Jute & Jute Products industry

5 companies · ₹1,581 cr · Q2FY27 report

Exhibit 3Structure

₹1,581 cr

Cheviot Company Ltd is 39% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

micro 52 above ₹500 cr

Exhibit 5Coverage (5 of 5)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Company	Mcap	P/E	EV/EBITDA	ROCE	Margin	Rev YoY	Read
Cheviot Company Ltd	₹610 cr	9.0x	7.9x	10.2%	13.8%	+42.5%	Unlock
Gloster Ltd	₹573 cr	44.5x	8.9x	5.6%	10.3%	+39.9%	Unlock
Ludlow Jute & Specialities Ltd	₹286 cr	16.4x	11.6x	10.3%	7.9%	+67.7%	Unlock

Cheviot Company Ltd

Mcap: ₹610 cr
P/E: 9.0x
EV/EBITDA: 7.9x
ROCE: 10.2%
Margin: 13.8%
Rev YoY: +42.5%

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Gloster Ltd

Mcap: ₹573 cr
P/E: 44.5x
EV/EBITDA: 8.9x
ROCE: 5.6%

Exhibit 6What managements said

from Paper, Forest & Jute Products earnings calls · as of 2026-09-30

mixedMachine-upgrade programmes near completion but execution delays have stretched debt and deferred revenue2 managements

Both Kuantum and Pakka are completing multi-year, multi-machine capacity upgradation programmes that have pushed debt above initial estimates and compressed margins during the…

KUANTUM (Q1FY27): “Paper Machine 3 has been shut down for a major rebuilt, which will result in enhanced…”

headwind3 managements headwind2 managements

Exhibit 7Outlook

The outlook and what resolves next quarter

Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.

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AppendixThe other 0 companies

1-0

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