CEPB

⚡ Flash Summary

On November 7, 2025, Century Paper & Board Mills Limited disclosed the interest of a relevant person, Mr. Iqbal Ali Lakhani, a Non-Executive Director, holding company’s shares under PSX Regulation 5.6.4. Mr. Lakhani purchased 625,000 shares through CDC in the ready market on November 6, 2025, at a rate of Rs. 30.03 per share. This purchase increased his cumulative shareholding to 4,180,916 shares, representing 1.040% of the company’s total shares. The transaction was reported to the Pakistan Stock Exchange as per regulatory requirements.

📌 Key Takeaways

• 💼 Mr. Iqbal Ali Lakhani, a Non-Executive Director, increased his stake.
• 🗓️ Transaction date: November 6, 2025.
• 📈 Purchased 625,000 shares.
• 💲 Purchase price: Rs. 30.03 per share.
• 📍 Market: Ready Market through CDC.
• 📜 Regulatory disclosure under PSX Regulation 5.6.4.
• 📊 Cumulative shareholding increased to 4,180,916 shares.
• 🔒 Represents 1.040% of the company.
• 📄 Form of Share Certificate: CDC.
• 🏢 Company: Century Paper & Board Mills Limited.

🎯 Investment Thesis

Based solely on the information provided, a HOLD recommendation is appropriate. The share purchase by the non-executive director is not necessarily indicative of significant positive or negative performance. A more in-depth analysis of the company’s financials and future outlook is required before making a definitive investment decision. Price target and time horizon cannot be determined based solely on this disclosure.

⚡ Flash Summary

Century Paper & Board Mills Limited will hold a corporate briefing session on October 30, 2025, at 10:00 a.m. at the company’s registered office. The session aims to brief analysts and shareholders about the company’s performance through electronic means/video link facility. Interested participants are requested to email their credentials to comsec@centurypaper.com.pk by October 29, 2025, before 05:00 p.m. The announcement also informs the TRE Certificate Holders of the Exchange accordingly.

📌 Key Takeaways

• 📅 Corporate briefing session scheduled for October 30, 2025.
• 🏢 Session will be held at the registered office of Century Paper & Board Mills Limited.
• 💻 Briefing will utilize electronic means/video link facility.
• 🗣️ Analysts and shareholders will be briefed about company performance.
• 📧 Interested participants should email credentials to comsec@centurypaper.com.pk.
• ⏳ Deadline for emailing credentials is October 29, 2025, before 05:00 p.m.
• ℹ️ TRE Certificate Holders of the Exchange have been informed.

🎯 Investment Thesis

Given the lack of financial information, a HOLD recommendation is appropriate. Investors should await the corporate briefing session for more insights into the company’s performance and outlook before making any investment decisions. This is based on the fact that there is no information available for a decision.

⚡ Flash Summary

Century Paper & Board Mills Limited has submitted resolutions passed during their Annual General Meeting on October 28, 2025. The resolutions pertain to ratifying transactions with associated companies/related parties as disclosed in Note 46 of the audited financial statements for the year ended June 30, 2025. Additionally, the CEO has been authorized to approve transactions with associated companies/related parties for the ensuing year ending June 30, 2026, including signing necessary documents.

📌 Key Takeaways

• ✅ Resolutions passed at the Annual General Meeting held on October 28, 2025.
• 🤝 Transactions with associated companies/related parties ratified for the year ended June 30, 2025.
• 📄 Note 46 of the audited financial statements provides details of these transactions.
• 🧑‍💼 CEO authorized to approve transactions with associated companies/related parties for the year ending June 30, 2026.
• ✍️ CEO empowered to sign/execute necessary documents related to these transactions.
• 🏢 The company is Century Paper & Board Mills Limited.
• 📅 The resolutions were submitted as per clause 5.6.9. (b) of PSX Regulations.
• 📍 The corporate office is located in Karachi, Pakistan.
• 🏭 Mills are located at 62 KM, Lahore-Multan Highway, N-5, Pakistan.
• 📜 The document is a Certified Extract of the resolutions.

🎯 Investment Thesis

Based solely on this announcement, a HOLD recommendation is appropriate. The announcement primarily covers procedural matters related to corporate governance. Without a deeper analysis of the financial implications of related-party transactions and the company’s overall financial health, it is not possible to make a BUY or SELL recommendation. Further analysis is required before considering any change in investment strategy.

⚡ Flash Summary

Century Paper & Board Mills Limited (CEPB) held a corporate briefing session on October 30, 2025, discussing the company’s performance and strategic developments. The presentation highlighted the company’s production capacity, market share, and financial results. CEPB’s total production capacity has increased to 282,000 TPY, with a significant portion dedicated to coated packaging boards. The company’s financial performance for the first quarter of 2025-26 shows net sales of PKR 10.64 billion, but also a profit before tax loss of PKR (108) Million.

📌 Key Takeaways

• 🏭 Century Paper is part of the Lakson Group, founded in 1954.
• 🥇 The company is a market leader in coated packaging boards.
• 📈 Total production capacity has increased to 282,000 TPY.
• 📦 P&B Production capacity is at 282,000 MT and Box production capacity is 35,000 MT.
• ⚡ Electricity and steam capacity are 65 MW and 288 Tons/Hr, respectively.
• 🏢 The area of the plant is 175 Acres (60 Hectors) and the company employs 1550 people.
• 📊 Total P&B consumption for 2024-25 is 1,762,000 MT.
• CDB (Coated Duplex Board) production capacity in 2024-25 totals 283,000 MT.
• FBB (Folding Box Board) production capacity in 2024-25 totals 164,000 MT.
• CDB capacity utilization is at 78% while FBB/Others is also at 78% for 2024-25.
• ☀️ The company utilizes a mix of coal, gas, and grid power, with solar contributing a smaller percentage.
• 🌱 Sustainability initiatives cover resource conservation, gender equality, and responsible consumption.
• 💸 Sales volume for 2024-25 reached 170 thousand MT with a gross revenue of PKR 44 Billion.
• 💰 Gross profit for 2024-25 was PKR 2.7 Billion, with a profit before tax of PKR 30 Million.
• ✔️ Current ratio is at 1.40 times and the equity stands at PKR 13 Billion in 2024-25.

🎯 Investment Thesis

Based on the available information, a HOLD recommendation is appropriate. The company has a strong market position and substantial revenue, but profitability concerns need to be addressed. Further analysis of the company’s financials, cost structure, and growth prospects is needed to make a more informed investment decision.

⚡ Flash Summary

CEPB announced: Transmission of Quarterly Report for the period ended September 30, 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• CEPB made announcement: Transmission of Quarterly Report for the period ended September 30, 2025
• Automated analysis: HOLD signal detected
• Signal strength: 5/10
• This is basic analysis – manual review recommended
• Professional CFA analysis unavailable

🎯 Investment Thesis

Basic HOLD indication for CEPB. Manual verification required.

⚡ Flash Summary

On October 31, 2025, Century Paper & Board Mills Limited disclosed the interest of a relevant person, Mr. Iqbal Ali Lakhani (Non-Executive Director), in the company’s shares. Mr. Lakhani purchased 600,000 shares on October 29, 2025, at a rate of Rs. 26.10 per share and 900,000 shares on October 30, 2025, at Rs. 26.50 per share, both transactions were executed in the ‘Ready’ market via CDC. Following these transactions, Mr. Lakhani’s cumulative percentage of shares increased to 0.374%.

📌 Key Takeaways

• 📝 Director’s Share Purchase: Mr. Iqbal Ali Lakhani (Non-Executive Director) increased his stake in Century Paper & Board Mills.
• 🗓️ Transaction Dates: Purchases occurred on October 29 and 30, 2025.
• 📈 Total Shares Purchased: Mr. Lakhani acquired a total of 1,500,000 shares.
• 💰 Purchase Prices: Shares were bought at Rs. 26.10 and Rs. 26.50 per share.
• 🏦 Market: All transactions were conducted in the ‘Ready’ market via CDC.
• 📊 Cumulative Holding: After the purchases, Mr. Lakhani holds 0.374% of the company’s shares.
• 💼 Regulatory Disclosure: This disclosure is in compliance with PSX Regulation 5.6.4.
• 🏢 Company Secretary: The announcement was made by Mansoor Ahmed, Company Secretary.
• ✉️ Official Communication: The disclosure was addressed to the General Manager of the Pakistan Stock Exchange Limited.
• 📜 Formal Notification: The transactions were executed by a director of the company.

🎯 Investment Thesis

HOLD. The insider purchases are a mildly positive signal but do not warrant a change in investment stance without further corroborating information. The price target would depend on a detailed fundamental valuation assessment and prevailing market conditions.