📈 UNITY: BUY Signal (7/10) – Presentation Corporate Briefing Session 2025

📌 Key Takeaways

• 📈 Revenue reached PKR 77.40 BN in FY25, indicating substantial sales.
• ⭐ 5-Year Revenue CAGR stands at 20.49%, demonstrating consistent growth.
• 💰 Gross Profit hit PKR 11.43 BN in FY25, showing improved profitability.
• 🚀 5-Year Gross Profit CAGR is an impressive 40.34%, indicating effective cost management.
• 🏢 Total Assets surged to PKR 95 BN in FY25, reflecting significant asset accumulation.
• 💪 5-Year Total Assets CAGR is 37.21%, showcasing strong balance sheet expansion.
• 🏭 Company boasts state-of-the-art infrastructure with 9 facilities nationwide.
• 🌐 Unity Foods has a Pan-Pakistan coverage, establishing it as a national brand.
• 🛒 Expanded offering includes 100+ SKUs, providing product diversity.
• 🌾 Product range spans oil, flour, rice, confectionery, lentils, sugar, and salt.
• 🌍 Company is diversifying revenue streams, including exploring Sri Lanka, Malaysia, and Vietnam for FY24 and adding EPZ Pakistan, Maldives for FY25.
• 🤝 Launched Sunridge Agri-Infrastructure Sukuk, highlighting corporate events and financial initiatives.
• 👨‍🎓 Youth engagement programs like U-Evolve Internship and U-Aspire MT Program show focus on talent development.
• ✅ Multiple certifications (ISO 45001, ISO 9001, ISO 14001, FSSC 22000) indicate commitment to quality and standards.

🎯 Investment Thesis

Unity Foods is a BUY due to its consistent revenue growth, increasing profitability, and strong asset base. The company’s diversification strategy, focus on infrastructure development, and commitment to quality standards further strengthen its investment potential. A price target will require a more comprehensive valuation model. I expect consistent dividend payouts in the medium-term as well.