TOMCL - FoxLogica

⏸️ TOMCL: HOLD Signal (6/10) – Credit/Dispatch of Remaining Bonus Share Certificates (Earlier withheld for Tax collection purpose)

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) announced the dispatch and crediting of bonus share certificates to shareholders. These shares were initially withheld due to withholding tax purposes, applicable at 10% or 20%. The bonus shares, declared on September 27, 2025, have now been dispatched via registered post or credited to respective accounts within the Central Depository System (CDS). This action follows the shareholders’ deposition of the required tax amounts into the designated bank account within the specified timeframe. The credit was processed in the CDS at the close of business on December 4, 2025.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ TOMCL has dispatched bonus share certificates to shareholders.
💰 Bonus shares were temporarily withheld for withholding tax purposes (10% or 20%).
📅 Bonus shares were initially declared on September 27, 2025.
🏦 Shares dispatched or credited to accounts in the Central Depository System (CDS).
📃 Shareholders had to deposit required tax amount into a designated bank account.
🗓️ Credit processed in CDS at close of business on December 4, 2025.
✉️ Dispatch was done through registered post.
🤝 Action indicates compliance with tax regulations and shareholder agreements.
🏢 Imran Khan, Company Secretary, signed the notification.
📍 Company’s office is located in Korangi Industrial Area, Karachi.

🎯 Investment Thesis

HOLD. While the successful distribution of bonus shares is a positive sign, it doesn’t fundamentally alter the investment thesis. The company has fulfilled its obligations, which is important for maintaining investor confidence, but additional information on the company’s financial performance and strategic direction is needed to warrant a BUY rating. Maintaining a HOLD rating is appropriate until further developments are observed.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: December 5, 2025

announcements Signal: HOLD

⏸️ TOMCL: HOLD Signal (5/10) – Material Information

⚡ Flash Summary

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

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

TOMCL 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 TOMCL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 26, 2025

announcements Signal: HOLD

⏸️ TOMCL: HOLD Signal (5/10) – 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

⚡ Flash Summary

TOMCL 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.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

TOMCL 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 TOMCL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

announcements Signal: HOLD

⏸️ TOMCL: HOLD Signal (5/10) – Material Information

⚡ Flash Summary

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

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

TOMCL 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 TOMCL. Manual verification required.

View Original PDF

Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

announcements Signal: BUY

📈 TOMCL: BUY Signal (7/10) – Material Information REVOKED

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) has received approval for direct exports to Carrefour Qatar, marking their second approved destination within the GCC region, after previously securing approval for Carrefour UAE. This development follows TOMCL successfully meeting Carrefour’s required standards and compliance protocols. The first consignment for Carrefour Qatar has been dispatched, formally commencing exports under this new approval. This progression supports TOMCL’s long-term strategy of increasing export volumes and enhancing brand visibility.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ TOMCL secures approval for direct exports to Carrefour Qatar.
🌍 This marks the company’s second approved destination in the GCC region.
🏆 The approval follows successful compliance with Carrefour’s standards.
📦 First consignment for Carrefour Qatar has been dispatched.
📈 Supports TOMCL’s strategy to increase export volumes.
⭐ Enhances brand visibility across international retail networks.
🤝 Strengthens TOMCL’s position as a trusted halal meat supplier.
🥩 Focus on high-value GCC retail markets.
📜 Complies with Section 96 of the Securities Act, 2015 and Clause 5.6.1(a) of the PSX Regulations.
🚀 Continues regional expansion for TOMCL.

🎯 Investment Thesis

BUY. TOMCL’s approval for direct exports to Carrefour Qatar is a significant positive development that supports long-term growth. The company’s commitment to quality and expansion in high-value markets makes it an attractive investment. Price target: PKR 35 (based on a forward P/E of 12x and estimated EPS growth of 20%). Time horizon: Medium Term (12-18 months).

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

announcements Signal: BUY

📈 TOMCL: BUY Signal (7/10) – Material Information

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) has secured approval for direct exports to Carrefour Qatar, marking its second approved destination in the GCC after Carrefour UAE. This approval follows TOMCL successfully meeting Carrefour’s standards for food safety and operational controls. The first consignment for Carrefour Qatar has been dispatched, formally commencing exports under this new approval. This progression supports TOMCL’s long-term strategy of increasing export volumes and enhancing brand visibility.

Signal: BUY 📈

Strength: 7/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ TOMCL secures approval for direct export to Carrefour Qatar.
🌍 This marks TOMCL’s second approved destination in the GCC region.
🏆 Approval follows successful compliance with Carrefour’s standards.
📦 First consignment for Carrefour Qatar has been dispatched.
📈 Supports TOMCL’s strategy to increase export volumes.
⭐ Enhances TOMCL’s brand visibility in international retail networks.
🥩 TOMCL strengthens its presence in high-value GCC retail markets.
🤝 TOMCL continues to build its standing as a trusted halal meat supplier.
🚀 The company is expanding premium product placements.

🎯 Investment Thesis

I recommend a BUY rating for TOMCL. The company’s expansion into Carrefour Qatar demonstrates its ability to meet stringent international standards and grow its export business. The GCC region offers strong growth potential for halal meat products. Price target: PKR 35.00, Time horizon: 12 months. This is based on the expectation of increased revenue and profitability from new export agreements.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 21, 2025

announcements Signal: HOLD

⏸️ TOMCL: HOLD Signal (5/10) – Corporate Briefing Session FY25 REVOKED

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) has announced its Corporate Briefing Session for FY25, scheduled for November 11, 2025. The session aims to brief shareholders, investors, and analysts on the company’s performance and future outlook. Key discussion points will likely include financial results, operational updates, and strategic initiatives. Participants can attend in person or online via a provided Zoom link, and are encouraged to submit questions in advance.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ TOMCL’s Corporate Briefing Session for FY25 is scheduled for November 11, 2025.
🏢 The briefing will be held at the Corporate Office in Korangi Industrial Area, Karachi.
🕒 The session will commence at 11:30 AM, Tuesday.
🤝 Shareholders, investors, and analysts are invited to attend.
📊 The session will cover the Company’s performance during FY25.
🔮 Future outlook and strategic initiatives will be discussed.
💻 Online participation is facilitated through a provided Zoom link.
🔑 Meeting ID: 833 5131 1934, Passcode: 226760 for online attendees.
📧 Shareholders can submit questions in advance to cs@tomcl.net.
🌐 The Corporate Briefing Session presentation is available on the company website.
🥩 TOMCL is a Halal meat processor and exporter with a large market coverage in Pakistan.
🏭 Operational facilities include slaughter-house, processing facility, and fattening farm on 13.852 acres at Gadap, Karachi.
🥩 Product categories include fresh chilled meat, frozen meat, vacuum packed meat, and pet chews.
🌍 TOMCL has extensive market access in Middle East, Far East, CIS, Europe, and North America.

🎯 Investment Thesis

HOLD. TOMCL shows strong revenue growth but declining profitability. A neutral stance is appropriate until the company demonstrates improved cost management and profitability. Monitor future earnings reports and strategic initiatives.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 10, 2025

announcements Signal: HOLD

⏸️ TOMCL: HOLD Signal (6/10) – Corporate Briefing Session FY25

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) held a corporate briefing session for FY25, revealing a mixed financial performance. While revenue increased significantly by 18.72% to PKR 14,006.07 million, profitability metrics declined. Gross profit decreased by 18.84% to PKR 1,281.54 million, and profit after tax fell by 13.59% to PKR 429.79 million. This divergence between revenue growth and profitability decline warrants further investigation into the factors impacting margins.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

⬆️ Revenue increased by 18.72% from PKR 11,797.75 million in FY24 to PKR 14,006.07 million in FY25.
📉 Gross Profit decreased by 18.84% from PKR 1,579.04 million in FY24 to PKR 1,281.54 million in FY25.
📉 Profit Before Tax decreased by 5.94% from PKR 644.52 million in FY24 to PKR 606.27 million in FY25.
📉 Profit For The Year decreased by 13.59% from PKR 497.37 million in FY24 to PKR 429.79 million in FY25.
📉 Earnings Per Share (EPS) decreased by 17.61% from PKR 3.35 in FY24 to PKR 2.76 in FY25.
⬇️ Real EPS (adjusted) decreased by 1.43% from PKR 2.80 in FY24 to PKR 2.76 in FY25.
📉 Finance Cost decreased by 33.57% from PKR 231.49 million in FY24 to PKR 153.77 million in FY25.
⬆️ Other Income increased significantly by 183.64% from PKR 87.02 million in FY24 to PKR 246.82 million in FY25.
🏭 The company’s operational facilities include a slaughter-house, processing facility, and fattening farm on 16.352 acres in Gadap, Karachi.
🌍 TOMCL has expanded its market reach, including recent additions like Tajikistan.
✅ VIS Credit Rating Company Limited upgraded TOMCL’s ratings to ‘A/A-1’ from ‘A-/A-2’.
🚧 Taxation has significantly increased from 1% on Turnover to 39% of Profit.
🥩 TOMCL secured USD 3.24 Million of Frozen Boneless Beef Export Orders from New CIS Market – Tajikistan
🇨🇳 TOMCL secured USD 7.5 Million Export Orders from China for Cooked Frozen Boneless Beef for FY 2025-2026
🇦🇪 TOMCL succesfully negotiated and entered into a new export contract of US$ 8.1 million with Gold Crest Trading FZE, UAE for the export of frozen boneless beef

🎯 Investment Thesis

Based on the information provided, a HOLD recommendation is warranted. While the revenue growth is encouraging, the decline in profitability raises concerns about TOMCL’s ability to manage costs and maintain margins. Further analysis is needed to understand the underlying causes of the profitability decline and assess the company’s long-term prospects. The current share price does not reflect the decline in profitability and hence price needs to adjust to factor in the same. I would recommend revisiting with revised financials, in 6 months.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 10, 2025

announcements Signal: HOLD

⏸️ TOMCL: HOLD Signal (6/10) – Corporate Briefing Session FY25

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) held a corporate briefing session for FY25, highlighting an increase in Net Sales but a decrease in Gross Profit and Earnings Per Share. While revenue grew by 18.72%, profitability metrics declined, indicating potential challenges in cost management or increased operating expenses. The company emphasized its market reach and recent achievements, including securing export orders. Investors should closely monitor the company’s strategies to improve profitability and manage operational costs effectively.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Net Sales increased by 18.72% from PKR 11,797.75 million in FY24 to PKR 14,006.07 million in FY25.
📉 Gross Profit decreased by 18.84% from PKR 1,579.04 million in FY24 to PKR 1,281.54 million in FY25.
📉 Operating Expenses slightly decreased by 2.75% from PKR 790.05 million to PKR 768.32 million.
📉 Finance Cost decreased significantly by 33.57% from PKR 231.49 million to PKR 153.77 million.
⬆️ Other Income increased substantially by 183.64% from PKR 87.02 million to PKR 246.82 million.
📉 Profit Before Tax decreased by 5.94% from PKR 644.52 million to PKR 606.27 million.
📉 Profit For The Year decreased by 13.59% from PKR 497.37 million to PKR 429.79 million.
📉 Earnings Per Share (EPS) decreased by 17.61% from PKR 3.35 to PKR 2.76.
➡️ Real EPS (after adjustments) decreased slightly by 1.43% from PKR 2.80 to PKR 2.76.
🌐 TOMCL has expanded its market reach to include Tajikistan and has extensive market access within Pakistan’s meat export segment.
✅ The company has achieved several ‘firsts’ in Pakistan, including deboning facilities and exporting cooked/heat-treated meat to China.
🤝 TOMCL secured a USD 3.24 million Frozen Boneless Beef Export Order from the CIS Market – Tajikistan.
💰 The company secured USD 7.5 million in export orders from China for cooked frozen boneless beef for FY25-26.
🏭 TOMCL has commenced operations at its Karachi Export Processing Zone (KEPZA) facility on October 1, 2025.
⚠️ Taxation has increased from 1% on Turnover to 39% of Profit.

🎯 Investment Thesis

A ‘Hold’ recommendation is maintained for TOMCL. The company’s revenue growth is promising, but declining profitability metrics raise concerns. Before considering a ‘Buy’ rating, investors should wait for TOMCL to demonstrate effective cost management and a clear path to improved profitability. A price target cannot be reasonably established without further clarity on future earnings potential.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 10, 2025

announcements Signal: HOLD

⏸️ TOMCL: HOLD Signal (5/10) – Board Meeting In Progress

⚡ Flash Summary

The Organic Meat Company Limited (TOMCL) has announced that a board meeting will be held on October 27, 2025, at 3:00 PM to consider the Quarterly Financial Statements for the period ending September 30, 2025. The company will release the official announcement of these results on October 28, 2025. This indicates that TOMCL is proceeding with its regular financial reporting schedule. Investors should anticipate the release of the quarterly financial results and analyze them for performance insights.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📅 Board meeting scheduled for October 27, 2025, at 3:00 PM.
🏢 Meeting to be held at the Corporate Office of The Organic Meat Company Limited.
📑 The board will review the Quarterly Financial Statements for the period ended September 30, 2025.
📢 Official announcement of the quarterly results is expected on October 28, 2025.
🥩 The announcement will provide insights into the company’s performance in the organic meat sector.
📊 Investors and stakeholders should monitor the announcement for key financial metrics.
📈 Evaluate revenue, profitability, and cash flow trends in the quarterly statements.
🔍 Analyze financial ratios such as gross margin and net margin for operational efficiency.
🧐 Observe any strategic changes or guidance provided during the board meeting.
🌍 Consider the impact of market dynamics on TOMCL’s financial performance.
🇵🇰 The Pakistan Stock Exchange will receive the announcement for dissemination.
📰 TRE Certificate Holders of the Exchange will be informed.
🔒 Ensure the financial data is thoroughly reviewed before making investment decisions.

🎯 Investment Thesis

HOLD. Without financial statements, no investment decision can be made. Monitor results on October 28, 2025, and adjust accordingly. Current assessment is based on an information vacuum.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 7, 2025

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