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BUY - FoxLogica

BUY

📈 QUICE: BUY Signal (8/10) – Transmission of Quarterly Financial Statements for the period ended Sept. 30, 2025

⚡ Flash Summary

Quice Food Industries Limited reported strong first-quarter results for the period ended September 30, 2025. The company achieved a significant topline growth of 52.67%, with sales reaching PKR 425.740 million compared to PKR 278.857 million in the same period last year. Profit after taxation increased to PKR 3.539 million from PKR 1.232 million, reflecting improved strategic pricing and cost management. Export sales remained a key driver, constituting 62.71% of total sales, while domestic sales also grew by 66.80% due to sustained demand and product quality.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🚀 Topline growth of 52.67%, with sales at PKR 425.740 million.
  • 📈 Sales increased from PKR 278.857 million in the same quarter last year.
  • 💰 Profit after taxation increased to PKR 3.539 million.
  • 📊 Previous year profit was PKR 1.232 million.
  • 🌍 Export sales constitute 62.71% of total sales.
  • 🏡 Domestic sales notched up by 66.80%.
  • 💲 Earnings per share stood at Re. 0.04.
  • 💵 Prior year EPS was Re. 0.01.
  • 📉 Distribution costs increased to PKR 58.974 million from PKR 34.584 million.
  • 🏢 Administrative expenses also went up to PKR 15.974 million from PKR 12.779 million.

🎯 Investment Thesis

BUY. Quice Foods’ impressive Q1 2025 performance, driven by strong topline growth and improved profitability, makes it an attractive investment. The company’s focus on exports and domestic sales, combined with efficient cost management, positions it well for future growth. A price target of PKR 15.00, based on a forward P/E of 15x FY26 EPS estimate of PKR 1.00, seems justified. The time horizon is MEDIUM_TERM.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

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

⚡ Flash Summary

Agriauto Industries Limited (AGIL) reported its financial results for the quarter ended September 30, 2025. The consolidated results show a significant increase in turnover and profit after taxation compared to the same quarter last year. Specifically, turnover increased substantially, and the company moved from a loss to a profit. The board did not recommend any cash dividend, bonus issue, or right shares for the period.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🚀 Agriauto’s consolidated turnover increased to PKR 3,856.27 million in Q3 2025 from PKR 2,298.52 million in Q3 2024.
  • 📈 Gross profit surged to PKR 561.40 million compared to PKR 166.51 million in the same period last year.
  • 💰 The company reported an operating profit of PKR 354.51 million, a significant turnaround from PKR 19.80 million in Q3 2024.
  • 💸 Profit/loss before levies and income tax improved to PKR 284.84 million from a loss of PKR (48.18) million year-over-year.
  • 📊 After-tax profit stood at PKR 192.58 million, a notable recovery from a loss of PKR (64.76) million in Q3 2024.
  • ⭐ Basic and diluted earnings per share (EPS) was PKR 5.35, compared to a loss per share of PKR (1.80) last year.
  • 🏦 Total Assets increased to PKR 10,774.28 million as of September 30, 2025, compared to PKR 9,654.58 million as of June 30, 2025.
  • 🧾 The company’s Issued, subscribed and paid-up capital remained constant at PKR 180 million.
  • ⚠️ No cash dividend, bonus issue, or right shares were recommended by the Board of Directors.
  • 🔒 Short-term finances secured increased significantly to PKR 1,546.01 million compared to PKR 806.93 million as of June 30, 2025.
  • ✅ Unconsolidated turnover increased to PKR 2,507.66 million from PKR 1,487.44 million in the same period last year.
  • ✅ Unconsolidated profit/loss after taxation soared to PKR 194.28 million, a stark contrast to a loss of PKR (128.85) million in Q3 2024.
  • ✅ Unconsolidated earnings per share improved to PKR 5.40 from a loss per share of PKR (3.58) year-over-year.

🎯 Investment Thesis

Agriauto Industries Limited presents a **BUY** opportunity based on the strong turnaround in financial performance for the quarter ended September 30, 2025. The substantial increase in turnover, improved profitability, and positive EPS indicate effective management and growth potential. Given the company’s financial momentum, a price target of PKR 250, valuing the company at a P/E of 10x with current EPS, is reasonable, contingent on sustained performance and sector dynamics. The time horizon for achieving this target is MEDIUM_TERM, approximately 12-18 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 TSBL: BUY Signal (7/10) – Financial Results for the Quarter Ended September 30, 2025

⚡ Flash Summary

Trust Securities & Brokerage Ltd. (TSBL) reported a profit after taxation of PKR 19.82 million for the quarter ended September 30, 2025, a significant turnaround from a loss of PKR 6.99 million in the same period last year. Operating revenue more than doubled to PKR 105.87 million, driven by increased activity in the brokerage and investment sector. However, operating and administrative expenses also increased substantially, partially offsetting the revenue growth. The company’s earnings per share (EPS) stood at PKR 0.66 compared to a loss per share of PKR 0.23 in the corresponding period.

Signal: BUY 📈
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ✅ Operating revenue surged to PKR 105.87 million, a 148% increase compared to PKR 42.64 million in Q1 2024.
  • 📈 Profit after taxation reached PKR 19.82 million, a stark contrast to the loss of PKR 6.99 million in the same quarter last year.
  • 💸 Earnings per share (EPS) improved to PKR 0.66, compared to a loss per share of PKR 0.23 in Q1 2024.
  • ⚠️ Operating and administrative expenses increased to PKR 91.66 million from PKR 55.24 million, indicating higher operational costs.
  • 💼 Gain on sale of short-term investments decreased significantly to PKR 0.15 million from PKR 5.72 million.
  • 💰 Finance costs decreased to PKR 2.57 million from PKR 4.17 million, potentially due to better financial management.
  • 📊 Total assets increased to PKR 1,145.84 million from PKR 883.62 million, reflecting growth in investments and receivables.
  • 🏦 Cash and bank balances increased substantially to PKR 75.56 million from PKR 7.87 million, indicating improved liquidity.
  • 🧾 Trade debts increased to PKR 446.77 million from PKR 333.08 million, which could pose risks if not managed well.
  • liabilities increased to PKR 734.33 million from PKR 490.16 million, which requires attention.
  • 📉 Lease liabilities decreased slightly to PKR 9.34 million from PKR 11.12 million.
  • 🚀 Reserves increased to PKR 102.17 million from PKR 82.34 million.

🎯 Investment Thesis

I recommend a BUY rating for TSBL based on its strong Q1 2025 performance, characterized by substantial revenue growth and a return to profitability. The company’s improved liquidity position and increased activity in its core operations suggest a positive outlook. My price target is PKR 35 per share, based on a forward P/E ratio of 15x and projected EPS of PKR 2.33 for FY2026, with a time horizon of 12-18 months. The price target is calculated based on the projected EPS for the next fiscal year and a forward P/E ratio that is slightly below the industry average. This accounts for some caution despite the improved liquidity position and increased core operation activities.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 CLOV: BUY Signal (8/10) – AGM Voting Execution Report

⚡ Flash Summary

Clover Pakistan Limited’s AGM held on October 28, 2025, involved voting on a special business resolution regarding the acquisition of Company Owned Company Operated (COCO) Filling/Service Stations from its parent company, Fossil Energy (Private) Limited. The voting was conducted through in-person and e-voting, with the total number of shares/votes held being 12,412,630. The resolution passed with overwhelming support, as 12,404,147 votes were cast in favor, representing 99.9317% of the total votes cast. This indicates strong shareholder approval for the proposed acquisition.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ✅ The AGM took place on October 28, 2025.
  • 🗳️ Voting methods included both in-person and e-voting.
  • 🤝 The primary resolution involved the acquisition of COCO filling stations from Fossil Energy (Private) Limited.
  • 🏢 Total shares/votes held amounted to 12,412,630.
  • 👍 A total of 12,404,147 votes were cast in favor of the resolution.
  • 👎 Only 8,483 votes were cast against the resolution.
  • 💯 The resolution passed with 99.9317% of votes in favor.
  • 💼 The board is authorized to negotiate and finalize the acquisition terms.
  • 📜 The acquisition will be undertaken on an arm’s length basis, adhering to industry practices.
  • ✍️ Directors and officers are authorized to execute necessary documents for the acquisition.
  • 🏢 Acquisition involves all Company Owned Company Operated (COCO) Filling / Service Stations

🎯 Investment Thesis

Based on the high approval rate and the potential for increased market presence through acquisition, a BUY rating is suggested. A price target cannot be accurately determined without detailed financial information on the deal. The time horizon is medium-term (12-18 months), allowing time for the acquisition to integrate and show results.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 ILP: BUY Signal (8/10) – Presentation of Corporate Briefing Session (CBS) 2025

⚡ Flash Summary

Interloop Limited’s Corporate Briefing Session 2025 highlights a company with a strong emphasis on sustainable and ethical practices. The company has a diverse product mix, including hosiery, denim, apparel, and activewear. The company has shown sales growth with a CAGR of 33% in PKR and 16% in USD since 2021. ILP’s Sales have grown at a 4-year CAGR of 33%, and in FY’25, their multi-category strategy led them to achieve a staggering 11% YoY surge.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🌎 Interloop is committed to being an agent of positive change with ethical and sustainable business practices.
  • 🏭 The company has a large production capacity, including 753 million pairs of socks, 9.5 million denim garments, 34 million apparel garments, and 7.6 million activewear garments.
  • 🇵🇰 Interloop is Pakistan’s largest listed apparel company on the PSX.
  • 📈 The company’s sales have grown with a CAGR of 33% in PKR term and 16% in USD term since 2021.
  • 🏆 Interloop received the Environmental Excellence Award by Adidas.
  • 🏆 Interloop’s Sock lab awarded at ISPO Tex Trends FW 2026/27, Munich.
  • 💻 Enhanced ERP & MES systems, embedded Al & digital tools, strengthened IT governance.
  • 🌱 Interloop is focused on responsible manufacturing, meeting high standards of environmental and social performance.
  • ⚡ Installed solar capacity 17.3 MW, with the goal to reach 25 MW by 2025-26.
  • 🤝 Honored to be part of Nike’s 15-member Supplier Sustainability Council (SSC).
  • 🚀 Apparel expansion: Plants operating with an annual capacity of ~34 million pieces.

🎯 Investment Thesis

Interloop Limited presents a compelling investment opportunity due to its strong sales growth, capacity expansion, and commitment to sustainability. While recent profitability has declined, the company’s strategic initiatives and multi-category approach position it for future success. BUY. The company is dedicated to increasing capacity.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 CLOV: BUY Signal (7/10) – AGM Voting Execution Report REVOKED

⚡ Flash Summary

Clover Pakistan Limited’s AGM voting results are in, revealing overwhelming shareholder support (99.9317%) for the resolution to acquire Company Owned Company Operated (COCO) Filling/Service Stations from its parent company, Fossil Energy (Private) Limited. A total of 12,412,630 shares/votes were cast, with only 8,483 votes against the acquisition, signaling strong confidence in management’s strategic direction. The acquisition will be undertaken at arm’s length and follows industry best practices. This strategic move is expected to enhance Clover Pakistan Limited’s market position and operational footprint.

Signal: BUY 📈
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ✅ Shareholders overwhelmingly approve the acquisition of COCO Filling/Service Stations.
  • 📊 12,412,630 shares/votes were cast in total.
  • 👍 99.9317% of votes were in favor of the resolution.
  • ❌ Only 8,483 votes were cast against the acquisition.
  • 🤝 Acquisition will be undertaken at arm’s length and adheres to industry standards.
  • 🏢 Parent company Fossil Energy (Private) Limited is the seller.
  • 📅 AGM held on October 28, 2025.
  • 🗳️ E-voting was conducted from October 22-27, 2025.
  • 📜 The board is authorized to negotiate and finalize the acquisition terms.
  • 💼 Management is empowered to evaluate future COCO sites.
  • ✍️ Any Director or Officer is authorized to execute necessary documents.
  • 🌱 Strategic move to expand Clover Pakistan Limited’s operations.
  • ⛽ COCO stations include those currently under construction.

🎯 Investment Thesis

Based on the strong shareholder support for the acquisition, and assuming the acquisition is strategically sound and financially prudent, a HOLD recommendation is warranted. A more definitive BUY/SELL rating requires a detailed financial analysis of the acquisition’s impact, which is currently unavailable. The price target will depend on the future profitability of the acquired COCO stations. Time horizon: Medium-Term (1-3 years).

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 CLOV: BUY Signal (8/10) – Minutes of Annual General Meeting

⚡ Flash Summary

The minutes from Clover Pakistan Limited’s 39th Annual General Meeting, held on October 28, 2025, cover several key resolutions. These include the adoption of the prior meeting’s minutes, approval of the audited financial statements for the year ended June 30, 2025, and the reappointment of Messrs. Reanda Haroon Zakaria Aamir Salman Rizwan & Company as auditors for the financial year ending June 30, 2026. Most significantly, the shareholders approved the acquisition of all Company-Owned, Company-Operated (COCO) filling/service stations from Fossil Energy (Private) Limited, the parent company. This acquisition is expected to enhance Clover Pakistan’s strategic control and operational efficiency in the energy retail sector.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ✅ Adoption of minutes from the 38th AGM held on September 30, 2024.
  • ✅ Approved audited financial statements for the year ended June 30, 2025.
  • ✅ Re-appointment of Messrs. Reanda Haroon Zakaria Aamir Salman Rizwan & Company as auditors for the financial year ending June 30, 2026.
  • 🤝 CEO authorized to fix auditor remuneration.
  • 🏢 Approved acquisition of all Company Owned Company Operated (COCO) Filling / Service Stations from Fossil Energy (Private) Limited (FEPL).
  • ⛽ Acquisition includes stations under construction.
  • 💼 Acquisition to be conducted at arm’s length and in accordance with industry practices.
  • 📝 Board authorized to negotiate, finalize, and execute acquisition terms.
  • 🌱 Acquisition supports operational expansion and vertical integration goals.
  • 🚀 Management delegated authority to acquire future COCO sites from FEPL as they become available.
  • 🗓️ Adoption of minutes from the Extra Ordinary General Meeting (EOGM) held on April 21, 2025.
  • 🤝 Directors and officers authorized to take necessary actions for resolutions.
  • 📜 All resolutions carried unanimously.

🎯 Investment Thesis

Based on the information, a cautiously optimistic BUY recommendation is warranted, predicated on the successful integration of the FEPL COCO sites and the achievement of projected synergies. The strategic acquisition signals a move towards greater operational control and potential revenue growth. However, a comprehensive financial analysis and due diligence are necessary to confirm the investment thesis fully. A price target cannot be accurately set without financial projections, but assuming successful integration and synergy realization, a 15-20% upside is plausible over a medium-term horizon.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 IMS: BUY Signal (8/10) – Financial result for the Quarter Ended 30-09-2025

⚡ Flash Summary

Intermarket Securities Ltd. reported a strong first quarter for 2025, with a significant increase in operating revenue and profit after taxation. Operating revenue increased to Rs 394.08 million from Rs 295.32 million in the same quarter last year. Profit after taxation nearly doubled, reaching Rs 209.84 million compared to Rs 103.86 million in 2024. This growth is primarily driven by higher income from investments and effective cost management.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 📈 Operating revenue surged to Rs 394.08 million, a 33.44% increase from Rs 295.32 million in Q1 2024.
  • 💰 Income from investments significantly rose to Rs 58.68 million, compared to Rs 21.69 million year-over-year.
  • ✅ Profit after taxation almost doubled to Rs 209.84 million, up from Rs 103.86 million.
  • 💲 Earnings per share (EPS) increased to Rs 0.16 from Rs 0.10.
  • 📉 Finance costs decreased from Rs 40.25 million to Rs 17.43 million, indicating better financial management.
  • 📊 Administrative expenses increased to Rs 216.55 million from Rs 153.08 million in the comparative period.
  • 🏦 Cash and bank balances increased substantially to Rs 995.42 million from Rs 170.32 million.
  • ⚠️ Trade debts decreased from Rs 940.09 million to Rs 717.14 million.
  • 💡 Receivable against margin financing significantly increased to Rs 1,133.17 million from Rs 553.73 million.
  • ✔️ Total assets grew to Rs 4,781.06 million from Rs 3,362.26 million.
  • liabilities also increased to Rs 2,960.53 million from Rs 1,748.68 million.

🎯 Investment Thesis

BUY. Intermarket Securities presents a compelling investment opportunity based on its strong Q1 2025 results. The significant growth in revenue, profitability, and cash balances indicates a positive trajectory. The decreased finance costs and improved EPS further support the investment thesis. The price target is Rs 2.00, based on a projected P/E ratio of 12x and an EPS of Rs 0.16 over the next 12 months. The time horizon is medium-term, with expectations of continued growth and improved financial performance.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

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

⚡ Flash Summary

Intermarket Securities Limited (IMS) reported a strong first quarter for the financial year 2025, marked by a significant increase in operating revenues and profitability. The company’s operating revenues surged to Rs. 452.764 million, a substantial increase from Rs. 317.011 million in the same period last year. This growth translated into higher profits, with after-tax profit reaching Rs. 209.835 million compared to Rs. 103.863 million year-over-year. Consequently, the earnings per share (EPS) also saw a notable rise, reaching Re. 0.16 compared to Re. 0.04 in the previous year, demonstrating improved financial performance across key metrics.

Signal: BUY 📈
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🚀 Operating revenues increased significantly to Rs. 452.764 million, up from Rs. 317.011 million YoY.
  • 💰 Profit before tax surged to Rs. 237.729 million compared to Rs. 137.818 million in the previous year.
  • ✅ After-tax profit nearly doubled, reaching Rs. 209.835 million from Rs. 103.863 million YoY.
  • 📈 EPS soared to Re. 0.16, a fourfold increase from Re. 0.04 in the same period last year.
  • 📊 Short term Investments increased from 265.11 million to 670.79 million.
  • 🏦 Trade debts decreased from 940.09 million to 717.13 million.
  • 💵 Cash and bank balances significantly increased to Rs. 995.419 million from Rs. 170.320 million since June 30, 2025.
  • ✔️ Authorized share capital remains constant at 2,000,000,000 ordinary shares.
  • 💼 Total assets grew to Rs. 4,781.058 million compared to Rs. 3,362.260 million as of June 30, 2025.
  • 📉 Finance costs decreased to Rs. 17.433 million from Rs. 40.249 million in the comparable quarter.
  • 📊 Brokerage commission increased from 233.738 million to 357.186 million.
  • 🤝 The company successfully merged with EFG Hermes Pakistan Limited, effective July 1, 2024.
  • 🏦 Short term borrowings increased from 534.255 million to 931.009 million.

🎯 Investment Thesis

Based on the strong Q1 performance, improved profitability, and enhanced financial position, a BUY recommendation is warranted for Intermarket Securities. The company’s successful merger, increase in revenue, and earnings growth make it an attractive investment. The price target is set at Rs. 0.80, representing a 25% upside potential over the next 12 months, contingent on maintaining growth momentum and effective cost management.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

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

⚡ Flash Summary

Shadab Textile Mills Limited announced its unaudited financial results for the first quarter ended September 30, 2025. The company reported a significant turnaround in profitability, with a profit after tax of Rs. 88.805 million compared to Rs. 35.377 million in the same period last year. Total net sales increased by 12.65% to Rs. 2,154.417 million. The company’s earnings per share (EPS) also improved substantially, reaching Rs. 5.35 compared to Rs. 2.13 in the prior year’s quarter. This improved performance was driven by various factors, including a stable exchange rate and effective management of short-term borrowings.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • ✅ Profit after tax surged to Rs. 88.805 million, a significant increase from Rs. 35.377 million last year.
  • 📈 Net sales grew by 12.65%, reaching Rs. 2,154.417 million compared to Rs. 1,912.508 million.
  • 💰 Earnings per share (EPS) jumped to Rs. 5.35 from Rs. 2.13 in the same period last year.
  • 💹 Positive performance attributed to stable exchange rates and effective management of short-term borrowings.
  • ⚡ Company completed a 2.875 MW solar system to mitigate energy cost pressures and reduce production costs.
  • 🏭 Plans to enhance solar capacity and undertake BMR of existing facilities at Unit 1 to improve operational efficiency.
  • 🌱 Expansion at Unit 2 planned to increase production capacity and market share.
  • ⚠️ Recent floods in Pakistan may adversely affect the cotton crop and the spinning sector.
  • 🤝 Company hopes for government support through reduced utility tariffs and financing for renewable energy initiatives.
  • 🏦 Counter guarantees of Rs. 99.996 million issued to Sui Northern Gas Pipelines Limited and Lahore Electric Supply Company.
  • 🏗️ Non-capital expenditure commitments amount to Rs. 287.293 million.
  • 👨‍💼 Remuneration/meeting fee paid to major shareholders and directors amounts to Rs. 1.725 million.
  • 🤝 Sponsor loan balance is Rs. 390.673 million.
  • 💵 Salaries and benefits for key management personnel (other than directors) are Rs. 9.717 million.

🎯 Investment Thesis

Shadab Textile Mills is a BUY due to its significant turnaround in profitability, strong sales growth, and improved EPS. The company’s proactive measures to mitigate energy costs through solar investments and planned BMR activities should further enhance operational efficiency. However, keep an eye on cotton crop and regulatory changes. Price Target: Rs. 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

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