AHCL - FoxLogica

⏸️ AHCL: HOLD Signal (5/10) – Arif Habib Corporation Limited – Corporate Briefing Session – 2025

⚡ Flash Summary

Arif Habib Corporation Limited (AHCL) is scheduled to hold a Corporate Briefing Session (CBS) on November 20, 2025, at 3:30 pm to discuss the company’s performance for the year ended June 30, 2025. The session will be conducted via Zoom. Investors and analysts who wish to participate are required to register by sending an email to corporate.affairs@arifhabibcorp.com with the subject ‘Registration for AHCL CBS 2025’ at least 24 hours before the meeting. The announcement is intended to inform shareholders, analysts, and TRE Certificate Holders of the Exchange.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Corporate Briefing Session (CBS) scheduled for November 20, 2025.
🕒 The CBS will commence at 3:30 pm.
🏢 Organized by Arif Habib Corporation Limited (AHCL).
🎯 Purpose is to brief investors and analysts on the company’s performance.
📅 Performance review is for the year ended June 30, 2025.
💻 The CBS will be held via Zoom video link.
📧 Registration required for participation.
📝 To register, email corporate.affairs@arifhabibcorp.com.
✉️ Email subject: ‘Registration for AHCL CBS 2025’.
⏳ Registration deadline: 24 hours before the meeting.
👤 Target audience: investors, analysts, and members.
🌐 Information for the Pakistan Stock Exchange.
🤝 Appreciation for assistance to TRE Certificate Holders of the Exchange.

🎯 Investment Thesis

Given the absence of financial data and the informational nature of this announcement, a HOLD recommendation is appropriate. Further insights from the Corporate Briefing Session are required to form a concrete investment thesis. It’s a placeholder until tangible metrics are reviewed.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

AHCL announcements Signal: BUY

📈 AHCL: BUY Signal (8/10) – Arif Habib Corporation Limited – Corporate Briefing Presentation – 2025

⚡ Flash Summary

Arif Habib Corporation Limited (AHCL) reported significant financial growth in FY25. Standalone revenue increased by 30.48% to PKR 4,953 million, while consolidated revenue decreased slightly by 7.57% to PKR 9,205 million. Profit after tax saw substantial gains, with standalone profit rising by 152.09% to PKR 23,775 million and consolidated profit increasing by 30.82% to PKR 11,138 million. The company has also been actively restructuring its share capital and investment portfolio, including a scheme of arrangement and subdivision of shares to enhance liquidity.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🚀 Standalone revenue increased by 30.48% to PKR 4,953 million in FY25.
📉 Consolidated revenue slightly decreased by 7.57% to PKR 9,205 million.
💰 Standalone profit after tax surged by 152.09% to PKR 23,775 million.
📈 Consolidated profit after tax increased by 30.82% to PKR 11,138 million.
💸 Earnings per share (EPS) increased significantly: Standalone EPS up by 151.79% to PKR 5.64, Consolidated EPS up by 32.97% to PKR 2.46.
🏦 Total assets increased: Standalone assets up by 72.76% to PKR 66,292 million, Consolidated assets up by 17.81% to PKR 76,624 million.
Equity also increased: Standalone equity up by 61.12% to PKR 54,893 million, Consolidated equity up by 17.18% to PKR 53,216 million.
📊 Breakup Value per Share increased: Standalone Breakup Value up by 61.14% to PKR 13.02, Consolidated Breakup Value up by 17.18% to PKR 12.62.
Dividends: Declared a final cash dividend of PKR 1 per share (100%) for the year ended June 30, 2025.
Shares Subdivision: Approved the subdivision of shares, changing the face value from Rs. 10 to Re. 1 per share.
REITs: Manages REITs through Arif Habib Dolmen REIT Management Limited (AHDRML), focusing on real estate investments.
Scheme of Arrangement: Implemented a scheme of arrangement involving the demerger of certain non-core businesses from AHL.
Musharaka Arrangements: Invested in several Musharaka arrangements managed by JCL and AHCL, focusing on real estate projects.
Subsidiaries: Arif Habib Limited (AHL), Sachal Energy Development Private Limited (SEDPL), Black Gold Power Limited (BGPL), and Rayann commodities.
Strategic Investments: Significant holdings in Fatima Fertilizer (15.19%), Safemix Concrete Limited (27.63%) and Javedan Corporation Limited(39.52%).

🎯 Investment Thesis

AHCL presents a compelling investment opportunity given its strong growth trajectory, strategic diversification, and active restructuring. The increase in standalone profit and the promising outlook for its REIT and energy investments suggest significant upside potential. I recommend a BUY rating with a price target of PKR 15.00, based on a forward P/E ratio of 6x FY26 projected EPS. This target reflects the company’s growth prospects and the potential for value creation through its strategic initiatives. The time horizon is MEDIUM_TERM, expecting the price target to be achieved within the next 12-18 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

AHCL announcements Signal: HOLD

⏸️ AHCL: HOLD Signal (5/10) – Update – Privatisation Process of Pakistan International Airlines Corporation Limited (PIACL)

⚡ Flash Summary

Arif Habib Corporation Limited (AHCL) has announced an update regarding the privatisation process of Pakistan International Airlines Corporation Limited (PIACL). AKD Group, through its company AKD Group Holdings (Private) Limited, has joined the AHCL-led consortium participating in the privatization. The inclusion of AKD Group, a leading financial institution, strengthens the consortium as it proceeds through the due diligence phase. The consortium now includes AHCL, Fatima Fertilizer Company Limited, City School (Private) Limited, Lake City Holdings (Private) Limited, and AKD Group Holdings (Private) Limited. The consortium remains actively engaged with the Privatisation Commission of Pakistan.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 Update on PIACL privatisation process as of November 10, 2025.
🤝 AKD Group joins the AHCL-led consortium, enhancing its financial strength.
🏢 AKD Group brings expertise in venture capital, real estate, oil & gas, and technology.
🔍 The consortium is currently in the due diligence phase of the PIACL transaction.
💼 Current consortium members: AHCL, Fatima Fertilizer, City School, Lake City Holdings, and AKD Group Holdings.
🇵🇰 The consortium is actively engaged with the Privatisation Commission of Pakistan.
🔒 AHCL is committed to disclosing material information in compliance with regulations.
ℹ️ The update follows an earlier disclosure dated July 9, 2025.
✈️ PIACL is the target of the privatisation effort.
🏢 Arif Habib Corporation Limited is providing the update.
📜 The subject matter is the privatisation process of Pakistan International Airlines Corporation Limited (PIACL).

🎯 Investment Thesis

Based solely on this announcement, a HOLD recommendation is appropriate. The update provides no specific financial information to justify a BUY or SELL rating. The addition of AKD Group strengthens the consortium, which is a positive sign, but the risks associated with the privatisation and turnaround of PIACL remain. Further financial details and progress updates are needed to form a more definitive investment thesis. A price target and specific time horizon cannot be determined without financial information on PIACL.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 10, 2025

AHCL announcements Signal: HOLD

⏸️ AHCL: HOLD Signal (6/10) – Certified Copy of Resolutions passed in Annual General Meeting held on 24th October 2025

⚡ Flash Summary

Arif Habib Corporation Limited (AHCL) held its 31st Annual General Meeting on October 24, 2025, where shareholders approved the annual audited financial statements for the year ended June 30, 2025. A final cash dividend of Re. 1 per share (100% of face value) was approved, as recommended by the Board of Directors. The meeting also saw the reappointment of A. F. Ferguson & Co. as external auditors for the year ending June 30, 2026. Special resolutions related to transactions with related parties were passed, and a fresh limit of additional investment of Rs. 1,000 Million was approved for REIT schemes managed by Arif Habib Dolmen REIT Management Ltd.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ AGM held on October 24, 2025, at Stock Exchange Building, Karachi.
✅ Annual audited financial statements for the year ended June 30, 2025, were adopted.
🤝 Resolutions passed for special businesses related to related party transactions and investments.
✔️ Minutes of the Extra-Ordinary General Meeting held on September 22nd, 2025 were approved.
💰 Final Cash Dividend of Re. 1 per share (100% of face value) approved for the year ended June 30, 2025.
🏢 A. F. Ferguson & Co. reappointed as external auditors for the year ending June 30, 2026.
✍️ Board authorized to fix the remuneration of external auditors for the year ending June 30, 2026.
💼 Transactions with related parties approved as disclosed in the audited financial statements for the year ended June 30, 2025.
🏦 Board authorized to approve related party transactions for the financial year ending June 30, 2026.
💸 Rs. 1,000 Million fresh limit approved for REIT Schemes managed by Arif Habib Dolmen REIT Management Ltd.
🔄 Renewal of unutilized equity investment limits in associated companies approved.
🏢 Unutilized equity portion of PKR 2,059 million for Javedan Corporation Ltd.
🏢 Unutilized equity portion of PKR 500 million for Arif Habib Ltd.
🏢 Unutilized equity portion of PKR 2,800 million for Fatima Fertilizer Company Ltd.
Authorization granted to Chief Executive and/or directors for necessary actions related to the resolutions.

🎯 Investment Thesis

Based on the limited information, a HOLD recommendation is appropriate. The dividend approval is positive, but more comprehensive financial analysis is needed. A price target and time horizon cannot be accurately determined without further information on the company’s financial performance and future prospects. The company’s involvement in REIT schemes and associated companies requires careful evaluation of their potential impact on overall performance.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

AHCL announcements Signal: HOLD

⏸️ AHCL: HOLD Signal (5/10) – Announcement – Financial Results for the Quarter Ended 30th September 2025

⚡ Flash Summary

AHCL announced: Announcement – Financial Results for the Quarter Ended 30th September 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

AHCL made announcement: Announcement – Financial Results for the Quarter Ended 30th September 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 AHCL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

AHCL announcements Signal: HOLD

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

⚡ Flash Summary

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

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

AHCL made announcement: Transmission of Quarterly Report for the Period Ended 30 September 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 AHCL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

AHCL announcements Signal: BUY

📈 AHCL: BUY Signal (7/10) – AHCL – Credit of Final Cash Dividend

⚡ Flash Summary

AHCL announced: AHCL – Credit of Final Cash Dividend. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

AHCL made announcement: AHCL – Credit of 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 AHCL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

AHCL announcements Signal: HOLD

⏸️ AHCL: HOLD Signal (5/10) – BOARD MEETING / CLOSED PERIOD

⚡ Flash Summary

Arif Habib Corporation Limited (AHCL) has announced a board meeting scheduled for October 28, 2025, to review and approve the quarterly financial statements for the period ending September 30, 2025. In compliance with regulations, a closed period has been declared from October 22 to October 28, 2025, restricting trading activity for insiders. This announcement signals the imminent release of AHCL’s financial performance, which will be scrutinized by investors. The closed period ensures fair market practices by preventing information asymmetry.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: SHORT_TERM

📌 Key Takeaways

🗓️ Board meeting scheduled for October 28, 2025, to review financials.
✅ Quarterly financial statements for Q3 2025 will be considered.
🔒 Closed period declared from October 22 to October 28, 2025.
🚫 Trading restrictions imposed on insiders during the closed period.
📜 Compliance with clause 5.6.4 of the Pakistan Stock Exchange Rule Book.
🏢 Meeting to be held at Arif Habib Centre, Karachi.
🕒 Meeting time is set for 4:15 p.m. local time.
📊 Consolidated financial statements also up for approval.
📅 Quarter ends September 30, 2025.
📢 Announcement expected after October 28, 2025.
ℹ️ Information to be disclosed to the Pakistan Stock Exchange.
✉️ Manzoor Raza, Company Secretary, is the contact person.
🌐 Further details available on www.arifhabibcorp.com.

🎯 Investment Thesis

Based solely on this announcement, a HOLD recommendation is appropriate. Investors should await the release of the financial statements to make a more informed decision. A BUY or SELL recommendation will depend on whether the reported results are above or below expectations, respectively. The time horizon for reassessment is short-term, immediately following the earnings release.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 20, 2025

AHCL announcements Signal: HOLD

⏸️ AHCL: HOLD Signal (5/10) – BOARD MEETING / CLOSED PERIOD

⚡ Flash Summary

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: SHORT_TERM

📌 Key Takeaways

🗓️ Board meeting scheduled for October 28, 2025, to review financials.
✅ Quarterly financial statements for Q3 2025 will be considered.
🔒 Closed period declared from October 22 to October 28, 2025.
🚫 Trading restrictions imposed on insiders during the closed period.
📜 Compliance with clause 5.6.4 of the Pakistan Stock Exchange Rule Book.
🏢 Meeting to be held at Arif Habib Centre, Karachi.
🕒 Meeting time is set for 4:15 p.m. local time.
📊 Consolidated financial statements also up for approval.
📅 Quarter ends September 30, 2025.
📢 Announcement expected after October 28, 2025.
ℹ️ Information to be disclosed to the Pakistan Stock Exchange.
✉️ Manzoor Raza, Company Secretary, is the contact person.
🌐 Further details available on www.arifhabibcorp.com.

🎯 Investment Thesis

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 20, 2025

AHCL announcements Signal: Neutral

⏸️ AHCL: NEUTRAL Signal (5/10) – Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Regulations

⚡ Flash Summary

On October 20, 2025, Arif Habib Corporation Limited (AHCL) disclosed that Mr. Arif Habib, the Chief Executive Officer, executed transactions in the company’s shares. Between October 14 and October 17, 2025, Mr. Habib purchased a total of 5,716,354 shares through the CDC Ready market. The average purchase price ranged from Rs. 15.44 to Rs. 16.79 per share. These transactions increased the cumulative number of shares held to 3,360,069,734, representing 79.68% of the company.

Signal: NEUTRAL ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📝 Mr. Arif Habib, CEO of AHCL, executed share purchase transactions.
🗓️ Purchases occurred between October 14 and October 17, 2025.
🏦 Transactions were executed through the CDC Ready market.
⬆️ A total of 5,716,354 shares were purchased.
💰 Average purchase price ranged from Rs. 15.44 to Rs. 16.79 per share.
📈 On 14-Oct-25, 1,198,001 shares were bought at an average price of Rs. 16.79.
📈 On 15-Oct-25, 801,999 shares were bought at an average price of Rs. 16.11.
📈 On 16-Oct-25, 1,000,000 shares were bought at an average price of Rs. 15.80.
📈 On 17-Oct-25, 2,716,354 shares were bought at an average price of Rs. 15.44.
📊 Cumulative shareholding increased to 3,360,069,734 shares.
✔️ Cumulative percentage increased to 79.68% of the company.
📰 Disclosure made in compliance with clause 5.6.4 of PSX Regulations.
🤝 Transactions to be presented in the subsequent board meeting.

🎯 Investment Thesis

Based on the information provided, a HOLD recommendation is appropriate. The CEO’s increased stake is a mildly positive signal, but not enough to significantly alter an investment decision. More comprehensive analysis, including financial statements and industry trends, is needed for a more informed decision.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 20, 2025

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