Signal: BUY - FoxLogica

📈 FLYNG: BUY Signal (7/10) – Presentation of Corporate Briefing Session FY 2025

⚡ Flash Summary

FLYNG (Flying Cement Company Limited) presented its Corporate Briefing Session for FY 2025, highlighting significant growth compared to the previous year. The company has focused on using local coal, leading to substantial foreign reserve savings. Key indicators show substantial increases, with gross revenue up 2.8 times, gross profit up 5 times, operating profit up 6.5 times, and net profit up 12.5 times. The company’s share price has also grown approximately 7 times during FY 2025.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🚀 Gross Revenue increased by 2.8x compared to last year.
💰 Gross Profit surged 5x year-over-year.
📈 Operating Profit jumped by 6.5x compared to last year.
💸 Net Profit skyrocketed by 12.5x compared to the previous year.
🏭 Located in Mangowal, District Khushab, on 135 acres.
⛏️ Produces Portland Grey Cement using Dry Process Technology.
🔄 Pioneered the use of local coal, saving millions in foreign reserves.
⭐ Credit rating of ‘A-‘ (Long term) and ‘A2’ (Short term) with a ‘Stable’ outlook by PACRA.
🚚 150 regular dealers in Punjab & KPK for domestic sales.
🌱 Gross Profit to Sales increased from 7.29% to 15.10%.
📊 Operating Profit to Sales increased from 4.05% to 10.73%.
⭐ Profit after tax to Sales increased from 1.13% to 5.92%.
🏗️ Total Property, Plant & Equipment increased from Rs. 23,174 million to Rs. 25,486 million.
🏦 Total Equity increased from Rs. 11,596 million to Rs. 12,322 million.
📈 Share price has achieved around 7 times growth during FY 2025.

🎯 Investment Thesis

BUY. FLYNG has demonstrated significant financial turnaround and growth, primarily driven by the use of local coal and efficient operations. The substantial improvements in revenue, profitability, and EPS make it an attractive investment. The positive growth trend, along with a stable credit rating, indicates a strong potential for future value appreciation. Based on current financials, the price target is Rs. 70, with a time horizon of 12 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements BRRG Signal: BUY

📈 BRRG: BUY Signal (8/10) – Financial Results of BRR Guardian Limited For the 1st Quarter Ended September 30, 2025

⚡ Flash Summary

BRR Guardian Limited (BRRGL) has released its financial results for the first quarter ended September 30, 2025. The company reported a significant increase in profit after taxation, reaching PKR 762.99 million compared to PKR 33.09 million in the same period last year. Earnings per share (EPS) also saw a substantial rise, increasing from PKR 0.35 to PKR 8.03. This quarter’s results are driven primarily by investment income and rental income.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 Profit after taxation soared to PKR 762.99 million, a significant jump from PKR 33.09 million year-over-year.
📈 Earnings per share (EPS) dramatically increased to PKR 8.03 from PKR 0.35 in the prior year.
🏢 Rental income increased to PKR 81.24 million from PKR 70.23 million YoY.
💼 Investment income reached PKR 900.20 million, a substantial increase compared to PKR 19.48 million in the same quarter last year.
📊 Basic and diluted earnings per share stood at PKR 8.03, compared to PKR 0.35 last year.
🏦 Total assets increased to PKR 6,578.70 million as of September 30, 2025, from PKR 5,129.92 million as of June 30, 2025.
🛡️ Non-current assets totaled PKR 1,072.15 million, up from PKR 1,067.52 million at the end of the last fiscal year.
💵 Current assets increased to PKR 5,506.55 million from PKR 4,062.41 million since June 2025.
🧾 Total equity and liabilities amounted to PKR 6,578.70 million, up from PKR 5,129.92 million as of June 30, 2025.
✔️ No cash dividend, right shares, or bonus issues were recommended by the board.

🎯 Investment Thesis

BRRG presents a compelling investment opportunity based on the strong growth in profitability and EPS for the quarter. The significant increase in investment income and a healthy balance sheet underpin a BUY recommendation. A price target of PKR 90 over the next 12 months is justified, assuming the company can sustain its investment performance and maintain operational efficiency.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements FANM Signal: BUY

📈 FANM: BUY Signal (7/10) – Financial Results for Quarter Ended 2025-09-30

⚡ Flash Summary

First Al Noor Modaraba’s unaudited financial results for the quarter ended September 30, 2025, reveal a notable turnaround compared to the same period last year. The company reported a profit after taxation of Rs 7.65 million, a stark contrast to the loss of Rs 6.92 million in 2024. This positive shift is driven by a substantial increase in gain from trading operations and income from investments, offsetting higher administrative expenses. The earnings per certificate also improved significantly, reaching Rs 0.33 compared to a loss of Rs 0.30 in the previous year.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ Profit after taxation reached Rs 7.65 million, a significant turnaround from a loss of Rs 6.92 million in 2024.
📈 Earnings per certificate improved to Rs 0.33, compared to a loss of Rs 0.30 in the previous year.
💰 Gain from trading operations surged to Rs 10.97 million, a sharp contrast from a loss of Rs 3.75 million in 2024.
💸 Income from investments increased to Rs 7.14 million from Rs 5.32 million in 2024.
🏢 Administrative and operating expenses slightly increased to Rs 6.71 million from Rs 6.42 million in 2024.
🏦 Operating profit stood at Rs 11.74 million, a significant improvement from a loss of Rs 3.78 million in 2024.
📊 Unrealized gain on re-measurement of investments was Rs 1.05 million, compared to a loss of Rs 2.47 million in 2024.
🧾 Profit before taxation was Rs 10.68 million, a substantial recovery from a loss of Rs 6.68 million in 2024.
🏦 Total assets increased to Rs 288.35 million from Rs 275.02 million in June 2025.
🏦 Cash and bank balances increased to Rs 199.30 million from Rs 133.92 million in June 2025.
✔️ Total comprehensive income stood at Rs 9.34 million compared to a loss of Rs 6.80 million in 2024.
Liabilities Increased to Rs 19.04 million compared to Rs 16.73 million in June 2025.
✔️ Cash generated from operating activities amounted to Rs 8.39 million compared to cash used in operating activities amounting to Rs 2.31 million in 2024.
✔️ Net increase in cash and cash equivalents amounted to Rs 71.29 million compared to Rs 6.37 million in 2024.

🎯 Investment Thesis

BUY. First Al Noor Modaraba’s strong financial recovery, driven by improved trading operations and investment income, presents a compelling investment opportunity. The company’s focus on efficiency and growth positions it for continued success. The target price will be increased by 10% with a time horizon of one year.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements POWER Signal: BUY

📈 POWER: BUY Signal (8/10) – Transmission of Quarterly Report for the Period Ended September 30, 2025

⚡ Flash Summary

Power Cement Limited (POWER) reported strong Q1 2026 results, with a significant turnaround from loss to profit. Revenue increased by 55% to PKR 7.81 billion, driven by higher demand and improved sales mix, including increased export dispatches. Gross profit surged by 119% due to enhanced production efficiencies and effective cost management. The company’s improved performance reflects resilience amidst challenging market conditions, supported by growing international demand and better alignment of supply with demand.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Net sales revenue increased by 55% to PKR 7.81 billion compared to PKR 5.05 billion in Q1 2025.
💰 Gross profit rose by 119% to PKR 2.71 billion, driven by better cost management and production efficiency.
💪 EBITDA increased by 124% to PKR 1.97 billion from PKR 880 million year-over-year.
🚀 Operating profit increased by 159% to PKR 1.76 billion compared to PKR 680 million in Q1 2025.
📉 Finance costs decreased by 55% to PKR 505 million from PKR 1.11 billion, benefiting from lower interest rates.
✅ Profit before tax stood at PKR 1.25 billion, a significant turnaround from a loss of PKR 429 million in Q1 2025.
🧾 Profit after tax was PKR 804 million, compared to a loss of PKR 492 million in the corresponding quarter.
💲 Basic EPS improved to PKR 0.60 versus a loss per share of PKR 0.55 last year.
🚚 Total cement dispatches increased by 16.25% to 12.16 million tons.
🏘️ Domestic dispatches rose by 15.08% to 9.57 million tons.
🌍 Export dispatches grew by 20.81% to 2.59 million tons.
🏭 Clinker production increased by 6% to 506,574 tons.
🧱 Cement production increased by 28% to 417,286 tons.
📉 Finance income / (cost) – net stood at (504,701) ‘000 Rupees compared to (1,108,899) ‘000 Rupees in the previous year.

🎯 Investment Thesis

Power Cement presents a compelling BUY opportunity based on its robust Q1 2026 results and improved financial performance. The company’s strategic focus on export markets, effective cost management, and reduced finance costs have driven a significant turnaround in profitability. With expected industry growth supported by infrastructure projects and a gradual recovery in private construction, POWER is well-positioned for sustained growth and value creation. Considering the company’s strong financial metrics and positive outlook, a target price of PKR 35, representing a 20% upside, is justified over a medium-term horizon of 12-18 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements ATRL Signal: BUY

📈 ATRL: BUY Signal (7/10) – RESOLUTION PASSED IN ANNUAL GENERAL MEETING

⚡ Flash Summary

Attock Refinery Limited (ATRL) held its 47th Annual General Meeting on October 27, 2025. Shareholders approved the separate and consolidated audited financial statements for the year ended June 30, 2025. A final cash dividend of Rs. 5.00 per share (50%) was approved, in addition to the already paid interim dividend of Rs. 5.00 per share, bringing the total dividend to Rs. 10.00 per share (100%). Messrs A.F. Ferguson & Co. Chartered Accountants were reappointed as auditors for the year ending June 30, 2026.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ AGM held on October 27, 2025.
👍 Audited financial statements for the year ended June 30, 2025, approved.
💰 Final cash dividend of Rs. 5.00 per share (50%) approved.
✨ Total dividend for the year: Rs. 10.00 per share (100%).
🤝 Interim dividend of Rs. 5.00 per share already paid.
👨‍💼 A.F. Ferguson & Co. reappointed as auditors for the year ending June 30, 2026.
📅 Next audit appointment is for the year ending June 30, 2026.
🏢 Meeting held at Attock House, Morgah, Rawalpindi, and via video link.
📜 Resolutions passed as ordinary resolutions.
💼 Saif-ur-Rehman Mirza is the Company Secretary.
📍 Registered office in Morgah, Rawalpindi.
🌐 Website: info@arl.com.pk

🎯 Investment Thesis

BUY. The approval of financial statements and a generous dividend payout signal financial stability and shareholder-friendly policies. The total dividend of Rs. 10.00 per share is attractive. A more specific price target would depend on detailed financial modeling incorporating projected earnings and sector-specific valuation multiples, requiring further financial data.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements APL Signal: BUY

📈 APL: BUY Signal (7/10) – CERTIFIED COPY OF THE RESOLUTIONS PASSED AT ANNUAL GENERAL MEETING

⚡ Flash Summary

Attock Petroleum Limited (APL) held its 30th Annual General Meeting on October 27, 2025, where shareholders approved and adopted the audited financial statements for the year ended June 30, 2025. The company declared a final cash dividend of 130%, amounting to Rs. 13.00 per share, in addition to an interim dividend of 125% (Rs. 12.50 per share), resulting in a total dividend of 255% or Rs. 25.50 per share for the fiscal year. Additionally, A. F. Ferguson & Co. Chartered Accountants were re-appointed as auditors for the next fiscal year (2025-26). These resolutions indicate a positive financial performance and shareholder confidence.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ Audited financial statements for the year ended June 30, 2025, were approved.
💰 Final cash dividend of 130% (Rs. 13.00 per share) was declared.
📈 Total dividend for FY2025 amounts to 255% (Rs. 25.50 per share).
🧑‍💼 A. F. Ferguson & Co. re-appointed as auditors for FY2025-26.
🗓️ The 30th Annual General Meeting took place on October 27, 2025.
✅ All resolutions were duly passed at the meeting.
👍 Board of Directors’ recommendations were approved.
🏦 Dividends will be paid to eligible shareholders.
📜 Resolutions were adopted in accordance with Pakistan Stock Exchange regulations.
📊 The company has consistently provided dividends to shareholders.
🤝 Re-appointment of auditors signifies stability and compliance.
👍 Approval and adoption of financial statements show transparency.
🚀 The company maintains a strong financial position.

🎯 Investment Thesis

Based on the positive news of the substantial dividend payout and the re-appointment of auditors, I recommend a HOLD position for Attock Petroleum Limited. The high dividend yield makes it attractive for income investors, but further analysis is needed to assess the sustainability of these dividends and the overall financial health of the company. A price target cannot be accurately assessed without additional financial data and market analysis. The time horizon is MEDIUM_TERM, pending further information.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements DYNO Signal: BUY

📈 DYNO: BUY Signal (8/10) – Credit of Final Cash Dividend

⚡ Flash Summary

DYNEA Pakistan Limited has announced the credit of a final cash dividend of Rs. 10.00 per share, equivalent to 200%, for the year ended June 30, 2025. The dividend has been electronically credited to the designated bank accounts of the shareholders on October 27, 2025. This announcement signals a distribution of profits to shareholders, reflecting the company’s performance and financial health. The dividend payout should positively impact investor sentiment, and potentially increase the stock price.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 DYNEA declares a final cash dividend of Rs. 10.00 per share.
📈 The dividend payout is equivalent to 200% of the share value.
📅 The dividend pertains to the year ended June 30, 2025.
🏦 Dividends were credited electronically to shareholder accounts on October 27, 2025.
✅ This distribution reflects the company’s profitable performance during the fiscal year.
👍 Investor confidence may increase due to the dividend payout.
📢 The announcement was made to the Pakistan Stock Exchange Limited.
📜 The dividend distribution aligns with the company’s financial strategy.
🚀 The dividend announcement may lead to a short-term increase in stock price.
🏦 The dividend credit was executed electronically, ensuring efficiency.
📅 Announcement made on October 27, 2025.

🎯 Investment Thesis

BUY. The announcement of a substantial dividend of Rs. 10.00 per share, or 200% of the share value, signifies DYNEA’s robust financial health and commitment to shareholders. This high dividend yield is attractive for income-seeking investors and should support the stock price. A target price of Rs 60.00 is set, considering the positive dividend signal and overall market conditions, with a medium-term horizon of 12-18 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements ILP Signal: BUY

📈 ILP: BUY Signal (8/10) – Financial Results for the 1st Quarter Ended September 30, 2025

⚡ Flash Summary

Interloop Limited’s unaudited financial results for Q1 2026 show a positive trajectory. Net sales increased to PKR 43.77 billion, up from PKR 41.63 billion in Q1 2025. Profit for the period surged significantly to PKR 2.797 billion compared to PKR 222 million in the same period last year. Basic and diluted earnings per share (EPS) also rose sharply from PKR 0.16 to PKR 2.00.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Revenue growth: Net sales increased by approximately 5.1% YoY, reaching PKR 43.77 billion.
💰 Profitability surge: Profit for the period jumped dramatically, increasing by 1158.5% to PKR 2.797 billion.
⭐ EPS boost: Earnings per share saw a substantial rise from PKR 0.16 to PKR 2.00.
📊 Gross profit margin improved: Gross profit increased from PKR 7.76 billion to PKR 10.18 billion.
🛑 No dividends: The company did not declare any cash dividend, bonus shares, or right shares for the quarter.
💼 Operational efficiency: Administrative expenses increased from PKR 2.25 billion to PKR 2.55 billion.
💸 Finance cost reduction: Finance costs decreased significantly from PKR 2.85 billion to PKR 1.70 billion.
🧾 Tax impact: Income tax expenses increased substantially from PKR 77.7 million to PKR 1.75 billion.
✅ Asset base: The company’s total assets stand at PKR 174.42 billion as of September 30, 2025.
🏦 Liabilities: Total equity and liabilities amount to PKR 174.42 billion.
🌱 Reserves: The company holds PKR 3.16 billion in reserves.
💼 Unappropriated profit: The unappropriated profit is PKR 40.84 billion.
💵 Cash position: Cash and bank balances slightly increased to PKR 360.23 million from PKR 357.52 million.
🏭 Non-current assets: Property, plant, and equipment stand at PKR 81.88 billion.

🎯 Investment Thesis

Based on the strong Q1 2026 financial results, a BUY recommendation is warranted. The substantial increase in profit and EPS, coupled with revenue growth and decreasing finance costs, indicates improved operational efficiency and financial health. A price target of PKR 35 is set, based on a P/E ratio of 17.5x, in a medium-term horizon, assuming the company can maintain this level of performance.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements PTL Signal: BUY

📈 PTL: BUY Signal (8/10) – Transmission of Quarterly Report for the period ended September 30, 2025

⚡ Flash Summary

Panther Tyres Limited (PTL) reported a strong Q1 for the period ended September 30, 2025, with significant improvements in revenue and profitability. Net sales increased by 11% to PKR 8,918 million, driven by strong demand in both domestic and export markets. Gross profit surged to PKR 1,341 million, reflecting reduced raw material costs and enhanced operational efficiencies. Net profit rose sharply to PKR 283 million, compared to PKR 68 million in the same period last year, while earnings per share (EPS) increased to PKR 1.68 from PKR 0.41.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🚀 Net sales increased by 11% to PKR 8,918 million in Q1 2025, up from PKR 8,021 million in Q1 2024.
📈 Gross profit significantly improved to PKR 1,341 million, compared to PKR 924 million in the prior year’s quarter.
💰 Gross margin increased to 15% due to lower raw material costs and better operational efficiency.
💸 Selling and distribution expenses rose by PKR 82 million to support higher sales volumes.
🏢 Administrative and general expenses remained controlled at PKR 128 million.
📉 Financial charges decreased from PKR 506 million to PKR 338 million due to lower interest rates and efficient fund management.
✅ Profit after tax sharply increased to PKR 283 million, a significant rise from PKR 68 million.
⭐ Earnings per share (EPS) grew to PKR 1.68, up from PKR 0.41 in the same period last year.
🌎 Company experiences strong demand in both domestic and export markets.
🛠️ Strategic emphasis continues on enhancing operational efficiency and strengthening brand equity.
🌱 Continued investment in quality, innovation, and productivity improvements is prioritized.
🏦 Short term financing is secured with rates between 9.00% and 12.64%.
📜 Contingent liabilities remained consistent with the previous year.
🤝 The company has commitments against letters of credit for machinery and raw materials.
✨ Stock of finished goods manufactured has been written down to net realizable value by Rs. Nil

🎯 Investment Thesis

BUY. Panther Tyres’ strong Q1 2025 performance, characterized by significant revenue and profit growth, combined with improved operational efficiencies and financial discipline, suggests a promising investment opportunity. With continued strategic emphasis on efficiency, brand equity, and innovation, the company is poised for sustained growth. Price Target: PKR 75. Time Horizon: Medium Term.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements POL Signal: BUY

📈 POL: BUY Signal (7/10) – Certified True Copy of Agenda Items Resolved in 74th Annual General Meeting

⚡ Flash Summary

Pakistan Oilfields Limited (POL) held its 74th Annual General Meeting on October 27, 2025, where key agenda items were resolved. The meeting approved the Directors’ and Auditors’ reports along with the audited financial statements for the year ended June 30, 2025. A final cash dividend of 500% (Rs. 50 per share) was approved, in addition to an already paid interim dividend of 250% (Rs. 25 per share), resulting in a total dividend of Rs. 75 per share (750%) for the fiscal year. M/s A.F. Ferguson & Co. were re-appointed as auditors for the year ending June 30, 2026, with the Chief Executive authorized to fix their remuneration.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ The 74th Annual General Meeting of Pakistan Oilfields Limited was successfully conducted on October 27, 2025.
📜 Directors’ and Auditors’ reports were presented and accepted: Members approved the reports along with audited financial statements for the year ended June 30, 2025.
💰 A final cash dividend of 500% (Rs. 50 per share) was approved for the year ended June 30, 2025.
🏦 An interim cash dividend of 250% (Rs. 25.00 per share) had already been paid to shareholders during the year.
💸 Total cash dividend for the year ended June 30, 2025, amounts to Rs. 75.00 per share, which is 750%.
👍 The proposed dividend payments were unanimously approved by the members.
✍️ The Company Secretary is authorized to complete all formalities related to the dividend disbursement.
🏢 M/s A.F. Ferguson & Co. were re-appointed as auditors for the year ending June 30, 2026.
🤝 The present auditors had expressed their willingness to continue as auditors for the company.
👨‍💼 The Chief Executive is authorized by shareholders to determine the auditors’ remuneration for the year 2025-26.

🎯 Investment Thesis

Based on the announcement of a very high dividend payout, I recommend a BUY rating for Pakistan Oilfields Limited. The significant dividend suggests strong financial performance. Price target to be determined after deeper financial analysis, with an initial time horizon of MEDIUM_TERM.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

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