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Apr 21, 2011

Paper companies in India

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 (India) Ltd.

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




 AP paper, South India paper and Rama pulp and paper have a good balance sheet. AP paper, JK paper, Seshasayee, Pitambar make huge interest payments compared their profits.

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 (India)
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

 A comparison of the sales and profitability: 


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 (India)
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

 Rama pulp and South India look like the better ones to me. 

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