MWMP

⚡ Flash Summary

On November 17, 2025, Azeem Hakim Mandviwalla, CEO/Executive Director of Mandviwalla MAUSER Plastic Industries Limited, received 129,700 shares as a gift. This transaction increased his total shareholding to 1,452,203 shares, representing 5.051% of the company. He previously held 1,322,503 shares, which was 4.6% of the total shareholding. This transaction will be presented in the subsequent board meeting for consideration as per PSX regulations.

📌 Key Takeaways

• 🎁 Azeem Hakim Mandviwalla, CEO, received 129,700 shares as a gift.
• 📅 The transaction occurred on November 17, 2025.
• 💼 He is the CEO/Executive Director of Mandviwalla MAUSER Plastic Industries Limited.
• 📈 The gift increased his total shareholding to 1,452,203 shares.
• 📊 His stake now represents 5.051% of the company.
• 🏢 The shares were received in physical form and marked as NDM (No Delivery)
• 📜 The transaction is subject to PSX Regulation 5.6.4.
• 🤝 The transaction will be presented in the next board meeting.
• 🏢 Previously, he held 1,322,503 shares.
• 📉 His previous holding represented 4.6% of the total shares.

🎯 Investment Thesis

HOLD. This announcement pertains to an internal transfer of shares and does not provide insights into the company’s operational or financial performance. Therefore, the information does not warrant a change in investment recommendation without further financial analysis. A hold rating is maintained until further news.

⚡ Flash Summary

Mandviwalla MAUSER Plastic Industries Limited’s (MWMP) Annual Report for the year ended June 30, 2025, reveals a year of strategic execution and recovery. While net sales grew marginally by 0.67% to PKR 1,116.04 million, the company prioritized volume growth, leading to a 16.91% surge in total units sold. This volume-led approach impacted profitability, with profit before taxation decreasing by 13.50% to PKR 99.98 million. However, MWMP made significant strides in correcting historical performance deficits, reducing accumulated losses by 17.7%.

📌 Key Takeaways

• ✅ Net sales increased marginally by 0.67% to PKR 1,116.04 million in FY25 compared to PKR 1,108.56 million in FY24.
• 📈 Total units sold surged by 16.91%, reflecting a volume-focused strategy.
• 📉 Profit before taxation decreased by 13.50% to PKR 99.98 million from PKR 115.58 million in the prior year.
• ✔️ Accumulated losses reduced by 17.7% from PKR 346.30 million to PKR 285.08 million.
• ⚠️ Earnings per share (EPS) declined by 29.16% to PKR 2.55 from PKR 3.60, impacted by restatement.
• 📊 Gross profit decreased by 26.4% from PKR 258.18 million to PKR 190.02 million.
• ✨ Operating margin decreased to 13.37% compared to 20.75% in FY24.
• 💡 The company saw a 123% increase in capital expenditure (CAPEX), rising from PKR 3.13 million to PKR 6.98 million.
• 🏭 Actual production tons increased from 1,834 in FY24 to 2,074 in FY25.
• ⚖️ Debt-to-equity ratio increased YoY, reflecting increased reliance on debt.
• 🌱 The company demonstrates a commitment to integrating sustainability principles into its core operations and corporate strategy as highlighted in the ESG Disclosure Report.
• ✔️ The company has a negative mean gender pay gap of -40.6% reflecting roles of women in higher management positions.

🎯 Investment Thesis

Given the mixed performance, with volume growth offset by declining profitability, a HOLD recommendation is appropriate. The company shows promise in its ability to grow volume and reduce accumulated losses, but needs to improve profitability and EPS. Without clear evidence of improved profitability and sector comparison, it is hard to give a BUY rating.

⚡ Flash Summary

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

📌 Key Takeaways

• MWMP 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 MWMP. Manual verification required.

⚡ Flash Summary

MWMP announced: Fiancial Result for the Year ended June 30, 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• MWMP made announcement: Fiancial Result for the Year ended June 30, 2025
• 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 MWMP. Manual verification required.

⚡ Flash Summary

Mandviwalla MAUSER Plastic Industries Limited has announced the 37th Annual General Meeting (AGM) to be held on November 27, 2025, in Karachi. Key agenda items include confirming the minutes of the previous AGM, receiving and adopting the audited accounts for the year ended June 30, 2025, and appointing auditors. The notice also provides instructions for members regarding proxy appointments and book closure dates. Members can submit queries via email before the meeting.

📌 Key Takeaways

• 🗓️ AGM scheduled for November 27, 2025, at 11:55 am in Karachi.
• ✔️ Agenda includes confirming minutes of the 36th AGM held on November 24, 2024.
• 💰 Audited accounts for the year ending June 30, 2025, to be received and adopted.
• 👨‍💼 Appointment of auditors and fixing their remuneration on the agenda.
• 📧 Members can email comments and questions to mandviwalla.investor.relations@thk.com.pk.
• ⛔ Share transfer books will be closed from November 20, 2025, to November 27, 2025.
• 🤝 Proxy appointments require instruments to be received 48 hours before the meeting.
• 🏢 Registrar: THK Associates (Pvt) Ltd, Karachi.
• ✉️ Members should notify any changes in addresses to the registrar.
• 🛡️ CDC account holders must follow SECP guidelines from January 26, 2000.

🎯 Investment Thesis

Given the lack of financial performance data in the announcement, a definitive BUY/SELL/HOLD recommendation is not possible. Further analysis of the company’s financial statements and market conditions is needed to form an informed investment opinion.

⚡ Flash Summary

Mandviwalla MAUSER Plastic Industries Limited (MWMP) has responded to the Pakistan Stock Exchange’s (PSX) inquiry regarding unusual movement in its share price. The company stated that it is compliant with Section 97 of the Securities Act, 2015 and Clause 5.6.3 of the PSX Regulations. After internal review, MWMP claims no awareness of any undisclosed material information or price-sensitive event contributing to the unusual price movement. The company affirms its commitment to regulatory compliance and will promptly notify the Exchange of any material developments.

📌 Key Takeaways

• 📢 PSX inquired about unusual share price movement in MWMP.
• ✅ MWMP confirms compliance with regulatory requirements (Securities Act, PSX Regulations).
• 🔍 Internal review reveals no undisclosed material information.
• 📑 No price-sensitive events requiring disclosure were identified.
• 🤝 MWMP commits to full regulatory compliance.
• ✉️ The company will promptly notify PSX of any material developments.
• 🤔 The cause of the unusual price movement remains unexplained by the company.
• 🧐 MWMP states they are not aware of any decision that may have contributed to price or volume fluctuations.
• ⚠️ Investors should be cautious, as the underlying reason for the price fluctuation is unknown.
• 🗓️ Announcement dated October 08, 2025, responding to PSX letter of October 06, 2025.

🎯 Investment Thesis

Based solely on this announcement, a HOLD recommendation is appropriate. The company is compliant with regulations, but the unexplained price movement introduces uncertainty. Further investigation into the causes of the fluctuation is warranted before making a BUY or SELL decision.