NML - FoxLogica

⏸️ NML: HOLD Signal (5/10) – Holding of Corporate Briefing Session of Nishat Mills Limited Ltd. FY 2025 in Compliance with the requirements of Clause 5.7.3 of the Rule Book – Submission of Presentation for CBS 2025

⚡ Flash Summary

Nishat Mills Limited (NML) held a corporate briefing session for FY 2025, as detailed in their announcement. The company presented its profile, strategic developments, and financial results. In FY2025, NML reported revenue of PKR 178.17 billion, a 11.18% increase YoY, while profit after taxation was PKR 6.01 billion, a 5.58% decrease YoY. Despite revenue growth, profitability declined due to increased distribution and admin expenses as well as a fall in other income.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🏭 NML is one of the largest and leading business groups in Pakistan.
💰 The group boasts assets around Rs. 4 trillion.
💼 Employs over 54,000 people directly.
🏢 Nine companies within the group are listed on the Pakistan Stock Exchange.
📜 NML commenced operations as a partnership in 1951.
🏢 Incorporated as a private limited company in 1959.
📍 Listed on the Karachi Stock Exchange in 1961.
🏭 Operates 37 manufacturing units.
⚡ Has 8 power plants.
💸 Total assets are worth Rs. 265 billion.
🧑‍🤝‍🧑 Employs 24,767 employees.
📈 Revenue increased by 11.18% YoY, reaching PKR 178.17 billion in FY2025.
📉 Profit after taxation decreased by 5.58% YoY, settling at PKR 6.01 billion.
🔻 Earnings per share (EPS) decreased from PKR 18.11 to PKR 17.10.
🌱 Planning investments in renewable energy and increased yarn production.

🎯 Investment Thesis

HOLD. The company has demonstrated strong revenue growth, but the declining profit margin raises concerns. Future investments in renewable energy and capacity expansion are positive, but the near-term outlook is uncertain. The current valuation reflects these challenges. A hold recommendation is appropriate until clearer trends emerge regarding cost management and profitability.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements NML Signal: HOLD

⏸️ NML: HOLD Signal (5/10) – Holding of Corporate Briefing Session of Nishat Mills Ltd. FY 2025 in Compliance with the requirements of Clause 5.7.3 of the Rule Book

⚡ Flash Summary

Nishat Mills Limited (NML) has announced a Corporate Briefing Session (CBS) for the fiscal year ending June 30, 2025. The session will be held online on November 27, 2025, at 10:30 a.m. This briefing is in compliance with the Pakistan Stock Exchange (PSX) regulations, specifically Clause 5.7.3 of the Rule Book. The CBS will cover the Annual Audited Financial Statements for FY2025.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📢 Nishat Mills Ltd. is holding a Corporate Briefing Session (CBS).
📅 The CBS is scheduled for November 27, 2025, at 10:30 a.m.
💻 The session will be conducted online.
📜 The briefing is based on the Annual Audited Financial Statements for FY 2025.
🇵🇰 This event complies with PSX regulations.
🔍 Specifically, Clause 5.7.3 of the Rule Book.
🌐 Access the session via the provided Zoom link: https://us06web.zoom.us/j/88468459395?pwd=1q8h8nX0RBNQeIqFK3J76asVILUuik.1
🔑 Meeting ID: 884 6845 9395
🔒 Passcode: 601767
ℹ️ TRE Certificate Holders of the Exchange are encouraged to attend.
🏢 Contact person: Khalid Mahmood Chohan, Company Secretary.
📧 Inquiries can be directed to nishat@nishatmills.com.

🎯 Investment Thesis

The announcement is for an informational session and does not provide sufficient information to make an informed investment decision. A HOLD recommendation is appropriate until the FY2025 financial results are released and thoroughly analyzed. No price target can be provided.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

announcements NML Signal: BUY

📈 NML: BUY Signal (7/10) – CREDIT OF 20% FINAL CASH DIVIDEND

⚡ Flash Summary

NML announced: CREDIT OF 20% FINAL CASH DIVIDEND. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

NML made announcement: CREDIT OF 20% FINAL CASH DIVIDEND
Automated analysis: BUY signal detected
Signal strength: 7/10
This is basic analysis – manual review recommended
Professional CFA analysis unavailable

🎯 Investment Thesis

Basic BUY indication for NML. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 11, 2025

announcements NML Signal: HOLD

⏸️ NML: HOLD Signal (5/10) – BOARD MEETING

⚡ Flash Summary

Nishat Mills Limited (NML) will hold a board meeting on October 30, 2025, to review and approve the un-audited financial statements for the first quarter ending September 30, 2025. A closed period has been declared from October 23, 2025, to October 30, 2025, during which directors, the CEO, and executives are prohibited from dealing in the company’s shares as per PSX regulations. This suggests the company is about to release its quarterly results, which may lead to price volatility. The announcement provides no information about the expected financial performance or any strategic decisions.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Board meeting scheduled for October 30, 2025.
🏢 Meeting to be held at 7-Main Gulberg, Lahore.
📜 Agenda: Approval of un-audited financial statements for Q1 2025.
🔒 Closed period declared from October 23-30, 2025.
🚫 Insiders barred from trading shares during the closed period.
🇵🇰 Announcement made as per PSX regulations.
🧐 Investors should anticipate the Q1 results.
⚠️ Trading restrictions may influence short-term price movements.
💼 Khalid Mahmood Chohan is the Company Secretary.
✉️ Communication addressed to Pakistan Stock Exchange Limited.

🎯 Investment Thesis

A HOLD recommendation is appropriate at this time. Investors should await the release of the Q1 2025 financial statements before making any investment decisions. Once the financials are available, a more informed BUY/SELL/HOLD decision can be made.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements NML Signal: HOLD

⏸️ NML: HOLD Signal (5/10) – Filling of Certified Copy of Resolutions Passed by the Shareholders in their Annual General Meeting (AGM)

⚡ Flash Summary

Nishat Mills Limited (NML) held its Annual General Meeting (AGM) on October 28, 2025, where shareholders approved the audited unconsolidated financial statements for the year ended June 30, 2025. A final cash dividend of Rs. 2 per ordinary share (20%) was also approved, payable to shareholders on record as of October 20, 2025. The AGM also saw the reappointment of M/s Riaz Ahmad & Co. as statutory auditors for the year ending June 30, 2026, with the CEO authorized to negotiate their remuneration.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ AGM held on October 28, 2025.
✔️ Audited unconsolidated financial statements for the year ended June 30, 2025 approved.
💰 Final cash dividend of Rs. 2 per ordinary share (20%) approved.
🗓️ Dividend payable to shareholders on record as of October 20, 2025.
🏢 M/s Riaz Ahmad & Co. re-appointed as statutory auditors for the year ending June 30, 2026.
🤝 CEO authorized to negotiate auditors’ remuneration.
📍 AGM held at Emporium Mall, Lahore.
⏰ AGM commenced at 11:50 A.M.
📜 Resolutions passed as recommended by the Board of Directors and Audit Committee.
✅ Annual Audited Un-Consolidated and Consolidated Financial Statements of the Company for the year ended June 30, 2025, along with Chairman’s Review, Directors’ and Auditors’ reports thereon, be and are hereby approved and adopted.

🎯 Investment Thesis

Based on the information available (dividend declaration), a HOLD recommendation is appropriate. More detailed financials are needed to fully assess the buy/sell opportunity. A price target cannot be accurately determined without further analysis of the financials. A hold recommendation is appropriate, assuming the dividend yield is in-line with expectations and the investors current position and needs.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements NML Signal: HOLD

⏸️ NML: HOLD Signal (5/10) – FINANCIAL RESULTS FOR THE QUARTER ENDED SEPTEMBER 30, 2025

⚡ Flash Summary

Nishat Mills Limited (NML) reported its financial results for the first quarter ended September 30, 2025. The announcement indicates that the Board of Directors met on October 30, 2025, and made recommendations regarding dividends and other entitlements. No cash dividend, bonus shares, or right shares were recommended. The company’s financial statements for the quarter are attached as an annexure, indicating a detailed review is necessary to assess NML’s performance.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

❌ No Cash Dividend: The board did not recommend any cash dividend for the quarter ended September 30, 2025.
🚫 No Bonus Shares: No bonus shares were announced by the company.
❌ No Right Shares: The board did not propose any right shares.
📉 Nil Entitlements: There were no other entitlements recommended by the board for shareholders.
🤫 No Price-Sensitive Information: The announcement indicates no other price-sensitive information was disclosed.
📁 Audited Financial Statements Attached: Detailed audited financial statements for Q1 2025 are attached.
📜 Financial Statements Included: The annexure includes the Statement of Financial Position, Profit or Loss, Changes in Equity, and Cash Flows.
✉️ PUCARS Transmission: Quarterly financial statements will be transmitted through PUCARS.
📅 Meeting Held: Board of Directors meeting held on October 30, 2025, to review the financials.
🏢 Meeting Location: Meeting held at 7-Main Gulberg, Lahore at 11:30 a.m.

🎯 Investment Thesis

Based on the limited information available, a HOLD recommendation is appropriate until a detailed review of the attached financial statements is completed. The lack of dividend announcement is a slightly negative signal. A price target and time horizon will be determined after analyzing the financial performance in the attached statements.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

announcements NML Signal: HOLD

⏸️ NML: HOLD Signal (5/10) – Transmission of Quarterly Report for the Period Ended September 30, 2025

⚡ Flash Summary

NML announced: Transmission of Quarterly Report for the Period Ended September 30, 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

NML made announcement: Transmission of Quarterly Report for the Period Ended September 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 NML. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

announcements NML Signal: HOLD

⏸️ NML: HOLD Signal (5/10) – NOTICE OF ANNUAL GENERAL MEETING

⚡ Flash Summary

Nishat Mills Limited (NML) has announced its Annual General Meeting (AGM) to be held on October 28, 2025, in Lahore. Shareholders will consider and adopt the audited financial statements for the year ended June 30, 2025. A final cash dividend of 20%, or Rs. 2 per ordinary share, is proposed. The meeting will also involve the appointment of statutory auditors for the year 2025-26.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Nishat Mills’ AGM is scheduled for October 28, 2025, at 11:50 A.M. in Lahore.
✅ Shareholders to review and adopt audited financial statements for FY2025.
💰 A final cash dividend of 20% (Rs. 2 per share) is proposed by the Board.
👨‍💼 Statutory auditors for 2025-26 will be appointed.
🔒 Share transfer books will be closed from October 21 to October 28, 2025.
🎁 No gifts will be distributed at the meeting as per Companies Act, 2017.
📜 Proxies must be submitted 48 hours before the meeting.
🏦 Shareholders holding shares in CDC are required to bring original CNIC and account details.
🧾 Tax exemption certificates for dividend income must be submitted by October 21, 2025.
📧 Shareholders can opt to receive financial statements via email.
💻 Video link facility available for attending the meeting; registration required by October 21, 2025.
🏦 Mandatory payment of cash dividend through electronic mode as per Companies Act, 2017.

🎯 Investment Thesis

Based on this announcement, a neutral HOLD recommendation is appropriate. The dividend is a positive, but a comprehensive investment decision requires analyzing the FY2025 financial statements, which is not yet possible. Further analysis of sector trends, management effectiveness, and earnings reports is needed before making a BUY or SELL decision.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements NML Signal: HOLD

⏸️ NML: HOLD Signal (6/10) – TRANSMISSION OF ANNUAL REPORT FOR THE YEAR ENDED JUNE 30, 2025

⚡ Flash Summary

Nishat Mills Limited’s (NML) annual report transmission reveals a robust financial performance for the year ended June 30, 2025. Revenue increased to Rs 178.167 billion, representing an 11.18% growth compared to the previous year. This growth, driven primarily by a 29.71% surge in local sales, showcases the effectiveness of enhanced marketing and product diversification. The company’s profit after taxation, however, experienced a marginal decline due to reduced other income. Despite the challenging operating environment, the company’s resilience is evident through disciplined cost management and strategic investments.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 NML’s revenue reached Rs 178.167 billion, up 11.18% from the previous year.
🏠 Local sales grew by 29.71%, driving overall revenue increase.
💲 Export sales also increased, reflecting improved international market penetration.
💯 Gross profit increased by 15.60% to Rs 20.025 billion.
✅ Gross profit margin improved by 43 basis points to 11.24%.
🔻 EBITDA decreased slightly due to higher material and freight costs, landing at Rs 23.768 billion.
📉 Finance costs decreased by 19.25% to Rs 8.432 billion due to improved financial management and policy rate drops.
📉 Profit after taxation decreased slightly, landing at Rs 6.014 billion.
⬇️ Consolidated EPS stood at Rs 18.16 per share, compared to Rs 19.75 per share during the corresponding last year.
✅ Gearing ratio improved from 39.94% to 38.08%, indicating a stronger capital structure.
📊 Current ratio improved from 1.21 to 1.24, reflecting stronger working capital management.
💰 The board recommended 20% cash dividend (Rs 2 per share), against 30% last year.
📌 The company faces challenges with elevated local raw cotton prices and U.S. tariffs in 2025.
🔄 The company is focusing on product diversification and green energy transition.

🎯 Investment Thesis

I recommend a HOLD rating for NML. The company’s strong revenue growth signals positive momentum, but profitability pressures and external risks warrant caution. While NML demonstrates resilience, a comprehensive valuation analysis is required to determine a justifiable price target. Key factors to monitor include operational efficiencies, effective risk management, and the success of product diversification initiatives.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 6, 2025

NML PSX Announcements Signal-HOLD

⏸️ NML: HOLD Signal – BOARD MEETING

⏸️ Trading Signal & Analysis

SignalHOLD

Strength3 / 10

SentimentNEUTRAL

Financial ImpactLOW

What this means: 🏢 Meeting News: Company board is meeting to make important decisions. Stock price may move after the meeting based on what they decide.

🏢 Company & Announcement

SymbolNML

CompanyNishat Mills Limited

DateSep 22, 2025

Time3:05 PM

Announcement Title:

BOARD MEETING

🧠 Investment Thesis

This announcement is purely procedural, informing investors about the upcoming board meeting and the closed period. No immediate action is required. Investors should await the release of the financial results before making any investment decisions.

📋 Key Highlights

Board meeting on September 30, 2025, to approve annual financial statements.
Closed period for trading NML shares from September 23 to September 30, 2025.
No directors, CEO, or executives can trade shares during the closed period.

⚠️ Risk Assessment

The announcement itself doesn’t highlight specific risks, but standard investment risks apply.
Share price may fluctuate based on the approved financial results.

📄 Source Document

View Original PDF

🔍 Raw Analysis Data

Click to view JSON data

{
  "sentiment": "NEUTRAL",
  "signal": "HOLD",
  "strength": 3,
  "brief_summary": "Nishat Mills Limited (NML) is holding a board meeting on September 30, 2025, to approve the annual audited financial statements for the year ended June 30, 2025. There is a closed period for trading NML shares from September 23 to September 30, 2025, until the financial results are released.",
  "key_points": [
    "Board meeting on September 30, 2025, to approve annual financial statements.",
    "Closed period for trading NML shares from September 23 to September 30, 2025.",
    "No directors, CEO, or executives can trade shares during the closed period."
  ],
  "financial_impact": "LOW",
  "price_target": "The announcement does not provide any specific price target. Price movement will depend on the financial results which are yet to be disclosed.",
  "risk_factors": [
    "The announcement itself doesn't highlight specific risks, but standard investment risks apply.",
    "Share price may fluctuate based on the approved financial results."
  ],
  "investment_thesis": "This announcement is purely procedural, informing investors about the upcoming board meeting and the closed period. No immediate action is required. Investors should await the release of the financial results before making any investment decisions.",
  "simple_note": "\ud83c\udfe2 Meeting News: Company board is meeting to make important decisions. Stock price may move after the meeting based on what they decide."
}

Disclaimer: This analysis is AI-generated and for informational purposes only. It is not financial advice. Please conduct your own research before making any investment decisions.

Written by: FoxLogica News Analysis

Published on: September 23, 2025