KML

⚡ Flash Summary

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

📌 Key Takeaways

• KML 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 KML. Manual verification required.

⚡ Flash Summary

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

📌 Key Takeaways

• KML 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 KML. Manual verification required.

⚡ Flash Summary

Kohinoor Mills Limited (KML) released its annual report for the year ended June 30, 2025. The company reported a decrease in revenue but managed to turn around its bottom line from a net loss last year to a net profit this year. Key challenges included elevated input and energy costs, along with lingering supply constraints and global economic uncertainties, impacting margins. Despite these headwinds, KML is focusing on value-added segments and operational efficiencies.

📌 Key Takeaways

• 📉 Revenue decreased by 9.1% to PKR 27.14 billion from PKR 29.85 billion YoY.
• ✅ Turned profitable, reporting a net profit of PKR 233.51 million compared to a net loss of PKR 19.6 million last year.
• 💲 Basic and diluted EPS stood at PKR 0.46, a significant improvement from the LPS of Re. 0.04 last year.
• 🚧 Gross profit margin declined to 13.32% due to rising input and utility costs.
• 💰 Finance cost declined significantly to PKR 1.18 billion from PKR 1.72 billion driven by policy rate cuts.
• 🌱 Pakistan’s textile exports experienced 6.16% growth in FY25, demonstrating modest recovery.
• 🏭 Weaving division demonstrated improved operational efficiency with gross profit of PKR 1.71 billion.
• 🔥 Dyeing division impacted by elevated operational costs, supply chain issues, and e-commerce rivalry.
• ⚡ Genertek division commissioned a 4.5 MW solar plant, aiming to meet over 20% of the company’s operational electricity needs.
• 🤝 Company is focused on strengthening traceability, compliance and eco-friendly manufacturing practices.
• 👗 Establishing apparel unit with initial capacity of 5 million garments, starting production Q2 FY26.
• 🧪 Strong focus on traceability and chemical management practices for sustainable production.
• ⚖ Proposed a policy framework for determining remuneration of directors and senior management.

🎯 Investment Thesis

HOLD: Improved profitability is a positive, BUT the lower revenue and market conditions raise concerns. Wait for further improvement in sales and macro conditions before considering a BUY rating. PT: Dependent on future performance; re-evaluate in 6 months.

⚡ Flash Summary

Kohinoor Mills Limited (KML) announced a sub-division of its ordinary shares, changing the face value from Rs. 10 to Re. 1 per share. This adjustment, effective October 4, 2025, has been reflected in shareholders’ Central Depository Company (CDC) accounts. The company’s paid-up capital now consists of 509,110,110 ordinary shares with a face value of Re. 1 each. Physical shareholders are instructed to exchange their old share certificates for new ones with the revised face value through the company’s Shares Registrar.

📌 Key Takeaways

• 📌 KML has sub-divided its ordinary shares from Rs. 10 to Re. 1 face value.
• 📅 The share sub-division was effective as of October 4, 2025.
• 💼 Shareholders’ CDC accounts have been updated to reflect the change.
• 📄 Physical shareholders must surrender old certificates for new ones.
• 🏢 Hameed Majeed Associates is the Shares Registrar handling the exchange.
• ✉️ Old certificates should be sent with a verified transfer deed and CNIC copy.
• 🔄 The company’s paid-up capital is now 509,110,110 shares at Re. 1 each.
• ✅ No changes to shareholder rights or privileges as a result of the split.
• 📜 The sub-division is conducted under Section 85 of the Companies Act, 2017.
• 📢 PSX has been requested to update their records.
• 🧾 Auditor’s certificate confirms the revised number of shares.
• ✉️ CDC has also confirmed the change in holdings in CDS accounts.
• ✔️ EOGM approved the sub-division on September 9, 2025.

🎯 Investment Thesis

Based solely on the share sub-division announcement, a HOLD recommendation is appropriate for KML. The action itself does not fundamentally alter the investment attractiveness of the company. A more informed recommendation would require an in-depth analysis of KML’s financials, operational performance, and industry outlook, which are not discussed in the provided document. The price target will depend on thorough financial modeling and market analysis.

⚡ Flash Summary

Kohinoor Mills Limited (KML) will hold its 38th Annual General Meeting (AGM) on October 28, 2025, to review the audited financial statements for the year ended June 30, 2025. The AGM will also address the appointment of auditors for the year ending June 30, 2026, and fix their remuneration. The share transfer books will be closed from October 22, 2025, to October 28, 2025. Shareholders can participate via video link, and the company is prohibiting gifts to shareholders during the meeting.

📌 Key Takeaways

• 🗓️ 38th Annual General Meeting (AGM) scheduled for October 28, 2025, at 2:45 p.m. at 8 Kilometer, Manga Raiwind Road, District Kasur.
• ✅ Agenda includes reviewing and adopting the Annual Audited Financial Statements for the year ended June 30, 2025.
• 👨‍💼 Appointment of auditors for the year ending June 30, 2026, and fixing their remuneration will be discussed.
• 🔒 Share transfer books will be closed from October 22, 2025, to October 28, 2025.
• ➡️ Transfers received by the Shares Registrar by the close of business hours on October 21, 2025, will be considered for voting rights.
• 📡 Shareholders holding 10% or more of the total paid-up share capital can request a video link facility to participate in the meeting.
• 📵 Request for video link facility must be received by the Share Registrar at least 7 days before the meeting.
• 📱 Members can attend the meeting via video link using smartphones/tablets; registration required by October 27, 2025.
• 🚫 Gifts or incentives to shareholders in connection with general meetings are strictly prohibited.
• 🌐 The notice of meeting and the weblink to view and download the Annual Report are being dispatched to members and posted on the Company’s website.
• 📧 Shareholders desiring to receive the AGM Notice via e-mail are requested to update their e-mail IDs.
• 🧾 Hard copies of the Annual Report will be provided free of cost upon written request of the shareholder.
• 🏦 Shareholders who could not collect their dividend/physical shares are requested to contact the Shares Registrar.
• 🆔 Shareholders are requested to submit a copy of their valid CNIC and dividend mandate to the Shares Registrar.
• ✉️ Shareholders are requested to notify the Shares Registrar immediately for any change in their mailing address.

🎯 Investment Thesis

Recommendation: HOLD. Without concrete financial information, it is difficult to make a conclusive buy or sell recommendation. Once the annual report is released, a reassessment of the company’s financial performance and valuation is needed to adjust the recommendation. Price Target: To be determined based on financial performance. Time Horizon: Dependent on the release of the annual report and subsequent financial analysis.

⚡ Flash Summary

Kohinoor Mills Limited (KML) will hold its 38th Annual General Meeting (AGM) on October 28, 2025, to review the audited financial statements for the year ended June 30, 2025. The AGM will also address the appointment of auditors for the year ending June 30, 2026, and fix their remuneration. The share transfer books will be closed from October 22, 2025, to October 28, 2025. Shareholders can participate via video link, and the company is prohibiting gifts to shareholders during the meeting.

📌 Key Takeaways

• 🗓️ 38th Annual General Meeting (AGM) scheduled for October 28, 2025, at 2:45 p.m. at 8 Kilometer, Manga Raiwind Road, District Kasur.
• ✅ Agenda includes reviewing and adopting the Annual Audited Financial Statements for the year ended June 30, 2025.
• 👨‍💼 Appointment of auditors for the year ending June 30, 2026, and fixing their remuneration will be discussed.
• 🔒 Share transfer books will be closed from October 22, 2025, to October 28, 2025.
• ➡️ Transfers received by the Shares Registrar by the close of business hours on October 21, 2025, will be considered for voting rights.
• 📡 Shareholders holding 10% or more of the total paid-up share capital can request a video link facility to participate in the meeting.
• 📵 Request for video link facility must be received by the Share Registrar at least 7 days before the meeting.
• 📱 Members can attend the meeting via video link using smartphones/tablets; registration required by October 27, 2025.
• 🚫 Gifts or incentives to shareholders in connection with general meetings are strictly prohibited.
• 🌐 The notice of meeting and the weblink to view and download the Annual Report are being dispatched to members and posted on the Company’s website.
• 📧 Shareholders desiring to receive the AGM Notice via e-mail are requested to update their e-mail IDs.
• 🧾 Hard copies of the Annual Report will be provided free of cost upon written request of the shareholder.
• 🏦 Shareholders who could not collect their dividend/physical shares are requested to contact the Shares Registrar.
• 🆔 Shareholders are requested to submit a copy of their valid CNIC and dividend mandate to the Shares Registrar.
• ✉️ Shareholders are requested to notify the Shares Registrar immediately for any change in their mailing address.

🎯 Investment Thesis

Recommendation: HOLD. Without concrete financial information, it is difficult to make a conclusive buy or sell recommendation. Once the annual report is released, a reassessment of the company’s financial performance and valuation is needed to adjust the recommendation. Price Target: To be determined based on financial performance. Time Horizon: Dependent on the release of the annual report and subsequent financial analysis.