Strength-6 - FoxLogica

⏸️ PRET: HOLD Signal (6/10) – Transmission of Annual Report for the Year Ended June 30, 2025

⚡ Flash Summary

Premium Textile Mills Ltd. reports a mixed financial performance for the year ended June 30, 2025. While operating income decreased slightly, the company turned profitable with a profit after taxation of PKR 190.9 million compared to a loss of PKR 452.1 million in the previous year. The board recommends a final cash dividend of Rs 2.00 per share. The company focuses on sustainability and risk management.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ Profit after tax turned positive: PKR 190.9 million vs PKR (452.1) million loss last year
📉 Operating Income slightly down: PKR 2,800.3 million vs PKR 2,842.3 million
💰 Dividend declared: Rs 2.00 per share (20%)
🌿 Focus on renewable energy: Solar and wind power initiatives
🤝 Partnership with WWF: Launching an organic cotton project
♻️ Emphasis on sustainable materials: Luna yarn, regenerated yarn, and tri-blend yarn
👩‍💼 Commits to gender equality: Hiring more women in leadership roles
🌍 Investment in Effluent Treatment Plant (ETP): For environment preservation
⚙️ Modernizing machinery every three years: To stay competitive
📊 Gross Margin declined to 13.37% from 14.12%
💵 High dependence on long term and short term finance
⚠️ Inflationary pressure on Fuel & Energy costs
🧶 Spinning & socks division performed well compared to previous periods
⚖️ Significant increase in Median Gender Pay Gap, needs reviewing

🎯 Investment Thesis

Given the mixed financial results, the current economic climate, and the various risks, a HOLD recommendation is appropriate. The turnaround in profitability is a positive sign, but the declining gross margin and increasing expenses warrant caution. A HOLD recommendation is given as further information is required. A price target is not provided due to uncertainties.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements FCSC Signal: HOLD

⏸️ FCSC: HOLD Signal (6/10) – Notice of Annual General Meeting

⚡ Flash Summary

First Capital Securities Corporation Limited (FCSC) will hold its 32nd Annual General Meeting on October 28, 2025, to conduct ordinary business. Key items include confirming minutes from a prior meeting, adopting audited financial statements for the year ended June 30, 2025, appointing auditors for the year ending June 30, 2026, and electing seven directors. Shareholders can participate online or through postal/e-voting, with registration required by October 27, 2025. The company encourages shareholders to provide active email addresses and mobile numbers for communication.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ AGM Date: October 28, 2025, at 11:45 a.m.
🏢 Location: First Capital House, Lahore.
✅ Agenda: Confirming minutes, adopting financial statements, appointing auditors, and electing directors.
📅 Financial Year-End: June 30, 2025.
👨‍💼 Directors: Electing seven directors for a three-year term.
🗳️ Voting: Online and postal/e-voting options available.
🌐 Online Registration: Required by October 27, 2025.
📧 Contact: sajjadahmad@pacepakistan.com; jawahar@pacepakistan.com for AGM inquiries.
📱 Contact Numbers: WhatsApp #0303-4444800, 0302-8440935 for queries.
🔒 Member Register Closure: October 21-28, 2025.
🧾 Financial Statements: Available on www.pacepakistan.com.
✉️ Proxy: Allowed; must be submitted 48 hours before the meeting.
📜 Regulations: Compliant with Companies Act, 2017, and SECP guidelines.
🚫 Gifts: No gifts will be distributed at the general meeting.
🏦 Share Transfers: Deadline October 20, 2025 for AGM consideration.

🎯 Investment Thesis

Given the lack of financial data, a neutral HOLD recommendation is appropriate. Further analysis is needed once the audited financial statements for the year ended June 30, 2025, are released. A price target and time horizon cannot be established without fundamental financial analysis.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements PTL Signal: HOLD

⏸️ PTL: HOLD Signal (6/10) – Notice of the Annual General Meeting

⚡ Flash Summary

Panther Tyres Limited (PTL) will hold its 42nd Annual General Meeting (AGM) on October 28, 2025, to confirm minutes, adopt financial statements for the year ended June 30, 2025, and approve a cash dividend. The Board recommends a 20% cash dividend (PKR 2.00 per share). Shareholders can attend physically or via video link, with specific registration requirements. The meeting will also appoint auditors for the year ending June 30, 2026.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 PTL’s 42nd AGM is scheduled for October 28, 2025.
🏢 The AGM will be held at Faletti’s Hotel, Lahore.
🕒 Meeting will commence at 14:30 hours.
✅ AGM agenda includes confirming minutes of the last AGM held on October 28, 2024.
🧾 Shareholders will receive, consider, and adopt the audited financial statements for the year ended June 30, 2025.
💰 A cash dividend of 20% (PKR 2.00 per share) has been recommended by the Board for the year ended June 30, 2025.
👨‍💼 M/s A.F. Ferguson & Co. are recommended for appointment as auditors for the year ending June 30, 2026.
🗓️ The Register of Members will be closed from October 22, 2025, to October 28, 2025.
🏦 Those whose names appear in the CDS by October 21, 2025, are entitled to the dividend.
🗳️ Members can appoint proxies, with forms available on the company’s website.
🏢 Companies may authorize an individual to act as their representative.
🔒 Proxies must be lodged at least 48 hours before the AGM.
📹 Video conference facility is available for shareholders holding at least 10% of paid-up capital, with a 7-day advance demand.
💸 Cash dividends will be paid electronically to shareholders’ bank accounts.
🧾 Withholding tax rates are 15% for ATL filers and 30% for non-ATL filers.

🎯 Investment Thesis

Based on the announcement, a HOLD recommendation is appropriate. While the dividend is a positive sign, a comprehensive financial analysis is needed to assess PTL’s long-term viability. A comprehensive evaluation is necessary to determine the appropriate investment strategy.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements GEMBCEM Signal: HOLD

⏸️ GEMBCEM: HOLD Signal (6/10) – Notice of Annual Review Meeting

⚡ Flash Summary

Burj Clean Energy Modaraba (BCEM) announced a net profit of PKR 43.03 million for the period ended June 30, 2025. The Board of Directors approved a cash dividend of 3.9% (PKR 0.39 per certificate of PKR 10 each) for the same period. The First Annual Review Meeting (ARM) for certificate holders is scheduled for October 28, 2025, and will allow for both in-person and electronic participation. The announcement details procedures for attending the ARM, including physical presence and video conferencing registration.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ BCEM reports a net profit of PKR 43.03 million for the period ending June 30, 2025.
💰 A cash dividend of 3.9% (PKR 0.39 per certificate) has been approved.
🗓️ The Annual Review Meeting (ARM) is set for October 28, 2025.
🏢 The ARM will be held at Ramada Karachi Creek and accessible via video link.
🔒 Certificate transfer books will be closed from October 21 to October 28, 2025.
📝 Physical attendees must show their original CNIC or passport for identification.
🧑‍⚖️ Proxies must submit proxy forms at least 48 hours before the meeting.
🖥️ Video conference attendees must register by sending details to investor.relations@burjmodaraba.com.
🌐 The webinar link will only be provided to registered Certificate holders.
📄 The Annual Report of BCEM for 2025 is available on the Modaraba’s website.
🏦 Dividends will be paid electronically to Certificate holders’ bank accounts.
⚠️ CNIC/SNIC details must be provided to avoid dividend withholding.
📑 A dividend mandate and CNIC must be submitted to the broker/CDC.
💸 Dividend income is subject to withholding tax (15% for filers, 30% for non-filers).
📧 Annual Financial Statements can be received via email by filling a consent form.

🎯 Investment Thesis

Based on the available information, a HOLD recommendation is appropriate. The positive net profit and dividend announcement are encouraging, but a lack of historical data and detailed financial information limits the ability to make a confident BUY or SELL decision. Further research is needed to assess BCEM’s long-term growth potential, competitive positioning, and risk profile before making a more definitive investment recommendation.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements CPHL Signal: HOLD

⏸️ CPHL: HOLD Signal (6/10) – Transmission of Annual Report for the Year Ended

⚡ Flash Summary

Citi Pharma Limited’s 2025 annual report showcases moderate growth in revenue coupled with improved profitability, as evidenced by the increase in EPS and gross profit margin. The company is strategically expanding into high-value therapeutic areas and new ventures like veterinary pharmaceuticals. A final cash dividend of Rs. 3.5 per share was announced, demonstrating a commitment to shareholder returns. However, challenges related to drug pricing regulations and reliance on imported APIs remain relevant.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

⬆️ Revenue increased by 6% year-over-year to PKR 13.15 billion.
💰 Gross profit margin improved from 12.4% to 15%.
📈 Net profit increased from PKR 833 million to PKR 892 million.
💸 Earnings Per Share (EPS) increased from PKR 3.65 to PKR 3.90.
✔️ Final cash dividend of Rs. 3.5 per share announced (35% payout).
🌐 Focus on expanding collaborations and diversification into new sectors.
🏥 Prioritizing healthcare initiatives, including oncology and biosimilars.
🔬 Establishing a Bioequivalence & Research Center.
💊 Entering the veterinary pharmaceutical segment.
🧪 Exploring export opportunities and international Joint Ventures.
🌱 Continued emphasis on sustainable growth and innovation.
⚖️ Active engagement with Drug Regulatory Authority of Pakistan (DRAP) is highlighted.
🛡️ Board remains vigilant on risk management, compliance, and sustainability.
🤝 Appreciation extended to shareholders, employees, and stakeholders for their support.
⭐ The company will continue to diversify into high value therapeutic areas

🎯 Investment Thesis

Given the moderate revenue growth, improved profitability, and ongoing investments, a HOLD recommendation appears suitable for Citi Pharma Limited. The company’s strategic initiatives, such as expanding into high-value therapeutic areas and establishing new research facilities, indicate potential future growth. However, the continued challenges and regulatory landscape suggest a conservative approach. A price target cannot be determined without a deeper dive into the sector and a comparable peer group analysis with reasonable future growth expectations.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements FCEL Signal: HOLD

⏸️ FCEL: HOLD Signal (6/10) – Financial Results for the Year Ended 2025-06-30

⚡ Flash Summary

First Capital Equities Limited (FCEL) reported financial results for the year ended June 30, 2025. The company achieved a significant increase in net profit after taxation, reporting PKR 170.91 million compared to PKR 17.80 million in the prior year. This growth was primarily driven by an increase in unrealized gains on remeasurement of investments and other income. Despite the improved profitability, the company’s accumulated losses remain substantial at PKR 889.88 million, impacting total equity.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🎉 FCEL’s net profit after taxation surged to PKR 170.91 million in 2025, a substantial increase from PKR 17.80 million in 2024.
📈 Unrealized gains on investments contributed significantly, reaching PKR 62.34 million compared to PKR 17.04 million in the previous year.
💰 Dividend income amounted to PKR 1.26 million, slightly higher than the PKR 0.21 million in 2024.
📉 Operating and administrative expenses increased to PKR 2.60 million from PKR 0.74 million year-over-year.
💸 Other income grew substantially to PKR 110.74 million versus PKR 2.35 million in 2024.
⚠️ Accumulated losses, though reduced, still stood at PKR 889.88 million as of June 30, 2025.
Balance sheet shows total assets of PKR 1.24 billion, a decrease from PKR 1.36 billion in the prior year.
Equity increased to PKR 523.48 million, up from PKR 352.57 million in 2024.
Liabilities decreased, with total current liabilities significantly dropping from PKR 1.01 billion to PKR 79.09 million.
The company reported a basic and diluted earnings per share of PKR 1.21 from continuing operations, compared to PKR 0.13 in 2024.
Cash flow from operating activities showed a net cash used of PKR 0.20 million, compared to net cash generated of PKR 0.20 million in the prior year.
Investing activities generated cash of PKR 1.25 million due to dividend income.
No bonus shares, cash dividend, or right issue was recommended by the Board of Directors.
The Annual General Meeting is scheduled for October 28, 2025.
The share transfer books will be closed from October 21 to October 28, 2025.

🎯 Investment Thesis

I recommend a HOLD rating for FCEL. While the company has shown significant improvement in profitability, the substantial accumulated losses and negative cash flow from operations raise concerns. A BUY recommendation would be premature until the company demonstrates consistent profitability and effectively manages its cash flow. A SELL recommendation is not warranted given the improved financial performance. A price target of PKR 1.50, which is a conservative estimate based on current earnings and book value, with a time horizon of 12 months seems reasonable, but requires further investigation into the company and its future growth strategies. Further analysis is required to assess the sustainability of the gains and long-term growth potential.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements OLPM Signal: HOLD

⏸️ OLPM: HOLD Signal (6/10) – Publication of Notice of Annual Review Meeting in Newspaper

⚡ Flash Summary

OLP Modaraba (OLPM) announced a net profit of PKR 174.077 million for the year ended June 30, 2025. The Board approved a cash dividend of 25% (PKR 2.50 per certificate of PKR 10 each) for the same period. The 26th Annual Review Meeting (ARM) will be held on October 28, 2025, both in person and via video link. The company has uploaded its annual report on its website and will provide hard copies upon request.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 OLP Modaraba (OLPM) reports a net profit of PKR 174.077 million for the year ended June 30, 2025.
🎉 A cash dividend of 25% (PKR 2.50 per certificate of PKR 10 each) has been approved for the year ended June 30, 2025.
📅 The 26th Annual Review Meeting (ARM) is scheduled for October 28, 2025, at 11:00 a.m. in Karachi.
💻 The ARM will be accessible both in person and electronically through video link.
🔒 Certificate transfer books will be closed from October 21, 2025, to October 28, 2025.
✉️ Certificate holders wanting to attend online must register by October 20, 2025, via secretariat@olpmodaraba.com.
🌐 The Annual Report for the year ended June 30, 2025, is available on the Modaraba’s website.
🖨️ Hard copies of the audited financial statements are available upon request.
💳 Dividend payments will be made electronically to certificate holders’ bank accounts.
📑 Certificate holders must submit their CNIC/SNIC to the Shares Registrar to avoid dividend withholding.
⚠️ Withholding tax on dividend income is applicable, with rates of 15% for filers and 30% for non-filers as per Finance Act, 2025.
🏢 Corporate certificate holders must provide a valid Income Tax Exemption Certificate to claim tax exemption.
🔄 Physical shares should be converted into book entry form as per SECP’s guidelines.
📜 Unclaimed shares and dividends can be claimed by submitting claim forms to the Share Registrar.
🔗 FAMCO Share Registration Services (Pvt.) Ltd. is the Share Registrar.

🎯 Investment Thesis

Given the limited information, a HOLD recommendation seems appropriate. The company appears to be performing reasonably well with a profitable year and a dividend payout. Further information is required to make a more definitive investment decision. A neutral rating is assigned as the analysis is constrained by data availability. A price target cannot be determined without a more detailed valuation analysis.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements FCEL Signal: HOLD

⏸️ FCEL: HOLD Signal (6/10) – Financial Results for the Year Ended 2025-06-30

⚡ Flash Summary

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🎉 FCEL’s net profit after taxation surged to PKR 170.91 million in 2025, a substantial increase from PKR 17.80 million in 2024.
📈 Unrealized gains on investments contributed significantly, reaching PKR 62.34 million compared to PKR 17.04 million in the previous year.
💰 Dividend income amounted to PKR 1.26 million, slightly higher than the PKR 0.21 million in 2024.
📉 Operating and administrative expenses increased to PKR 2.60 million from PKR 0.74 million year-over-year.
💸 Other income grew substantially to PKR 110.74 million versus PKR 2.35 million in 2024.
⚠️ Accumulated losses, though reduced, still stood at PKR 889.88 million as of June 30, 2025.
Balance sheet shows total assets of PKR 1.24 billion, a decrease from PKR 1.36 billion in the prior year.
Equity increased to PKR 523.48 million, up from PKR 352.57 million in 2024.
Liabilities decreased, with total current liabilities significantly dropping from PKR 1.01 billion to PKR 79.09 million.
The company reported a basic and diluted earnings per share of PKR 1.21 from continuing operations, compared to PKR 0.13 in 2024.
Cash flow from operating activities showed a net cash used of PKR 0.20 million, compared to net cash generated of PKR 0.20 million in the prior year.
Investing activities generated cash of PKR 1.25 million due to dividend income.
No bonus shares, cash dividend, or right issue was recommended by the Board of Directors.
The Annual General Meeting is scheduled for October 28, 2025.
The share transfer books will be closed from October 21 to October 28, 2025.

🎯 Investment Thesis

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements OLPM Signal: HOLD

⏸️ OLPM: HOLD Signal (6/10) – Publication of Notice of Annual Review Meeting in Newspaper

⚡ Flash Summary

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

💰 OLP Modaraba (OLPM) reports a net profit of PKR 174.077 million for the year ended June 30, 2025.
🎉 A cash dividend of 25% (PKR 2.50 per certificate of PKR 10 each) has been approved for the year ended June 30, 2025.
📅 The 26th Annual Review Meeting (ARM) is scheduled for October 28, 2025, at 11:00 a.m. in Karachi.
💻 The ARM will be accessible both in person and electronically through video link.
🔒 Certificate transfer books will be closed from October 21, 2025, to October 28, 2025.
✉️ Certificate holders wanting to attend online must register by October 20, 2025, via secretariat@olpmodaraba.com.
🌐 The Annual Report for the year ended June 30, 2025, is available on the Modaraba’s website.
🖨️ Hard copies of the audited financial statements are available upon request.
💳 Dividend payments will be made electronically to certificate holders’ bank accounts.
📑 Certificate holders must submit their CNIC/SNIC to the Shares Registrar to avoid dividend withholding.
⚠️ Withholding tax on dividend income is applicable, with rates of 15% for filers and 30% for non-filers as per Finance Act, 2025.
🏢 Corporate certificate holders must provide a valid Income Tax Exemption Certificate to claim tax exemption.
🔄 Physical shares should be converted into book entry form as per SECP’s guidelines.
📜 Unclaimed shares and dividends can be claimed by submitting claim forms to the Share Registrar.
🔗 FAMCO Share Registration Services (Pvt.) Ltd. is the Share Registrar.

🎯 Investment Thesis

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

announcements Signal: HOLD THCCL

⏸️ THCCL: HOLD Signal (6/10) – Certified Copy of the Resolutions adopted in the Annual General Meeting of the Company held on October 07, 2025

⚡ Flash Summary

The document summarizes the resolutions adopted at Thatta Cement Company Limited’s Annual General Meeting held on October 7, 2025. Key decisions include confirmation of the minutes from the Extra Ordinary General Meeting, approval of the annual audited financial statements (both unconsolidated and consolidated) for the year ended June 30, 2025. Additionally, the re-appointment of M/s. BDO Ebrahim & Co. as external auditors for the year ending June 30, 2026, was approved. The company also secured approval to provide loans/advances of up to PKR 750 million each to its subsidiaries, Thatta Power (Private) Limited (TPPL) and Minsk Work Tractor & Assembling (Private) Limited (MTWPL), to meet financial obligations and working capital requirements.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ Minutes of the Extra Ordinary General Meeting held on May 29, 2025, were confirmed.
👍 Annual Audited Unconsolidated Financial Statements for the year ended June 30, 2025, were approved without modification.
📈 Annual Audited Consolidated Financial Statements for the year ended June 30, 2025, were also approved without modification.
👨‍💼 M/s. BDO Ebrahim & Co. were re-appointed as external auditors for the year ending June 30, 2026.
💰 Up to PKR 750 million loan/advance approved for Thatta Power (Private) Limited (TPPL).
🚜 Another loan/advance of up to PKR 750 million approved for Minsk Work Tractor & Assembling (Private) Limited (MTWPL).
🏢 Investments are intended to meet financial obligations and working capital needs of subsidiaries.
✍️ The Chief Executive Officer (or authorized person) is empowered to execute necessary actions and documents for the investments.
📜 All resolutions passed are in accordance with the Companies Act, 2017.
🗓️ The AGM occurred on October 7, 2025, indicating timeliness in corporate governance.
🤝 Subsidiaries involved are Thatta Power (Private) Limited and Minsk Work Tractor & Assembling (Private) Limited.

🎯 Investment Thesis

Given the limited financial information and the neutral nature of the announcement, a HOLD recommendation is appropriate. The investment decisions regarding the subsidiaries are significant, but their financial impact needs to be evaluated based on future performance. Without clear metrics, the potential returns and risks are uncertain. A price target cannot be established without a thorough financial analysis. The time horizon for re-evaluating the recommendation depends on the availability of financial data and the performance of the subsidiaries.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: October 7, 2025

+ More