NRSL

⚡ Flash Summary

Nimir Resins Limited (NRSL) reported an 8% increase in revenue but a decline in profit after tax (PAT) for 2025. The revenue growth was driven by new products and a collaboration with Rudolf, a German specialty chemicals conglomerate. However, PAT decreased due to a reduction in international feedstock prices and inventory losses. The company is optimistic about FY 2026, anticipating margin improvement and stronger performance.

📌 Key Takeaways

• 📈 NRSL achieved an 8% increase in revenue for 2025, driven by new products and strategic collaborations.
• 🤝 The company collaborated with Rudolf, a German conglomerate, enhancing its specialty chemicals portfolio.
• 📉 Profit After Tax (PAT) declined due to reduced international feedstock prices and inventory losses.
• 🌱 NRSL introduced new products, expanding its offerings in the chemical sector.
• ✍️ A contract was signed with a multinational for toll manufacturing, increasing operational capacity.
• 🧪 Technical and R&D capabilities were enhanced to support product innovation and quality.
• 💸 Sales reached PKR 9.259 Billion.
• 💰 Gross profit was PKR 935 Million.
• 📊 Operating profit amounted to PKR 664 Million.
• 🧾 EPS stood at PKR 1.97 per share.
• ✅ The face value of shares changed from Rs. 5/- to Rs. 10/- in FY 2022.

🎯 Investment Thesis

HOLD. While NRSL has shown revenue growth and is taking steps to expand its product portfolio and operational capabilities, the decline in profitability is concerning. The company’s outlook for FY 2026 suggests potential improvements, but it is too early to be certain. Therefore, a HOLD recommendation is appropriate until the company demonstrates sustained profitability and margin improvement.

⚡ Flash Summary

Nimir Resins Limited (NRSL) has announced the placement of its first-quarter financial statements for the period ended September 30, 2025, on the company’s website. The announcement, dated October 23, 2025, informs shareholders that the financial statements will be available for review starting October 30, 2025, at 10:00 a.m. The company has obtained permission from the Securities and Exchange Commission of Pakistan (SECP) for this placement. NRSL will also provide printed copies of the financial statements to shareholders upon request, free of charge.

📌 Key Takeaways

• 📢 NRSL announced placement of Q1 2025 financial statements on its website.
• 📅 The financial statements are for the period ended September 30, 2025.
• 🌐 Statements will be available online starting October 30, 2025, at 10:00 a.m. at http://www.nimir.com.pk/nrl/financial_reports.html.
• ✅ SECP approval obtained via letter EMD/233/502/2002-4668 dated February 1, 2005.
• 📰 Notice to shareholders published in Daily Times and Daily Asas newspapers on October 28, 2025.
• 📧 Printed copies will be mailed to shareholders upon request, free of charge, within one week.
• 🏢 Company Secretary: Muhammad Inam-ur-Rahim.
• 📍 Head office: Lahore, Pakistan.
• 🏭 Factory located at 14.5 km, Lahore-Sheikhupura Road, Lahore.
• 📞 Contact numbers provided for both head office and factory.

🎯 Investment Thesis

Given the limited information available in this announcement, a HOLD recommendation is appropriate. A more informed recommendation (BUY/SELL/HOLD) will be possible upon review of the Q1 2025 financial statements. Without financial data, it is not possible to set a price target or time horizon.

⚡ Flash Summary

Nimir Industrial Chemicals Limited (NRSL) will hold a Board of Directors meeting on October 21, 2025, to review and approve the un-audited financial statements for the first quarter ended September 30, 2025, and to declare any entitlements. A closed period will be observed from October 15, 2025, to October 21, 2025, during which Directors, CEO, or Executives are prohibited from dealing in the company’s shares. The financial results and related information will be conveyed on October 22, 2025. This announcement indicates a routine governance procedure surrounding the release of quarterly results.

📌 Key Takeaways

• 📅 Board of Directors meeting scheduled for October 21, 2025.
• 💼 Meeting to be held at the Registered Office in Sheikhupura and via video link.
• ✅ Agenda includes reviewing and approving un-audited financial statements for Q1 2025.
• 💰 Declaration of entitlements, if any, to be considered.
• 🔒 Closed period in effect from October 15, 2025, to October 21, 2025.
• 🚫 Directors, CEO, and Executives restricted from trading shares during the closed period.
• 📜 Restriction based on Clause 5.6.1 (d) & 5.6.4 of the PSX Rule Book.
• 📢 Financial results to be conveyed on October 22, 2025.
• 🕒 Information release scheduled between 09:00 a.m. and 09:30 a.m.
• ✉️ TRE certificate holders to be informed accordingly.
• 🏢 Nimir Industrial Chemicals Limited is the company in focus.
• 📝 Muhammad Inam-ur-Rahim is the Company Secretary.
• 🌐 Company website: www.nimir.com.pk.

🎯 Investment Thesis

Given the lack of specific financial data, a HOLD recommendation is appropriate. The Q1 results should be analyzed to determine if the company’s performance warrants a change in investment strategy. Without concrete data, predicting a price target is not possible. The time horizon is dependent on the company’s performance, but it is likely a MEDIUM_TERM (6-12 months) evaluation.

⚡ Flash Summary

Nimir Industrial Chemicals Limited (NRSL) has announced a Board of Directors meeting to be held on October 21, 2025, to consider and approve the unaudited financial statements for the first quarter ended September 30, 2025, and to declare any entitlements. In conjunction with this, the company has declared a ‘Closed Period’ from October 15, 2025, to October 21, 2025, during which directors, CEO, and executives are prohibited from dealing in the company’s shares. The financial results and related information will be conveyed on October 22, 2025. This announcement is standard procedure prior to the release of quarterly results.

📌 Key Takeaways

• 📅 Board of Directors meeting scheduled for October 21, 2025, to review Q1 2026 financials.
• 🔒 ‘Closed Period’ announced from October 15 to October 21, 2025, restricting share dealings by insiders.
• 📊 Meeting aims to approve unaudited financial statements for the quarter ending September 30, 2025.
• 📣 Declaration of entitlements, if any, will be considered during the meeting.
• 📹 Meeting will be held at the Registered Office in Sheikhupura and via video link.
• 📰 Financial results expected to be conveyed on October 22, 2025, between 9:00 a.m. and 9:30 a.m.
• 📜 Compliance with Clause 5.6.1 (d) & 5.6.4 of the Pakistan Stock Exchange Limited Rule Book.
• 🚫 Restriction applies to Directors, CEO, and Executives of the company.
• ✉️ TRE certificate holders of the Exchange to be informed accordingly.
• 🏢 Nimir Industrial Chemicals Limited is the entity in focus.
• 💼 Muhammad Inam-ur-Rahim is the Company Secretary.
• 🌐 Further information available at www.nimir.com.pk.

🎯 Investment Thesis

Based on this announcement alone, a HOLD recommendation is appropriate. While the announcement is a necessary step towards releasing financial results, it does not provide enough information to make a buy or sell decision. The Q1 2026 financial results, expected on October 22, 2025, will be crucial in determining the future direction of NRSL.

⚡ Flash Summary

Nimir Resins Limited will hold a Board of Directors meeting on October 29, 2025, to consider and approve the unaudited financial statements for the first quarter ended September 30, 2025, and to consider the declaration of entitlements, if any. A closed period will be observed from October 23, 2025, to October 29, 2025, during which Directors, CEO, or Executives of the Company are prohibited from directly or indirectly dealing in the shares of the Company. This announcement was made on October 22, 2025, and aims to inform shareholders and TRE certificate holders of the meeting and closed period.

📌 Key Takeaways

• 🗓️ Board of Directors meeting scheduled for October 29, 2025.
• 🏢 Meeting will be held at the company’s head office in Lahore and via video link.
• 📜 Agenda includes approval of unaudited financial statements for Q1 ended September 30, 2025.
• 💰 Consideration of declaration of entitlements will occur, if any.
• 🔒 Closed period in effect from October 23, 2025, to October 29, 2025.
• 🚫 Directors, CEO, and Executives are barred from dealing in company shares during the closed period.
• 🇵🇰 The closed period is mandated by Clause 5.6.1 (d) & 5.6.4 of the Pakistan Stock Exchange Limited Rule Book.
• ✉️ Announcement dated October 22, 2025.
• 🏢 Company is Nimir Resins Limited.
• 👤 Muhammad Inam-ur-Rahim, Company Secretary, issued the notice.
• ℹ️ TRE certificate holders to be informed accordingly.
• 📍 Head office located at 122-B, New Muslim Town, Lahore, Pakistan.

🎯 Investment Thesis

Based on the provided information, a HOLD recommendation is appropriate. The announcement primarily concerns procedural matters related to the financial review. Investors should await the release of the unaudited financial statements to make a more informed decision. Price target will depend on the financials to be released.

⚡ Flash Summary

NRSL announced: Un-Audited Financial Results For The Quarter Ended September 30, 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• NRSL made announcement: Un-Audited Financial Results For The Quarter 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 NRSL. Manual verification required.

⚡ Flash Summary

NRSL announced: Extraordinary General Meeting (EOGM) for the Election of Directors. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• NRSL made announcement: Extraordinary General Meeting (EOGM) for the Election of Directors
• 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 NRSL. Manual verification required.