공시 • May 02
Concrete Fashion Group For Commercial and Industrial investments S.A.E, Annual General Meeting, May 24, 2026 Concrete Fashion Group For Commercial and Industrial investments S.A.E, Annual General Meeting, May 24, 2026, at 14:30 Egypt Standard Time. Location: cairo Egypt Board Change • May 14
Less than half of directors are independent There 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. 2 independent directors (8 non-independent directors). Independent Non-executive Director Mohamed Fahmi was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. 공시 • Apr 29
Concrete Fashion Group For Commercial and Industrial investments S.A.E, Annual General Meeting, May 20, 2025 Concrete Fashion Group For Commercial and Industrial investments S.A.E, Annual General Meeting, May 20, 2025, at 15:00 Egypt Standard Time. Location: cairo Egypt Buy Or Sell Opportunity • Sep 24
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 51% to US$0.092. The fair value is estimated to be US$0.076, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Aug 21
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 53% to US$0.092. The fair value is estimated to be US$0.076, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company has become profitable. New Risk • Aug 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 7.3% 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 Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (9.1% net profit margin). Market cap is less than US$100m (US$37.6m market cap). New Risk • Jul 11
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.1% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (9.1% net profit margin). Market cap is less than US$100m (US$29.2m market cap). Reported Earnings • Jul 09
First quarter 2025 earnings released: EPS: US$0.011 (vs US$0 in 1Q 2024) First quarter 2025 results: EPS: US$0.011 (up from US$0 in 1Q 2024). Revenue: US$34.2m (down 36% from 1Q 2024). Net income: US$5.40m (up US$5.48m from 1Q 2024). Profit margin: 16% (up from net loss in 1Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. 공시 • May 22
Concrete Fashion Group For Commercial and Industrial investments S.A.E, Annual General Meeting, Jun 12, 2024 Concrete Fashion Group For Commercial and Industrial investments S.A.E, Annual General Meeting, Jun 12, 2024, at 15:00 Egypt Standard Time. Location: cairo Egypt Reported Earnings • May 18
Full year 2024 earnings released: EPS: US$0.026 (vs US$0.024 in FY 2023) Full year 2024 results: EPS: US$0.026 (up from US$0.024 in FY 2023). Revenue: US$150.8m (down 35% from FY 2023). Net income: US$11.4m (flat on FY 2023). Profit margin: 7.6% (up from 4.9% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. 공시 • Mar 26
Al Arafa for Investment and Consultancies Company (S.A.E) completed the Spin-Off of Financial, Administrative and Investment Consultancy Activities. The Board of Al Arafa for Investment and Consultancies Company (S.A.E) (CASE:AIVC) announced the spin-off of Financial, Administrative and Investment Consultancy Activities on July 24, 2023. As per the transaction shareholders of Al Arafa for Investment and Consultancies Company (S.A.E) will receive 1 share of new company for every share held. The transaction is approved by board of directors of Al Arafa for Investment and Consultancies Company (S.A.E). The transaction is approved by shareholders of Al Arafa for Investment and Consultancies Company (S.A.E). After the transaction, new company will be named as G-TEX for Commercial and Industrial Investments S.A.E. EFG Holding Company acted as financial advisor to Al Arafa for Investment and Consultancies Company (S.A.E).
Al Arafa for Investment and Consultancies Company (S.A.E) completed the Spin-Off of Financial, Administrative and Investment Consultancy Activities on March 24, 2024. New Risk • Mar 25
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Egyptian stocks, typically moving 12% 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 Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$28.2m market cap). Reported Earnings • Dec 23
Third quarter 2024 earnings released: US$0.004 loss per share (vs US$0.01 profit in 3Q 2023) Third quarter 2024 results: US$0.004 loss per share (down from US$0.01 profit in 3Q 2023). Revenue: US$47.6m (down 14% from 3Q 2023). Net loss: US$1.89m (down 139% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Reported Earnings • Sep 19
Second quarter 2024 earnings released: US$0.003 loss per share (vs US$0.021 profit in 2Q 2023) Second quarter 2024 results: US$0.003 loss per share (down from US$0.021 profit in 2Q 2023). Revenue: US$54.3m (up 1.8% from 2Q 2023). Net loss: US$1.39m (down 114% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent Director Hani Nabih Berzi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • May 19
Full year 2022 earnings: Revenues miss analyst expectations Full year 2022 results: Revenue: US$183.9m (up 57% from FY 2021). Net loss: US$5.47m (loss narrowed 20% from FY 2021). Revenue missed analyst estimates by 3.4%. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Director Hani Nabih Berzi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 02
First quarter 2022 earnings released The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: US$28.8m (down 29% from 1Q 2021). Net loss: US$9.79m (loss widened US$9.48m from 1Q 2021). Reported Earnings • Sep 21
First half earnings released Over the last 12 months the company has reported total losses of US$3.33m, with earnings decreasing by US$11.6m from the prior year. Total revenue was US$176.4m over the last 12 months, down 21% from the prior year.