Signal: BUY - FoxLogica

📈 SAPT: BUY Signal (7/10) – Material Information

⚡ Flash Summary

Sapphire Textile Mills Limited is expanding its business through its subsidiary, Sapphire Chemicals, by establishing a Soda Ash Manufacturing Facility with a capacity of 220,000 tons per annum, expected to be completed by the end of 2027. The project’s financial close is nearing completion, with agreed-upon financing terms with a consortium of banks and board approval for equity contribution and sponsor support. Concurrently, the company aims to streamline its spinning capacity by discontinuing the production of old and uneconomic spindles, redirecting resources towards sustainable growth and value-added segments.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🏭 Sapphire Chemicals, a subsidiary, is setting up a Soda Ash Manufacturing Facility.
📈 The facility will have a production capacity of 220,000 tons per annum.
📅 Project construction is expected to be completed by the end of 2027.
✅ Financial close is in the final stages, with project financing terms agreed with banks.
🤝 Board of Directors approved equity contribution and sponsor support.
🔄 Sapphire Textile is focusing on integrating and streamlining its spinning capacity.
🛑 The company plans to stop production of old and uneconomic spindles.
🌱 This strategic move aims to deploy resources for sustainable company growth.
💰 Local raw materials will be used for Soda Ash Manufacturing.
🎯 The Soda Ash project is expected to yield good returns.

🎯 Investment Thesis

Based on the strategic expansion into Soda Ash manufacturing and the streamlining of spinning operations, a BUY recommendation is warranted. The diversification into a new sector and focus on value-added segments should improve long-term profitability and shareholder value. A price target will depend on detailed financial projections for the Soda Ash facility. 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 SARC Signal: BUY

📈 SARC: BUY Signal (7/10) – Transmission of Quarterly Report for the Period Ended 2025-09-30

⚡ Flash Summary

Sardar Chemical Industries Limited (SARC) reported its unaudited financial results for the first quarter ended September 30, 2025. The company experienced a notable increase in net sales, rising by 21.79% compared to the same quarter last year, primarily driven by stable exchange rates and increased sales volume. Profit before taxation doubled, indicating improved operational efficiency and market demand. The company also benefited from cost savings due to solar energy usage, reducing power costs by Rs. 3.49 million compared to Q1 2024.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Net sales increased by 21.79% to Rs. 143.88 million (vs Rs. 118.14 million in Q1 2024).
💹 Profit before taxation doubled to Rs. 32.106 million (vs Rs. 16.031 million in Q1 2024).
💰 Profit after taxation rose significantly to Rs. 23.036 million (vs Rs. 12.772 million in Q1 2024).
⭐ Earnings per share (EPS) increased to Rs. 3.84 (vs Rs. 2.13 in Q1 2024).
☀️ Cost savings of Rs. 3.49 million achieved through solar energy utilization.
🏭 Increase in demand noted for dyes used in textile, dyeing, printing, leather, and paper industries.
📊 Stable exchange rates played a vital role in increased sales in both quantity and value.
🌱 Future prospects are positive due to favorable financial indicators.
⭐ Focus remains on maintaining quality products to meet international standards.
🤝 Acknowledgment given to customers, staff, and workers for their support and dedication.
⚡️ Solar system generated electricity, reducing power costs.
✔️ Total assets increased to Rs 481.07 million from Rs 466.97 million
✔️ Revenue reserves increased from 254.75 million to 277.79 million

🎯 Investment Thesis

Sardar Chemical Industries is a BUY. The company’s strong Q1 2025 results, driven by increased sales, improved profitability, and cost savings from solar energy, indicate a positive growth trajectory. A price target of Rs 50, based on a P/E ratio of 13 applied to the current EPS of Rs 3.84, is justified given the company’s performance and future prospects. The time horizon is medium-term (12-18 months), anticipating continued growth and operational improvements.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements Signal: BUY

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

⚡ Flash Summary

IGI Holdings Limited reported a strong performance for the nine-month period ended September 30, 2025. The company achieved an operating revenue of Rs. 1,362 million, a 16% increase compared to the corresponding period last year. Profit after tax increased to Rs. 997 million, driven by improved dividend income and stable returns on investments. Earnings per share stood at Rs. 6.99, reflecting sustained profitability across the investment portfolio, compared to prior year nine month period EPS of Rs 6.65. The company’s performance is closely tied to the financial health of its subsidiaries and broader economic conditions in Pakistan.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Operating revenue increased by 16% to Rs. 1,362 million.
💰 Profit after tax rose to Rs. 997 million.
💸 Earnings per share (EPS) increased to Rs. 6.99.
✔️ EPS growth driven by improved dividend income.
✔️ EPS growth driven by stable returns on investments.
💼 IGI Holdings’ performance closely tied to subsidiaries’ performance.
🏦 IGI Holdings’ performance tied to broader economic conditions in Pakistan.
✔️ Unconsolidated profit before taxation increased to Rs. 1,019,294 thousands compared to Rs 955,826 thousands
✔️ Unconsolidated Profit after taxation increased to Rs 997,016 thousands compared to Rs 948,631 thousands
✔️ Consolidated profit before taxation increased to Rs 3,090,735 thousands compared to Rs 2,494,681 thousands
✔️ Consolidated profit after taxation increased to Rs 2,080,003 thousands compared to Rs 1,528,727 thousands
✔️ Consolidated EPS increased to Rs 14.29 compared to Rs 10.49

🎯 Investment Thesis

IGI Holdings Limited is a BUY. The company’s ability to improve revenue, profit, and EPS showcases a sustainable growth pattern, which should continue in the foreseeable future. While risks associated with subsidiaries’ performance and macroeconomic conditions exist, a sound investment strategy and proactive management should mitigate these concerns. The price target, as described above, is Rs. 69.9 with a medium-term horizon, where macroeconomic factors have to be carefully monitored.

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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) – Transmission of 1st Quarterly Report for the Period Ended September 30, 2025

⚡ Flash Summary

Interloop Limited (ILP) reported a strong start to FY2026, demonstrating resilience amidst a challenging economic backdrop. The company recorded a 5.14% increase in unconsolidated revenue, reaching Rs. 43,774 million, and a substantial 31.25% rise in gross profit. This growth was primarily attributed to a favorable sales mix, effective cost management, and improved utilization. Profit after taxation surged to Rs. 2,797 million, with earnings per share (EPS) improving significantly to Rs. 2.00, reflecting enhanced operating margins and efficient cost control.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Revenue growth of 5.14% (unconsolidated) and 5.7% (consolidated) year-over-year, indicating sustained momentum.
💰 Unconsolidated Gross Profit surged by 31.25% to Rs. 10,183 million, showcasing improved profitability.
📊 Consolidated Gross Profit increased by 29.2% to Rs. 10,520 million.
🚀 Unconsolidated Profit from Operations soared by 67.72% to Rs. 6,241 million, driven by controlled operating expenses.
✅ Consolidated Profit from Operations increased by 62.3% to Rs. 6,237 million.
💸 Financial costs decreased by 41% due to reduced borrowings, boosting net profit.
⭐ Unconsolidated Net Profit after taxation surged to Rs. 2,797 million, a 1,158.53% increase.
🌟 Consolidated Net Profit after tax surged to Rs. 2,742 million, a 720% increase.
🧾 Unconsolidated EPS improved to Rs. 2.00 from Rs. 0.16 in the same period last year.
💎 Consolidated EPS improved significantly to Rs. 1.96 from Rs. 0.24.
🌍 Textile exports increased by 5.6% year-on-year, reaching USD 4.8 billion.
🧶 Knitwear led sector growth with a 12.2% increase to USD 1.4 billion.
✅ Pakistan reached a staff-level agreement with the IMF, expected to unlock further external financing.
🌱 The company obtained BCI certification across all units for traceable and sustainable cotton sourcing.

🎯 Investment Thesis

Interloop Limited presents a compelling investment opportunity based on its strong Q1 FY2026 results, demonstrating robust revenue growth, improved profitability, and efficient cost management. Given the impressive surge in EPS and profit after taxation, I recommend a BUY rating with a price target of Rs. 180, based on an estimated P/E ratio of 15x FY26 EPS, within 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 DEL Signal: BUY

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

⚡ Flash Summary

Dawood Equities Limited (DEL) has reported a strong first quarter for 2025, with revenue significantly increasing to Rs. 87.3 million compared to Rs. 38.8 million in the same quarter last year. This growth is attributed to improved trading activity during the quarter. The company’s net profit reached Rs. 35.6 million, resulting in earnings per share of Rs. 1.30. Overall, the financial performance indicates a positive trajectory for DEL, driven by enhanced trading volumes and efficient operations.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🚀 Revenue surged to Rs. 87.3 million in Q1 2025, a significant increase from Rs. 38.8 million in Q1 2024.
📈 Net profit reached Rs. 35.6 million, indicating strong profitability.
💰 Earnings per share (EPS) stood at Rs. 1.30 for the quarter.
💼 Trading activity improved substantially compared to the previous quarter.
📊 Administrative expenses increased to Rs. 17.99 million from Rs. 12.06 million year over year.
✨ Net unrealized gain on re-measurement of investments was Rs. 17.31 million.
🏦 Cash and bank balances increased significantly to Rs. 56.12 million from Rs. 9.21 million.
✔️ Total assets grew to Rs. 885.35 million from Rs. 794.07 million.
🌱 Total equity increased to Rs. 423.20 million from Rs. 370.59 million.
💸 Short term investments grew to Rs. 124.14 million from Rs. 118.44 million.
✅ The company’s principle business remains trading and brokerage of listed equities.

🎯 Investment Thesis

BUY. Dawood Equities shows strong growth potential based on its impressive first-quarter performance. With increased trading activity and efficient cost management, the company is well-positioned for future growth. A price target of Rs. 20.00, based on a P/E ratio of 15x 2025 estimated EPS, is achievable within the next 12 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements JSGCL Signal: BUY

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

⚡ Flash Summary

JS Global Capital Limited’s report for the nine months ended September 30, 2025, reveals a strong performance. The company’s profit after tax surged to PKR 429.95 million, a notable increase from PKR 227.22 million in the same period last year, with earnings per share rising from Rs. 8.27 to Rs. 15.65. This growth was supported by a significant increase in operating revenue, which grew by 68.1% to PKR 1,365 million, driven primarily by equity brokerage. The KSE-100 Index closed at a record high of over 165,000 points in September 2025 with the Company focused on optimizing revenue generation and rationalizing costs.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🚀 **Record High Index**: KSE-100 Index soared to over 165,000 points in September 2025.
📈 **Revenue Surge**: Operating revenue jumped by 68.1% to PKR 1,365 million.
💰 **Profit Growth**: Profit after tax skyrocketed to PKR 429.95 million from PKR 227.22 million YoY.
⭐ **EPS Increase**: Earnings per share rose to Rs. 15.65 from Rs. 8.27 YoY.
🏦 **Brokerage Boost**: Equity brokerage remained the major contributor to operating revenue.
🌍 **Global Recognition**: KSE-100 emerged as Asia’s top-performing equity market in September 2025.
📊 **Turnover Increase**: Average daily turnover in 3QCY25 increased 93% YoY in volume.
💹 **Cost Management**: JS Global aims to balance revenue growth with cost rationalization.
🇵🇰 **Forex Reserves**: Pakistan’s foreign exchange reserves increased to USD 14.83 billion.
🥇 **Digital Enhancement**: Planned improvements for digital trading platforms using AI and automation.
🤝 **Strong Relationships**: Improved geopolitical ties between Pakistan, the US, and Saudi Arabia.
🌱 **Product Diversification**: Focus on expanding into fixed income, structured products, and sustainable investments.
🌐 **Strategic Growth**: Commitment to client-centric solutions for market share and expansion.
✔️ **Stable Liquidity**: SBP maintained policy rate at 11%, ensuring stable money market conditions.
🌾 **Commodities Volatility**: Global commodity markets experienced heightened volatility.

🎯 Investment Thesis

BUY. JS Global Capital Limited is a compelling investment opportunity due to its strong financial performance, increasing market share, and strategic initiatives. The company’s focus on digital transformation and product diversification positions it well for future growth. The price target is set at PKR 65.00, based on a forward P/E multiple of 15x, applied to the forecasted EPS of PKR 4.33 over the next 12 months. The time horizon is medium-term, anticipating continued growth and market leadership.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements Signal: BUY WAHN

📈 WAHN: BUY Signal (7/10) – Transmission of Quarterly Report for the Period Ended September 30, 2025

⚡ Flash Summary

Wah Nobel Chemicals Limited’s first quarter ended September 30, 2025, shows positive financial performance. Net sales revenue increased by 17% year-over-year, reaching Rs 1.413 billion compared to Rs 1.203 billion in the previous year. After-tax profit also rose to Rs 122 million from Rs 111 million in the corresponding period last year. The company’s management expresses a positive outlook, aiming for continued growth and operational efficiency amid challenging economic conditions.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🎉 Net Sales Revenue increased by 17% reaching Rs 1.413 billion compared to Rs 1.203 billion last year.
📈 After Tax Profit improved to Rs 122 million from Rs 111 million YoY.
💪 Company holds ISO 9001:2008, 14001:2004 & OHSAS 18001:2007 certifications.
🏢 Registered office is located in G.T. Road, Wah Cantt.
🌐 Company website: www.wahnobel.com.
🌱 Company manufactures Urea Formaldehyde Moulding Compound, Formaldehyde and Formaldehyde based liquid resins.
🏦 Bankers include MCB Bank Limited, Allied Bank, Bank Al-Habib, Askari Bank, Meezan Bank, and Faysal Bank.
✅ Basic and diluted earnings per share increased to Rs 13.58 compared to Rs 12.31 YoY.
💰 Cash and cash equivalents decreased to Rs (63.161) million from Rs 484.280 million.
📊 Total Equity increased from Rs 2,654.312 million to Rs 2,776.507 million.
liabilities increased from Rs 1,186.376 million to Rs 1,083.138 million.
🏭 Company’s factory is located in Wah Cantt.
📜 Board proposed a cash dividend of Rs 10 per share for the year ended June 30, 2025.
🤝 Wah Nobel (Private) Ltd (WNPL) holds 55.23% shares of the company.

🎯 Investment Thesis

Based on the positive Q1 results, a BUY recommendation is warranted. The company’s revenue and profit growth, coupled with a positive management outlook, present an attractive investment opportunity. I set a price target of PKR 175, with a time horizon of 12 months, assuming the company continues its growth trajectory and effectively manages its cash flow and operational efficiencies. This price target is based on an expected earnings multiple expansion, driven by improved investor confidence and market conditions.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements NRSL Signal: BUY

📈 NRSL: BUY Signal (7/10) – Transmission of Quarterly Report for the Period Ended September 30, 2025

⚡ Flash Summary

Nimir Resins Limited reported encouraging results for the quarter ended September 30, 2025, with all business segments performing well. Revenue increased by 18%, and volumetric growth was even more significant. A substantial reduction in financial costs led to a 77% increase in profit after taxation compared to the same period last year. Consequently, Earnings Per Share (EPS) improved to PKR 0.46 per share, compared to PKR 0.26 per share in the corresponding period last year.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Revenue from sales increased to PKR 3,061 million from PKR 2,589 million, an 18% increase.
💰 Gross profit rose to PKR 273 million from PKR 242 million, a 13% increase.
Operating profit improved to PKR 187 million from PKR 174 million.
✅ Profit after taxation increased significantly to PKR 65 million from PKR 37 million, a 77% rise.
⭐ Earnings Per Share (EPS) increased to PKR 0.46 from PKR 0.26.
📉 Distribution costs decreased to PKR 39.963 million from PKR 34.659 million.
Administrative expenses decreased to PKR 45.413 million from PKR 33.798 million.
💲 Finance costs decreased substantially to PKR 75.935 million from PKR 109.911 million.
🏦 Cash and cash equivalents decreased to PKR 57.796 million from PKR 152.345 million at the end of June 2025.
⚠️ Short term borrowings increased to PKR 2,092.434 million from PKR 2,060.468 million.

🎯 Investment Thesis

Based on the strong quarterly performance, particularly the increase in revenue and EPS, a BUY recommendation is warranted. The stabilization in international feedstock prices is a positive sign. Price Target: PKR 35. 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 Signal: BUY

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

⚡ Flash Summary

Nimir Industrial Chemicals Limited reported a strong first quarter for 2025, with a significant improvement in its bottom line. Profit after tax (PAT) increased by 68% compared to the same period last year, driven by enhanced operational efficiencies and reduced financial costs. The company’s top line also grew by 13%, indicating a robust market presence. The Board has recommended an interim cash dividend of Re. 1 per share (10%) for the quarter.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Profit After Tax (PAT) surged by 68% compared to the same quarter last year.
💰 Earnings Per Share (EPS) increased from Rs. 2.72 to Rs. 4.55.
🚀 Revenue grew by 13% during the quarter.
✅ The Board recommended an interim cash dividend of Re. 1 per share (10%).
⚙️ Enhanced operational efficiencies contributed to the improved bottom line.
📉 Reduction in financial costs further boosted profitability.
🌐 Company’s top line reflects a strong market presence.
💪 Improvement in macroeconomic indicators is expected to drive demand.
📉 Anticipated decline in inflation and interest rates is expected to reduce financing costs.
🌱 Commitment to operational excellence and sustainable growth.
🏦 Gross Sales increased from Rs 12,981 million to Rs 14,667 million.
👍 Operating profit amounted to Rs 1,246 million compared to Rs 1,256 million last year.
✅ The company holds authorized share capital of Rs 1,450 million.
✔️ Current liabilities decreased by more than 1 million.
💹 Trade and other payables increased from Rs 2,995 million to Rs 4,931 million.

🎯 Investment Thesis

Based on the strong quarterly performance, I recommend a BUY rating for Nimir Industrial Chemicals Limited. The company’s improved profitability, revenue growth, and dividend payout make it an attractive investment. The positive outlook for macroeconomic conditions and reduced financing costs further support this recommendation. Buy because of an impressive growth in profitability and Earnings per share. Additionally, the board recommended dividend for shareholders.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements Signal: BUY TRG

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

⚡ Flash Summary

TRG Pakistan Limited reported its financial results for the quarter ended September 30, 2025. The company reported a profit after taxation of PKR 6,867.756 million, a significant increase from PKR 2,407.454 million in the same quarter last year. Earnings per share (basic and diluted) stood at PKR 12.59, compared to PKR 4.41 in the corresponding period of 2024. The company did not declare any cash dividend, bonus shares, or right shares for the quarter.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Profit after taxation soared to PKR 6,867.756 million, a substantial increase from PKR 2,407.454 million year-over-year.
💰 Earnings per share (EPS) reached PKR 12.59, significantly higher than PKR 4.41 in the same quarter last year.
🚫 No cash dividend was declared for the quarter ended September 30, 2025.
❌ No bonus shares were announced.
❌ No right shares were proposed.
📊 Operating loss was PKR (191,032) thousand, compared to PKR (135,224) thousand in the prior year.
💼 Share of profit in equity accounted investee increased to PKR 8,304.456 million from PKR 2,992.742 million.
💸 Total comprehensive income was PKR 6,511.648 million compared to PKR 2,308.179 million in the corresponding quarter of 2024.
🏦 Cash and bank balances increased to PKR 34,954 thousand from PKR 27,164 thousand as of June 30, 2025.
📉 Foreign currency translation reserve decreased to PKR 28,494.777 million from PKR 28,850.885 million as of June 30, 2025.
📊 Unappropriated profit increased significantly to PKR 10,496.666 million from PKR 3,628.910 million as of June 30, 2025.
📉 Effect of translation of net investment in foreign associate net of tax reported a loss of PKR (356,108) thousand versus PKR (99,275) thousand last year.

🎯 Investment Thesis

Based on the improved profitability and significant EPS growth, a BUY recommendation is warranted. The company’s strategic investments appear to be paying off, as indicated by the increased share of profit in equity accounted investees. A price target of PKR 150 is set, with a time horizon of 12 months, based on continued earnings growth and potential for further investment gains.

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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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