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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.
16 articles.
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Company · DSE:KDSALTD · Textiles: garment trims and packaging · Analysis · 01 Nov 2026
KDS Accessories: FY2026 EPS of BDT 2.20, with interest from two group companies equal to 47% of FY2025 pre-tax profit
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.
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:BDTHAI · Engineering · Analysis · 31 Oct 2026
Bangladesh Thai Aluminium: FY2025 turnover of BDT 180.7m, financial expenses of BDT 193.1m and a third consecutive annual loss
The aluminium-profile maker's turnover fell 70.0% in FY2025 and a further 74.5% in 9M FY2026. Receivables of BDT 978.7m at 30-Jun-2025 were 5.4 times FY2025 turnover, with BDT 690.1m printed as due above 12 months; loans reached BDT 2,145.5m at 31-Mar-2026.
Company · DSE:MONNOFABR · Textiles (knit composite) · Analysis · 31 Oct 2026
Monno Fabrics: FY2025 finance cost of BDT 367.3m against operating profit of BDT 379.4m; profit after tax BDT 5.1m; qualified audit with four bases
Revenue rose from BDT 474m (FY2017) to BDT 1,714m (FY2025) and the FY2025 gross margin was 24.8%, but finance cost equalled 96.8% of operating profit. Note 13.01 adds BDT 367.2m of interest to the long-term loan balances. FY2026 EPS was BDT 0.02 (announced 27-Oct-2026) and the cash dividend 0.10%, to public shareholders other than sponsors and directors.
Company · DSE:SIMTEX · Textiles: sewing thread (garment trims) · Analysis · 31 Oct 2026
Simtex Industries: BDT 2.0bn of sewing thread in FY2025 at a 17.7% gross margin, and FY2026 EPS of BDT 1.25
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.
Company · DSE:NAHEEACP · Engineering (aluminium building materials) · Analysis · 31 Oct 2026
Nahee Aluminum Composite Panel: back to a Tk 48m profit after the inventory write-off, with a third qualified audit
The ALUCOTIGER maker earned Tk 48.2m in FY2026 after a Tk 490.5m loss, with gross margin back to 30.1%. Receivables reached 260 days and the auditor could not verify Tk 116.8m of advances.
Company · DSE:AMANFEED · FMCG, food & tobacco (animal feed) · Analysis · 31 Oct 2026
Aman Feed: BDT 9.6bn of feed sales, a 10.8% gross margin and BDT 5.7bn of bank loans left FY2026 EPS at BDT 0.24
Tonnes sold fell 21% from FY2023 to FY2025, finance costs and credit-loss charges took most of a BDT 631m operating profit, and FY2026 EPS was BDT 0.24; the shares trade at 121x that EPS and 1.05x NAV.
Company · DSE:TITASGAS · Gas distribution · Initiation · 31 Oct 2026
Titas Gas: system loss of 9.5% against a 2% allowance and a minimum tax on gross bills leave fair value range BDT 1.3–18.5 (base 3.6) against a BDT 84 NAV
Fair value BDT 1.3–18.5 (base 3.6) vs a price of 16.6. The price needs the loss brought near 5% or a higher BERC margin; value otherwise rests on collecting state receivables.
Fair value ৳1–19 · price ৳16.60 (2026-10-29)
Company · DSE:DSSL · Textiles: sweaters and spinning · Analysis · 29 Oct 2026
Dragon Sweater and Spinning: BDT 421m of FY2025 sweater exports, BDT 2,247m of trade receivables and a FY2026 loss per share of BDT 0.45
A sweater maker and spinner whose revenue fell from BDT 1,921.8m in FY2019 to BDT 421.1m in FY2025; trade receivables were BDT 2,247.3m at 30-Jun-2025, BDT 1,108.4m of it from four companies under common management, and the FY2025 auditor's report carries a "Qualified Opinion" section with two items and five emphasis-of-matter paragraphs.
Company · DSE:BDTHAIFOOD · FMCG, food & tobacco · Analysis · 29 Oct 2026
BD Thai Food & Beverage: turnover down 71.6% to BDT 169.2m, BDT 134.0m loss, BDT 151.7m bank interest unpaid at June 2025
Turnover was BDT 595.5m in FY2024 and BDT 169.2m in FY2025; financial expenses were BDT 156.7m; the year ended with a net loss of BDT 134.0m and BDT 1.6m of cash. The FY2025 auditor drew attention to a 'Going Concern threat'. DSE-announced nine-month FY2026 EPS was BDT (0.73). The shares closed at BDT 16.3 on 29-Oct-2026, 1.39x March 2026 NAV.
Company · DSE:EGEN · IT services and ISPs · Analysis · 29 Oct 2026
eGeneration: FY2026 EPS BDT 0.77, FY2025 BDT 0.75, FY2024 BDT 1.44; BDT 1,106.0m of capitalised development cost at 30-Jun-2025
Revenue fell from BDT 641.4m in FY2024 to BDT 438.3m in FY2025; nine-month revenue to March 2026 was 11.7% below the year-earlier period; intangibles, development 'Investment' and work in progress were 53.0% of total assets at 30-Jun-2025; operating income is tax-exempt as ITES to 30-Jun-2027; 1.00% cash dividend for FY2026.
Company · DSE:AAMRANET · IT services and ISPs · Analysis · 29 Oct 2026
aamra networks: FY2025 audit opinion qualified; FY2026 EPS BDT (0.80) after BDT 0.13 in FY2025 and BDT 2.46 in FY2024
Revenue fell from BDT 1,214.1m in FY2024 to BDT 921.5m in FY2025 and BDT 558.5m in the nine months to March 2026 (-22.1%); Z category since 12-Feb-2025; advances to suppliers and others BDT 728.7m at 31-Mar-2026; 0.20% cash dividend for general shareholders for FY2026.
Company · DSE:BBSCABLES · Electrical, cables & consumer durables · Analysis · 29 Oct 2026
BBS Cables: revenue fell 75% in six years as government cable tenders were cancelled; losses have reached BDT 1.1bn a year
Revenue dropped from BDT 8.5bn (FY2019) to BDT 2.1bn (FY2025); FY2025 carried BDT 426m of tender penalties and bad debts, FY2026 EPS was BDT (5.08) as announced to DSE, and NAV per share fell to BDT 22.93.
Company · DSE:BPPL · Fuel & power · Analysis · 29 Oct 2026
Baraka Patenga Power: three HFO plants running at about a fifth of capacity, EPS BDT 3.48 in FY2026 as exchange losses faded
Capacity payments from BPDB carry the group while dispatch fell from 1.54m MWh (FY2022) to 0.45m MWh (FY2025); borrowings of BDT 17.7bn and receivables of 268 days on the nine-month run rate are the balance-sheet questions.
Company · DSE:IFADAUTOS · Autos & motorcycles · Analysis · 29 Oct 2026
IFAD Autos: a BDT 27.8bn instalment book funded by BDT 29.7bn of bank lines; FY2026 EPS back to BDT 0.45 after three loss years
Vehicle units rose 22% to 3,637 in FY2025 and 9M FY2026 sales were up 25%, but receivables equal 1138 days of sales, 86% are more than six months old, and financial expenses ate all of FY2025 operating profit.
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.