Reported Earnings • Jun 02
Third quarter 2026 earnings released: EPS: ৳0.02 (vs ৳0.14 in 3Q 2025) Third quarter 2026 results: EPS: ৳0.02 (down from ৳0.14 in 3Q 2025). Revenue: ৳64.6m (down 25% from 3Q 2025). Net income: ৳1.28m (down 86% from 3Q 2025). Profit margin: 2.0% (down from 11% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance. Board Change • May 20
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Md. Hossain was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Apr 27
Nahee Aluminum Composite Panel PLC. to Report Q3, 2026 Results on Apr 28, 2026 Nahee Aluminum Composite Panel PLC. announced that they will report Q3, 2026 results on Apr 28, 2026 Announcement • Jan 21
Nahee Aluminum Composite Panel PLC. to Report Q2, 2026 Results on Jan 28, 2026 Nahee Aluminum Composite Panel PLC. announced that they will report Q2, 2026 results on Jan 28, 2026 Announcement • Nov 10
Nahee Aluminum Composite Panel PLC. to Report Q1, 2026 Results on Nov 12, 2025 Nahee Aluminum Composite Panel PLC. announced that they will report Q1, 2026 results on Nov 12, 2025 Announcement • Oct 29
Nahee Aluminum Composite Panel plc announces Annual dividend, payable on January 18, 2026 Nahee Aluminum Composite Panel plc announced Annual dividend of BDT 0.1000 per share payable on January 18, 2026, ex-date on November 19, 2025 and record date on November 18, 2025. Announcement • Oct 28
Nahee Aluminum Composite Panel PLC., Annual General Meeting, Dec 18, 2025 Nahee Aluminum Composite Panel PLC., Annual General Meeting, Dec 18, 2025, at 09:00 Central Asia Standard Time. Location: hybrid system, physical location, factory premises at telehate, sreepur, gazipur, Bangladesh Announcement • Oct 20
Nahee Aluminum Composite Panel PLC. to Report Fiscal Year 2025 Results on Oct 27, 2025 Nahee Aluminum Composite Panel PLC. announced that they will report fiscal year 2025 results on Oct 27, 2025 Announcement • Apr 25
Nahee Aluminum Composite Panel PLC. to Report Q3, 2025 Results on Apr 28, 2025 Nahee Aluminum Composite Panel PLC. announced that they will report Q3, 2025 results on Apr 28, 2025 Announcement • Jan 21
Nahee Aluminum Composite Panel PLC. to Report Q2, 2025 Results on Jan 27, 2025 Nahee Aluminum Composite Panel PLC. announced that they will report Q2, 2025 results on Jan 27, 2025 Upcoming Dividend • Nov 10
Upcoming dividend of ৳0.40 per share Eligible shareholders must have bought the stock before 17 November 2024. Payment date: 22 January 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Bangladeshi dividend payers (4.5%). Lower than average of industry peers (2.5%). Announcement • Nov 09
Nahee Aluminum Composite Panel Ltd. to Report Q1, 2025 Results on Nov 13, 2024 Nahee Aluminum Composite Panel Ltd. announced that they will report Q1, 2025 results on Nov 13, 2024 New Risk • Nov 01
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 18% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Revenue is less than US$5m (৳516m revenue, or US$4.3m). Market cap is less than US$100m (৳1.46b market cap, or US$12.2m). Announcement • Oct 28
Nahee Aluminum Composite Panel Ltd., Annual General Meeting, Dec 23, 2024 Nahee Aluminum Composite Panel Ltd., Annual General Meeting, Dec 23, 2024, at 15:30 Central Asia Standard Time. Location: factory premises at telehate, sreepur, gazipur, Bangladesh Announcement • Oct 17
Nahee Aluminum Composite Panel Ltd. to Report Fiscal Year 2024 Results on Oct 24, 2024 Nahee Aluminum Composite Panel Ltd. announced that they will report fiscal year 2024 results on Oct 24, 2024 Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ৳25.70, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 15x in the Building industry in Asia. Total loss to shareholders of 48% over the past three years. Reported Earnings • May 19
Third quarter 2024 earnings released: EPS: ৳0.12 (vs ৳0.16 in 3Q 2023) Third quarter 2024 results: EPS: ৳0.12 (down from ৳0.16 in 3Q 2023). Revenue: ৳43.6m (down 28% from 3Q 2023). Net income: ৳8.24m (down 26% from 3Q 2023). Profit margin: 19% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Announcement • Apr 26
Nahee Aluminum Composite Panel Ltd. to Report Q3, 2024 Results on Apr 29, 2024 Nahee Aluminum Composite Panel Ltd. announced that they will report Q3, 2024 results on Apr 29, 2024 Valuation Update With 7 Day Price Move • Jan 23
Investor sentiment deteriorates as stock falls 27% After last week's 27% share price decline to ৳47.80, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 17x in the Building industry in Asia. Total returns to shareholders of 6.0% over the past three years. Announcement • Jan 22
Nahee Aluminum Composite Panel Ltd. to Report Q2, 2024 Results on Jan 25, 2024 Nahee Aluminum Composite Panel Ltd. announced that they will report Q2, 2024 results on Jan 25, 2024 Board Change • Jan 18
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. 5 non-independent directors. Independent Director Md. Hossain was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 18
Full year 2023 earnings released: EPS: ৳0.80 (vs ৳2.88 in FY 2022) Full year 2023 results: EPS: ৳0.80 (down from ৳2.88 in FY 2022). Revenue: ৳409.2m (down 52% from FY 2022). Net income: ৳54.7m (down 72% from FY 2022). Profit margin: 13% (down from 23% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Announcement • Nov 07
Nahee Aluminum Composite Panel Ltd. to Report Q1, 2024 Results on Nov 09, 2023 Nahee Aluminum Composite Panel Ltd. announced that they will report Q1, 2024 results on Nov 09, 2023 Upcoming Dividend • Oct 16
Upcoming dividend of ৳0.25 per share at 0.4% yield Eligible shareholders must have bought the stock before 23 October 2023. Payment date: 08 January 2024. Trailing yield: 0.4%. Lower than top quartile of Bangladeshi dividend payers (3.4%). Lower than average of industry peers (2.3%). Announcement • Sep 29
Nahee Aluminum Composite Panel Ltd., Annual General Meeting, Nov 23, 2023 Nahee Aluminum Composite Panel Ltd., Annual General Meeting, Nov 23, 2023, at 14:30 Bangladesh Standard Time. Announcement • Sep 28
Nahee Aluminum Composite Panel Ltd. Recommends Cash Dividend for the Year Ended June 30, 2023 Nahee Aluminum Composite Panel Ltd. recommended 2.5% Cash Dividend for the year ended June 30, 2023 at its AGM to be held on 23 November 2023. Record date: 22 October 2023. Announcement • Sep 21
Nahee Aluminum Composite Panel Ltd. to Report Fiscal Year 2023 Results on Sep 26, 2023 Nahee Aluminum Composite Panel Ltd. announced that they will report fiscal year 2023 results on Sep 26, 2023 New Risk • Aug 17
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.5% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (৳4.46b market cap, or US$40.8m). Reported Earnings • Feb 14
Second quarter 2023 earnings released: EPS: ৳0.12 (vs ৳0.61 in 2Q 2022) Second quarter 2023 results: EPS: ৳0.12 (down from ৳0.61 in 2Q 2022). Revenue: ৳60.7m (down 67% from 2Q 2022). Net income: ৳8.29m (down 80% from 2Q 2022). Profit margin: 14% (down from 23% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Reported Earnings • Dec 11
First quarter 2023 earnings released: EPS: ৳0.18 (vs ৳0.51 in 1Q 2022) First quarter 2023 results: EPS: ৳0.18 (down from ৳0.51 in 1Q 2022). Revenue: ৳89.2m (down 43% from 1Q 2022). Net income: ৳12.6m (down 64% from 1Q 2022). Profit margin: 14% (down from 22% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. 2 independent directors (5 non-independent directors). Independent Director Golam Kamal was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Oct 28
Nahee Aluminum Composite Panel Ltd. Recommends Cash Dividend for the Year Ended June 30, 2022 The board of directors of Nahee Aluminum Composite Panel Ltd. has recommended 10% cash dividend for the year ended June 30, 2022. Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment improved over the past week After last week's 16% share price gain to ৳87.70, the stock trades at a trailing P/E ratio of 30.1x. Average trailing P/E is 15x in the Building industry in Asia. Total returns to shareholders of 134% over the past three years. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 2 independent directors (5 non-independent directors). Independent Director Golam Kamal was the last independent director to join the board, commencing their role in 2016. 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 • Feb 13
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: EPS: ৳0.61 (up from ৳0.56 in 2Q 2021). Revenue: ৳182.6m (up 1.2% from 2Q 2021). Net income: ৳41.7m (up 8.8% from 2Q 2021). Profit margin: 23% (up from 21% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Reported Earnings • Nov 24
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: EPS: ৳0.51 (up from ৳0.46 in 1Q 2021). Revenue: ৳155.6m (up 7.9% from 1Q 2021). Net income: ৳34.5m (up 9.2% from 1Q 2021). Profit margin: 22% (in line with 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Nov 04
Upcoming dividend of ৳1.00 per share Eligible shareholders must have bought the stock before 11 November 2021. Payment date: 16 January 2022. Trailing yield: 2.2%. Lower than top quartile of Bangladeshi dividend payers (2.8%). Higher than average of industry peers (1.9%). Upcoming Dividend • Nov 04
Upcoming dividend of ৳1.00 per share Eligible shareholders must have bought the stock before 11 November 2021. Payment date: 16 January 2022. Trailing yield: 2.2%. Lower than top quartile of Bangladeshi dividend payers (2.8%). Higher than average of industry peers (1.9%). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improved over the past week After last week's 21% share price gain to ৳52.20, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 17x in the Building industry in Asia. Total returns to shareholders of 21% over the past three years. Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ৳40.00, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 18x in the Building industry in Asia. Total returns to shareholders of 11% over the past three years. Reported Earnings • Feb 20
Second quarter 2021 earnings released: EPS ৳0.56 (vs ৳0.79 in 2Q 2020) The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ৳180.5m (down 28% from 2Q 2020). Net income: ৳38.4m (down 29% from 2Q 2020). Profit margin: 21% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Upcoming Dividend • Oct 25
Upcoming Dividend of ৳0.80 Per Share Will be paid on the 21st of January to those who are registered shareholders by the 1st of November. The trailing yield of 1.6% is below the top quartile of Bangladeshi dividend payers (4.1%), but is in line with industry peers (1.7%). Is New 90 Day High Low • Oct 10
New 90-day low: ৳51.60 The company is down 1.0% from its price of ৳52.20 on 12 July 2020. The Bangladeshi market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Building industry, which is up 9.0% over the same period. Announcement • Oct 06
Nahee Aluminum Composite Panel Ltd. to Report Fiscal Year 2020 Results on Oct 07, 2020 Nahee Aluminum Composite Panel Ltd. announced that they will report fiscal year 2020 results on Oct 07, 2020 Announcement • Jul 17
Nahee Aluminum Composite Panel Ltd. to Report Q3, 2020 Results on Jul 04, 2020 Nahee Aluminum Composite Panel Ltd. announced that they will report Q3, 2020 results on Jul 04, 2020 
