FoxLogica News Analysis - FoxLogica

📉 YOUW: SELL Signal (8/10) – Annual Corporate Briefing Session 2025

⚡ Flash Summary

Yousaf Weaving Mills Limited (YOUW) reported a challenging fiscal year ending June 30, 2025. The company faced significant headwinds including inflation, economic instability, and high energy prices which negatively impacted its operational performance. Sales revenue decreased substantially to Rs 528 million from Rs 640 million in 2024, and the company incurred a significant loss after tax of Rs (306.714) million. Management is implementing a BMR program to modernize machinery and improve efficiency, expecting this to enhance long-term profitability.

Signal: SELL 📉

Strength: 8/10

Sentiment: NEGATIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

📉 Sales revenue decreased from Rs 640 million in 2024 to Rs 528 million in 2025.
💔 Operating profit declined from a loss of Rs (38) million in 2024 to a loss of Rs (295) million in 2025.
⚠️ Net loss after tax widened significantly from Rs (49) million in 2024 to Rs (306.714) million in 2025.
💸 Loss per share deteriorated from Rs (0.39) in 2024 to Rs (2.26) in 2025.
📉 Return on equity plummeted from (10)% in 2024 to (113)% in 2025.
🏢 Equity increased from Rs 270 million to Rs 499 million.
🏭 Weaving and spinning production volume decreased as seen in the provided graph.
🧑‍💼 Number of employees decreased from 351 to 389.
🏦 Current ratio decreased to 0.31:1 in 2025 from 0.51:1 in 2024, indicating liquidity issues.
⚙️ Management is implementing a BMR program to enhance operational efficiency.
⚡ Exorbitant energy prices and economic instability are major challenges.

🎯 Investment Thesis

Based on the analysis, a SELL recommendation is warranted for YOUW. The company’s financial performance has deteriorated significantly, and faces numerous challenges that are unlikely to be resolved quickly. Without substantial improvements in operational efficiency and market conditions, YOUW’s stock price is likely to decline further. Therefore a SELL is appropriate until a turnaround is apparent.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements CCM Signal: HOLD

⏸️ CCM: HOLD Signal (5/10) – CORPORATE BRIEFING SESSION 2025

⚡ Flash Summary

Crescent Cotton Mills Limited (CCML) reported sales of Rs. 5,574 million for 2025, a decrease of 6.53% compared to Rs. 5,963 million in 2024. Despite the revenue decline, the company’s net profit increased by 19.79% to Rs. 60.710 million. Earnings per share (EPS) rose to Rs. 2.68 from Rs. 2.24. The company has disposed of spinning unit located at Lahore Multan Road, that impacted the sales but the net profit shows that cost-cutting measurements are effective.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

Sales decreased by 6.53% from Rs. 5,962.592 million in 2024 to Rs. 5,573.501 million in 2025. 📉
Gross profit decreased by 9.44% from Rs. 476.954 million to Rs. 431.921 million. 📉
Profit from operations decreased by 27.13% from Rs. 222.296 million to Rs. 161.978 million. 📉
Finance cost increased by 1.89% from Rs. 83.688 million to Rs. 85.272 million. 📈
Profit after taxation increased by 19.79% from Rs. 50.679 million to Rs. 60.710 million. 📈
Earnings per share (EPS) increased from Rs. 2.24 to Rs. 2.68. 📈
Gross profit ratio decreased slightly from 8.00% to 7.75%. 📉
Current ratio decreased significantly from 3.86 to 1.48. 📉
The company disposed of its Spinning Unit at Lahore Multan Road. 🏭
Textile exports grew by 7.59% in FY2025. 📈
Company’s current ratio is 1.48 (2024: 3.86), shows less liquid assets. 💧
The company has disposed of assets of complete spinning unit. 🏭
The company’s financial leverage ratio is at 0.66, and was 0.59 in 2024. ⚖️

🎯 Investment Thesis

Based on the reported financials, a HOLD recommendation is appropriate. Although the company shows improved profitability, the decrease in sales and a high P/E ratio suggest a cautious approach. Further analysis of the textile sector and the company’s operational efficiencies is required. CCML will need to improve revenue and maintain profitability to sustain a positive outlook.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements SHCI Signal: HOLD

⏸️ SHCI: HOLD Signal (5/10) – Change of Principal Office

⚡ Flash Summary

Shaffi Chemical Industries Limited has announced a change in its principal office and mailing address. The company’s new address is 23-C-III, W.Mall, MM Alam Road, Gulberg-III, Lahore. All future correspondence should be directed to this new address. The announcement was made on November 17, 2025, and stakeholders, including the TRC Certificate Holders of the Exchange, have been requested to take note of the change.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🏢 Shaffi Chemical Industries Limited has changed its principal office/mailing address.
📍 The new address is 23-C-III, W.Mall, MM Alam Road, Gulberg-III, Lahore.
✉️ All future correspondence should be directed to the new address.
🗓️ The announcement date is November 17, 2025.
📞 The contact number remains the same: 0322-9001210.
📧 The email address also remains unchanged: Zahoor.ahmad@diamondfoam.com.
📝 The company has requested the TRC Certificate Holders of the Exchange to take note of this change.
🏢 The previous address was 23Km, Multan Road, Mohlanwal, Lahore.
🌐 The PSX website and CEO & BOD have been informed.
🏭 The factory address remains at Plot # 2, Gadoon Amazai Industrial Estate, Topi Ganduf Road, Swabi, Khyber-Pakhtoonkhwa.

🎯 Investment Thesis

Given the nature of this announcement (change of address), a HOLD recommendation is appropriate. The information provided does not warrant a change in investment strategy. The price target and time horizon remain unchanged as they depend on the company’s financial performance and broader market conditions, not its physical location.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements DIIL Signal: HOLD

⏸️ DIIL: HOLD Signal (2/10) – CHANGE THE PRICIPAL OFFICE OF THE COMPANY

⚡ Flash Summary

Diamond Industries Limited has announced a change in their principal office/mailing address, effective November 17, 2025. The company’s new address is 23-C-III, W.Mall, MM Alam Road, Gulberg-III, Lahore, while the previous address was 23Km, Multan Road, Mohlanwal, Lahore. The phone number (0322-9001210) and email (Zahoor.ahmad@diamondfoam.com) remain the same. This announcement is primarily for logistical purposes, ensuring that all future correspondence and communications are directed to the updated address, and also requires informing the TRC Certificate Holders of the Exchange.

Signal: HOLD ⏸️

Strength: 2/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🏢 Diamond Industries Limited is changing its principal office address.
📅 The change is effective as of November 17, 2025.
📍 The new address is 23-C-III, W.Mall, MM Alam Road, Gulberg-III, Lahore.
🏢 The previous address was 23Km, Multan Road, Mohlanwal, Lahore.
📞 The contact number remains unchanged: 0322-9001210.
📧 The email address for correspondence stays the same: Zahoor.ahmad@diamondfoam.com.
✉️ All future correspondence should be directed to the new address.
📜 TRC Certificate Holders of the Exchange need to be informed.
🌐 The announcement is for logistical and communication purposes.
🏭 The factory address remains at Plot # 25, Gadoon Amazai Industrial Estate, Topi Ganduf Road, Swabi, Khyber-Pakhtoonkhwa.
ℹ️ This change does not indicate any fundamental shift in the company’s operations.
👤 Zahoor Ahmad, Company Secretary, signed the announcement.

🎯 Investment Thesis

Given that this announcement is simply a change of address, a HOLD recommendation is appropriate. The news does not provide any fundamental insight into the company’s financial health, operational efficiency, or strategic direction. As such, there is no reason to alter the investment stance based solely on this information.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements KOSM Signal: SELL

📉 KOSM: SELL Signal (8/10) – Presentation For Annual Corporate Briefing Session for The Financial Year 2025

⚡ Flash Summary

Kohinoor Spinning Mills Limited (KSM) reported a challenging financial year ending June 30, 2025. The company experienced an operating loss of Rs 203 million, an increase from the Rs 171 million loss in the previous year. Correspondingly, the loss after tax deepened to Rs 494 million from Rs 375 million. This resulted in a loss per share of Rs 1.13, compared to Rs 0.91 in 2024, indicating a worsening financial performance.

Signal: SELL 📉

Strength: 8/10

Sentiment: NEGATIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

🚨 Increased Operating Loss: Operating loss increased from Rs 171 million in 2024 to Rs 203 million in 2025.
📉 Deeper Net Loss: Loss after tax widened from Rs 375 million to Rs 494 million.
📉 Loss Per Share (LPS): LPS deteriorated from Rs 0.91 to Rs 1.13.
📉 Equity Erosion: Equity decreased substantially from Rs 563 million to Rs 206 million.
📉 Declining Return on Equity: Return on Equity (ROE) decreased from 150% to 128%.
🏭 Operational Challenges: Pakistan’s spinning sector is facing challenges due to high energy costs and reduced consumer spending.
🌱 Diversification Efforts: The company is considering diversification to mitigate the unviable spinning sector conditions.
🧵 Yarn Trading: KSM has started purchasing and selling yarn, in line with its memorandum of association.
📜 Regulatory Compliance: Amendments to the Memorandum and Articles of Association have been approved to allow business diversification.
⚠️ Uncertain Outlook: The future for Pakistan’s spinning mills is uncertain due to declining local cotton production.
⚡️ High Energy Costs: High energy costs continue to pose a significant challenge to the company.
📊 Current Ratio: Current ratio worsened from 0.24 in 2024 to 0.16 in 2025, showing declining liquidity.

🎯 Investment Thesis

Given the sustained losses, declining equity, and challenging industry conditions, a SELL recommendation is warranted. The company faces significant operational and financial risks, with little prospect of near-term improvement. The negative outlook for the spinning sector in Pakistan, coupled with KSM’s weakened financial position, makes it an unattractive investment.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements LCI Signal: BUY

📈 LCI: BUY Signal (7/10) – Disclosure in Response to a Rumor

⚡ Flash Summary

Lucky Core Industries (LCI) has issued a clarification in response to recent media reports suggesting that it had divested its pharmaceutical manufacturing operations in Pakistan. The company explicitly states that it has NOT divested any of its pharmaceutical manufacturing units in the last three years. Instead, LCI has expanded its presence in the pharmaceutical sector through strategic acquisitions, including an asset acquisition from Pfizer Pakistan Limited completed in September 2024. LCI reaffirms its commitment to its pharmaceutical business in Pakistan, focusing on innovation and geographic expansion.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

📢 LCI addresses rumors of pharmaceutical manufacturing divestment.
❌ LCI clarifies it has NOT divested any units in the last 3 years.
📈 LCI has expanded its presence in the pharmaceutical sector.
🤝 Strategic acquisitions have strengthened LCI’s position.
🗓️ Asset acquisition from Pfizer Pakistan completed in September 2024.
🎯 LCI remains dedicated to its pharmaceutical business in Pakistan.
💡 Focus on innovation, geographic expansion, and healthcare access.
📜 Clarification issued under PSX Regulation 5.6.2.
🌍 LCI is committed to delivering solutions for patients and stakeholders.
🏢 The company continues its ordinary course of pharmaceutical operations.

🎯 Investment Thesis

BUY based on the company’s clarification, confirming continued pharmaceutical operations and expansion through strategic acquisitions. The Pfizer Pakistan acquisition indicates growth potential. The price target will be updated based on future earnings forecasts, but a SHORT_TERM horizon is suitable for monitoring the company’s operational execution and integration of acquired assets.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements FFC Signal: HOLD

⏸️ FFC: HOLD Signal (5/10) – Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Regulations

⚡ Flash Summary

FFC announced: Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Reg. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

FFC made announcement: Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Regulations
Automated analysis: HOLD signal detected
Signal strength: 5/10
This is basic analysis – manual review recommended
Professional CFA analysis unavailable

🎯 Investment Thesis

Basic HOLD indication for FFC. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements FCCL Signal: HOLD

⏸️ FCCL: HOLD Signal (5/10) – Material Information in respect of Intimation for Extension in Timeline for Public Announcement of Offer to Acquire Shares and Joint Control of Attock Cement Pakistan Limited by Fauji Cement Company Limited and Kot Addu Power Company Limited under the Sec

⚡ Flash Summary

Fauji Cement Company Limited (FCCL) and Kot Addu Power Company Limited (KAPCO) are jointly seeking to acquire shares and joint control of Attock Cement Pakistan Limited. Integrated Equities Limited, the Manager to Offer (MTO), has submitted an intimation for a 90-day extension in the timeline for the Public Announcement of Offer (PAO). The new deadline for the PAO is March 1, 2026. This extension is due to ongoing discussions/negotiations with the seller, Pharaon Investment Group Limited Holding S.A.L.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ FCCL and KAPCO seek to acquire shares and joint control of Attock Cement.
延期 Integrated Equities Limited requested a 90-day extension for the Public Announcement of Offer (PAO).
🎯 New PAO deadline is March 1, 2026.
🤝 Extension due to ongoing discussions with the seller, Pharaon Investment Group Limited Holding S.A.L.
📜 The initial Public Announcement of Intention (PAI) was published on June 4, 2025.
🔄 FCCL replaced Fauji Foundation as the joint acquirer.
🏛️ The extension is in accordance with Regulation 7(1) of the Listed Companies Regulations, 2017.
✉️ MTO’s letter dated November 25, 2025, provides details on the extension.
📢 The company is informing the Pakistan Stock Exchange Limited (PSX) about the extension.
🏢 Securities and Exchange Commission of Pakistan (SECP) is also notified.
💼 Brig Kashif Naveed Abbasi, SI (M), Retd, is the Company Secretary of Fauji Cement Company Limited.
📍 Fauji Cement Company Limited is located in Rawalpindi, Pakistan.
🌐 Integrated Equities Limited has its head office in Lahore.
ℹ️ This information is considered material and is being disclosed to stakeholders.

🎯 Investment Thesis

Given the lack of financial details and the extension of the PAO, a HOLD recommendation is appropriate for FCCL. While the acquisition of Attock Cement could potentially benefit FCCL in the long term, there is currently insufficient information to assess the financial impact and risk-reward profile. Investors should monitor future announcements for updates on the deal terms and financial implications. Price target will be determined after the deal terms are finalized. The time horizon is medium term, contingent on the finalization of the transaction.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements GEMNETS Signal: HOLD

⏸️ GEMNETS: HOLD Signal (6/10) – Presentation for Annual Corporate Briefing Session-FY2025

⚡ Flash Summary

GEMNETS’ FY2025 corporate briefing reveals a company focused on expansion and digital transformation. Revenue has seen substantial growth, increasing by 988% from the previous year. The company is strategically investing in infrastructure and digital solutions, aiming to capitalize on growing market opportunities in Pakistan. While profitability has improved, increased investment and operational costs have impacted net cash flow from operations.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🚀 Revenue soared by 988% to PKR 1,662.64 million in FY2025 from PKR 168.32 million in FY2024.
💰 Gross profit significantly increased to PKR 411.40 million in FY2025, up from PKR 104.35 million in FY2024.
📈 Profit before income tax reached PKR 86.02 million in FY2025, compared to PKR 40.17 million in FY2024.
✅ Profit after taxation stood at PKR 63.27 million in FY2025, a rise from PKR 29.76 million in FY2024.
💸 Earnings per share (EPS) decreased to PKR 1.88 in FY2025, down from PKR 3.44 in FY2024.
🏢 Total assets increased to PKR 1,090.18 million in FY2025 from PKR 1,012.94 million in FY2024.
🌱 Investment in property, plant, and equipment increased substantially to PKR 79.75 million in FY2025 from PKR 33.30 million in FY2024.
💼 Stock in trade increased to PKR 154.20 million in FY2025 from PKR 50.38 million in FY2024.
🧾 Trade debts increased to PKR 462.70 million in FY2025 from PKR 306.38 million in FY2024.
🏦 Cash and bank balances decreased to PKR 33.32 million in FY2025 from PKR 103.49 million in FY2024.
Shares were issued to increase capital. This is shown through the rise from PKR 330.82 million to PKR 367.58 million
📉 Net cash generated from operations showed cash out flow of (PKR 145.05 million) versus inflow PKR 99.49 million
🤝 Key customers include major players such as PTCL, ZONG, Telenor, and various banking institutions.
🌐 Focus on expanding infrastructure and digital solutions, particularly in underserved areas and digital transformation projects.
⚠️ The company highlights risks including regulatory challenges, infrastructure limitations, and cybersecurity concerns.

🎯 Investment Thesis

A HOLD recommendation is appropriate at this time. While revenue growth is impressive, concerns about profitability, EPS dilution, negative operating cash flow, and customer concentration need to be addressed. The company needs to demonstrate improved operational efficiency and better cash flow management to justify a more positive outlook. Continuous monitoring of its strategic initiatives and financial performance is essential.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements GEMPACRA Signal: HOLD

⏸️ GEMPACRA: HOLD Signal (5/10) – Board meeting Other than Financial Results

⚡ Flash Summary

The Pakistan Credit Rating Agency Limited (PACRA) has announced a board meeting scheduled for Tuesday, November 25, 2025, at its registered office in Lahore to consider corporate matters other than financial results. An Extraordinary General Meeting (EGM) will be held on December 29, 2025, to address the election of directors and the ratification of resolutions passed under ‘Special Business’ at the 31st Annual General Meeting (AGM) dated October 28, 2025, to address a procedural lapse. The announcement clarifies that there is no other material information to be disclosed at this time. This communication is intended for the Pakistan Stock Exchange Limited and TRE Certificate Holders.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 PACRA’s board meeting set for November 25, 2025, focuses on non-financial corporate matters.
🏢 Meeting will be held at the Registered office of the Company FB1, Awami Complex, Usman Block, New Garden Town, Lahore.
🗳️ An Extraordinary General Meeting (EGM) scheduled for December 29, 2025, under the Companies Act, 2017.
💼 The EGM will address the election of directors.
📜 Ratification of resolutions from the 31st AGM dated October 28, 2025, will be considered.
⚠️ The resolutions relate to ‘Special Business’ to address a procedural lapse.
ℹ️ No other material information is expected to be announced.
📢 TRE Certificate Holders of the Exchange will be informed accordingly.
✉️ The communication is addressed to the Pakistan Stock Exchange Limited.
🏢 PACRA’s Lahore office is located at FB-1, Awami Complex, Usman Block, New Garden Town.
👤 Iram Shahzadi is the Company Secretary.
🏛️ CC: The Executive Director/ HOD, Offsite- II Department Supervision Division, Securities & Exchange Commission of Pakistan, Islamabad.

🎯 Investment Thesis

Based solely on this announcement, a HOLD recommendation is appropriate. The meeting addresses corporate governance matters, but no immediate financial implications are apparent. A more comprehensive analysis of PACRA’s financial performance is necessary to make a well-informed investment decision.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

+ More