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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.
6 articles.
Company · DSE:NPOLYMER · Plastics, packaging & paper · Analysis · 31 Oct 2026
National Polymer: FY2026 EPS of BDT 0.42 after BDT 0.07 in FY2025, with borrowings of BDT 5.43bn against equity of BDT 2.15bn
FY2025 revenue fell 22.8% to BDT 5.61bn and profit to BDT 5.0m; the board's FY2026 figures show EPS of BDT 0.42 and a 3% cash dividend for general shareholders. The share closed at BDT 27.0 on 29-Oct-2026, 64.3x FY2026 EPS and 0.91x NAV.
Company · DSE:BPML · Plastics, packaging & paper · Analysis · 31 Oct 2026
Bashundhara Paper Mills: revenue fell 54% in FY2025, finance costs reached BDT 3.8bn and NAV per share fell to BDT 7.09 by June 2026
FY2025 revenue was BDT 6.04bn against BDT 13.16bn, the loss was BDT 3.30bn, and the DSE-announced FY2026 loss per share is BDT 42.74; borrowings were BDT 29.9bn at March 2026.
Company · DSE:KBPPWBIL · Plastics, packaging & paper · Analysis · 31 Oct 2026
Khan Brothers PP Woven Bag: revenue up 161% in nine months as local sales restart, but 58.5% of equity sits in balances the auditor could not verify
Nine-month revenue to March 2026 was BDT 213.6m and profit BDT 55.9m after four years of toll work for a sister company; old inventory, export bills from 2021 and a People's Leasing deposit total BDT 690m. The share trades at 47.1x trailing EPS and 2.67x book.
Company · DSE:SONALIPAPR · Plastics, packaging & paper · Analysis · 31 Oct 2026
Sonali Paper & Board Mills: operating profit nearly tripled after FY2023, but the share book, a qualified audit and a BDT 569m tax charge on land shape the numbers
Profit from operation rose from BDT 141m (FY2023) to BDT 386m (FY2025) on 87% utilisation of a 43,500-tonne mill; the DSE-announced FY2026 EPS is BDT 7.34, while operating cash flow per share fell to BDT 2.21 and borrowings reached BDT 1,612m by March 2026.
Company · DSE:MONOSPOOL · Plastics, packaging & paper · Analysis · 31 Oct 2026
Monospool Bangladesh: the Pearl Paper merger lifted sales to BDT 1.75bn, but borrowings are 3.2x equity and interest takes 61% of operating profit
Revenue rose 63% in FY2025 and 8.6% in the nine months to March 2026, yet operating cash flow was negative in two of the last three years, BDT 1,126m of unpaid interest sits inside the loans and BDT 3.0bn of the merged mill is still capital work-in-progress.
Company · DSE:GQBALLPEN · Plastics, packaging & paper · Analysis · 31 Oct 2026
GQ Ball Pen: pens sold Tk 18m in FY2025 at a gross loss; a Prime Bank stake and an Uttara tower carry the balance sheet
Sales fell 83% from FY2017 to FY2025 and the factory ran at 10% of capacity; other income, mostly dividends and rent, covers 73% of the operating loss. NAV is Tk 140.38 a share, 71% of it revaluation and fair-value reserves.