SGABL

⚡ Flash Summary

SGABL announced: AGM Resolution 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• SGABL made announcement: AGM Resolution 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 SGABL. Manual verification required.

⚡ Flash Summary

SGABL announced: Financial Results for the Quarter Ended 30-9-2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• SGABL made announcement: Financial Results for the Quarter Ended 30-9-2025
• 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 SGABL. Manual verification required.

⚡ Flash Summary

SGABL announced: Transmission of Quarterly Report for the Period Ended 30-9-2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• SGABL made announcement: Transmission of Quarterly Report for the Period Ended 30-9-2025
• 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 SGABL. Manual verification required.

⚡ Flash Summary

SGABL announced: Board Meeting for the period ended 30 September 2025. Basic analysis suggests neutral sentiment. Professional review recommended.

📌 Key Takeaways

• SGABL made announcement: Board Meeting 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 SGABL. Manual verification required.

⚡ Flash Summary

SG Allied Businesses Limited’s annual report for the year ended June 30, 2025, reveals a company in transition, shifting from manufacturing to hi-tech agriculture. The company experienced a healthy 30.67% overall revenue growth, driven by hydroponic vertical farm products (+55%), cold storage (+16.7%), and warehouse operations (+18%). Despite the revenue increase, the company reported a net loss of PKR 15.169 million, mainly due to depreciation expenses on underutilized mushroom facilities. The board is focused on expanding production and improving yields to achieve profitability.

📌 Key Takeaways

• 📈 Overall revenue increased by 30.67% to PKR 183.26 million from PKR 140.25 million.
• 🌱 Revenue from Hydroponic Vertical Farm Products surged by 55% to PKR 74.68 million.
• 🧊 Cold Store revenue grew by 16.7% to PKR 10.54 million.
• 📦 Warehouse revenue increased by 18% to PKR 98.05 million.
• 🍄 The company successfully launched mushroom production after a trial.
• 🏢 Six additional hydroponic rooms began production in December 2023, expected to boost revenues.
• 📉 Net loss was PKR 15.17 million, a slight improvement from PKR 16.14 million last year.
• ⚠️ Accumulated losses stand at PKR 791.38 million.
• 🌱 Cost of sales increased substantially to PKR 56.72 million due to special moss and raw materials for mushrooms.
• 🏢 Rental income increased to PKR 98.05 million.
• 🌱 Company is gaining experience in hydroponically grown white button mushroom production.
• 🔬 Company faced technological hurdles in mushroom production, hiring foreign consultants.
• 🌱 Expansion is underway to increase the production of value-added vegetables.
• 🧑‍💼 Board diligently reviewed and approved business strategies, corporate objectives, and financial statements.

🎯 Investment Thesis

A HOLD recommendation is appropriate for SG Allied Businesses Limited. While the company demonstrates strong revenue growth potential from its new agricultural ventures, current losses and liquidity constraints present significant challenges. A positive shift in profitability is needed. Until then, the stock’s upside is limited. The price target is dependent on improved efficiencies and substantial earnings growth.

⚡ Flash Summary

SG Allied Businesses Limited has announced its 57th Annual General Meeting (AGM) to be held on October 28, 2025. The meeting will address key items, including the adoption of the annual financial statements for the year ending June 30, 2025, confirmation of the minutes from the previous AGM, and the appointment of auditors for the year 2025-26. Shareholders have the option to attend the meeting in person or via video link, provided they register their particulars beforehand. The company’s financial statements are available on their website for review.

📌 Key Takeaways

• 🗓️ The 57th Annual General Meeting (AGM) is scheduled for Tuesday, October 28, 2025.
• 🏢 The AGM will take place at the company’s registered office in Karachi at 12:00 PM.
• ✅ Shareholders will consider and adopt the annual financial statements for the year ending June 30, 2025.
• 📝 The minutes of the 56th AGM held on October 28, 2024, will be confirmed.
• 👨‍💼 Auditors for the year 2025-26 will be appointed, and their remuneration will be fixed.
• 🛑 The Shares Transfer Books will be closed from October 22, 2025, to October 28, 2025.
• 🗳️ Members can appoint a proxy to attend and vote on their behalf.
• 💻 Online attendance via video link is available, requiring registration with necessary details.
• 📧 Registration for online attendance should be done by emailing fouzbinkhalid@sglyne.com at least 48 hours before the meeting.
• 🔗 Financial statements are accessible on the company’s website: https://www.sgabl.com.pk/financial-information.html.
• 🆔 Members attending in person must bring their original CNICs for verification.
• ⚠️ CDC account holders should comply with Circular 1 guidelines issued by SECP on January 26, 2000.
• ✉️ Shareholders must notify any changes to their mailing address to the Share Registrar.
• 📜 Corporate entities sending proxies must include a Board of Director’s resolution or power of attorney.

🎯 Investment Thesis

This is a notice for the Annual General Meeting, so there is no investment thesis contained within the document. Therefore a HOLD recommendation is appropriate as there is no material change.