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A Munshiganj maker of jumbo bags (FIBC) and woven polypropylene bags; exports were 95% of FY2025 gross sales. Turnover rose 22.6% in FY2025, nine-month turnover to March 2026 fell 2.1%, and the board announced FY2026 EPS of BDT 1.34 and an 11% cash dividend on 29-Oct-2026.

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.

A Chattogram and Gazipur maker of cartons, labels, buttons and elastics for garment exporters. Cartons were 82% of FY2025 sales. Revenue grew 14% in FY2025 and fell 12% in the nine months to March 2026, while BDT 995m lent to KDS Thread and KDS Poly at 9.5% earned BDT 91.5m of interest.

FY2026 EPS fell to BDT 4.29 from BDT 6.10 (restated); intercompany advances rose to BDT 1,555m by March 2026, and cash dividends since FY2023 have gone to general shareholders only.

A Gazipur knit composite that sold 32.3m garments in FY2026; gross margin was 7.8%, the lowest in ten years, cash incentive income fell from BDT 178m to BDT 22m, finance cost nearly doubled and operating cash flow was BDT -744m, while the board recommended a 6% cash dividend.

A 100% deemed exporter of dyed sewing thread to Bangladesh garment makers. Turnover rose 20.0% in FY2025 on 15.4% more kilograms; short-term loans were 81.4% of borrowings at 30-Jun-2025; the FY2026 audited results posted on 11-Oct-2026 show EPS of BDT 1.25 and NAV of BDT 22.72.

The jute-yarn exporter's sales rose 119% in FY2025 and EPS was BDT 8.79; the subsidy line equalled 69% of profit before tax, the FY2025 auditor's basis for qualified opinion lists ten items, and FY2026 EPS of BDT 8.87 was announced on 01-Nov-2026.

An 18.38m-yard denim mill at Sreepur, Gazipur: nine-month FY2026 turnover fell 8.7%; operating cash flow of BDT 575m came with receivables down BDT 284m; yarn from a common-directorship sister company was BDT 2.47bn in FY2025.

A 28.8m-yard denim mill in the Dhaka EPZ: nine-month FY2026 revenue fell 5.6% and EPS to BDT 0.39; operating cash flow of BDT 1.74bn came with accounts payable up BDT 1.86bn, and work in progress rose to BDT 1.05bn on 85 imported looms.

Fabric revenue grew from BDT 3.4bn (FY2017) to BDT 11.0bn (FY2025) and the margin held near 15%, but finance cost now takes 58% of operating profit and solar associates supply most of the growth in earnings; the stock is at 11.9x trailing EPS after rising 87% since June 2025.

FY2026 EPS was BDT 0.74 on the DSE announcement, up from BDT 0.72, with an implied fourth-quarter EPS of BDT -0.07; borrowings were BDT 4.41bn, 2.09x equity, at March 2026 and the board has recommended a 2.5% cash dividend.

A 100% export knit-fabric maker whose FY2025 revenue was BDT 1,507.4m (down 2.9%) and profit after tax rose 14.0% to BDT 203.6m; foreign-exchange gains and others income were 47.6% of FY2025 pre-tax profit, and the FY2026 EPS posted on the DSE on 27-Oct-2026 was BDT 3.71.

FY2025 revenue was BDT 3,085.4m and gross profit BDT 1,133.1m; net finance costs BDT 1,463.3m and the loss after tax BDT 1,046.7m (EPS BDT -5.50). In the nine months to March 2026 revenue was BDT 1,772.1m (-25.6% year on year) and the loss after tax BDT 1,449.0m (EPS BDT -7.62). The board meets on 8 November 2026 on the FY2026 audited accounts.

A knit-garment exporter whose company-only revenue reached BDT 10.1bn in FY2025 while financial expenses took 6.4% of it; BDT 2.77bn sat in capital work-in-progress for the Valuka building until 2025-26, and the consolidated FY2026 result announced on 29-Oct-2026 was a loss of BDT 2.68 a share.

FY2025 revenue was BDT 1,355.4m and profit after tax BDT 85.3m; revenue fell 15.1% in the nine months to March 2026 and profit after tax was BDT 14.6m against BDT 107.5m a year earlier; the FY2026 board meeting set for 28 October 2026 was postponed with no new date notified.

Feed is about three quarters of revenue; short-term bank loans of BDT 2.2-2.6bn since June 2023 sit beside an inventory that sat at 290 days of cost of sales in FY2025; the FY2025 audit was qualified on a tax balance that the company has since restated; the board recommended a 12.5% cash dividend for FY2026.

Turnover has been BDT 109-455m a year since FY2021 against BDT 631-856m before; gross margin was -3.3% in FY2025; the company repaid BDT 120.7m to BDBL in the nine months to March 2026; the share price went from BDT 45.0 at end-May 2026 to BDT 117.4 on 29 October 2026.

A knit-garment exporter whose taka revenue rose 34% from FY2021 to FY2025 while pieces fell 6% and the dollar price per piece was almost unchanged; wages took 38% of FY2025 revenue, tax took 66% of pre-tax profit, and FY2026 EPS was BDT 3.38 against a 29-Oct-2026 price of BDT 414.9.

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.

The 2023 merger with Samin Food & Beverage put 121,000 spindles back to work after the 2019 fire, but the mill ran at 58% of capacity, earned a thin spread, sold below cost in Q2 and Q3 FY2026, and moved to DSE's Z category on 25-Oct-2026 after a second year without a dividend.

Turnover fell to BDT 715m in FY2025 while cost of goods sold was BDT 1,176m and finance cost BDT 498m; bank loans reached BDT 4,433m, the auditor qualified the accounts, and BDT 2.77bn of new shares at BDT 119.53 took the share count from 6.6m to 29.75m.

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.

The yarn spread over cotton widened to BDT 149 a kg in FY2025, debt fell to 0.78x equity by March 2026 and the board declared 45% cash plus 10% stock for FY2026; the share price rose 81% from the end of April to 29 October 2026.

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.

Volume grew 44% in two years and the yarn spread over cotton held near BDT 130 a kg, yet net debt of BDT 13.7bn and lower yarn prices cut nine-month FY2026 EPS to BDT 1.54 from 5.10; the full year closed at BDT 4.50 (DSE) and the 32% cash dividend was kept.

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.

Fair value BDT 22–88 (base 52) vs price 92.7; general medicines drive ~13% sales growth and a second oncology plant is coming; TRIPS after LDC graduation and related-party loans are the risks.

Fair value BDT 65–137 (base 105) vs price 77.9; domestic sales grow ~11% and own API helps margins; a weaker taka on imported APIs and interest on BDT 23bn of debt are the risks.

Fair value BDT 146–350 (base 234) vs price 425.9 on 29-Oct-2026. FY2026 EPS rose 64% to BDT 31.76 as debt fell; DGDA price controls, a weaker taka on imported APIs and LDC/TRIPS are the risks.

Fair value BDT 99–218 (base 179) against a price of BDT 143.7. Domestic brands, exports and a falling materials bill lift EPS to BDT 28.7 by FY2029F; governance volatility (beta 1.46) and a weaker taka are the risks.