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Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.
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Company · DSE:SAIHAMCOT · Textiles: yarn spinning · Analysis · 29 Oct 2026
Saiham Cotton Mills: a 16.7m kg export spinner whose FY2026 EPS rose to BDT 1.03 while loans fell to BDT 2.9bn, on 11% gross margins and a 2.6% ROE
Turnover reached BDT 6.0bn in FY2025 on 82% utilisation; finance cost took 4.9% of sales and interest cover was 1.72x; group companies accounted for BDT 3,299m of related-party additions; the DSE-announced FY2026 figures show EPS of BDT 1.03, NOCFPS of BDT 11.16 and a 7.5% cash dividend.
Company · DSE:SAIHAMTEX · Textiles: yarn spinning · Analysis · 29 Oct 2026
Saiham Textile Mills: a 10.65m kg Habiganj spinner that shut its 1993 spinning unit for an 18-month rebuild, with FY2026 EPS down to BDT 0.29
Gross margin has sat near 10% and ROE below 3.5% for seven years; borrowing doubled to BDT 2,050m between June 2022 and March 2026, the implied June-2026 quarter was a loss, and the share price rose from BDT 18.8 at end-June to BDT 44.5 on 29 October 2026.
Company · DSE:MALEKSPIN · Textiles: yarn spinning · Analysis · 29 Oct 2026
Malek Spinning Mills: a 60,000-spindle mill whose garment subsidiary earns four-fifths of group profit; FY2026 EPS eased to BDT 6.93
J.M. Fabrics made BDT 1,140m of the group's BDT 1,439m profit in FY2025 while the parent's yarn spread over cotton narrowed to about BDT 69 a kg; bank debt fell to 0.70x equity by March 2026, and sponsors again waived the 10% cash dividend.
Company · DSE:ENVOYTEX · Woven fabric & denim · Analysis · 29 Oct 2026
Envoy Textiles: a full denim mill earning BDT 8.24 a share, with finance costs taking half of operating profit
Envoy ran its 52m-yard denim plant at 106% in FY2025 and kept EPS near BDT 8.2-8.4 in FY2026 as yarn exports halved; net debt fell to BDT 10.7bn, interest cover is 2.0x; P/E is 8.6x FY2026 EPS and P/B 1.17x.