Faran Sugar Mills Ltd · PSX:FRSM
Faran Sugar Mills — Investor Presentation (February 2026)
31 slides from Faran Sugar Mills's investor presentation, Feb 13, 2026
Slide 1: Faran Sugar Mills Limited Corporate Briefing 2025
Faran Sugar Mills Limited. Corporate Briefing 2025 New array of possibilities
Slide 2: Disclaimer
Disclaimer This Corporate Briefing Session presentation of Faran Sugar Mills Limited is intended solely for discussion with the participants. Any views, information, statements, or representations shared during the discussion should not be construed by any investor or prospective investor as investm
Slide 3: Table of Contents
Table of Contents Strategical & Operation 01 Company Profile 05 Development 02 Major Milestones 06 Financial Information 03 Global Sugar Outlook 07 Overview of season 2025-26 Pakistan Sugar Industry Outlook 04 & Key Attribute 08 Questions & Answers
Slide 4: Company Profile
Company Profile Company Snapshot Governance & Compliance Incorporation Board Of Directors Financial Structure 03 November 1981, Pakistan • Muhammad Omar Amin Bawany • 100% Shariah-compliant (RIBA / (Chairman) Interest-free) Stock Listing • Ahmed Ali Bawany (CEO) Pakistan Stock Exchange (PSX) Halal C
Slide 5: Major Milestones
Major Milestones 1981 1983 1984 1988 1990 1994 Incorporation of the Commencement of Listed on Karachi & Crushing Capacity Crushing Capacity Second Line started company Commercial Lahore Exchanges enhanced to 2,700 further enhanced to and Capacity Production at Mill 1 TCD 3,700 TCD enhanced to 6,500
Slide 6: Global Sugar Outlook
Global Sugar Outlook
Slide 7: Global Sugar Production & Consumption
Global Sugar Production & Consumption • The global sugar production was around 181 million metric tonnes in 2024-25 and is estimated to increase to 189 million metric tonnes in 2025-26 • Brazil remains the largest producer of sugar with 43.70 million metric tonnes followed by India with 28.00 millio
Slide 8: Global Sugar Production
Global Sugar Production Production 2021/22 2022/23 2023/24 2024/25 *May 2025/26 *Nov 2025/26 Brazil 35,450 38,050 45,544 43,700 44,700 44,386 India 36,880 37,000 29,500 28,000 35,250 35,250 European Union 16,577 13,811 15,699 16,361 15,007 15,486 China 9,600 8,960 9,960 11,160 11,500 11,500 Thailand
Slide 9: Global Sugar Consumption
Global Sugar Consumption Human Dom. Consumption 2021/22 2022/23 2023/24 2024/25 *May 2025/26 *Nov 2025/26 India 29,379 30,000 30,288 30,411 31,000 31,000 European Union 17,000 16,500 16,405 15,908 16,400 16,400 China 14,999 15,541 15,500 15,378 15,700 15,800 United States 11,314 11,471 11,266 11,177
Slide 10: Pakistan Sugar Industry Overview
Pakistan Sugar Industry Overview
Slide 11: Pakistan Sugar Production
Pakistan Sugar Production Source – PSMA (Central Zone)
Slide 12: Key Attributes
Key Attributes Dynamic of sugar industry 2024-25 Province Mills Operated Number of Mills: 94 Listed Sugar Punjab 48 41 Operated: 79 Companies: 27 Sindh 38 32 KPK 8 6 Sugar Cane Sugar Production: Sugar Recovery: Crushing: 5.86 million tonnes 9.57% 61.07 million tonnes Sugar Consumption: 6.6 million t
Slide 13: Sugar Industry Overview Of Season 2024-25
Sugar Industry Overview Of Season 2024-25 • There was no support price by any province for the 2024-25 season, in line with International Monetary Fund (IMF) conditionality in comparison to Rs. 425 per maund (40 kg) in 2023–24. • The policy rate has been revised by nearly half since the last season
Slide 14: Sugar Industry Overview Of Season 2024-25
Sugar Industry Overview Of Season 2024-25 • The carry over stock of sugar as on 1st December, 2024 was 0.766 million tonnes. The total production for the season 2024-25 stood at 5.86 million tonnes reflecting a decline of 14.33% from the season 2023-24. • Prices began to increase in the second half
Slide 15: Operational and Financial Performance
OPERATIONAL AND FINANCIAL PERFORMANCE FARAN SUGAR MILLS LIMITED
Slide 16: Strategical & Operational Developments
Strategical & Operational Developments
Slide 17: Strategical & Operational Developments
Strategical & Operational Developments • In 2024, FSML undertook the installation of an additional 600 kw solar power system, enhancing the total planned solar capacity to 900 kw, financed entirely under the SBP concessional Islamic Financing Scheme (IFRE), out of which 880 kw has been successfully
Slide 18: Strategical & Operational Developments
Strategical & Operational Developments • Effective August 2025, the management and operations of both School & College were transferred to The Citizens Foundation (TCF) to enhance academic standards through TCF’s experience and expertise in school management. • Unicol, following the acquisition of P
Slide 19: Financial Information
Financial Information For the year ended September 30, 2025
Slide 20: Financial Highlights
Financial Highlights For the year ended September 30, 2025 UOM 2025 2024 % Change Sales Rs. In Million 11,967 11,143 7.40% Gross Profit Rs. In Million 1,055 541 94.86% Operating Profit Rs. In Million 863 267 223.18% Finance Cost Rs. In Million (801) (1,416) 43.43% Profit / (Loss) Before Levies &Tax
Slide 21: Shareholder Value Accretion
Financial Highlights For the year ended September 30, 2025 2025 Business Growth 178 255 2024 (1,802) (1,533) * Profit / (Loss) Before Levies & Tax* Profit / (Loss) After Levies & Tax* Shareholder Value Accretion 2025 2 2,178 6.99 2 59.77 2024 1 1,409 (56.30) 1 51.74 Shareholder's Equity * Earnings /
Slide 22: Profitability Ratios
Profitability Ratios For the year ended September 30, 2025 UOM 2025 2024 Gross Profit Ratio % 8.82 4.86 Net Profit Ratio % 2.13 (13.76) Earnings before Interest & Tax Margin % 8.19 (3.47) Return on Share Holder Equity % 11.69 (108.82) Return on Capital Employed % 38.00 (19.95)
Slide 23: Financial Ratios
Financial Ratios For the year ended September 30, 2025 UOM 2025 2024 Current Ratio Times 0.40 0.68 Quick Ratio Times 0.14 0.10 Debt to Equity Ratio % 18.38 37.51 Interest Cover Times 1.22 (0.27) Market Value Per Share (Year End) % 54.81 44.00
Slide 24: Financial Information
Financial Information For the quarter ended December 31, 2025
Slide 25: Financial Highlights
Financial Highlights For the quarter ended December 31, 2025 UOM Dec 31, 2025 Dec 31, 2024 % Change Sales Rs. In Million 1,528 3,617 -57.76% Gross Profit Rs. In Million 155 266 -41.73% Operating Profit Rs. In Million 94 195 -51.79% Finance Cost Rs. In Million (79) (155) 49.03% Profit / (Loss) Before
Slide 26: Profitability Ratios
Profitability Ratios For the quarter ended December 31, 2025 UOM Dec 31, 2025 Dec 31, 2024 Gross Profit Ratio % 10.13 7.37 Net Profit Ratio % 4.85 0.25 Earnings before Interest & Tax Margin % 11.38 5.88
Slide 27: Financial Ratios
Financial Ratios For the year ended September 30, 2025 UOM Dec 31, 2025 Sept 30, 2024 Current Ratio Times 0.64 0.40 Quick Ratio Times 0.37 0.14 Debt to Equity Ratio % 1.26 1.40
Slide 28: Overview of Season 2025-26
Overview of Season 2025-26 • Looking ahead International Sugar Organization (ISO) has forecasted the global sugar production in 2025–26 to rise to 180–189 million tonnes, and amid moderate demand growth, international prices are expected to remain relatively subdued, fostering a stable and competiti
Slide 29: Overview of Season 2025-26
Overview of Season 2025-26 • Despite ongoing challenges, the Company’s continued operational efficiencies, disciplined resource management, and proactive sales strategy are expected to support stable production, pricing, and sustainable shareholder value going forward. • The Company commenced crushi
Slide 30: Questions & Answers
Questions & Answers
Slide 31: Thank You
Thank You FARAN SUGAR MILLS LIMITED CORPORATE BRIEFING 2025
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