FoxLogica News Analysis

⏸️ SMCPL: HOLD Signal (5/10) – Notice of Corporate Briefing Session for FY 2024-2025

⚡ Flash Summary

Safe Mix Concrete Limited will hold a corporate briefing session on Friday, November 21, 2025, at 2:30 p.m. The session will be virtual via a Zoom link. The purpose of the briefing is to update shareholders, investors, and analysts on the company’s financial performance for the fiscal year ending June 30, 2025, and the first quarter ending September 30, 2025. Interested participants are requested to register by November 20, 2025.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 📢 Corporate briefing session scheduled for November 21, 2025.
  • 💻 The briefing will be held virtually via Zoom.
  • 🕒 Time: 2:30 p.m. Pakistan Standard Time.
  • 📅 Focus on FY 2024-2025 financial performance (year ending June 30, 2025).
  • 📊 Discussion of the first quarter performance ending September 30, 2025.
  • 📧 Registration required via email to dabeerullah.sheikh@safemixlimited.com.
  • 📝 Subject line for registration: “Registration for SMCL CBS”.
  • ⏳ Registration deadline: November 20, 2025.
  • 👤 Required information for registration includes name, institution, CNIC number, folio number, contact number, and email address.
  • 🔗 Zoom link will be shared with registered participants before the meeting.
  • ❓ Participants can send queries and comments to dabeerullah.sheikh@safemixlimited.com.
  • 🗣️ Feedback is encouraged during the session in the comment section or via email.
  • 🏢 Presentation will be uploaded on PUCARs and the company’s website (www.safemixlimited.com) one day in advance.
  • 📜 TRE Certificate holders of the exchange will be informed accordingly.
  • 🌐 Company website: www.safemixlimited.com.

🎯 Investment Thesis

HOLD, pending review of detailed financial performance during the briefing session. A price target and rationale cannot be determined until further information is available.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ TOWL: HOLD Signal (5/10) – Annual Corporate Briefing Session 2025

⚡ Flash Summary

Towellers Limited will hold its Annual Corporate Briefing Session (CBS) on November 26th, 2025, at 3:30 p.m. via Zoom to discuss the company’s financial performance and future outlook for the year ended June 30, 2025. The session aims to brief shareholders, investors, and analysts. Interested participants are requested to confirm their participation by November 24th, 2025. The presentation will be published through PUCARS and uploaded on the company’s website.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 📢 Towellers Limited is holding its Annual Corporate Briefing Session 2025.
  • 🗓️ Date: November 26th, 2025.
  • 🕒 Time: 3:30 p.m. Pakistan Standard Time.
  • 💻 Mode: Video conference via Zoom.
  • 🔗 Zoom Meeting Link: https://us05web.zoom.us/j/86040870277?pwd=42RUoUqMl3bxPdzbc0QaPrKowGO2sz.1
  • 🆔 Meeting ID: 860 4087 0277
  • 🔑 Passcode: ui2aj2
  • 🗣️ Purpose: To brief shareholders, investors, and analysts.
  • 📊 Focus: Company’s financial performance and future outlook.
  • 📅 Year-end: June 30, 2025.
  • 📧 Confirmation: Required by November 24th, 2025, via email to farhan@towellers.com.
  • 📄 Presentation: To be published via PUCARS.
  • 🌐 Accessibility: Also available on the company’s website.

🎯 Investment Thesis

Given the limited information, a HOLD recommendation is appropriate. A more informed decision requires a detailed review of the company’s financial statements and performance during the corporate briefing. A price target and time horizon cannot be established without financial data.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

📈 KML: BUY Signal (7/10) – CBS 2025 presentation

⚡ Flash Summary

Kohinoor Mills Limited (KML) reported a decrease in turnover from PKR 29.85 billion in 2024 to PKR 27.14 billion in 2025. However, the company turned profitable, reporting a profit after tax of PKR 233.51 million in 2025 compared to a loss of PKR 19 million in 2024. Consequently, the earnings per share (EPS) improved from PKR -0.04 in 2024 to PKR 0.46 in 2025. The company is expanding its apparel division and focusing on renewable energy initiatives, which may drive future growth and cost efficiencies.

Signal: BUY 📈
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ☝️ Turnover decreased from PKR 29.85 Billion in 2024 to PKR 27.14 Billion in 2025.
  • ✅ Turned profitable with PKR 233.51 Million profit after tax in 2025 vs. a PKR 19 Million loss in 2024.
  • ⬆️ Earnings Per Share (EPS) increased from PKR -0.04 in 2024 to PKR 0.46 in 2025.
  • 🏭 Expanding Apparel Division with Phase 1 projected revenue of USD 12M using current capacity.
  • 🚀 Phase 2 Apparel Division targets USD 40M revenue with expanded capacity, requiring PKR 1B in upgrades.
  • 🎯 Phase 3 Apparel Division aims for USD 72M revenue via double-shift operations, leveraging Phase 2 infrastructure.
  • ☀️ Renewable Energy: 4.5 MW solar commissioned, aiming for 20% of total electricity demand.
  • ♻️ Renewable Energy: Biomass thermal oil heater supplies 95% of energy from renewable sources.
  • 📉 Gross Margin decreased from 14.22% in FY24 to 13.32% in FY25.
  • ✨ Net Margin improved from -0.07% in FY24 to 0.86% in FY25.
  • 🌍 Region-wise sales show Pakistan contributing 47% in 2025 compared to 44% in 2024.
  • 🧵 Weaving division produced 53 million meters in 2024-25, up from 52 million in 2023-24.
  • 🎨 Dyeing division produced 31 million meters in 2024-25, consistent with 2023-24.

🎯 Investment Thesis

KML presents a BUY opportunity due to its turnaround in profitability and strategic initiatives for future growth. While revenue declined, the company’s ability to turn a profit signals improved efficiency. The apparel division expansion and renewable energy investments are promising. I recommend a BUY rating with a price target of PKR 55, with a 12-18 month time horizon, based on projected earnings growth and sector multiples.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ GEMBCEM: HOLD Signal (5/10) – Half-Yearly Progress Report under Regulation 5A.12.4

⚡ Flash Summary

Burj Clean Energy Modaraba’s half-yearly progress report indicates a focus on establishing operational groundwork. During the reporting period, they installed two solar home systems with a combined capacity of 48kW, amounting to PKR 7 million, and procured 21 solar battery units, costing PKR 14 million, with 12 already installed. The unutilized IPO proceeds are invested in profit-bearing bank accounts, preserving capital. Customer engagement is accelerating, with expectations of increased deployment in the next period.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ✅ Initial operational groundwork (product programs, customer vetting) completed.
  • ☀️ Installed 2 solar home systems with 48kW capacity.
  • 💰 Solar home systems installations amount to PKR 7 million.
  • 🔋 Procured 21 solar battery units of 8kW each.
  • 💸 Total cost of battery units procured is PKR 14 million.
  • 🛠️ 12 solar battery units already installed.
  • 🏦 Unutilized IPO proceeds invested in profit-bearing bank accounts.
  • 💼 No funds diverted from stated purpose.
  • 📈 Customer onboarding accelerating.
  • 🚀 Expecting increased deployment in the upcoming reporting period.
  • 🤝 Commitment to responsible stewardship of funds.
  • 📃 Full compliance with PSX Listing Regulation 5A.12.4.

🎯 Investment Thesis

HOLD. The company is in the early stages of deploying capital and establishing its business. While the report indicates progress in installations and customer engagement, concrete financial results are needed to justify a BUY rating. The investment thesis is based on the successful execution of the company’s business plan and conversion of its pipeline into revenue-generating projects. Price target and time horizon are contingent on future financial performance.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ LIVEN: HOLD Signal (5/10) – Notice of Book Closure – Issuance of Right Shares

⚡ Flash Summary

Liven Pharma Limited has announced a book closure for the purpose of issuing right shares. The share transfer books will be closed on November 27th, 2025 to determine shareholder entitlement. This action aligns with the company’s previously announced plans to issue right shares, as communicated on September 12th, 2025. Shareholders must ensure that share transfers are completed and received by the Company’s Share Registrar by the close of business on November 26th, 2025, to be eligible for the right shares.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🗓️ Book closure announced for right shares: November 27th, 2025.
  • 📢 Announcement references prior communication on September 12th, 2025.
  • ⏳ Last date for transfers: November 26th, 2025.
  • 🏢 Share registrar: M/S F.D. Registrar Services SMC (Pvt.) Ltd.
  • 📍 Registrar address: 1705, 17th Floor, Saima Trade Tower A, I.I. Chundrigar Road, Karachi.
  • ✔️ Compliance with PSX Rule Book: Clause 5.6.9 (b).
  • 📰 Publication in Pakistan Observer and Daily Pakistan on November 19th, 2025.
  • 💼 Right shares issuance to strengthen capital base.
  • 🔒 Book closure impacts share trading temporarily.
  • 📈 Potential increase in outstanding shares.
  • 🤔 Dilution of existing shareholders if rights are not exercised.
  • 🌱 Capital infusion could fund expansion plans.
  • 📜 Terms and ratio of right shares not detailed in this notice.

🎯 Investment Thesis

Based solely on the book closure announcement for right shares, a HOLD recommendation is appropriate. While the capital infusion could potentially benefit Liven Pharma’s long-term growth prospects, the lack of details regarding the terms of the right shares and the intended use of funds makes it difficult to assess the investment opportunity. Further information is required to determine a precise price target. The time horizon is dependent on the company’s execution of its growth strategy with the raised capital.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ ELCM: HOLD Signal (6/10) – CORPORATE BRIEFING PRESENTATION

⚡ Flash Summary

Elahi Cotton Mills Limited’s corporate briefing for the year ended June 30, 2025, reveals a mixed financial performance. While sales revenue increased from Rs 960.658 million in 2024 to Rs 996.624 million in 2025, the company experienced a significant shift from profit to loss after tax. Specifically, the company made a profit of Rs 10.592 million in 2025 compared to a loss of Rs (25.739) million in 2024. This decline in profitability is further reflected in the EPS, which decreased from 8.15 Rs/Share to (19.80) Rs/Share.

Signal: HOLD ⏸️
Strength: 6/10
Sentiment: NEGATIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ⬆️ Sales Revenue increased to Rs 996.624 million in 2025 from Rs 960.658 million in 2024.
  • 📉 Operating Profit shifted to Rs 22.610 million in 2025 from a loss of (Rs 14.917) million in 2024.
  • 📉 Profit/Loss After Tax declined to Rs 10.592 million in 2025 from (Rs 25.739) million in 2024.
  • 📉 EPS/LPS decreased to (Rs 19.80) /Share in 2025 from Rs 8.15/Share in 2024.
  • 📊 Paid-up Capital remained constant at Rs 13.000 million.
  • 📉 Return on Equity decreased to 81.5% in 2025 from (198.1)% in 2024.
  • ⬆️ Gross Profit increased significantly to Rs 41.638 million from Rs 2.734 million.
  • ⬇️ Administration & Distribution expenses decreased slightly to Rs 16.565 million from Rs 16.829 million.
  • ☀️ The company is installing solar systems to reduce energy costs and improve profitability.
  • ⚠️ The textile industry is facing slowdowns and increased costs, negatively impacting profit margins.

🎯 Investment Thesis

Given the mixed financial performance and external challenges, a HOLD recommendation is appropriate. While sales increased, the sharp decline in profitability raises concerns. The company needs to demonstrate sustainable profitability improvements before a BUY recommendation can be considered. A price target cannot be provided without additional financial information. The time horizon is MEDIUM_TERM (1-2 years).

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ INDU: HOLD Signal (6/10) – Credit of First Interim Cash Dividend for the Year ending June 30, 2026

⚡ Flash Summary

Indus Motor Company Ltd. has announced a first interim cash dividend of Rs. 51 per share, which equates to 510% for the year ending June 30, 2026. The dividend will be credited electronically to the shareholders’ designated bank accounts. The payment date is November 18, 2025. This announcement provides income to shareholders.

Signal: HOLD ⏸️
Strength: 6/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 💰 Indus Motor Company declares first interim cash dividend.
  • 💵 Dividend amount: Rs. 51 per share.
  • 📈 Equivalent to 510% dividend.
  • 🗓️ Year-ending: June 30, 2026.
  • 🏦 Credited electronically to shareholders’ bank accounts.
  • 📅 Payment date: November 18, 2025.
  • ✅ Dividend D-76
  • Toyota Indus is a strong company
  • Pakistan Stock Exchange is the exchange
  • Karachi is the city

🎯 Investment Thesis

HOLD. The dividend announcement is positive, but further analysis is needed to assess the company’s long-term sustainability and growth prospects. A hold rating is appropriate until a comprehensive review of Indus Motor’s financials, competitive positioning, and macroeconomic factors is conducted to determine a fair price target.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ BFBIO: HOLD Signal (5/10) – Corporate Briefing Session

⚡ Flash Summary

BF Biosciences Limited (BFBIO) will hold a corporate briefing session via Zoom on November 21, 2025, at 10:00 a.m. to discuss the company’s financial performance. The briefing will cover the year ended June 30, 2025, and the first quarter ended September 30, 2025. Investors, shareholders, and analysts are invited to attend the virtual meeting.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🗓️ Corporate briefing session on November 21, 2025.
  • 💻 The session will be held virtually via Zoom.
  • ⏰ Time: 10:00 a.m. local time.
  • 🏢 BF Biosciences Limited (BFBIO) is hosting the briefing.
  • 🗣️ The briefing aims to update shareholders, investors, and analysts.
  • 📊 Financial performance for the year ended June 30, 2025, will be discussed.
  • Q1️⃣ First quarter ended September 30, 2025, performance will be covered.
  • 🔗 Zoom meeting link: https://us02web.zoom.us/j/83176945543
  • 🆔 Meeting ID: 831 7694 5543
  • 🤝 Attendees are requested to join with their name and institution.
  • 🔇 Attendees are requested to stay on ‘Mute’ during the presentation.
  • 💬 Questions can be typed in the chat box.
  • ✉️ Contact info@bfbio.com or visit www.bfbio.com for more information.
  • 📍 Head office is located in Raiwind, Pakistan.
  • 🏦 Registered office is in Rawalpindi, Pakistan.

🎯 Investment Thesis

HOLD. Given the lack of specific financial data, it is prudent to await the information presented at the corporate briefing session. A recommendation will be made after assessing the disclosed financial performance, future outlook, and management’s guidance. Price target and time horizon will be determined based on the briefing session outcomes.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ NICL: HOLD Signal (5/10) – Transfer of Interim Cash Dividend (D – 23) for the FY 2025

⚡ Flash Summary

Nimir Industrial Chemicals Limited has announced an interim cash dividend of Re. 1.00 per share, which is equivalent to 10% of the share value, for the financial year ending June 30, 2026. The dividend was recommended by the Board of Directors on October 29, 2025, and has been electronically transferred to the designated bank accounts of shareholders who provided valid account details. Dividend payments to shareholders lacking valid CNIC and IBAN information have been withheld in compliance with regulatory requirements. Advertisements regarding this dividend distribution will be published in daily newspapers.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 💰 Interim cash dividend declared: Re. 1.00 per share (10%).
  • 📅 Dividend for FY ending June 30, 2026.
  • ✅ Recommended by the Board of Directors on October 29, 2025.
  • 🏦 Payment via electronic transfer to designated bank accounts.
  • 🗓️ Payment executed on Tuesday, November 18, 2025.
  • 🚧 Dividends withheld for shareholders lacking valid CNIC & IBAN.
  • 📜 Compliance with Companies (Distribution of Dividends) Regulations, 2017.
  • 📰 Advertisements to be published in Times (English) and Asas (Urdu) on November 19, 2025.
  • 📍 Advertisements in Karachi, Lahore, and Islamabad.
  • 🔗 Shareholders can contact the Share Registrar (M/s Corplink) or CDC for queries.
  • 🏢 Nimir Industrial Chemicals Limited is the company issuing the dividend.
  • 📄 Annexures 1 & 2 contain further details on the dividend distribution.

🎯 Investment Thesis

Based solely on the dividend announcement, a HOLD recommendation is appropriate. The dividend indicates positive cash flow, but more in-depth financial analysis is needed before making a BUY or SELL decision. A price target and time horizon cannot be established without a complete financial model and valuation analysis.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ GCWL: HOLD Signal (6/10) – Presentation of Corporate Briefing Session – Ghani ChemWorld Limited

⚡ Flash Summary

Ghani ChemWorld Limited (GCWL) presented a corporate briefing for FY 2025, highlighting its import-substitute manufacturing project in Pakistan. The company’s Calcium Carbide Project, transferred from Ghani Chemical Industries Limited (GCIL) in April 2025, aims to increase local market share up to 90%. The project is eligible for a 10-year income tax exemption and plans to export to Gulf countries and explore African markets. GCWL’s key products include calcium carbide, precipitated calcium carbonate, and calcium oxide, serving various industries such as steel, welding, paper, plastics, and agriculture.

Signal: HOLD ⏸️
Strength: 6/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🏭 GCWL is undertaking a large-scale import-substitute manufacturing project in Pakistan.
  • 🤝 The Calcium Carbide Project was transferred from Ghani Chemical Industries Limited (GCIL) in April 2025.
  • 💼 The company is targeting a 90% increase in local market share with its project.
  • 💸 The project is eligible for a 10-year income tax exemption.
  • 🌍 GCWL plans to export to Gulf countries (UAE, Saudi Arabia, Bahrain) and explore African markets.
  • 🧪 Main products include Calcium Carbide (CaC2), Precipitated Calcium Carbonate (CaCO3), and Calcium Oxide (CaO).
  • 🏗️ Key revenue drivers include demand from acetylene gas production, metallurgy, paper, and construction sectors.
  • ✅ The company has manufacturing standards certifications, including ISO 9001:2015, ISO 14001:2015, and ISO 45001:2018.
  • 🚧 Commissioning is initiated, with trial production expected within a few weeks.
  • 🌱 Growth is supported by infrastructure development, industrial expansion, and rising demand for welding and cutting applications.
  • 💰 For FY2025, the Profit/Loss after taxation is 75,387,663
  • Earnings per share stands at 1.45
  • Total assets amount to 4,683,500,335
  • Shareholder’s equity is 3,520,566,688
  • Number of shares is 250,143,950

🎯 Investment Thesis

Given the early stage of the project and the lack of detailed historical financial data, a HOLD recommendation is appropriate. The company’s potential for import substitution and export opportunities are positive, but the operational and financial risks need to be carefully monitored. A more definitive recommendation would require tracking the company’s progress in commissioning, production, and market penetration.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

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