⚡ Flash Summary

Kohinoor Textile Mills Limited (KTML) reported its FY25 financials in a Corporate Briefing Session (CBS) on November 7, 2025. The company’s annual net revenues exceeded US$451 million, and market capitalization was worth US$739 million. KTML’s performance across its divisions showed varying results, with Home textile revenue increasing, while Spinning-net of power revenue decreased slightly. The company continues to focus on sustainability initiatives, including generating electricity from solar energy.

📌 Key Takeaways

• ✅ KTML’s annual net revenues surpassed US$451 million in FY25.
• 📈 Market capitalization reached US$739 million as of September 30, 2025.
• 🏭 KTML operates state-of-the-art spinning facilities with 180,144 ring spindles.
• ☀️ The company generates 35MW of electricity from solar energy.
• 🌍 Sustainability efforts reduced carbon dioxide emissions by an estimated 76.8 million pounds annually.
• 🏠 Home textile division sales increased from PKR 15,742 million in FY24 to PKR 15,874 million in FY25.
• 🔄 Spinning-net of power division sales decreased from PKR 29,375 million in FY24 to PKR 28,652 million in FY25.
• 🧵 Weaving division sales increased from PKR 13,058 million in FY24 to PKR 14,888 million in FY25.
• 📊 Gross profit for the weaving division significantly increased from PKR 1,089 million to PKR 2,317 million.
• 📉 Home textile gross profit margin decreased from 23.2% to 19.9%.
• ⚡️ The average cost per unit for energy decreased from Rs. 34.2/KWh to Rs. 30.5/KWh.
• 🌍 KTML is committed to environmental stewardship through various sustainability projects.

🎯 Investment Thesis

Based on the available information, a HOLD recommendation is appropriate for KTML. While the company demonstrates a commitment to sustainability and shows revenue growth in certain divisions, the overall financial performance is mixed. A more in-depth analysis of the company’s future prospects and strategic initiatives is needed before considering a BUY or SELL recommendation. Further monitoring is advised before re-evaluating the position.