📈 AHTM: BUY Signal (7/10) – PRESENTATION- CORPORATE BRIEFING SESSION (CBS)

📌 Key Takeaways

• 📍 AHTM was incorporated in Pakistan on December 3, 1989.
• 🏭 The company is primarily engaged in manufacturing and selling fabric.
• 🧵 AHTM is also involved in the yarn trading business.
• 🏢 Registered/Head office is located at 46-Hassan Parwana Colony, Multan.
• 🧶 The business segments include weaving.
• 🌍 Unit locations include M. M. Road, Chowk Sarwar Shaheed, District Muzaffargarh.
• 🧵 Major products include Twills, HB, Panama, BFC, Satins, CVC, and Canvas.
• 🛒 Key buyers include Mak Fabrics, Sarena Textile Industries (Pvt) Ltd., Saya Weaving Mills (Pvt) Ltd., and others.
• 📈 Sales-net increased from PKR 5,078 million in 2024 to PKR 5,623.47 million in 2025, a 10.74% increase.
• 📊 Gross profit increased significantly by 40.16% from PKR 306.63 million to PKR 429.77 million.
• 💸 Profit after taxation increased substantially by 137.61% from PKR 40.66 million to PKR 96.61 million.
• 🌱 Total assets increased from PKR 3,903.42 million to PKR 4,361.95 million.
• 📉 Debt to Equity Ratio decreased from 1.13 to 0.26.
• 💪 SWOT analysis highlights strengths (experienced board, qualified staff), weaknesses (low export, low GP%), opportunities (new local market, market trends), and threats (change in laws, exchange rate fluctuations).
• 🤝 CSR activities include quality food for staff, medical camps, scholarships, sports tournaments, and tree plantation campaigns.

🎯 Investment Thesis

Based on the improved financial performance, reduced debt, and positive growth trajectory, a BUY recommendation is warranted for AHTM. The company’s strong financial results indicate effective management and operational efficiency. While the risk assessment highlights certain challenges, the overall outlook is favorable. A price target can be established based on detailed valuation analysis, considering future growth prospects and sector comparisons.