$DLADY (3026.MY)$
(DLADY) Investment quarterly report analysis.
1. Financial Performance
Income growth:
In the fourth quarter of 2024, the revenue was 0.3659 billion Ringgit, only growing 0.4% year-on-year; the total annual revenue was 1.445 billion Ringgit, a slight increase of 0.2% year-on-year. The weak revenue growth indicates that the market may be approaching saturation or facing fierce competition.
Profitability:
The after-tax profit for the fourth quarter was 30.73 million Ringgit, a year-on-year increase of 34.6%; the total annual after-tax profit was 96.647 million Ringgit, up 33.5% year-on-year. The annual basic EPS reached 15.1 sen, an increase of 33.5% year-on-year. The significant profit growth is primarily attributed to cost control (such as accelerated depreciation reduction) and improved operational efficiency.
毛利率改善:
全年毛利率为33.8%(487.9/1,445.1),高于2023年的29.7%(428.4/1,442.8),显示公司通过价格调整和产品组合优化提升了盈利能力。
2. Financial Condition
The balance sheet is robust:
Total Assets increased from 0.9468 billion Ringgit to 1.0737 billion Ringgit, mainly from capital investment in new production facilities (Bandar Enstek). Shareholder equity reached 0.5018 billion Ringgit, a year-on-year increase of 14.8%, indicating a solid financial foundation.
Debt management:
In non-current liabilities, new borrowings of 73.47 million Ringgit were added (for the construction of new facilities)...
(DLADY) Investment quarterly report analysis.
1. Financial Performance
Income growth:
In the fourth quarter of 2024, the revenue was 0.3659 billion Ringgit, only growing 0.4% year-on-year; the total annual revenue was 1.445 billion Ringgit, a slight increase of 0.2% year-on-year. The weak revenue growth indicates that the market may be approaching saturation or facing fierce competition.
Profitability:
The after-tax profit for the fourth quarter was 30.73 million Ringgit, a year-on-year increase of 34.6%; the total annual after-tax profit was 96.647 million Ringgit, up 33.5% year-on-year. The annual basic EPS reached 15.1 sen, an increase of 33.5% year-on-year. The significant profit growth is primarily attributed to cost control (such as accelerated depreciation reduction) and improved operational efficiency.
毛利率改善:
全年毛利率为33.8%(487.9/1,445.1),高于2023年的29.7%(428.4/1,442.8),显示公司通过价格调整和产品组合优化提升了盈利能力。
2. Financial Condition
The balance sheet is robust:
Total Assets increased from 0.9468 billion Ringgit to 1.0737 billion Ringgit, mainly from capital investment in new production facilities (Bandar Enstek). Shareholder equity reached 0.5018 billion Ringgit, a year-on-year increase of 14.8%, indicating a solid financial foundation.
Debt management:
In non-current liabilities, new borrowings of 73.47 million Ringgit were added (for the construction of new facilities)...
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$PHARMA (7081.MY)$
According to Pharmaniaga Berhad (hereinafter referred to as Pharmaniaga) financial report and related announcements for the fourth quarter of 2024, here are some key points of analysis to help determine whether it is worth investing in the company:
1. Financial performance.
Revenue growth: In the fourth quarter of 2024, revenue was 0.926 billion Ringgit, an increase of 17.3% year-on-year. Total revenue for the year was 3.759 billion Ringgit, a year-on-year increase of 10.4%. The revenue growth mainly came from the addition of new products in the franchise Business and price adjustments, as well as increased demand in the Indonesian market.
Profitability: In the fourth quarter of 2024, the pre-tax profit was 13.3 million Ringgit, a significant improvement compared to the loss of 37.4 million Ringgit in the same period of 2023. The total pre-tax profit for the year was 0.194 billion Ringgit, compared to a loss of 78.2 million Ringgit in 2023, indicating a strong recovery.
Earnings per Share (EPS): The basic EPS for the full year of 2024 was 9.15 cents, compared to a loss of 5.86 cents in 2023, showing a significant improvement in the company's profitability.
2. Business Highlights
Franchise Business: Pharmaniaga's franchise agreement with the Ministry of Health of Malaysia is one of its core businesses. In 2024, the company successfully increased the number of products in the franchise product list and conducted...
According to Pharmaniaga Berhad (hereinafter referred to as Pharmaniaga) financial report and related announcements for the fourth quarter of 2024, here are some key points of analysis to help determine whether it is worth investing in the company:
1. Financial performance.
Revenue growth: In the fourth quarter of 2024, revenue was 0.926 billion Ringgit, an increase of 17.3% year-on-year. Total revenue for the year was 3.759 billion Ringgit, a year-on-year increase of 10.4%. The revenue growth mainly came from the addition of new products in the franchise Business and price adjustments, as well as increased demand in the Indonesian market.
Profitability: In the fourth quarter of 2024, the pre-tax profit was 13.3 million Ringgit, a significant improvement compared to the loss of 37.4 million Ringgit in the same period of 2023. The total pre-tax profit for the year was 0.194 billion Ringgit, compared to a loss of 78.2 million Ringgit in 2023, indicating a strong recovery.
Earnings per Share (EPS): The basic EPS for the full year of 2024 was 9.15 cents, compared to a loss of 5.86 cents in 2023, showing a significant improvement in the company's profitability.
2. Business Highlights
Franchise Business: Pharmaniaga's franchise agreement with the Ministry of Health of Malaysia is one of its core businesses. In 2024, the company successfully increased the number of products in the franchise product list and conducted...
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