LOADS

⚡ Flash Summary

Loads Limited will host a Corporate Briefing Session (CBS) on Wednesday, November 12, 2025, at 4:00 pm, both at their registered office and via Zoom Cloud Meeting. The purpose of the session is to discuss the company’s financial performance and provide a future outlook. The session will be moderated and presented by Mohtashim Aftab, Chief Executive Officer, and Mobin Akhter, Chief Financial Officer. This briefing provides an opportunity for investors and stakeholders to gain insights into the company’s strategies and performance.

📌 Key Takeaways

• 📢 Loads Limited is holding a Corporate Briefing Session (CBS) for FY25.
• 🗓️ The CBS will take place on Wednesday, November 12, 2025, at 4:00 pm.
• 🏢 The session will be held at the company’s registered office.
• 💻 A Zoom Cloud Meeting option is available for remote attendees.
• 👨‍💼 The session will be moderated and presented by Mohtashim Aftab, CEO.
• 👩‍💼 Mobin Akhter, CFO, will also present at the briefing.
• 🌐 The briefing will cover financial performance and future outlook.
• 🔗 A corporate flyer with session details is attached.
• ℹ️ Meeting ID: 856 8635 1259; Passcode: 603548 for the Zoom meeting.
• 📧 Contact co.secy@loads-group.com for more information.
• 📞 You can call +92 302 8674683-9 for more information.

🎯 Investment Thesis

A HOLD recommendation is appropriate until the Corporate Briefing Session provides further details. Investors should await more concrete financial data and management guidance before making any investment decisions. The price target and time horizon will depend on the information presented during the briefing.

⚡ Flash Summary

LOADS announced: Financial Results for the quarter ended 30 September 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• LOADS made announcement: Financial Results for the quarter ended 30 September 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 LOADS. Manual verification required.

⚡ Flash Summary

LOADS announced: Disclosure of Material Information. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• LOADS made announcement: Disclosure of Material Information
• 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 LOADS. Manual verification required.

⚡ Flash Summary

Loads Limited’s Board of Directors has resolved to potentially conduct a rights issue of ordinary shares to raise up to PKR 1,500,000,000. The funds are intended to be utilized for meeting working capital requirements and catering to potential growth in local and export markets. The issue price will not exceed PKR 12.5 per share and is subject to the Board’s discretion. The board has resolved that it may approve and announce the actual right issue at a future date in accordance with the applicable laws, as the Board deems fit. The purpose is to enable shareholders to obtain corporate approvals to invest in the potential right issue.

📌 Key Takeaways

• 📢 Loads Limited plans a potential rights issue to raise up to PKR 1,500,000,000.
• 🗓️ The Board of Directors made this resolution on October 23, 2025.
• 💰 The primary purpose of the rights issue is to meet working capital needs.
• 📈 Funds will also cater to potential growth in local and export markets.
• 💲 The issue price will not exceed PKR 12.5 per share.
• 💼 The Board will ultimately determine the final issue price.
• ✅ The rights issue requires shareholder and corporate approvals.
• 📜 The actual right issue will be announced at a future date as deemed fit by the Board.
• 🔒 The resolution is in compliance with Sections 96 and 131 of the Securities Act, 2015.
• 🌍 The company aims to capitalize on growth opportunities in both local and export markets.
• 🤝 Shareholders’ investment confirmation is a key step in the process.
• 🎯 The move aims to strengthen the company’s financial position for future growth.
• 🚦The final decision to proceed is pending further approvals and market conditions.

🎯 Investment Thesis

Given the announcement of a potential rights issue, a HOLD recommendation is appropriate at this time. While the capital raise could support future growth, there is uncertainty around the issue price, the level of shareholder participation, and the actual deployment of funds. A BUY recommendation would only be considered after a thorough review of the terms of the rights issue and a clear understanding of how the capital will be utilized to drive shareholder value. A SELL recommendation is not warranted unless further negative information emerges. A price target cannot be determined without additional financial details. Time horizon is medium term.

⚡ Flash Summary

Loads Limited’s board has resolved to potentially undertake a rights issue of ordinary shares. The aggregate amount could reach up to PKR 1,500,000,000. The issue price will not exceed PKR 12.5 per share. The proceeds are intended for working capital needs, including growth in local and export markets.

📌 Key Takeaways

• 💰 Loads Limited is considering a rights issue of ordinary shares.
• 📈 The potential aggregate amount is up to PKR 1,500,000,000.
• 💲 The issue price is capped at PKR 12.5 per share.
• 💼 Proceeds will primarily address working capital requirements.
• 🌍 Funds aim to support growth in local and export markets.
• ✅ The board has resolved to consider the rights issue.
• 🗓️ The actual right issue may be approved and announced at a future date.
• 📜 The decision aligns with Sections 96 and 131 of the Securities Act, 2015.
• 🤝 Shareholders, particularly associated concerns, may invest in the rights issue.
• 🏢 The board will determine the ultimate use of funds.
• 📢 TRE Certificate Holders of the Exchange will be informed accordingly.

🎯 Investment Thesis

HOLD. The potential rights issue introduces uncertainty. While the funds could support growth, it also dilutes existing shareholders. Investors should monitor the company’s financial performance and the terms of the rights issue before making any investment decisions. The price target is dependent on the final structure of the right issue, and operational performance following.

⚡ Flash Summary

Loads Limited held its 45th Annual General Meeting on October 24, 2025. Key resolutions passed included confirming the minutes of the previous AGM, adopting the audited financial statements for the year ended June 30, 2025, and reappointing Yousaf Adil & Co as external auditors for the year ending June 30, 2026. The company also ratified transactions with associated companies during the year ended June 30, 2025, and authorized the Chief Executive to approve future transactions with associated companies. These resolutions signal a continuation of existing practices and governance.

📌 Key Takeaways

• 🗓️ AGM held on October 24, 2025.
• ✅ Minutes from the October 24, 2024 AGM were confirmed.
• 📑 Audited Financial Statements for the year ended June 30, 2025, were adopted.
• 👨‍💼 Directors’ and Auditors’ Reports were also approved.
• 🏦 Yousaf Adil & Co reappointed as external auditors for the year ending June 30, 2026.
• 🤝 Auditor remuneration to be mutually agreed upon.
• 🔄 Transactions with associated companies during the year ended June 30, 2025, were ratified.
• 👤 Chief Executive authorized to approve transactions with associated companies for the year ending June 30, 2026.
• ✍️ CEO empowered to sign documents related to associated company transactions.
• 🏢 Meeting held at Pakistan Steel Industrial Estate Bin Qasim, Karachi.
• 📜 Resolutions passed in compliance with Pakistan Stock Exchange regulations.
• ✉️ TRE Certificate Holders to be informed of the resolutions.

🎯 Investment Thesis

Given the limited information available and the focus on procedural matters, a HOLD recommendation is appropriate. The presence of related-party transactions warrants caution. Further analysis of the company’s financial statements and related-party disclosures is needed to make a more informed investment decision. A neutral outlook is maintained until further financial details are released.

⚡ Flash Summary

LOADS announced: Transmission of quarterly report for the period ended 30 September 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• LOADS made announcement: Transmission of quarterly report for the period ended 30 September 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 LOADS. Manual verification required.

⚡ Flash Summary

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

📌 Key Takeaways

• LOADS 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 LOADS. Manual verification required.

⚡ Flash Summary

LOADS announced: Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Reg. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• LOADS made announcement: Disclosure of Interest by a Director CEO, or Executive of a listed company and their Spouses and the Substantial Shareholders u/c 5.6.1.(d) of PSX Regulations
• 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 LOADS. Manual verification required.