PAPER INDUSTRY REVIEW
There are many companies
in the Paper Industry in India. Notable amongst them are : NR Agarwal, West
Coast Paper, Star Paper, Seshasayee Paper, Ruchira Papers, Shreyans Ind, JK
Paper, Intl Paper APPM, Pudumjee Paper , Genus Paper.
From this list, now, I first
omit those Companies which are making losses. We will not consider them. We
will now calculate the margin of profits to sales (per Rs.100)– and shortlist -
NR Agarwal (18.07%); West Coast Paper (13.05), Star Paper (12.83); Seshasayee
paper (11.12); and Ruchira papers (10.97)
Those with profit margins
below 10% I am omitting from our consideration
We will examine each of
these 5 now on some crucial parameters :
N.R
AGARWAL : FV RS.10 :
|
Net Sales
|
345.45
|
315.17
|
276.62
|
276.53
|
282.29
|
|
Net Profit
|
24.4
|
25.85
|
18.58
|
21.42
|
24.06
|
|
Diluted EPS
|
14.33
|
15.19
|
10.92
|
12.58
|
14.13
|
MP IS 388 AND PE IS 6.77
PRICE TREND INDICATES A
FALL OF PRICE BY 21% IN LAST 6 MONTHS, BUT GAIN BY 37% IN ONE YEAR
WEST
COAST PAPERS : FV Rs.2
|
Net Sales
|
493.57
|
408.58
|
421.53
|
386.52
|
473.3
|
||
|
Net Profit
|
78.78
|
42.95
|
47.79
|
53.71
|
50.72
|
||
|
Diluted EPS
|
11.93
|
6.5
|
7.23
|
8.13
|
7.68
|
||
|
MP
|
257
|
||||||
|
PE
|
5.38
|
||||||
PRICE TREND INDICATES THAT
PRICE HAS GONE UP BY 32% IN LAST ONE YEAR.
STAR
PAPER :FV : RS.10
|
Net Sales
|
93.98
|
87.07
|
81.3
|
88.93
|
83.23
|
|
Net Profit
|
14.01
|
12.06
|
14.68
|
13.52
|
18.33
|
|
Diluted EPS
|
8.98
|
7.72
|
9.4
|
8.66
|
11.74
|
MP is 160 and PE comes to
4.45
Price trend during last
one year indicates that price has comedown consistently by 22%
SESHASAYEE
PAPERS : Rs.10
|
Net Sales
|
347.9
|
294.82
|
227.28
|
238.64
|
320.15
|
||||||||
|
Diluted EPS
|
34.85
|
24.51
|
20.82
|
17.22
|
31.34
|
||||||||
|
Net Profit
|
43.96
|
30.92
|
26.26
|
21.75
|
39.54
|
||||||||
|
MP
|
874
|
||||||||||||
|
PE
|
6.27
|
||||||||||||
PRICE TREND INDICATES A
14% RISE IN ONE YEAR
RUCHIRA
PAPERS : FV RS.10
|
Net Sales
|
107.33
|
117.54
|
104.02
|
118.7
|
114.75
|
||||||
|
Net Profit
|
5.92
|
11.89
|
8.39
|
11.81
|
9.26
|
||||||
|
Diluted EPS
|
2.66
|
5.23
|
3.7
|
5.25
|
4.13
|
||||||
|
MP
|
110
|
||||||||||
|
PE
|
10.34
|
||||||||||
Price trend during last
one year indicates that price has consistently come down by 30% in last one
year
1. Note
: readers can also visit my YouTube videos section and listen to all of my videos.
Click on this link for the Paper Industry review : https://youtu.be/TUEprJMRB8A
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