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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:ACFL · Textiles: yarn spinning · Analysis · 01 Nov 2026
Aman Cotton Fibrous: a 6,780 MT Gazipur cotton-yarn mill that sold 93.4% of FY2025 yarn by value to Aman Tex Ltd.
FY2025 sales were BDT 2,320.1m and net profit BDT 21.0m; DSE-announced FY2026 EPS is BDT 0.37. Inter-company advances printed at BDT 704.2m on 31-Mar-2026 against BDT 161.7m on 30-Jun-2025, and the auditor's FY2025 report carries four emphasis-of-matter paragraphs.
Company · DSE:ACMEPL · Chemicals, paints & gases · Analysis · 01 Nov 2026
ACME Pesticides: revenue down 71% in four years, a gross loss, receivables at 441 days and a qualified audit
Revenue fell from BDT 1,683m (FY2021) to BDT 482m (FY2025) and another 22% in the nine months to March 2026; the company sells below cost, collects slowly, has not paid its lessor or bank, and its IPO cash sits frozen at Southeast Bank.
Company · DSE:LRBDL · Fuel, refining & lubricants · Analysis · 31 Oct 2026
Lub-rref (Bangladesh): FY2025 net loss of BDT 662.7m, a qualified audit on seven bases, and a 9M FY2026 loss of BDT 322.7m
The BNO Lubricants maker reported FY2025 revenue of BDT 646.1m, financial expenses on loan of BDT 444.9m and a net loss of BDT 662.7m. Its auditor qualified the accounts on seven bases, including assets of an estimated Tk. 114.92 Crore that could not be traced and an unspent IPO balance.
Company · DSE:NAVANAPHAR · Pharmaceuticals & healthcare · Analysis · 29 Oct 2026
Navana Pharmaceuticals: sales up 28% and factories at 98% of capacity, but interest takes half of operating profit
FY2025 net sales rose 28.2% to BDT 8.84bn and operating profit 45.4%, yet finance expenses of BDT 750m left a 5.5% net margin. Borrowings fell from BDT 5.27bn to BDT 3.78bn by March 2026; FY2026 EPS was BDT 5.93.
Company · DSE:DOMINAGE · Machinery & engineering (pre-engineered steel buildings) · Analysis · 29 Oct 2026
Dominage Steel: revenue down 66% in five years, a closed factory and an Akij takeover, with the share price at 3.6x book
The pre-engineered steel builder sold Tk 190m in FY2025 against Tk 565m in FY2020 and lost Tk 17.3m in the nine months to March 2026; Akij Resources took over 30% of the shares on 4-Oct-2026, and the price rose from Tk 10.7 to Tk 61.8 in sixteen months.
Company · DSE:ASIATICLAB · Pharmaceuticals & healthcare · Analysis · 29 Oct 2026
Asiatic Laboratories: sales doubled in 9M FY2026 after a debt-funded plant upgrade, while 68% of the IPO money sat unused at June 2025
Nine-month revenue rose 99% to BDT 2,288m and EPS to BDT 3.97, but the company borrowed BDT 1.03bn in FY2025, BSEC extended the sponsors' lock-in over IPO-fund use and a planned 32-storey building, and the share price, BDT 108.0 on 29-Oct-2026, is 3.9 times its October 2024 low of BDT 27.8.
Company · DSE:BESTHLDNG · Hotels, ports, shipping & real estate · Analysis · 29 Oct 2026
Best Holdings: Le Méridien earnings fell 77% in FY2025 as BDT 18bn of debt and bond interest hit the P&L
Revenue fell 29% to BDT 2.43bn after the July-August 2024 unrest, finance cost rose six-fold to BDT 493m, EPS was BDT 0.30 and no dividend was declared; BDT 18.7bn of hotel projects are still under construction.