PACE

⚡ Flash Summary

PACE announced: Material Information. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• PACE made announcement: 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 PACE. Manual verification required.

⚡ Flash Summary

Pace (Pakistan) Limited held a Corporate Briefing Session on November 24, 2025, and has provided links to the notice, presentation, and video recording of the session. This announcement is in compliance with Pakistan Stock Exchange Limited’s requirements. The links provided allow investors and stakeholders access to information discussed during the briefing, including operational and strategic updates. The materials are readily available for review and further analysis of the company’s performance and outlook.

📌 Key Takeaways

• 📅 Corporate Briefing Session held on November 24, 2025.
• 📄 Notice of Corporate Briefing Session: [https://pacepakistan.com/Pacepakistan/Group_Info_Files/Pace/Pace%20-Notice%20of%20Corporate%20Briefing%202025.pdf](https://pacepakistan.com/Pacepakistan/Group_Info_Files/Pace/Pace%20-Notice%20of%20Corporate%20Briefing%202025.pdf)
• 📊 Presentation for Corporate Briefing Session: [https://pacepakistan.com/Pacepakistan/Group_Info_Files/Pace/Pace%20(Pakistan)%20limited%20Presentation%20for%20Corporate%20Briefing%202025.pdf](https://pacepakistan.com/Pacepakistan/Group_Info_Files/Pace/Pace%20(Pakistan)%20limited%20Presentation%20for%20Corporate%20Briefing%202025.pdf)
• 📹 Video Recording of Corporate Briefing Session: [https://pacepakistan.com/Pacepakistan/Group_Info_Files/Pace/Pace%20meeting%2024-11-2025_x264.mp4](https://pacepakistan.com/Pacepakistan/Group_Info_Files/Pace/Pace%20meeting%2024-11-2025_x264.mp4)
• 📜 Complies with PSX regulations as per notice PSX/N-1168 dated October 29, 2025.
• 🤝 TRE Certificate holders of the Exchange have been informed.
• 🏢 Registered office: First Capital House, Lahore.
• 📞 Contact: +92-42-35778217-8

🎯 Investment Thesis

Based on the announcement alone, a HOLD recommendation is appropriate. Further analysis of the briefing session materials is required to form a more informed investment opinion. Until then, monitoring the company’s communications and performance is advisable.

⚡ Flash Summary

Pace (Pakistan) Limited will be holding a Corporate Briefing Session (CBS) on Monday, November 24, 2025, to discuss the company’s strategic, operational, and financial developments for the fiscal year ended June 30, 2025. The session is intended for shareholders, analysts, and investors. It will take place at Crystal Hall, Faletti’s Hotel, Lahore, at 12:15 p.m.

📌 Key Takeaways

• 🗓️ Corporate Briefing Session (CBS) scheduled for November 24, 2025.
• 🏢 The briefing will cover strategic and operational developments.
• 💰 Financial information for the year ended June 30, 2025, will be presented.
• 🤝 Target audience includes shareholders, analysts, and investors.
• 📍 Venue: Crystal Hall, Faletti’s Hotel, Lahore.
• ⏰ Time: 12:15 p.m.
• 📧 Electronic registration is required by November 23, 2025, at 05:00 p.m.
• 🌐 Registration via email to sajjadahmad@pacepakistan.com.
• 🔗 Zoom/Video link and login credentials to be provided upon registration.
• 📞 Contact numbers: 0303 4444800, 0302 8440935 for queries.
• 🇵🇰 Pace (Pakistan) Limited is organizing the session.
• 📜 Financial statements form the basis of discussions.
• 🏢 CBS aims to fulfill Pakistan Stock Exchange requirements.

🎯 Investment Thesis

A HOLD recommendation is appropriate at this stage. The announcement simply informs of an upcoming briefing session. A more informed investment decision can be made after reviewing the information presented at the CBS, especially the financial data for the year ended June 30, 2025. The price target and time horizon will be determined after a thorough analysis of the financial metrics and strategic outlook discussed during the briefing.

⚡ Flash Summary

PACE announced: Material Information. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• PACE made announcement: 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 PACE. Manual verification required.

⚡ Flash Summary

PACE announced: Disinvestment in Pace Super Mall (Private) Limited. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• PACE made announcement: Disinvestment in Pace Super Mall (Private) 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 PACE. Manual verification required.

⚡ Flash Summary

Pace (Pakistan) Limited reported its condensed interim unconsolidated financial results for the quarter ended September 30, 2025. The company’s revenue decreased significantly to Rs 151.567 million compared to Rs 474.139 million in the same quarter last year. However, the profit after taxation was significantly higher at Rs 362.148 million compared to Rs 156.870 million in 2024. The earnings per share (basic and diluted) also increased to Rs 1.30 from Rs 0.56.

📌 Key Takeaways

• Revenue decreased significantly by 68% to Rs 151.567 million compared to Rs 474.139 million year-over-year. 📉
• Gross profit decreased to Rs 86.704 million from Rs 222.673 million in the previous year. 📉
• Other income increased significantly to Rs 363.769 million from Rs 9.703 million year-over-year. 🚀
• Profit from operations increased significantly to Rs 370.488 million from Rs 192.645 million year-over-year. 📈
• Finance costs increased to Rs 49.337 million from Rs 39.866 million in the previous year. 💸
• Exchange gains were Rs 42.892 million compared to Rs 11.009 million year-over-year. 💹
• Profit before income tax and minimum taxes increased significantly to Rs 364.043 million from Rs 162.796 million year-over-year. 🌟
• Profit after taxation increased significantly to Rs 362.148 million from Rs 156.870 million year-over-year. 🎉
• Basic and diluted earnings per share increased to Rs 1.30 from Rs 0.56 year-over-year. 🚀
• The Board has approved the issuance of up to 1,300 million ordinary shares at Rs. 10.00 per share to Pace Barka Properties Limited, subject to regulatory approvals. 🤝
• These new shares cannot be sold on the market for two years after issuance. 🔒
• The Board approved acquiring Pace Circle Project from Pace Barka Properties Limited, with fair value to be determined by a registered valuer. 🏢

🎯 Investment Thesis

HOLD. The company’s increased profitability and EPS are encouraging, but the decline in revenue raises concerns about its long-term sustainability. The potential issuance of new shares could dilute existing shareholders’ value, but the Pace Circle Project acquisition could offer future growth opportunities. A more detailed analysis of the sources of ‘other income’ and the financials of the Pace Circle Project is needed before making a stronger recommendation.

⚡ Flash Summary

Nadeem Nisar has increased his shareholding in PACE (Pakistan) Limited exceeding 10% of the company’s total issued shares. On October 23, 2025, he acquired 4,465,153 voting shares bringing his total to 30,006,624 shares (10.76%). He further purchased 22,849 shares on October 24, 2025, increasing his stake to 30,029,473 shares, representing 10.77% of the company’s share capital. This disclosure is in compliance with Section 110 of the Securities Act, 2015.

📌 Key Takeaways

• 📢 Nadeem Nisar increased his stake in PACE (Pakistan) Limited.
• 🗓️ Initial acquisition of 4,465,153 shares on October 23, 2025.
• 📊 Initial shareholding reached 30,006,624 shares.
• 📈 Initial stake represented 10.76% of total issued shares.
• ➕ Additional purchase of 22,849 shares on October 24, 2025.
• 🎯 Total shareholding increased to 30,029,473 shares.
• 💯 Final stake represents 10.77% of the company’s share capital.
• 📜 Disclosure made under Section 110 of the Securities Act, 2015.
• 🏢 Compliance with Securities and Exchange Commission of Pakistan regulations.
• 📍 Acquirer’s address: Lahore, Pakistan.
• 🆔 Acquirer’s CNIC: 35202-9805828-5.
• 💰 Purchase price of additional shares: 21.75 per share.

🎯 Investment Thesis

HOLD. While the increased shareholding is notable, the magnitude of the change is not significant enough to warrant a change in investment recommendation. Continued monitoring of further shareholding changes and company performance is warranted. The current information does not provide a sufficient basis to adjust the price target.