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CHCC - FoxLogica

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⚖️ Market News: News Analysis – 2025-10-27 (2025-10-27)

📊 Market Impact Analysis

Board Meetings for 1QFY26 results of CHCC, FCCL, ILP, APL, INDU, LUCK. Neutral until results are announced.

🏭 Affected Sectors

Result Announcements

🏢 Companies in Focus

Mentioned in News: CHCC, FCCL, ILP, APL, INDU, LUCK

Potentially Affected: CHCC, FCCL, ILP, APL, INDU, LUCK

Disclaimer: AI-generated from public news. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

⏸️ CHCC: HOLD Signal (5/10) – Financial Results for the Quarter Ended September 30, 2025

⚡ Flash Summary

CHCC announced: Financial Results for the Quarter Ended September 30, 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • CHCC made announcement: Financial Results for the Quarter 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 CHCC. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

⏸️ CHCC: HOLD Signal (5/10) – Corporate Briefing Session

⚡ Flash Summary

Cherat Cement Company Limited is holding a corporate briefing session on November 3, 2025, at 4:00 p.m. via Zoom. The session will cover the company’s historical performance, financials, and future prospects. The briefing will be conducted by Mr. Yasir Masood (Director & COO), Mr. Ijaz Ahmed (CFO), and Mr. Asim H. Akhund (Company Secretary). Interested participants can register through the provided link.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🗓️ Cherat Cement’s corporate briefing session is scheduled for November 3, 2025.
  • 🏢 The session will be hosted by Cherat Cement Company Limited.
  • 💻 The briefing will occur via Zoom at 4:00 p.m. Pakistan time.
  • 🗣️ Key speakers include Mr. Yasir Masood (Director & COO).
  • 🗣️ Mr. Ijaz Ahmed (CFO) will also be presenting.
  • 🗣️ Mr. Asim H. Akhund (Company Secretary) will be among the speakers.
  • 📊 The session will cover historical performance.
  • 💰 Financials of the company will be discussed.
  • 🔮 Future prospects of Cherat Cement will be highlighted.
  • 🔗 Interested participants need to register to attend.
  • 📧 Ms. Sana Tawfik (Head of Research, Arif Habib Limited) is the contact person for inquiries.
  • 📞 Contact number for inquiries is 021-38280283.
  • 🌐 The briefing aims to update market participants and TRE Certificate Holders.
  • ✉️ Official notification was sent by Asim H. Akhund, Company Secretary.
  • 🏢 Cherat Cement’s head office is located in Karachi, Pakistan.

🎯 Investment Thesis

Based solely on the announcement of a corporate briefing session, a neutral HOLD recommendation is appropriate. The briefing session on November 3, 2025, will provide additional information to make a more informed decision. A price target and time horizon will be determined after the briefing based on the financial information and future outlook presented.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

⏸️ CHCC: HOLD Signal (6/10) – Transmission of Quarterly Report for the Period Ended September 30, 2025

⚡ Flash Summary

Cherat Cement Company Limited’s Q1 2025 results reveal a mixed performance. While sales volumes increased by 19% year-over-year, driven primarily by domestic sales growth of 23%, revenue only grew by 6% due to increased production costs. Net profit after tax declined significantly to Rs. 2,095 million compared to Rs. 2,878 million in the same period last year. The company is focusing on optimizing its power mix and cost rationalization measures to improve profitability, which may provide a stronger outlook in the future.

Signal: HOLD ⏸️
Strength: 6/10
Sentiment: NEGATIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 📈 Overall industry demand increased by 18%.
  • 🚚 Domestic dispatches increased by 17%, export volumes grew by 21%.
  • 🌍 Exports to Afghanistan surged by 32%.
  • 💰 Total sales volume increased by 19% (domestic +23%, exports +8%).
  • 💸 Sales revenue increased by 6% overall (local +8%, export +2%).
  • ⚠️ Cost of sales increased by 13% due to increased production.
  • ⚡️ Savings achieved in combustion and power costs through process optimization.
  • ⛽ Measures taken to offset gas tariff hikes by optimizing power mix.
  • 📉 Finance costs decreased substantially by 39% due to loan repayments.
  • 🏦 Other income increased due to improved liquidity.
  • 😕 Profit after tax decreased to Rs. 2,095 million (vs. Rs. 2,878 million last year).
  • 💸 Earnings per share decreased to Rs. 10.79 (vs. Rs. 14.81 last year).
  • ☀️ Adding further solar power plant to optimize the power mix
  • 🚧 Expect cement demand to grow moderately, supported by private-sector residential construction.
  • 🌊 Post-flood rehabilitation work may fuel growth.

🎯 Investment Thesis

HOLD. While Cherat Cement is taking steps to improve its operational efficiency and manage costs, the Q1 2025 results indicate a concerning decline in profitability. The company’s efforts to optimize energy mix and reduce finance costs are encouraging, but it’s unclear if these measures will be sufficient to offset the impact of higher production costs and pricing pressures in the near term. Until there is clear evidence of a turnaround in profitability and EPS growth, a HOLD rating is warranted. Consider downgrading the recommendation if future earnings remain suppressed.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

⏸️ CHCC: HOLD Signal (5/10) – Withdrawal of Public Announcement of Intention to acquire upto 84.06% (115,526,349 shares) of the issued share capital and joint control of Attock Cement Pakistan Limited

⚡ Flash Summary

CHCC announced: Withdrawal of Public Announcement of Intention to acquire upto 84.06% (115,526,349 shares) of the issued share capital and joint control of Attock Cem. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • CHCC made announcement: Withdrawal of Public Announcement of Intention to acquire upto 84.06% (115,526,349 shares) of the issued share capital and joint control of Attock Cement Pakistan Limited
  • 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 CHCC. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

⏸️ CHCC: HOLD Signal (6/10) – Presentation – Corporate Briefing Session

⚡ Flash Summary

Cherat Cement Company Limited’s corporate briefing session for the year ended June 30, 2025, reveals a mixed performance. While the company experienced a slight decrease in overall industry dispatches by 0.5%, its total company dispatches decreased by 9%. However, the company has improved its EPS from 28.31 to 44.68, a 58% increase, driven by operational efficiencies and increased profitability due to alternate power options and focus on renewables.

Signal: HOLD ⏸️
Strength: 6/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 📉 Total Industry Dispatches saw a slight increase of 0.5%.
  • 📉 Local Dispatches decreased by 5% from 38,185,002 to 36,293,663.
  • 📈 Export Dispatches increased significantly by 30%, totaling 9,213,178.
  • 📉 Total Company Dispatches (tons) declined by 9%.
  • 📉 Local sales volume decreased by 10% from 2,221,187 to 1,995,003 tons.
  • 📉 Export sales volume decreased slightly by 3% from 405,700 to 395,161 tons.
  • 📉 Turnover-net decreased by 2% from 38,433,747 to 37,810,806.
  • 📈 Gross profit increased by 18% from 11,840,386 to 13,969,625.
  • 📈 Other Income increased significantly by 222% from 493,426 to 1,588,443.
  • 📈 Operating profit increased by 27% from 10,609,162 to 13,478,636.
  • 📈 Finance Cost decreased by 57% from 1,381,082 to 591,775.
  • 📈 Profit before taxation increased by 40% from 9,228,080 to 12,886,861.
  • 📈 Profit after tax increased significantly by 58% from 5,499,751 to 8,681,356.
  • 📈 EPS increased from 28.31 to 44.68.
  • ⚡️Total renewable energy capacity will stand at 45 MW. Includes WHR capacity at all cement lines is 21 MW and solar capacity is 24 MW.

🎯 Investment Thesis

HOLD. While the company has shown improved profitability and EPS growth, the slight decrease in revenue and overall dispatch volumes warrants a cautious approach. The significant increase in other income also needs further investigation to ascertain its sustainability. Price target: Maintain current levels, pending further stabilization and revenue growth.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

📉 CHCC: SELL Signal (7/10) – Publication of Withdrawal of Public Announcement of Intention to acquire up to 84.06% of the issued share capital and joint control of Attock Cement Pakistan Limited

⚡ Flash Summary

Cherat Cement Company Limited and Shirazi Investments (Private) Limited have withdrawn their public announcement of intention to acquire up to 84.06% of the issued share capital and joint control of Attock Cement Pakistan Limited. The initial announcement was made on June 4, 2025. The acquirers, Cherat Cement and Shirazi Investments, decided to withdraw the Public Announcement of Intention (PAI) because negotiations with the seller, Pharaon Investments Group Limited (Holding) S.A.L. Lebanon, did not materialize. This withdrawal is in accordance with Regulation 21(1)(b) of the Listed Companies (Substantial Acquisition of Voting Shares and Takeovers) Regulations, 2017.

Signal: SELL 📉
Strength: 7/10
Sentiment: NEGATIVE
Time Horizon: SHORT_TERM

📌 Key Takeaways

  • ❌ Cherat Cement and Shirazi Investments withdraw acquisition intention.
  • 📅 Initial announcement of intent was on June 4, 2025.
  • 🤝 Target company was Attock Cement Pakistan Limited.
  • 🏢 Acquirers planned to acquire up to 84.06% of issued share capital.
  • 📉 115,526,349 shares were subject to the acquisition.
  • 🚫 Negotiations with seller PharaonInvestments Group Limited (Holding) S.A.L. Lebanon failed.
  • 📜 Withdrawal based on Regulation 21(1)(b) of takeover regulations, 2017.
  • 🛑 Acquisition plans are terminated.
  • 📰 Public announcement ensures transparency and regulatory compliance.
  • 💼 No transfer of control or ownership will occur.

🎯 Investment Thesis

SELL. The withdrawal of the acquisition attempt indicates potential issues with Attock Cement’s valuation or operational outlook. Without a clear catalyst for future growth or value, a SELL recommendation is appropriate. Further information about Attock Cement’s financials and future plans would be needed to revise this recommendation.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

⏸️ CHCC: HOLD Signal (5/10) – Board Meeting

⚡ Flash Summary

Cherat Cement Company Limited announced a Board of Directors meeting to be held on October 27, 2025, to consider the financial statements for the period ended September 30, 2025. In compliance with regulatory requirements, the company has declared a closed period from October 20, 2025, to October 27, 2025. During this period, Directors, the CEO, and Executives are prohibited from dealing in the company’s shares. The announcement was made on October 17, 2025, and communicated to the Pakistan Stock Exchange Limited.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 🗓️ Board meeting scheduled for October 27, 2025, to review financials.
  • 🏢 Meeting to be held at the company’s Head Office.
  • 🧾 Financial statements for the period ending September 30, 2025, will be considered.
  • 🚫 Closed period declared from October 20-27, 2025.
  • 🔒 Insiders restricted from trading shares during the closed period.
  • 📜 Compliance with Clause 5.6.4 of the Exchange’s Rule Book.
  • ✉️ Notice issued to the Pakistan Stock Exchange Limited.
  • 👤 Asim H. Akhund, Company Secretary, signed the notice.
  • 🏭 Cherat Cement Company Limited is the reporting entity.
  • 🇵🇰 The company is based in Pakistan.

🎯 Investment Thesis

Based on the announcement, a ‘HOLD’ recommendation is appropriate. No new information is provided that would lead to either buying or selling the stock. A more informed investment decision can be made once the financial statements for the period ended September 30, 2025, are released and analyzed. A price target will depend on the financial performance revealed in those statements.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 20, 2025

⏸️ CHCC: HOLD Signal (5/10) – Board Meeting

⚡ Flash Summary

CHCC announced: Board Meeting. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️
Strength: 5/10
Sentiment: NEUTRAL
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • CHCC made announcement: Board Meeting
  • 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 CHCC. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 17, 2025

⏸️ CHCC: HOLD Signal (6/10) – Credit of final cash dividend

⚡ Flash Summary

Cherat Cement Company Limited announced a final cash dividend of Rs. 4.00 per share, which represents a 40% payout for the fiscal year ended June 30, 2025. The dividend was approved by the Board of Directors on August 21, 2025. The dividend has been electronically credited to the designated bank accounts of the shareholders on October 10, 2025. This announcement highlights the company’s commitment to returning value to its shareholders through consistent dividend payouts.

Signal: HOLD ⏸️
Strength: 6/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 💰 Final cash dividend declared: Rs. 4.00 per share.
  • ✅ Dividend represents a 40% payout for the year.
  • 🗓️ Fiscal year ends on June 30, 2025.
  • 📢 Dividend approved by the Board on August 21, 2025.
  • 🏦 Dividend credited electronically to shareholders’ accounts.
  • 📅 Payment date: October 10, 2025.
  • 👍 Indicates a positive cash flow and profitability for the company.
  • 💼 Demonstrates management’s confidence in the company’s financial health.
  • 📈 Consistent dividend payouts can attract and retain investors.
  • 📊 The dividend is a significant return for shareholders.
  • cement sector outlook generally expected to grow with infrastructure spending

🎯 Investment Thesis

HOLD. Based on the dividend announcement, Cherat Cement demonstrates a commitment to returning value to shareholders. However, a comprehensive financial analysis is necessary to support a stronger buy recommendation. A neutral stance is maintained, pending further financial review.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 10, 2025