROE and ROA of 20.51% and 15.18%, respectively, outperforming industry norms.
    • Revenue is concentrated in a single business segment, with no geographic diversification disclosed, increasing exposure to market-specific risks.
    • Capital expenditures are negative, indicating a potential shift toward cost optimization or reduced investment in physical assets.
    • The company's risk profile is low in terms of dilution, but liquidity risks remain due to its debt structure and net cash position.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $41,90
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $6.11B
    Net cash
    -$664.7M
    Current ratio
    3.3
    Debt / equity
    0.1
    ROA
    15.2%
    ROE
    20.5%
    Cash conversion
    98.0%
    CapEx / revenue
    -1.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin21,8 %Best in class
    Net Margin13,0 %Above P75
    ROE20,5 %Best in class
    Capex / Rev-1,4 %Above P75
    D/E0,11Above median
    Cash Conv0,98Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • SPEL.PSX Market data — financials · 2026-05-29

    Ownership & reference

    Leadership

    • Naqi Zia HyderChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    SPEL.PSXCanonical
    PSX (Pakistan) · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage