BNL

⚡ Flash Summary

BNL announced: Material Information. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• BNL made announcement: Material Information
• 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 BNL. Manual verification required.

⚡ Flash Summary

Bunnys Limited will hold a Corporate Briefing Session (CBS) on Friday, November 28, 2025, at 3:00 PM via video link. The purpose of the session is to brief analysts and shareholders on the company’s performance, financials, and future outlook. Interested participants are requested to register by Thursday, November 27, 2025, at 5:00 PM by emailing investor.relations@bunnys.com.pk with their details.

📌 Key Takeaways

• 🗓️ Corporate Briefing Session scheduled for November 28, 2025, at 3:00 PM.
• 💻 The session will be conducted via video link facility.
• 📣 Analysts and shareholders are invited to attend the conference.
• 🏢 Management will discuss the company’s financial performance for 2025 and its future outlook.
• 📧 Registration required via email to investor.relations@bunnys.com.pk.
• ⏳ Registration deadline: November 27, 2025, at 5:00 PM.
• 🔑 Video link credentials will be shared with registered participants.
• 📄 Participants must provide their Name, Folio Number, Email address, and Cell phone number during registration.
• 🏢 Analysts must also include the Name of the institution they represent.
• 🌐 More information available on the company’s website www.bunnys.com.pk.

🎯 Investment Thesis

Based on the announcement alone, a HOLD recommendation is appropriate. Further information from the briefing session is needed to assess the company’s financial health, future outlook, and potential investment opportunity. A price target cannot be determined without financial analysis.

⚡ Flash Summary

Bunny’s Limited held its Annual General Meeting on October 28, 2025, where shareholders approved the subdivision of the company’s shares. The face value of each ordinary share will be reduced from Rupees 10 to Rupee 1, resulting in a ten-fold increase in the number of shares. This subdivision impacts both the authorized and issued/subscribed/paid-up capital of the company. The change necessitates amendments to the Memorandum and Articles of Association to reflect the new share structure.

📌 Key Takeaways

• ✅ AGM held on October 28, 2025.
• ✨ Share face value reduced from Rs. 10 to Rs. 1.
• ➗ Each share subdivided into 10 shares.
• 💰 No change in rights/privileges attached to shares.
• 🏦 Authorized Capital subdivided from 100,000,000 shares (Rs. 10 each) to 1,000,000,000 shares (Re. 1 each).
• 📈 Issued/subscribed/paid-up Capital subdivided from 66,805,270 shares (Rs. 10 each) to 668,052,700 shares (Re. 1 each).
• 📜 Amendments required in Memorandum and Articles of Association.
• 💼 Resolutions passed under Section 85(1)(c) of the Companies Act, 2017.
• 🏢 Meeting held at the registered office of the Company.
• 🗣️ AGM conducted physically and via video link.

🎯 Investment Thesis

HOLD. The share subdivision is a neutral event from a fundamental perspective. While it may improve liquidity and accessibility for retail investors, it does not change the underlying value or prospects of Bunny’s Limited. Therefore, maintaining a HOLD rating is appropriate until there are significant developments in the company’s operational or financial performance. The price target remains unchanged, pending further analysis of the company’s financials and market conditions. Time horizon is medium-term.

⚡ Flash Summary

BNL announced: Board Meeting. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• BNL made announcement: Board Meeting
• 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 BNL. Manual verification required.

⚡ Flash Summary

BNL announced: Material Information. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• BNL made announcement: Material Information
• 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 BNL. Manual verification required.

⚡ Flash Summary

Bunny’s Limited reported its financial results for the first quarter ended September 30, 2025. The company’s revenue increased year-over-year, but profitability metrics showed mixed results. While operating profit and profit before taxation increased, the profit after taxation saw a significant rise as well. The company declared no cash dividend, bonus shares, or right shares for the quarter.

📌 Key Takeaways

• 📈 Revenue increased from PKR 1,800.39 million to PKR 2,012.18 million, a 11.76% increase.
• 💰 Gross profit increased from PKR 452.28 million to PKR 598.02 million, a 32.22% increase.
• ⚠️ Operating expenses increased from PKR 318.97 million to PKR 363.53 million, a 13.97% increase.
• ✨ Operating profit increased significantly from PKR 133.30 million to PKR 234.49 million, a 75.92% increase.
• 💸 Finance costs decreased from PKR 59.59 million to PKR 32.65 million, a 45.21% decrease.
• 📊 Profit before taxation increased significantly from PKR 70.39 million to PKR 189.91 million, a 169.81% increase.
• ✅ Profit after taxation increased substantially from PKR 30.13 million to PKR 162.13 million, a 438.19% increase.
• ⭐ Earnings per share (EPS) increased from PKR 0.45 to PKR 2.43.
• 🏛️ Total assets increased from PKR 4,729.36 million to PKR 4,942.39 million, a 4.50% increase.
• 🏦 Cash and bank balances decreased from PKR 35.22 million to PKR 28.75 million.
• 🚫 No cash dividend, bonus shares, or right shares were declared.

🎯 Investment Thesis

Given the improved financial performance, particularly the increase in EPS and overall profitability, a HOLD recommendation is justified. However, further observation is warranted due to the decreased cash reserves. Any significant shifts in market dynamics or financial performance should be monitored. The decreased cash position needs further evaluation before considering a buy.

⚡ Flash Summary

Bunny’s Limited has responded to the Pakistan Stock Exchange’s (PSX) inquiry regarding the unusual movement in the company’s share price. In a letter dated October 8, 2025, Bunny’s Limited stated that they are not aware of any specific reason causing the price increase. The company asserts its commitment to timely disclosure and compliance with PSX regulations, indicating that they are operating within the regulatory framework despite the share price fluctuation. The response provides little insight into the factors driving the unusual market activity, suggesting potentially speculative trading or external market forces at play.

📌 Key Takeaways

• 🤔 Bunny’s Limited addresses the PSX regarding unusual share price movement.
• 🗓️ Letter dated October 8, 2025, responding to an earlier inquiry.
• 🤷‍♂️ Company states it’s unaware of the cause for the price increase.
• ✅ Asserts compliance with PSX regulations and timely disclosure.
• 📜 Reference to letter No. PSX/Gen-1803 dated October 7, 2025.
• 🤝 Assures cooperation and willingness to provide further clarification.
• 🏢 Communication from the Company Secretary, Zahid Rashid Alvi.
• 📍 Company located in Kot Lakhpat, Lahore, Pakistan.
• 🌐 Website listed as www.bunnys.com.pk.
• 📞 Contact UAN is +92 42 111 44 2222.

🎯 Investment Thesis

Given the lack of information provided by Bunny’s Limited regarding the unusual share price movement, a HOLD recommendation is warranted. The absence of a clear explanation introduces uncertainty. Without insight into the drivers behind the price increase, making a BUY or SELL decision would be speculative. A HOLD position allows for observation of future developments and potential clarifications from the company. Price target remains unchanged pending new data.

⚡ Flash Summary

BNL announced: Transmission of Annual Report for the Year Ended. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• BNL made announcement: Transmission of Annual Report for the Year Ended
• 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 BNL. Manual verification required.