There are many listed paper companies, because of low entry barriers. Most are small companies worth less than a hundred crores. In this industry, 5-10% NPMs are very good. TNPL is one compay which has very good margins (10-12%). South India paper mills Ltd as well has consistent NPMs at 7-10%. Please find data as of March 9th.
company | BSE CODE | nse code | marketcap |
Ballarpur Industries Ltd. | 500102 | BILT | 1992.72 |
Tamil Nadu Newsprint And Papers Ltd. | 531426 | TNPL | 863.27 |
Andhra Pradesh Paper Mills Ltd. | 502330 | APPAPER | 632.82 |
West Coast Paper Mills Ltd. | 500444 | WESTCOASTP | 488.75 |
J K Paper Ltd. | 532162 | JKPPRQ | 360.04 |
Emami Paper Mills Ltd. | 533208 | EMAMIPAP | 289.19 |
Seshasayee Paper & Boards Ltd. | 502450 | SESHAPPR | 242.95 |
N R Agarwal Industries Ltd. | 516082 | NRAGRINDQ | 91.89 |
Sirpur Paper Mills Ltd. | 502455 | SIRPUR | 83.95 |
Pudumjee Pulp & Paper Mills Ltd. | 500343 | PDUMJEPU | 76.88 |
Well Pack Papers & Containers Ltd. | 531249 | 64.38 | |
South India Paper Mills Ltd. | 516108 | STHINPA | 63 |
Sree Sakthi Paper Mills Ltd. | 532701 | SREESAKHTI | 43.87 |
Star Paper Mills Ltd. | 516022 | STARPPR | 33.93 |
ABC Paper Ltd. | 532937 | ABCPAPER | 33.15 |
Pudumjee Industries Ltd. | 516092 | PUDMJEIND | 32.4 |
Magnum Ventures Ltd. | 532896 | MAGNUMV | 23.88 |
Malu Paper Mills Ltd. | 532728 | MALUPAPER | 20.55 |
Kay Power And Paper Ltd. | 530255 | KAYPULP | 15.71 |
Shree Bhawani Paper Mills Ltd. | 502563 | SHBHAWPA | 14.1 |
Rama Pulp & Papers Ltd. | 502587 | 12.19 | |
Citadel Realty & Developers Ltd. | 502445 | 12.01 | |
Speciality Papers Ltd. | 502465 | SPECIAPP | 7.22 |
Chhattisgarh Industries Ltd. | 530495 | CHHATTIND | 5.39 |
Nath Pulp & Paper Mills Ltd. | 502407 | 4 | |
Victory Paper & Boards ( | 531234 | 3.92 | |
Simplex Papers Ltd. | 533019 | SIMPLXPAP | 2.83 |
Sarda Papers Ltd. | 516032 | SARDAPPR | 1.71 |
Pitambar Coated Papers Ltd. | 530785 | PITAMBER | 0 |
Global Boards Ltd. | 500159 | GLOBALBO | 0 |
A look at the companies on their balance sheet:
company | reserves | secured loans | unsecured loans |
Ballarpur Industries Ltd. | 1520.18 | 386.45 | 475.63 |
Tamil Nadu Newsprint And Papers Ltd. | 735.12 | 1054.9 | 308.01 |
Andhra Pradesh Paper Mills Ltd. | 470.19 | 456.95 | 36.41 |
West Coast Paper Mills Ltd. | 523.78 | 939.58 | 295.13 |
J K Paper Ltd. | 391.99 | 392.15 | 156.06 |
Emami Paper Mills Ltd. | 139.95 | 394.52 | 27.17 |
Seshasayee Paper & Boards Ltd. | 213.34 | 288.83 | 36.57 |
N R Agarwal Industries Ltd. | 51.02 | 88.23 | 0.63 |
Sirpur Paper Mills Ltd. | 169.02 | 277.94 | 18.88 |
Pudumjee Pulp & Paper Mills Ltd. | 113.52 | 61.63 | 6.6 |
Well Pack Papers & Containers Ltd. | 11.12 | 18.01 | 1.38 |
South India Paper Mills Ltd. | 59.36 | 16.47 | 0 |
Sree Sakthi Paper Mills Ltd. | 20.11 | 25.32 | 4.3 |
Star Paper Mills Ltd. | 121.76 | 4.23 | 0.01 |
ABC Paper Ltd. | 34.3 | 153.93 | 41.72 |
Pudumjee Industries Ltd. | 38.3 | 16.75 | 45.99 |
Magnum Ventures Ltd. | 45.98 | 260.94 | 23.96 |
Malu Paper Mills Ltd. | 21.05 | 75.02 | 9.09 |
Kay Power And Paper Ltd. | -15.12 | 19.52 | 13.27 |
Shree Bhawani Paper Mills Ltd. | -4.8 | 92.34 | 18.58 |
Rama Pulp & Papers Ltd. | 10.54 | 0.08 | 3.31 |
Citadel Realty & Developers Ltd. | -9.05 | 0 | 4.05 |
Speciality Papers Ltd. | 7.11 | 14.38 | 31.02 |
Chhattisgarh Industries Ltd. | -4.52 | 0 | 0 |
Nath Pulp & Paper Mills Ltd. | -46.25 | 44.97 | 12.01 |
Victory Paper & Boards ( Ltd. | -7.08 | 0 | 0 |
Simplex Papers Ltd. | -3.9 | 0 | 15.21 |
Sarda Papers Ltd. | -6.62 | 2.18 | 4.3 |
Pitambar Coated Papers Ltd. | 0.42 | 7.87 | 2.67 |
Global Boards Ltd. | -45.56 | 82.15 | 15.75 |
company | sales | net profit | interest | NPM |
Ballarpur Industries Ltd. | 1026.9 | 58.28 | 22.32 | 0 |
Tamil Nadu Newsprint And Papers Ltd. | 1068.66 | 126.06 | 46.18 | 11.74 |
Andhra Pradesh Paper Mills Ltd. | 650.42 | 54.19 | 32.16 | 8.24 |
West Coast Paper Mills Ltd. | 628.86 | 54.7 | 11.15 | 8.69 |
J K Paper Ltd. | 1106.49 | 91.03 | 48.49 | 8.22 |
Emami Paper Mills Ltd. | 397.89 | 6.99 | 23.93 | 1.75 |
Seshasayee Paper & Boards Ltd. | 517.27 | 39.93 | 28.4 | 7.71 |
N R Agarwal Industries Ltd. | 378.85 | 21.59 | 8.61 | 5.69 |
Sirpur Paper Mills Ltd. | 340.33 | -11.84 | 25.77 | -3.48 |
Pudumjee Pulp & Paper Mills Ltd. | 225.77 | 10.28 | 1.51 | 4.55 |
Well Pack Papers & Containers Ltd. | 20.42 | 0.4 | 1.57 | 1.9 |
South India Paper Mills Ltd. | 128.1 | 13.77 | 1.86 | 10.73 |
Sree Sakthi Paper Mills Ltd. | 143.26 | 4.64 | 5.15 | 0 |
Star Paper Mills Ltd. | 260.91 | 8.33 | 2.75 | 3.18 |
ABC Paper Ltd. | 212.48 | -12.52 | 17.09 | -5.88 |
Pudumjee Industries Ltd. | 72.83 | 1.75 | -1.06 | 2.4 |
Magnum Ventures Ltd. | 132.5 | -19.27 | 22.65 | -14.37 |
Malu Paper Mills Ltd. | 122.17 | -7.73 | 9.1 | -6.19 |
Kay Power And Paper Ltd. | 15.99 | 0.85 | 0 | 5.32 |
Shree Bhawani Paper Mills Ltd. | 125.92 | -4.64 | 11.71 | -3.62 |
Rama Pulp & Papers Ltd. | 52.01 | 4.33 | 0.1 | 8.27 |
Citadel Realty & Developers Ltd. | 0 | -0.1 | 0.01 | 0 |
Speciality Papers Ltd. | 110.36 | 0.12 | 1.76 | 0.11 |
Chhattisgarh Industries Ltd. | 0.69 | -0.47 | 0 | -55.5 |
Nath Pulp & Paper Mills Ltd. | 55.94 | -2.35 | 0.2 | -4.17 |
Victory Paper & Boards ( Ltd. | 3.92 | -1.43 | 0.62 | -36.56 |
Simplex Papers Ltd. | 0 | -9.9 | 0 | 0 |
Sarda Papers Ltd. | 1.2 | 0.26 | 0.07 | 19.74 |
Pitambar Coated Papers Ltd. | 9.56 | 0.91 | 0.63 | 7.86 |
Global Boards Ltd. | 0.23 | -7.68 | 0 | -2373.01 |
