💡 Did you know?
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
History
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Seshasayee Paper and Boards Limited is an India-based company, which is engaged in the business of manufacturing and sale of paper and paper boards. The Company has plants in two locations, one at Erode and another at Tirunelveli with an aggregate capacity to produce…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A middling, stagnant business, priced for perfection.
Seshasayee Paper & Boards is scored on the commodity / cyclical framework. It keeps a slim 4.7% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 1.11× reported profit. It throws off free cash worth 7.2% of its market value — a strong free-cash yield.
Over the last 3 years revenue compounded at -6%/yr and profit at -41%/yr. Book value has grown 8%/yr. Return on equity is a weak 5.6%. In the latest quarter profit grew 23% versus the prior quarter.
At 16× earnings, the stock sits at the 81st percentile of its own 3.6-year range — the expensive end of where it has historically traded. Today's price asks for only ~1%/yr growth over a decade — undemanding expectations. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 11.42 | 23.35 | better |
| P/B | 0.64 | 0.66 | better |
| EV/EBITDA | 4.45 | 6.92 | better |
| ROE | 5.63 | 8.9 | worse |
| ROCE | 7.42 | — | — |
| ROA | 4.7 | — | — |
| Quick Ratio | 1.19 | 3.27 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| JK Paper | 18.9 | 1.2 | 6.1% |
| West Coast Paper Mills | 20.6 | 1.4 | 4.2% |
| Andhra Paper | 23.5 | 0.6 | 2.7% |
Revenue declined 3% in the latest year — a break from prior trajectory. Negative CAGR — the top line has shrunk over this window.
Revenue is outpacing profit (-6% vs -41%) — costs are rising faster than the top line.
Operating margin has compressed from 25% to 6% — costs or competition are eating into profitability. Interest or tax burden is shrinking — more of the operating profit is reaching the bottom line. Margins have declined for 3 consecutive years — watch for a structural cost problem.
ROE at 4% — modest; the capital isn't working hard. Capital efficiency declining — ROE down 20pp.
EPS dropped in the latest year despite possible profit changes — dilution or a profit dip could be at play. -41% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
1 of 4 years had negative operating cash flow — profitability on paper may not translate to cash.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue fell 16% QoQ — could be seasonality or a genuine slowdown. Wide quarterly swings (40% spread) — likely seasonality, lumpy orders, or project-based revenue. Run-rate stepping up — recent quarters average 46% above earlier ones.
Profit jumped 22% QoQ — check if this is operating leverage or a one-off item.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters at 43.3% — dispersed ownership; institutional flows drive the stock.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.