Ellcot Spinning Mills（ELSM）株式概要エルコット・スピニング・ミルズ社は、パキスタンで糸を製造・販売しています。 詳細ELSM ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より63.7%で取引されている リスク分析利払いは収益で十分にカバーされない 過去5年間で収益は年間49.2%減少しました。 意味のある時価総額がありません ( PKR2B )PK市場と比較して、過去 3 か月間の株価の変動が非常に大きい+3 さらなるリスクすべてのリスクチェックを見るELSM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW471,327 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA471,327 investors already sharing narrativesYour Fair ValuePK₨Current PricePK₨151.1819.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture031b2016201920222025202620282031Revenue PK₨31.5bEarnings PK₨86.9mAdvancedSet Fair ValueView all narrativesEllcot Spinning Mills Limited 競合他社Shahzad Textile MillsSymbol: KASE:SZTMMarket cap: PK₨1.6bTowellersSymbol: KASE:TOWLMarket cap: PK₨2.1bOlympia MillsSymbol: KASE:OMLMarket cap: PK₨1.2bNagina Cotton MillsSymbol: KASE:NAGCMarket cap: PK₨1.5b価格と性能株価の高値、安値、推移の概要Ellcot Spinning Mills過去の株価現在の株価PK₨151.1852週高値PK₨170.0052週安値PK₨99.00ベータ0.0531ヶ月の変化20.94%3ヶ月変化31.67%1年変化31.13%3年間の変化55.65%5年間の変化-1.51%IPOからの変化1,594.84%最新ニュースValuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to PK₨147, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 10x in the Luxury industry in Pakistan. Total returns to shareholders of 77% over the past three years.New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 49% per year over the past 5 years. Market cap is less than US$10m (PK₨1.41b market cap, or US$5.09m). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).Reported Earnings • May 05Third quarter 2026 earnings released: EPS: PK₨2.40 (vs PK₨0.82 in 3Q 2025)Third quarter 2026 results: EPS: PK₨2.40 (up from PK₨0.82 in 3Q 2025). Revenue: PK₨4.10b (up 3.5% from 3Q 2025). Net income: PK₨26.3m (up 194% from 3Q 2025). Profit margin: 0.6% (up from 0.2% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Apr 22Ellcot Spinning Mills Limited to Report Q3, 2026 Results on Apr 29, 2026Ellcot Spinning Mills Limited announced that they will report Q3, 2026 results on Apr 29, 2026Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨125, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total returns to shareholders of 39% over the past three years.Reported Earnings • Feb 26Second quarter 2026 earnings released: EPS: PK₨2.29 (vs PK₨1.50 in 2Q 2025)Second quarter 2026 results: EPS: PK₨2.29 (up from PK₨1.50 in 2Q 2025). Revenue: PK₨3.96b (down 5.0% from 2Q 2025). Net income: PK₨25.2m (up 53% from 2Q 2025). Profit margin: 0.6% (up from 0.4% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to PK₨147, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 10x in the Luxury industry in Pakistan. Total returns to shareholders of 77% over the past three years.New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 49% per year over the past 5 years. Market cap is less than US$10m (PK₨1.41b market cap, or US$5.09m). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).Reported Earnings • May 05Third quarter 2026 earnings released: EPS: PK₨2.40 (vs PK₨0.82 in 3Q 2025)Third quarter 2026 results: EPS: PK₨2.40 (up from PK₨0.82 in 3Q 2025). Revenue: PK₨4.10b (up 3.5% from 3Q 2025). Net income: PK₨26.3m (up 194% from 3Q 2025). Profit margin: 0.6% (up from 0.2% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Apr 22Ellcot Spinning Mills Limited to Report Q3, 2026 Results on Apr 29, 2026Ellcot Spinning Mills Limited announced that they will report Q3, 2026 results on Apr 29, 2026Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨125, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total returns to shareholders of 39% over the past three years.Reported Earnings • Feb 26Second quarter 2026 earnings released: EPS: PK₨2.29 (vs PK₨1.50 in 2Q 2025)Second quarter 2026 results: EPS: PK₨2.29 (up from PK₨1.50 in 2Q 2025). Revenue: PK₨3.96b (down 5.0% from 2Q 2025). Net income: PK₨25.2m (up 53% from 2Q 2025). Profit margin: 0.6% (up from 0.4% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Feb 18Ellcot Spinning Mills Limited to Report First Half, 2026 Results on Feb 25, 2026Ellcot Spinning Mills Limited announced that they will report first half, 2026 results on Feb 25, 2026New Risk • Dec 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Pakistani stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 251% Paying a dividend despite having no free cash flows. Earnings have declined by 31% per year over the past 5 years. High level of non-cash earnings (23% accrual ratio). Market cap is less than US$10m (PK₨1.23b market cap, or US$4.39m). Minor Risk Profit margins are more than 30% lower than last year (0.1% net profit margin).Reported Earnings • Nov 01First quarter 2026 earnings released: EPS: PK₨2.30 (vs PK₨7.70 in 1Q 2025)First quarter 2026 results: EPS: PK₨2.30 (down from PK₨7.70 in 1Q 2025). Revenue: PK₨3.93b (down 1.4% from 1Q 2025). Net income: PK₨25.1m (down 70% from 1Q 2025). Profit margin: 0.6% (down from 2.1% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Oct 30Ellcot Spinning Mills Limited to Report Q3, 2025 Results on Oct 29, 2025Ellcot Spinning Mills Limited announced that they will report Q3, 2025 results on Oct 29, 2025Upcoming Dividend • Oct 16Upcoming dividend of PK₨4.00 per shareEligible shareholders must have bought the stock before 20 October 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Pakistani dividend payers (7.3%). Higher than average of industry peers (1.7%).Declared Dividend • Oct 02Dividend reduced to PK₨4.00Dividend of PK₨4.00 is 20% lower than last year. Ex-date: 20th October 2025 Payment date: 18th November 2025 Dividend yield will be 3.2%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (377% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 71% to shift the payout ratio to a potentially unsustainable range, which is more than the 19% EPS decline seen over the last 5 years.お知らせ • Oct 02Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2025Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2025. Location: at the registered office of the company situatd at, nagina house, 91-b-1,m.m. alam road, gulberg-iii, conference facility, lahore Pakistanお知らせ • Oct 01Ellcot Spinning Mills Limited announces Annual dividend, payable on November 18, 2025Ellcot Spinning Mills Limited announced Annual dividend of PKR 4.0000 per share payable on November 18, 2025, ex-date on October 20, 2025 and record date on October 21, 2025.New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 15% per year over the past 5 years. Market cap is less than US$10m (PK₨1.30b market cap, or US$4.62m). Minor Risks Dividend is not well covered by cash flows (377% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change).Reported Earnings • May 04Third quarter 2025 earnings released: EPS: PK₨0.82 (vs PK₨0.95 in 3Q 2024)Third quarter 2025 results: EPS: PK₨0.82 (down from PK₨0.95 in 3Q 2024). Revenue: PK₨3.96b (flat on 3Q 2024). Net income: PK₨8.94m (down 14% from 3Q 2024). Profit margin: 0.2% (down from 0.3% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 02Second quarter 2025 earnings released: EPS: PK₨1.50 (vs PK₨2.11 in 2Q 2024)Second quarter 2025 results: EPS: PK₨1.50 (down from PK₨2.11 in 2Q 2024). Revenue: PK₨4.16b (up 9.2% from 2Q 2024). Net income: PK₨16.4m (down 29% from 2Q 2024). Profit margin: 0.4% (down from 0.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨119, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 9x in the Luxury industry in Pakistan. Total returns to shareholders of 1.4% over the past three years.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to PK₨100, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 9x in the Luxury industry in Pakistan. Total loss to shareholders of 13% over the past three years.Buy Or Sell Opportunity • Feb 06Now 24% undervaluedOver the last 90 days, the stock has risen 15% to PK₨102. The fair value is estimated to be PK₨135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 73%.Buy Or Sell Opportunity • Jan 16Now 21% undervaluedOver the last 90 days, the stock has risen 35% to PK₨106. The fair value is estimated to be PK₨135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 73%.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨102, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 10x in the Luxury industry in Pakistan. Total loss to shareholders of 5.0% over the past three years.Buy Or Sell Opportunity • Dec 26Now 26% undervaluedOver the last 90 days, the stock has risen 19% to PK₨100.00. The fair value is estimated to be PK₨135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 73%.New Risk • Nov 02New major risk - Revenue and earnings growthEarnings have declined by 2.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 2.8% per year over the past 5 years. Market cap is less than US$10m (PK₨975.3m market cap, or US$3.51m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.4% net profit margin).Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to PK₨89.43, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Luxury industry in Pakistan. Total loss to shareholders of 14% over the past three years.Declared Dividend • Oct 03Dividend of PK₨5.00 announcedShareholders will receive a dividend of PK₨5.00. Ex-date: 18th October 2024 Payment date: 18th November 2024 Dividend yield will be 6.2%, which is higher than the industry average of 4.3%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Oct 02Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2024Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2024.New Risk • Oct 01New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Shares are highly illiquid. Market cap is less than US$10m (PK₨921.2m market cap, or US$3.32m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to PK₨94.00, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total loss to shareholders of 9.0% over the past three years.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to PK₨95.50, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 5x in the Luxury industry in Pakistan. Total returns to shareholders of 1.3% over the past three years.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to PK₨79.00, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 5x in the Luxury industry in Pakistan. Total loss to shareholders of 12% over the past three years.Board Change • Nov 30Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨105, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 3x in the Luxury industry in Pakistan. Total returns to shareholders of 27% over the past three years.Board Change • Sep 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to PK₨94.52, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 3x in the Luxury industry in Pakistan. Total returns to shareholders of 24% over the past three years.Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨106, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 3x in the Luxury industry in Pakistan. Total returns to shareholders of 39% over the past three years.Reported Earnings • Mar 02Second quarter 2023 earnings released: EPS: PK₨8.46 (vs PK₨38.57 in 2Q 2022)Second quarter 2023 results: EPS: PK₨8.46 (down from PK₨38.57 in 2Q 2022). Revenue: PK₨2.70b (up 3.7% from 2Q 2022). Net income: PK₨92.6m (down 78% from 2Q 2022). Profit margin: 3.4% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29+ 1 more updateEllcot Spinning Mills Limited Appoints Raza Ellahi Shaikh as Chief Executive OfficerEllcot Spinning Mills Limited announced appointment of Mr. Raza Ellahi Shaikh as Chief Executive Officer of the company with effect from January 26, 2023.Board Change • Dec 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 29% share price gain to PK₨178, the stock trades at a trailing P/E ratio of 2x. Average trailing P/E is 2x in the Luxury industry in Pakistan. Total returns to shareholders of 195% over the past three years.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 30First quarter 2023 earnings released: EPS: PK₨11.88 (vs PK₨36.68 in 1Q 2022)First quarter 2023 results: EPS: PK₨11.88 (down from PK₨36.68 in 1Q 2022). Revenue: PK₨3.04b (up 27% from 1Q 2022). Net income: PK₨130.1m (down 68% from 1Q 2022). Profit margin: 4.3% (down from 17% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Oct 12Upcoming dividend of PK₨10.00 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 17 November 2022. Payout ratio is a comfortable 1.8% but the company is not cash flow positive. Trailing yield: 7.6%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (4.7%).Board Change • Sep 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • May 23Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Mar 22Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 28First quarter 2022 earnings released: EPS PK₨36.68 (vs PK₨2.97 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: PK₨2.39b (up 54% from 1Q 2021). Net income: PK₨401.6m (up PK₨369.1m from 1Q 2021). Profit margin: 17% (up from 2.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Oct 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Oct 13Upcoming dividend of PK₨2.50 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 18 November 2021. Trailing yield: 7.1%. Lower than top quartile of Pakistani dividend payers (10%). Higher than average of industry peers (3.7%).Reported Earnings • Sep 29Full year 2021 earnings released: EPS PK₨74.30 (vs PK₨20.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: PK₨7.72b (up 25% from FY 2020). Net income: PK₨813.6m (up 260% from FY 2020). Profit margin: 11% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to PK₨153, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total returns to shareholders of 167% over the past three years.Upcoming Dividend • May 05Upcoming dividend of PK₨7.50 per shareEligible shareholders must have bought the stock before 12 May 2021. Payment date: 04 June 2021. Trailing yield: 6.5%. Lower than top quartile of Pakistani dividend payers (8.7%). Higher than average of industry peers (3.6%).Reported Earnings • May 02Third quarter 2021 earnings released: EPS PK₨27.79 (vs PK₨8.60 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: PK₨2.10b (up 25% from 3Q 2020). Net income: PK₨304.3m (up 223% from 3Q 2020). Profit margin: 14% (up from 5.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 28Second quarter 2021 earnings released: EPS PK₨10.40 (vs PK₨5.13 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: PK₨1.71b (down 1.8% from 2Q 2020). Net income: PK₨113.9m (up 103% from 2Q 2020). Profit margin: 6.7% (up from 3.2% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to PK₨114, the stock is trading at a trailing P/E ratio of 7.5x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 8x in the Luxury industry in Pakistan. Total returns to shareholders over the past three years are 73%.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to PK₨99.99, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 9x in the Luxury industry in Pakistan. Total returns to shareholders over the past three years are 52%.Reported Earnings • Oct 30First quarter earnings releasedOver the last 12 months the company has reported total profits of PK₨167.0m, down 34% from the prior year. Total revenue was PK₨6.27b over the last 12 months, largely unchanged from the prior year.Reported Earnings • Oct 08Full year earnings released - EPS PK₨20.63Over the last 12 months the company has reported total profits of PK₨225.9m, up 10.0% from the prior year. Total revenue was PK₨6.15b over the last 12 months, down 3.0% from the prior year. Profit margins were 3.7%, which is in line with last year.Reported Earnings • Sep 27Full year earnings released - EPS PK₨20.63Over the last 12 months the company has reported total profits of PK₨225.9m, up 10.0% from the prior year. Total revenue was PK₨6.15b over the last 12 months, down 3.0% from the prior year. Profit margins were 3.7%, which is in line with last year.株主還元ELSMPK LuxuryPK 市場7D-2.6%0.3%1.6%1Y31.1%10.5%14.2%株主還元を見る業界別リターン: ELSM過去 1 年間で10.5 % の収益を上げたPK Luxury業界を上回りました。リターン対市場: ELSM過去 1 年間で14.2 % の収益を上げたPK市場を上回りました。価格変動Is ELSM's price volatile compared to industry and market?ELSM volatilityELSM Average Weekly Movement10.0%Luxury Industry Average Movement6.8%Market Average Movement5.4%10% most volatile stocks in PK Market8.5%10% least volatile stocks in PK Market2.7%安定した株価: ELSMの株価は、 PK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: ELSMの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてPKの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1988904Haroon Shahzada Shaikhnagina.com/ellcot-spinning-mills-limited/エルコット・スピニング・ミルズ社はパキスタンで糸を製造・販売している。綿、合繊、ポリエステルと綿の混紡糸、織物やニット用の梳毛糸や梳毛糸を提供している。同社の糸は、アパレル生地、シーツ、タオル、キャンバス、ニット製品に使用されている。同社はGrape、Apricot、Pasha、Lycraのブランドで製品を提供している。また、製品の輸出も行っている。エルコット・スピニング・ミルズ社は1988年に設立され、パキスタンのラホールに本社を置く。もっと見るEllcot Spinning Mills Limited 基礎のまとめEllcot Spinning Mills の収益と売上を時価総額と比較するとどうか。ELSM 基礎統計学時価総額PK₨1.66b収益（TTM）PK₨43.52m売上高(TTM)PK₨15.76b38.0xPER（株価収益率0.1xP/SレシオELSM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ELSM 損益計算書（TTM）収益PK₨15.76b売上原価PK₨14.80b売上総利益PK₨958.87mその他の費用PK₨915.36m収益PK₨43.52m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.97グロス・マージン6.08%純利益率0.28%有利子負債／自己資本比率85.8%ELSM の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.6%現在の配当利回り101%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/06 17:58終値2026/08/06 00:00収益2026/03/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ellcot Spinning Mills Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to PK₨147, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 10x in the Luxury industry in Pakistan. Total returns to shareholders of 77% over the past three years.
New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 49% per year over the past 5 years. Market cap is less than US$10m (PK₨1.41b market cap, or US$5.09m). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
Reported Earnings • May 05Third quarter 2026 earnings released: EPS: PK₨2.40 (vs PK₨0.82 in 3Q 2025)Third quarter 2026 results: EPS: PK₨2.40 (up from PK₨0.82 in 3Q 2025). Revenue: PK₨4.10b (up 3.5% from 3Q 2025). Net income: PK₨26.3m (up 194% from 3Q 2025). Profit margin: 0.6% (up from 0.2% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 22Ellcot Spinning Mills Limited to Report Q3, 2026 Results on Apr 29, 2026Ellcot Spinning Mills Limited announced that they will report Q3, 2026 results on Apr 29, 2026
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨125, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Feb 26Second quarter 2026 earnings released: EPS: PK₨2.29 (vs PK₨1.50 in 2Q 2025)Second quarter 2026 results: EPS: PK₨2.29 (up from PK₨1.50 in 2Q 2025). Revenue: PK₨3.96b (down 5.0% from 2Q 2025). Net income: PK₨25.2m (up 53% from 2Q 2025). Profit margin: 0.6% (up from 0.4% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improves as stock rises 22%After last week's 22% share price gain to PK₨147, the stock trades at a trailing P/E ratio of 36.9x. Average trailing P/E is 10x in the Luxury industry in Pakistan. Total returns to shareholders of 77% over the past three years.
New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings have declined by 49% per year over the past 5 years. Market cap is less than US$10m (PK₨1.41b market cap, or US$5.09m). Minor Risks Dividend is not well covered by earnings (101% payout ratio). Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin).
Reported Earnings • May 05Third quarter 2026 earnings released: EPS: PK₨2.40 (vs PK₨0.82 in 3Q 2025)Third quarter 2026 results: EPS: PK₨2.40 (up from PK₨0.82 in 3Q 2025). Revenue: PK₨4.10b (up 3.5% from 3Q 2025). Net income: PK₨26.3m (up 194% from 3Q 2025). Profit margin: 0.6% (up from 0.2% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 22Ellcot Spinning Mills Limited to Report Q3, 2026 Results on Apr 29, 2026Ellcot Spinning Mills Limited announced that they will report Q3, 2026 results on Apr 29, 2026
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨125, the stock trades at a trailing P/E ratio of 52.3x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Feb 26Second quarter 2026 earnings released: EPS: PK₨2.29 (vs PK₨1.50 in 2Q 2025)Second quarter 2026 results: EPS: PK₨2.29 (up from PK₨1.50 in 2Q 2025). Revenue: PK₨3.96b (down 5.0% from 2Q 2025). Net income: PK₨25.2m (up 53% from 2Q 2025). Profit margin: 0.6% (up from 0.4% in 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 18Ellcot Spinning Mills Limited to Report First Half, 2026 Results on Feb 25, 2026Ellcot Spinning Mills Limited announced that they will report first half, 2026 results on Feb 25, 2026
New Risk • Dec 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Pakistani stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (9.5% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 251% Paying a dividend despite having no free cash flows. Earnings have declined by 31% per year over the past 5 years. High level of non-cash earnings (23% accrual ratio). Market cap is less than US$10m (PK₨1.23b market cap, or US$4.39m). Minor Risk Profit margins are more than 30% lower than last year (0.1% net profit margin).
Reported Earnings • Nov 01First quarter 2026 earnings released: EPS: PK₨2.30 (vs PK₨7.70 in 1Q 2025)First quarter 2026 results: EPS: PK₨2.30 (down from PK₨7.70 in 1Q 2025). Revenue: PK₨3.93b (down 1.4% from 1Q 2025). Net income: PK₨25.1m (down 70% from 1Q 2025). Profit margin: 0.6% (down from 2.1% in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 30Ellcot Spinning Mills Limited to Report Q3, 2025 Results on Oct 29, 2025Ellcot Spinning Mills Limited announced that they will report Q3, 2025 results on Oct 29, 2025
Upcoming Dividend • Oct 16Upcoming dividend of PK₨4.00 per shareEligible shareholders must have bought the stock before 20 October 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Pakistani dividend payers (7.3%). Higher than average of industry peers (1.7%).
Declared Dividend • Oct 02Dividend reduced to PK₨4.00Dividend of PK₨4.00 is 20% lower than last year. Ex-date: 20th October 2025 Payment date: 18th November 2025 Dividend yield will be 3.2%, which is lower than the industry average of 4.3%. Sustainability & Growth Dividend is covered by earnings (26% earnings payout ratio) but not covered by cash flows (377% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 71% to shift the payout ratio to a potentially unsustainable range, which is more than the 19% EPS decline seen over the last 5 years.
お知らせ • Oct 02Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2025Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2025. Location: at the registered office of the company situatd at, nagina house, 91-b-1,m.m. alam road, gulberg-iii, conference facility, lahore Pakistan
お知らせ • Oct 01Ellcot Spinning Mills Limited announces Annual dividend, payable on November 18, 2025Ellcot Spinning Mills Limited announced Annual dividend of PKR 4.0000 per share payable on November 18, 2025, ex-date on October 20, 2025 and record date on October 21, 2025.
New Risk • Aug 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Pakistani stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings have declined by 15% per year over the past 5 years. Market cap is less than US$10m (PK₨1.30b market cap, or US$4.62m). Minor Risks Dividend is not well covered by cash flows (377% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change).
Reported Earnings • May 04Third quarter 2025 earnings released: EPS: PK₨0.82 (vs PK₨0.95 in 3Q 2024)Third quarter 2025 results: EPS: PK₨0.82 (down from PK₨0.95 in 3Q 2024). Revenue: PK₨3.96b (flat on 3Q 2024). Net income: PK₨8.94m (down 14% from 3Q 2024). Profit margin: 0.2% (down from 0.3% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 02Second quarter 2025 earnings released: EPS: PK₨1.50 (vs PK₨2.11 in 2Q 2024)Second quarter 2025 results: EPS: PK₨1.50 (down from PK₨2.11 in 2Q 2024). Revenue: PK₨4.16b (up 9.2% from 2Q 2024). Net income: PK₨16.4m (down 29% from 2Q 2024). Profit margin: 0.4% (down from 0.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to PK₨119, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 9x in the Luxury industry in Pakistan. Total returns to shareholders of 1.4% over the past three years.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to PK₨100, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 9x in the Luxury industry in Pakistan. Total loss to shareholders of 13% over the past three years.
Buy Or Sell Opportunity • Feb 06Now 24% undervaluedOver the last 90 days, the stock has risen 15% to PK₨102. The fair value is estimated to be PK₨135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 73%.
Buy Or Sell Opportunity • Jan 16Now 21% undervaluedOver the last 90 days, the stock has risen 35% to PK₨106. The fair value is estimated to be PK₨135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 73%.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to PK₨102, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 10x in the Luxury industry in Pakistan. Total loss to shareholders of 5.0% over the past three years.
Buy Or Sell Opportunity • Dec 26Now 26% undervaluedOver the last 90 days, the stock has risen 19% to PK₨100.00. The fair value is estimated to be PK₨135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 73%.
New Risk • Nov 02New major risk - Revenue and earnings growthEarnings have declined by 2.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Earnings have declined by 2.8% per year over the past 5 years. Market cap is less than US$10m (PK₨975.3m market cap, or US$3.51m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.4% net profit margin).
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to PK₨89.43, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Luxury industry in Pakistan. Total loss to shareholders of 14% over the past three years.
Declared Dividend • Oct 03Dividend of PK₨5.00 announcedShareholders will receive a dividend of PK₨5.00. Ex-date: 18th October 2024 Payment date: 18th November 2024 Dividend yield will be 6.2%, which is higher than the industry average of 4.3%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Oct 02Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2024Ellcot Spinning Mills Limited, Annual General Meeting, Oct 28, 2024.
New Risk • Oct 01New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Shares are highly illiquid. Market cap is less than US$10m (PK₨921.2m market cap, or US$3.32m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to PK₨94.00, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total loss to shareholders of 9.0% over the past three years.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 21%After last week's 21% share price gain to PK₨95.50, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 5x in the Luxury industry in Pakistan. Total returns to shareholders of 1.3% over the past three years.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to PK₨79.00, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 5x in the Luxury industry in Pakistan. Total loss to shareholders of 12% over the past three years.
Board Change • Nov 30Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 10Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨105, the stock trades at a trailing P/E ratio of 3x. Average trailing P/E is 3x in the Luxury industry in Pakistan. Total returns to shareholders of 27% over the past three years.
Board Change • Sep 22Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to PK₨94.52, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 3x in the Luxury industry in Pakistan. Total returns to shareholders of 24% over the past three years.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to PK₨106, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 3x in the Luxury industry in Pakistan. Total returns to shareholders of 39% over the past three years.
Reported Earnings • Mar 02Second quarter 2023 earnings released: EPS: PK₨8.46 (vs PK₨38.57 in 2Q 2022)Second quarter 2023 results: EPS: PK₨8.46 (down from PK₨38.57 in 2Q 2022). Revenue: PK₨2.70b (up 3.7% from 2Q 2022). Net income: PK₨92.6m (down 78% from 2Q 2022). Profit margin: 3.4% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29+ 1 more updateEllcot Spinning Mills Limited Appoints Raza Ellahi Shaikh as Chief Executive OfficerEllcot Spinning Mills Limited announced appointment of Mr. Raza Ellahi Shaikh as Chief Executive Officer of the company with effect from January 26, 2023.
Board Change • Dec 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improved over the past weekAfter last week's 29% share price gain to PK₨178, the stock trades at a trailing P/E ratio of 2x. Average trailing P/E is 2x in the Luxury industry in Pakistan. Total returns to shareholders of 195% over the past three years.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 30First quarter 2023 earnings released: EPS: PK₨11.88 (vs PK₨36.68 in 1Q 2022)First quarter 2023 results: EPS: PK₨11.88 (down from PK₨36.68 in 1Q 2022). Revenue: PK₨3.04b (up 27% from 1Q 2022). Net income: PK₨130.1m (down 68% from 1Q 2022). Profit margin: 4.3% (down from 17% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Oct 12Upcoming dividend of PK₨10.00 per shareEligible shareholders must have bought the stock before 19 October 2022. Payment date: 17 November 2022. Payout ratio is a comfortable 1.8% but the company is not cash flow positive. Trailing yield: 7.6%. Lower than top quartile of Pakistani dividend payers (12%). Higher than average of industry peers (4.7%).
Board Change • Sep 14Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • May 23Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Mar 22Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 28First quarter 2022 earnings released: EPS PK₨36.68 (vs PK₨2.97 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: PK₨2.39b (up 54% from 1Q 2021). Net income: PK₨401.6m (up PK₨369.1m from 1Q 2021). Profit margin: 17% (up from 2.1% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Oct 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Independent Non-Executive Director Mohammad Monnoo was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Oct 13Upcoming dividend of PK₨2.50 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 18 November 2021. Trailing yield: 7.1%. Lower than top quartile of Pakistani dividend payers (10%). Higher than average of industry peers (3.7%).
Reported Earnings • Sep 29Full year 2021 earnings released: EPS PK₨74.30 (vs PK₨20.63 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: PK₨7.72b (up 25% from FY 2020). Net income: PK₨813.6m (up 260% from FY 2020). Profit margin: 11% (up from 3.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to PK₨153, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 6x in the Luxury industry in Pakistan. Total returns to shareholders of 167% over the past three years.
Upcoming Dividend • May 05Upcoming dividend of PK₨7.50 per shareEligible shareholders must have bought the stock before 12 May 2021. Payment date: 04 June 2021. Trailing yield: 6.5%. Lower than top quartile of Pakistani dividend payers (8.7%). Higher than average of industry peers (3.6%).
Reported Earnings • May 02Third quarter 2021 earnings released: EPS PK₨27.79 (vs PK₨8.60 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: PK₨2.10b (up 25% from 3Q 2020). Net income: PK₨304.3m (up 223% from 3Q 2020). Profit margin: 14% (up from 5.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 28Second quarter 2021 earnings released: EPS PK₨10.40 (vs PK₨5.13 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: PK₨1.71b (down 1.8% from 2Q 2020). Net income: PK₨113.9m (up 103% from 2Q 2020). Profit margin: 6.7% (up from 3.2% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 18% share price gain to PK₨114, the stock is trading at a trailing P/E ratio of 7.5x, up from the previous P/E ratio of 6.3x. This compares to an average P/E of 8x in the Luxury industry in Pakistan. Total returns to shareholders over the past three years are 73%.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to PK₨99.99, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 9x in the Luxury industry in Pakistan. Total returns to shareholders over the past three years are 52%.
Reported Earnings • Oct 30First quarter earnings releasedOver the last 12 months the company has reported total profits of PK₨167.0m, down 34% from the prior year. Total revenue was PK₨6.27b over the last 12 months, largely unchanged from the prior year.
Reported Earnings • Oct 08Full year earnings released - EPS PK₨20.63Over the last 12 months the company has reported total profits of PK₨225.9m, up 10.0% from the prior year. Total revenue was PK₨6.15b over the last 12 months, down 3.0% from the prior year. Profit margins were 3.7%, which is in line with last year.
Reported Earnings • Sep 27Full year earnings released - EPS PK₨20.63Over the last 12 months the company has reported total profits of PK₨225.9m, up 10.0% from the prior year. Total revenue was PK₨6.15b over the last 12 months, down 3.0% from the prior year. Profit margins were 3.7%, which is in line with last year.
