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NAGC - FoxLogica

NAGC

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⏸️ NAGC: HOLD Signal (5/10) – CORPORATE BRIEFING SESSEION – 2025

⚡ Flash Summary

Nagina Cotton Mills Ltd. will be holding a Corporate Briefing Session on November 21, 2025, at 12:00 noon. The session will take place at the Regional Office in Lahore and will be accessible via video conferencing (Zoom). The purpose of the briefing is to update shareholders, investors, and analysts on the company’s financial performance for the year ended June 30, 2025, and to discuss the company’s future outlook. Interested participants are required to register by November 20, 2025.

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

📌 Key Takeaways

  • 📅 Corporate Briefing Session: Nagina Cotton Mills Ltd. is scheduled for November 21, 2025.
  • 🕛 Time: The session will commence at 12:00 noon.
  • 🏢 Location: Regional Office, Nagina House, Lahore.
  • 💻 Accessibility: The briefing will be conducted via Zoom video conferencing.
  • 🗣️ Purpose: To discuss the financial performance for the year ending June 30, 2025.
  • 🔮 Future Outlook: The session will also cover the company’s future prospects.
  • 👥 Target Audience: Shareholders, investors, and analysts are invited.
  • 📝 Registration: Interested participants must register before day end on November 20, 2025.
  • 📧 Registration Email: Participants should send their information to azam@nagina.com.
  • ℹ️ Subject Line: Use ‘Registration for CBS 2025-Nagina’ as the subject.
  • 🔗 Login Details: Registered participants will receive video link and login details.
  • ❓ Queries: Participants can send queries and comments to azam@nagina.com.
  • 🤝 Feedback: Feedback is encouraged during and after the session.
  • 📞 Contact: For queries, contact Syed Mohsin Giolani at 042-35756270.
  • ✉️ Email Contact: Mohsin.gilani@nagina.com is available for CBS-related queries.

🎯 Investment Thesis

Based solely on the announcement of the corporate briefing, a neutral (HOLD) recommendation is appropriate. Without financial information, there is no justification for a BUY or SELL recommendation. A more informed investment decision would require analyzing the information presented during the briefing session and reviewing the company’s financial statements. Therefore, no price target can be determined.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ NAGC: HOLD Signal (5/10) – Presentation for Corporate Briefing Session (CBS)-2025

⚡ Flash Summary

Nagina Cotton Mills Ltd. (NCML) reported an increase in profit before levies and taxation by 42.18%, reaching Rs. 442.26 million in 2025 compared to Rs. 311.06 million in 2024, primarily due to reduced finance costs and higher other income. However, profit after tax decreased by 34.55% due to deferred tax and super-tax charges. The company’s short-term borrowings surged by 307.48% due to higher imported cotton procurement, necessitating increased working capital. While sales data is available, the announcement is more focused on balance sheet and profit variations.

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

📌 Key Takeaways

  • ⬆️ Profit before levies and taxation increased by 42.18%, from Rs. 311.06 million in 2024 to Rs. 442.26 million in 2025.
  • ⬇️ Profit after tax decreased by 34.55%, due to deferred tax and super-tax charges.
  • ⬆️ Short-term borrowings increased significantly by 307.48%, driven by the procurement of imported cotton.
  • 📈 Stock-in-trade increased by 97.97%, reflecting elevated inventory levels.
  • 💰 Other receivables increased by 446.95%, influenced by a payment order related to the SGC refund.
  • 📉 Other financial assets decreased sharply by 85.57%, due to divestments and reduced expected returns.
  • 📊 Sales for the year 2025 stood at Rs. 19.86 billion, compared to Rs. 20.45 billion in 2024.
  • 💸 Earnings per share (EPS) decreased from Rs. 4.12 in 2024 to Rs. 2.70 in 2025.
  • ✔️ The SBP’s policy rate reduction to 11% is viewed positively, and a flexible exchange rate supports exporters.
  • ⚠️ Raw material supply chain is impacted by climate change, requiring imports and substantial foreign exchange.
  • 🏭 The company has 62,508 spindles and an annual yarn production capacity of approximately 24 thousand tons.

🎯 Investment Thesis

Given the mixed financial performance, increased borrowings, and external risks, a HOLD recommendation is appropriate. The company shows potential with increased profit before tax, but the drop in net profit and EPS necessitates caution. A price target of Rs. 55 is set, reflecting a more conservative valuation until the company stabilizes its earnings and manages its debt effectively. Time horizon: 6-12 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

⏸️ NAGC: HOLD Signal (6/10) – Certified Copy of Resolutions Passed by Shareholders

⚡ Flash Summary

Nagina Cotton Mills Ltd. held its Annual General Meeting on October 28, 2025, where shareholders approved the audited financial statements for the year ended June 30, 2025. A final cash dividend of 10%, amounting to Rs. 1 per ordinary share, was declared and approved. Yousuf Adil, Chartered Accountants, Karachi, were re-appointed as auditors for the financial year ending June 30, 2026, with the CEO authorized to negotiate their remuneration. Additionally, related party transactions disclosed in Note 39 of the financial statements were ratified and approved.

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

📌 Key Takeaways

  • ✅ Audited financial statements for the year ended June 30, 2025, were approved by shareholders.
  • 💰 A final cash dividend of 10% (Rs. 1 per ordinary share) was declared and approved for the year ended June 30, 2025.
  • 🏢 Yousuf Adil, Chartered Accountants, were re-appointed as auditors for the financial year ending June 30, 2026.
  • 🤝 The Chief Executive Officer is authorized to negotiate and fix the auditor’s remuneration.
  • 🤝 Transactions with related parties disclosed in Note 39 of the financial statements were ratified and approved.
  • 🤝 The Board of Directors is authorized to approve related party transactions for the financial year 2026, subject to shareholder ratification.
  • 💸 The company is authorized to invest up to PKR 200 million in associated companies: Prosperity Weaving Mills Ltd and Ellcot Spinning Mills Ltd.
  • 🏦 Investments in associated companies will be in the form of advances and loans, with returns not less than the company’s average borrowing cost.
  • ⏳ Loans/advances to associated companies are repayable within one year from disbursement.
  • 📅 The resolution for making investments in associated companies is valid for five years.
  • CEO is authorized to undertake investment decisions as deemed appropriate and necessary.
  • ✍️ The CEO and/or Company Secretary are authorized to execute documents and agreements related to the investments.
  • 📜 Special resolutions under Section 199 of the Companies Act, 2017, were passed regarding investments in associated companies.

🎯 Investment Thesis

HOLD. The company’s dividend payout is a positive sign, but further analysis of financial performance and investment strategies is warranted. A hold rating is maintained until a comprehensive analysis can be conducted. No price target available due to limited information.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 NAGC: BUY Signal (7/10) – Financial Results for the Quarter Ended

⚡ Flash Summary

Nagina Cotton Mills Ltd. reported an increase in revenue for the quarter ended September 30, 2025, compared to the same period last year. Revenue from contracts with customers increased from 4,597.46 million to 5,139.68 million. The company’s profit for the period also saw a significant increase, rising from 7.73 million to 26.16 million. The earnings per share (EPS) increased to 1.40 from 0.41.

Signal: BUY 📈
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • 📈 Revenue from contracts with customers increased by 11.8% from Rs. 4,597.46 million to Rs. 5,139.68 million.
  • 💰 Gross profit increased by 9.96% from Rs. 379.06 million to Rs. 416.83 million.
  • 📊 Operating profit increased by 18.4% from Rs. 244.38 million to Rs. 289.38 million.
  • 💸 Profit before levies and taxation increased by 58.4% from Rs. 67.38 million to Rs. 106.74 million.
  • 🧾 Profit before taxation increased significantly from Rs. 7.73 million to Rs. 78.21 million.
  • ✅ Profit for the period increased substantially from Rs. 7.73 million to Rs. 26.16 million.
  • ⭐ Other comprehensive income showed a gain of Rs. 5.53 million compared to a loss of Rs. 1.62 million in the previous year.
  • 🚀 Total comprehensive income for the period increased significantly from Rs. 6.11 million to Rs. 31.69 million.
  • 💲 Earnings per share increased from Rs. 0.41 to Rs. 1.40.
  • 🏛️ Total Equity increased from Rs. 4,759.53 million to Rs. 4,791.22 million.
  • liabilities increased from Rs. 9,838.26 million to Rs. 10,180.41 million
  • The company’s current assets increased to Rs. 9,443.50 million from Rs. 9,008.69 million.
  • Cash and cash equivalents deteriorated from Rs. 336.74 million to negative Rs. (1,558.01) million.

🎯 Investment Thesis

BUY. Nagina Cotton Mills has demonstrated strong growth in revenue, profitability, and earnings per share. The company’s enhanced efficiency and revenue management have led to improved financial performance. A price target of PKR 75, with a time horizon of 12 months, seems appropriate given current EPS growth. However, investors should monitor the cash flow situation and liability levels.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

📈 NAGC: BUY Signal (8/10) – Transmission of Quarterly Report for the Period Ended

⚡ Flash Summary

Nagina Cotton Mills Ltd. reported strong first quarter results for FY26. Despite a challenging environment, the company managed to significantly increase its after-tax profit to Rs. 26.16 million, compared to Rs. 7.73 million in the same period last year, leading to a higher Earnings per Share (EPS) of Rs. 1.40 versus Rs. 0.41. Revenue also saw an increase of 11.79%, driven by higher sales volume, though gross profit margins slightly decreased. The directors expressed optimism about maintaining profitability through cost optimization and strategic initiatives.

Signal: BUY 📈
Strength: 8/10
Sentiment: POSITIVE
Time Horizon: SHORT_TERM

📌 Key Takeaways

  • 🚀 Profit Surge: After-tax profit soared to Rs. 26.16 million, a significant increase from Rs. 7.73 million in the same quarter last year.
  • 📈 EPS Boost: Earnings per share (EPS) jumped to Rs. 1.40, up from Rs. 0.41 year-over-year.
  • 💰 Revenue Growth: Sales revenue increased by 11.79%, reaching Rs. 5.14 billion compared to Rs. 4.60 billion SPLY.
  • 📉 Margin Contraction: Gross Profit (GP) margin slightly decreased to 8.11% from 8.25% SPLY.
  • 📉 Operating Expenses: Operating expenses decreased to 2.87% of sales, compared to 3.87% of sales SPLY.
  • 💲 Finance Cost Reduction: Finance costs reduced to 3.55% of sales from 3.85% in SPLY.
  • 🌾 Cotton Arrival Increase: Kapas arrivals up 49.24% to 3.044 million bales vs 2.040 million bales SPLY.
  • ⚡ Energy Efficiency: Implementing measures to reduce energy costs, including expanding solar capacity.
  • 🏦 Stable Policy Rate: State Bank of Pakistan maintained existing policy rate, contributing to better cost and revenue predictability.
  • 📊 Positive Outlook: Management remains optimistic about maintaining profitability despite market challenges.
  • 💼 Strategic Focus: Proactive measures focusing on cost optimization, marketing, and product diversification are in place.
  • 🤝 Acknowledgement: Directors acknowledged staff and stakeholders for their continued support.
  • ✅ Stable Cash Flows: Maintained stable cash flows ensuring timely settlement of operating liabilities.

🎯 Investment Thesis

BUY. Nagina Cotton Mills shows strong growth potential based on its impressive Q1 FY26 results. The significant increase in profitability, driven by higher revenue and reduced expenses, makes it an attractive investment. Despite industry-wide challenges, the company’s proactive measures to manage costs and optimize operations position it favorably for continued growth. The stock is undervalued based on current earnings. Increase price target to 60 PKR with a 12-month time horizon. Re-evaluate after the next quarter.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

📈 NAGC: BUY Signal (7/10) – Credit of final cash dividend

⚡ Flash Summary

NAGC announced: Credit of final cash dividend. Basic analysis suggests positive sentiment. Professional review recommended.

Signal: BUY 📈
Strength: 7/10
Sentiment: POSITIVE
Time Horizon: MEDIUM_TERM

📌 Key Takeaways

  • NAGC made announcement: Credit of final cash dividend
  • Automated analysis: BUY signal detected
  • Signal strength: 7/10
  • This is basic analysis – manual review recommended
  • Professional CFA analysis unavailable

🎯 Investment Thesis

Basic BUY indication for NAGC. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 6, 2025

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

⚡ Flash Summary

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

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

📌 Key Takeaways

  • NAGC 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 NAGC. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 22, 2025

⏸️ NAGC: HOLD Signal (5/10) – Transmission of Annual Report for the Year Ended 06/30/2025

⚡ Flash Summary

Nagina Cotton Mills Limited’s 2025 annual report reveals a challenging year marked by increased power tariffs and a textile value chain recession. Despite these headwinds, the company maintained profitability with an after-tax profit of Rs. 50.4 million. However, sales revenue decreased by 2.89% to Rs. 19.86 billion, impacting earnings per share which fell to Rs. 2.70. The board recommends a final cash dividend of Rs. 1 per share, indicating confidence in the company’s long-term prospects.

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

📌 Key Takeaways

  • 📉 Sales revenue decreased by 2.89% YoY to Rs. 19.86 billion due to lower sales volume and per unit selling price.
  • ✅ After-tax profit stood at Rs. 50.4 million, representing 0.25% of sales.
  • 📉 Earnings per share (EPS) decreased to Rs. 2.70 from Rs. 4.12 in the previous year.
  • ⬆️ Gross profit margin improved to 8.10% due to reduced raw material costs.
  • ⚡ Operating expenses increased to 3.08% of sales.
  • 💸 Finance costs decreased to 3.63% of sales, reflecting better cash flows and lower policy rates.
  • 🏭 The company invested Rs. 216.15 million in BMR/Expansion to enhance spinning productivity.
  • ☀️ Installation of a 1.6 MW solar plant is underway to reduce costs and enhance green energy.
  • ⚠️ The textile industry faces challenges due to global and domestic market slowdowns and US tariffs.
  • 🌧️ Heavy rains and floods may adversely impact cotton crops and lead to inflationary pressures.
  • ✅ Removal of cotton yarn from the Export Facilitation Scheme (EFS) will benefit local spinners.
  • 🏦 SBP reduced the policy rate to 11% from a peak of 20.5%, offering some relief to businesses.
  • 💰 The board recommended a final cash dividend of Rs. 1 per share (10%).
  • 🌱 The company strongly believes in integrating Corporate Social Responsibility into its business.

🎯 Investment Thesis

I recommend a HOLD rating for Nagina Cotton Mills Limited. The company demonstrated resilience in a tough environment by maintaining profitability, but faces downside risks. A continued focus on cost management, strategic market positioning and diversification would be essential. The dividend payment and investments in operational efficiency are positive factors.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 6, 2025

⏸️ NAGC: HOLD Signal (5/10) – Transmission of Annual Report for the Year Ended 06/30/2025

⚡ Flash Summary

Nagina Cotton Mills Limited’s 2025 annual report reveals a challenging year marked by increased power tariffs and a textile value chain recession. Despite these headwinds, the company maintained profitability with an after-tax profit of Rs. 50.4 million. However, sales revenue decreased by 2.89% to Rs. 19.86 billion, impacting earnings per share which fell to Rs. 2.70. The board recommends a final cash dividend of Rs. 1 per share, indicating confidence in the company’s long-term prospects.

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

📌 Key Takeaways

  • 📉 Sales revenue decreased by 2.89% YoY to Rs. 19.86 billion due to lower sales volume and per unit selling price.
  • ✅ After-tax profit stood at Rs. 50.4 million, representing 0.25% of sales.
  • 📉 Earnings per share (EPS) decreased to Rs. 2.70 from Rs. 4.12 in the previous year.
  • ⬆️ Gross profit margin improved to 8.10% due to reduced raw material costs.
  • ⚡ Operating expenses increased to 3.08% of sales.
  • 💸 Finance costs decreased to 3.63% of sales, reflecting better cash flows and lower policy rates.
  • 🏭 The company invested Rs. 216.15 million in BMR/Expansion to enhance spinning productivity.
  • ☀️ Installation of a 1.6 MW solar plant is underway to reduce costs and enhance green energy.
  • ⚠️ The textile industry faces challenges due to global and domestic market slowdowns and US tariffs.
  • 🌧️ Heavy rains and floods may adversely impact cotton crops and lead to inflationary pressures.
  • ✅ Removal of cotton yarn from the Export Facilitation Scheme (EFS) will benefit local spinners.
  • 🏦 SBP reduced the policy rate to 11% from a peak of 20.5%, offering some relief to businesses.
  • 💰 The board recommended a final cash dividend of Rs. 1 per share (10%).
  • 🌱 The company strongly believes in integrating Corporate Social Responsibility into its business.

🎯 Investment Thesis

I recommend a HOLD rating for Nagina Cotton Mills Limited. The company demonstrated resilience in a tough environment by maintaining profitability, but faces downside risks. A continued focus on cost management, strategic market positioning and diversification would be essential. The dividend payment and investments in operational efficiency are positive factors.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 6, 2025