Ellcot Spinning Mills (ELSM) 주식 개요엘콧 스피닝 밀스는 파키스탄에서 원사를 제조 및 판매하는 회사입니다. 자세히 보기ELSM 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적0/6재무 건전성4/6배당3/6강점공정 가치 추정치보다 낮은 68.9% 에서 거래위험 분석이자 지급액이 수익으로 잘 충당되지 않음지난 5년간 매년 수익이 49.2% 감소했습니다.의미 있는 시가총액이 없습니다(PKR1B)3.2% 의 배당금은 수익으로 잘 충당되지 않습니다.+ 위험 2건 추가모든 위험 점검 보기ELSM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,177 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 NarrativeINBLROAG489,177 investors already sharing narrativesYour Fair ValuePK₨Current PricePK₨125.0019.3% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture031b2016201920222025202620282031Revenue PK₨31.5bEarnings PK₨86.9mAdvancedSet Fair ValueView all narrativesEllcot Spinning Mills Limited 경쟁사Shahzad Textile MillsSymbol: KASE:SZTMMarket cap: PK₨1.7bAllawasaya Textile & Finishing MillsSymbol: KASE:AWTXMarket cap: PK₨1.2bProsperity Weaving MillsSymbol: KASE:PRWMMarket cap: PK₨1.2bShadab Textile MillsSymbol: KASE:SHDTMarket cap: PK₨1.6b가격 이력 및 성과Ellcot Spinning Mills 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가PK₨125.0052주 최고가PK₨138.0052주 최저가PK₨99.00베타0.0441개월 변동8.87%3개월 변동18.48%1년 변동21.36%3년 변동24.65%5년 변동-23.77%IPO 이후 변동1,301.35%최근 뉴스 및 업데이트Reported 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.공시 • 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.공시 • 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).더 많은 업데이트 보기Recent updatesReported 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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 Pakistan공시 • 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.공시 • 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.공시 • 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.주주 수익률ELSMPK LuxuryPK 시장7D4.1%1.1%1.6%1Y21.4%23.4%28.0%전체 주주 수익률 보기수익률 대 산업: ELSM은 지난 1년 동안 23.4%의 수익을 기록한 PK Luxury 산업보다 저조한 성과를 냈습니다.수익률 대 시장: ELSM은 지난 1년 동안 28%를 기록한 PK 시장보다 저조한 성과를 냈습니다.주가 변동성Is ELSM's price volatile compared to industry and market?ELSM volatilityELSM Average Weekly Movement6.4%Luxury Industry Average Movement7.9%Market Average Movement6.4%10% most volatile stocks in PK Market9.8%10% least volatile stocks in PK Market3.9%안정적인 주가: ELSM는 지난 3개월 동안 PK 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: ELSM의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1988904Haroon Shahzada Shaikhnagina.com/ellcot-spinning-mills-limited/엘콧 스피닝 밀스는 파키스탄에서 원사를 제조 및 판매하는 회사입니다. 이 회사는 면사, 합성사, 폴리에스테르/면 혼방사, 직조 및 편직용 카드사 및 빗사 등을 제공합니다. 이 회사의 원사는 의류 직물, 시트, 타월, 캔버스 및 니트 제품을 생산하는 데 사용됩니다.더 보기Ellcot Spinning Mills Limited 기초 지표 요약Ellcot Spinning Mills의 순이익과 매출은 시가총액과 어떻게 비교됩니까?ELSM 기초 통계시가총액PK₨1.31b순이익 (TTM)PK₨43.52m매출 (TTM)PK₨15.76b31.5x주가수익비율(P/E)0.1x주가매출비율(P/S)ELSM는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ELSM 손익계산서 (TTM)매출PK₨15.76b매출원가PK₨14.80b총이익PK₨958.87m기타 비용PK₨915.36m순이익PK₨43.52m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)3.97총이익률6.08%순이익률0.28%부채/자본 비율85.8%ELSM의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.2%현재 배당 수익률101%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/02 15:16종가2026/07/02 00:00수익2026/03/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ellcot Spinning Mills Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
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.
공시 • 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.
공시 • 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 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
