Paper & Paper Products industry
57 companies · ₹40,675 cr · 3 with AI deep dives
- Revenue YoY
- +16.8%
- EBITDA margin
- 12.6%
- +220bps YoY
- Price, 1 year
- -5.1%
- 46% of names up
- P/E vs own 5y
- +66.1%
- 15.9x now
Exhibit 1The quarter in numbers
constant panel of 13 companies above ₹500 cr- Jun 26
- 7,469 cr
- Mar 26
- 8,492 cr
- QoQ
- -12.0%
- Jun 25
- 6,397 cr
- YoY
- +16.8%
- Peak
- 8,492 cr
- vs peak
- -12.0%
- Jun 26
- 12.6%
- Mar 26
- 9.0%
- QoQ
- +360bps
- Jun 25
- 10.4%
- YoY
- +220bps
- Peak
- 12.6%
- vs peak
- 0bps
Breadth: 92% of 13 companies grew revenue year on year (was 77% a quarter earlier) and 62% expanded margin (was 46%).
Exhibit 2What it costs
10.59x - 20.61x across the panel todayThe median name trades at 15.9x, +66.1% against this industry's own 5-year median of 9.6x, and -25.9% against its own peak of 21.4x.
Exhibit 3Structure
₹40,675 crAditya Birla Real Estate Ltd is 36.5% of this industry by market cap. The top 5 are 72.4% and the top 10 are 84.5%.
Exhibit 4Screen
P/E below the sub-industry median of 15.86x, 5y ROCE above its median of 11.59%, and at least 2 growth triggers stated on the latest earnings call.
Which names clear this screen is premium
The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.
See plans →Exhibit 5Coverage (25 of 57)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹14,297 cr
- P/E
- -
- EV/EBITDA
- -60.0x
- ROCE
- -4.8%
- Margin
- -72.3%
- Rev YoY
- +29.7%
- Mcap
- ₹4,709 cr
- P/E
- 20.3x
- EV/EBITDA
- 9.5x
- ROCE
- 5.9%
- Margin
- 13.8%
- Rev YoY
- +10.1%
- Mcap
- ₹1,058 cr
- P/E
- 4.0x
- EV/EBITDA
- 4.8x
- ROCE
- 6.8%
- Margin
- 11.8%
- Rev YoY
- +0.4%
- Mcap
- ₹209 cr
- P/E
- 20.9x
- EV/EBITDA
- 18.2x
- ROCE
- 13.1%
- Margin
- 9.0%
- Rev YoY
- -
- Mcap
- ₹172 cr
- P/E
- 16.1x
- EV/EBITDA
- 9.4x
- ROCE
- 12.0%
- Margin
- 11.9%
- Rev YoY
- -13.5%
No earnings-call brief covers this industry yet. It appears once at least five companies here have a transcript analysed, or sooner from the parent industry. The numbers above do not depend on it.
AppendixThe other 32 companies
1-30- Mcap
- ₹122 cr
- P/E
- 4.9x
- EV/EBITDA
- 5.0x
- ROCE
- 37.8%
- Margin
- 14.1%
- Rev YoY
- +7.6%
- Mcap
- ₹14 cr
- P/E
- -
- EV/EBITDA
- -36.6x
- ROCE
- -10.9%
- Margin
- -88.4%
- Rev YoY
- -92.0%
2 more companies
This industry has 32 constituents beyond the covered names. The first page is free; premium opens the rest.
See plans →