GEMPAPL - FoxLogica

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

⚡ Flash Summary

Pak Agro Packaging Ltd reported its corporate briefing session on November 24, 2025. The company experienced a slight increase in sales revenue by 2.99%, reaching PKR 858.693 million. However, gross profit decreased by 10.85% to PKR 119.556 million, leading to a decline in the gross profit margin from 16.08% to 13.92%. This decrease in profitability is attributed to unstable exchange rates and a reduction in sales volume due to decreased customer purchasing power and increased competition.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Sales revenue increased slightly by 2.99% to PKR 858.693 million.
📉 Gross profit decreased significantly by 10.85% to PKR 119.556 million.
⚠️ Gross profit margin declined from 16.08% to 13.92%.
📦 Sales quantity remained relatively stable, increasing slightly by 0.2% to 1,506 MTs.
📉 Operating profit decreased by 14.45% to PKR 93.117 million.
📉 Profit before tax decreased by 24.57% to PKR 60.792 million.
📉 Profit after tax decreased by 18.57% to PKR 31.934 million.
📉 Earnings per share (EPS) decreased by 18.57% to PKR 1.59.
⬆️ Equity increased by 7.92% to PKR 443.937 million.
⬆️ Net fixed assets increased by 2.48% to PKR 468.966 million.
⬇️ Current assets decreased by 4.06% to PKR 197.916 million.
⬆️ Net working capital increased significantly by 82.77% to PKR 65.921 million.
🌐 Unstable exchange rates continue to pose a challenge.
📉 Decrease in sales volume due to reduced customer purchasing power and increased competition.

🎯 Investment Thesis

Given the declining profitability and challenging market conditions, a HOLD recommendation is appropriate for GEMPAPL. While the company has shown some growth in sales and equity, the significant decrease in profits and EPS raises concerns. Further monitoring of the company’s performance is necessary to assess its ability to improve profitability and manage risks effectively. The price target should remain unchanged until there are clear signs of improvement in financial performance. The time horizon is medium-term (6-12 months).

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

announcements GEMPAPL Signal: HOLD

⏸️ GEMPAPL: HOLD Signal (5/10) – Resolutions Adopted in AGM held on 25 October 2025

⚡ Flash Summary

Pak Agro Packaging Limited (GEMPAPL) held its Annual General Meeting (AGM) on October 25, 2025, where key resolutions were adopted. The financial statements, directors’ report, and auditor’s report for the financial year ended June 30, 2025, were approved. Furthermore, M/s Masoom Akhtar & Co. Chartered Accountants were appointed as the external auditor for the financial year ending June 30, 2026, with the board authorized to negotiate their remuneration.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ AGM held on October 25, 2025.
👍 Financial statements for the year ended June 30, 2025, approved.
👍 Directors’ report for the year ended June 30, 2025, approved.
👍 Auditor’s report for the year ended June 30, 2025, approved.
🧑‍💼 M/s Masoom Akhtar & Co. appointed as external auditor for YE June 30, 2026.
🤝 Board authorized to negotiate the external auditor’s remuneration.
🗓️ Resolutions pertain to financial year ended June 30, 2025.
📄 Documents approved include financial statements, directors’ report, and auditor’s report.
💼 External auditor appointment for YE June 30, 2026.
📜 Resolutions adopted during the AGM reflect the company’s governance and compliance.
🏢 The company’s head office is located in Islamabad.
🏭 The factory is located in Hattar Industrial Estate, Haripur.
🌐 More details can be found on www.pakagro.com.

🎯 Investment Thesis

Given the limited information, a HOLD recommendation is appropriate. The approval of key reports suggests compliance, but further financial data is needed to assess investment viability. Price target and time horizon cannot be determined without financial metrics.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

announcements GEMPAPL Signal: HOLD

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

⚡ Flash Summary

Pak Agro Packaging Limited’s financial results for the quarter ended September 30, 2025, show a mixed performance. Revenue increased slightly compared to the same quarter last year, but profitability declined due to higher operating and financial expenses. The company maintains a strong equity base, but short-term borrowings remain high. Overall, the results suggest a need for improved cost management and operational efficiency.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Revenue increased to PKR 229.47 million in Q3 2025 from PKR 221.56 million in Q3 2024.
📉 Gross profit decreased to PKR 25.16 million from PKR 29.75 million year-over-year.
💸 Operating expenses slightly increased to PKR 7.64 million from PKR 7.36 million year-over-year.
📉 Profit from operations decreased to PKR 17.51 million from PKR 22.39 million year-over-year.
💸 Financial expenses decreased to PKR 4.05 million from PKR 6.18 million year-over-year.
📉 Profit before taxation decreased to PKR 12.25 million from PKR 14.66 million year-over-year.
📉 Net profit decreased to PKR 8.70 million from PKR 10.41 million year-over-year.
📉 Basic and diluted EPS decreased to PKR 0.43 from PKR 0.52 year-over-year.
🏦 Short-term bank borrowings decreased to PKR 74.47 million from PKR 109.62 million year-over-year.
✅ Total equity increased to PKR 452.59 million in Q3 2025.
💰 Cash and bank balances increased to PKR 18.88 million from PKR 3.17 million year-over-year.
⚠️ Accrued and other liabilities decreased to PKR 27.58 million from PKR 35.82 million year-over-year.
🏭 Property, plant, and equipment increased to PKR 464.09 million from PKR 444.46 million year-over-year.

🎯 Investment Thesis

HOLD. While GEMPAPL shows some revenue growth, the declining profitability and high debt levels raise concerns. A ‘Hold’ rating is appropriate until the company demonstrates consistent improvement in cost management, operational efficiency, and earnings. Further analysis is warranted before considering a ‘Buy’ or ‘Sell’ recommendation. The current financials do not justify a higher valuation. A wait-and-see approach is recommended.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

announcements GEMPAPL Signal: HOLD

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

⚡ Flash Summary

Pak Agro Packaging Limited’s report for the quarter ended September 30, 2025, indicates a marginal 3.6% increase in sales revenue compared to the same quarter last year, primarily driven by fishing net sales offsetting reduced agricultural sector demand due to recent floods and economic difficulties faced by farmers. Gross profit margin significantly decreased to 10.96% from 13.4% due to rising raw material costs that couldn’t be fully passed onto customers. Profit after tax declined to Rs 8.70 million from Rs 10.4 million, resulting in a slightly lower EPS of 0.43 paisa compared to 0.52 paisa last year. The company remains hopeful for improved sales in the coming quarters to meet its annual revenue target.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

1. 📉 Sales revenue increased by a modest 3.6% year-over-year, reaching Rs 229.47 million.
2. 🎣 Fishing net sales partially offset the decrease in agricultural sector sales.
3. 😔 Profitability remained below targets due to market challenges.
4. 🌾 Economic difficulties faced by farmers are impacting demand.
5. 🏭 Increased competition from smaller companies affects market share.
6. 💹 Stability in the value of the Pakistani Rupee provided some relief in raw material pricing.
7. ⚠️ Gross profit margin declined to 10.96% from 13.4% in the comparable quarter.
8. ⬆️ Total current assets increased by 13.1%, improving operational capacity.
9. 📉 Profit before tax (PBT) decreased to Rs 12.25 million from Rs 14.6 million.
10. 📉 Profit after tax (PAT) decreased to Rs 8.70 million from Rs 10.4 million.
11. 📉 Earnings per share (EPS) fell slightly to 43 paisa from 52 paisa.
12. 💰 All IPO funds were fully utilized by the end of September 2022.
13. ⬆️ Capital expenditure increased to Rs 1.846 million compared to Rs 2.611 million.
14. 🏦 Short term bank borrowings decreased to Rs 74.472 million from Rs 109.623 million.
15. ⚖️ Contingencies and commitments, as well as management quality, are not disclosed in this report.

🎯 Investment Thesis

HOLD. The company faces significant headwinds due to external economic factors and sector-specific challenges, leading to reduced profitability. While efforts to diversify into fishing nets are positive, they haven’t fully offset the core business issues. The decrease in EPS and declining gross profit margin raise concerns. A price target revision would require evidence of sustained revenue growth, improved cost management, and a recovery in the agricultural sector. Time horizon: Medium-term (6-12 months) to assess the effectiveness of strategic adjustments and market recovery.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

announcements GEMPAPL Signal: HOLD

⏸️ GEMPAPL: HOLD Signal (5/10) – CA Notice

⚡ Flash Summary

GEMPAPL announced: CA Notice. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

GEMPAPL made announcement: CA Notice
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 GEMPAPL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 21, 2025

announcements GEMPAPL Signal: HOLD

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

⚡ Flash Summary

Pak Agro Packaging Limited will hold a Board of Directors meeting on October 30, 2025, in Islamabad. The meeting agenda includes granting leave of absence, approving minutes from the previous meeting held on October 2, 2025, and considering quarterly accounts for the period ending September 30, 2025. Additionally, the company has declared a “Closed Period” from October 28, 2025, to October 30, 2025, during which directors, CFOs, and executives are prohibited from dealing in the company’s shares, in compliance with PSX Regulations.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Board of Directors meeting scheduled for October 30, 2025.
📍 Meeting to be held in Islamabad at 10:00 hours.
✅ Agenda includes granting leave of absence.
✅ Approving minutes of the previous meeting on October 2, 2025.
💰 Considering quarterly accounts for the period ending September 30, 2025.
💼 Any other business with the chair’s permission.
🔒 “Closed Period” declared from October 28, 2025, to October 30, 2025.
🚫 No trading by directors, CFOs, or executives during the Closed Period.
📜 Compliance with clause 5.6.4 of PSX Regulations.
📢 Certificate holders of the Exchange to be informed accordingly.
✍️ Rana Muhammad Faraz, Company Secretary, issued the notice.
🏢 Pak Agro Packaging Limited is the company in question.
✉️ Ref: PAPL/PSX/2025, Dated: 20 October 2025.
🏦 Information sent to the General Manager, Pakistan Stock Exchange, Karachi.

🎯 Investment Thesis

Given the lack of specific financial information, a HOLD recommendation is appropriate. The announcement is purely procedural and does not provide sufficient information to adjust the current valuation. A price target cannot be reasonably set without further financial details. The time horizon is dependent on future announcements and financial results.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 21, 2025

announcements GEMPAPL Signal: HOLD

⏸️ GEMPAPL: HOLD Signal (5/10) – Notice of Annual General Meeting

⚡ Flash Summary

Pak Agro Packaging Ltd. will hold its 4th Annual General Meeting on October 25, 2025, at 14:00 at the company’s registered office in Hattar Industrial Estate, KPK. Shareholders can also attend the meeting online. The agenda includes receiving and adopting the audited accounts for the year ended June 30, 2025, and appointing auditors. The share transfer books will be closed from October 24 to October 27, 2025.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 AGM Date: October 25, 2025, at 14:00.
🏢 Location: Registered office at Hattar Industrial Estate, KPK.
💻 Online Participation: Shareholders can attend online.
✅ Agenda: Adoption of audited accounts for the year ended June 30, 2025.
🧑‍💼 Auditor Appointment: Appointment of auditors for the next term.
🔒 Share Transfer Closure: October 24 to October 27, 2025.
✉️ Share Registrar: CDC Share Registrar Services Limited (CDCSRSL).
📧 Email Updates: Shareholders should update their email addresses.
proxy_instructions Proxy: A member can appoint a proxy.
proxy_deadline Proxy Deadline: Proxy instruments must be received 48 hours before the meeting.
💻 Proxy for CDS: Shareholders with CDS accounts need to email CNIC copies and account details.
🌐 Website: Financial statements available on https://www.pakagro.com.
hardcopy_requests Hard Copy Requests: Members needing a hard copy should provide their address.
✅ E-voting: shareholders who have provided a valid email address to Company or Registrar can cast a vote electronically.

🎯 Investment Thesis

Given the lack of financial performance details and forward-looking statements, a HOLD recommendation is appropriate. The announcement primarily concerns administrative matters related to the AGM.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 8, 2025

GEMPAPL PSX Announcements Signal-HOLD

⏸️ GEMPAPL: HOLD Signal – Board Meeting

⏸️ Trading Signal & Analysis

SignalHOLD

Strength3 / 10

SentimentNEUTRAL

Financial ImpactLOW

What this means: 🏢 Meeting News: Company board is meeting to make important decisions. Stock price may move after the meeting based on what they decide.

🏢 Company & Announcement

SymbolGEMPAPL

CompanyPak Agro Packaging Limited(GEM)

DateSep 25, 2025

Time11:41 AM

Announcement Title:

Board Meeting

🧠 Investment Thesis

The announcement is routine and doesn’t offer a strong reason to buy or sell. Hold existing shares and monitor for further developments.

📋 Key Highlights

Board meeting on October 2, 2025, to discuss financial statements and related matters.
Approval of Annual Audited Financial Statements for the year ended June 30, 2025.
Appointment and remuneration of External Auditors for the year ended June 30, 2026.
Discussion and approval of the 5th Annual General Meeting (AGM).
Closed period for trading from September 30 to October 2, 2025.

⚠️ Risk Assessment

No specific risks mentioned in the announcement. Monitor company performance and market conditions.

📄 Source Document

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🔍 Raw Analysis Data

Click to view JSON data

{
  "sentiment": "NEUTRAL",
  "signal": "HOLD",
  "strength": 3,
  "brief_summary": "Pak Agro Packaging is holding a board meeting to review financials, approve the AGM, and appoint auditors. A closed period for trading is in effect from September 30 to October 2, 2025.",
  "key_points": [
    "Board meeting on October 2, 2025, to discuss financial statements and related matters.",
    "Approval of Annual Audited Financial Statements for the year ended June 30, 2025.",
    "Appointment and remuneration of External Auditors for the year ended June 30, 2026.",
    "Discussion and approval of the 5th Annual General Meeting (AGM).",
    "Closed period for trading from September 30 to October 2, 2025."
  ],
  "financial_impact": "LOW",
  "price_target": "No immediate price movement expected.",
  "risk_factors": [
    "No specific risks mentioned in the announcement. Monitor company performance and market conditions."
  ],
  "investment_thesis": "The announcement is routine and doesn't offer a strong reason to buy or sell. Hold existing shares and monitor for further developments.",
  "simple_note": "\ud83c\udfe2 Meeting News: Company board is meeting to make important decisions. Stock price may move after the meeting based on what they decide."
}

Disclaimer: This analysis is AI-generated and for informational purposes only. It is not financial advice. Please conduct your own research before making any investment decisions.

Written by: FoxLogica News Analysis

Published on: September 25, 2025