Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹67.65, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 17x in the Packaging industry in India. Total returns to shareholders of 179% over the past three years. New Risk • Jul 10
New minor risk - Dividend sustainability The company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 1.2% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹517.9m market cap, or US$5.43m). Minor Risks High level of debt (78% net debt to equity). Short dividend paying track record (less than a year of continuous dividend payments). Buy Or Sell Opportunity • May 05
Now 20% undervalued Over the last 90 days, the stock has risen 4.0% to ₹61.76. The fair value is estimated to be ₹77.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 77%. Annonce • Apr 30
Jumbo Bag Limited, Annual General Meeting, Jul 30, 2026 Jumbo Bag Limited, Annual General Meeting, Jul 30, 2026. Annonce • Apr 22
Jumbo Bag Limited to Report Q4, 2026 Results on Apr 29, 2026 Jumbo Bag Limited announced that they will report Q4, 2026 results on Apr 29, 2026 Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: ₹2.06 (vs ₹1.24 in 3Q 2025) Third quarter 2026 results: EPS: ₹2.06 (up from ₹1.24 in 3Q 2025). Revenue: ₹285.8m (down 14% from 3Q 2025). Net income: ₹17.6m (up 70% from 3Q 2025). Profit margin: 6.2% (up from 3.1% in 3Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth. New Risk • Jan 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹551.8m market cap, or US$6.00m). Minor Risks High level of debt (68% net debt to equity). Share price has been volatile over the past 3 months (7.3% average weekly change). Annonce • Jan 22
Jumbo Bag Limited to Report Q3, 2026 Results on Jan 30, 2026 Jumbo Bag Limited announced that they will report Q3, 2026 results on Jan 30, 2026 Valuation Update With 7 Day Price Move • Jan 21
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹55.19, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 16x in the Packaging industry in India. Total returns to shareholders of 145% over the past three years. Annonce • Oct 24
Jumbo Bag Limited (BSE:516078) signed a letter of intent to acquire Substantially all assets of Hitech Polymers LLP from HI-TECH POLYMERS (INDIA) LLP for INR 60 million. Jumbo Bag Limited (BSE:516078) signed a letter of intent to acquire Substantially all assets of Hitech Polymers LLP from HI-TECH POLYMERS (INDIA) LLP for INR 60 million on October 23, 2025. A cash consideration of INR 60 million will be paid by Jumbo Bag Limited. As part of consideration, INR 60 million is paid towards assets of Substantially all assets of Hitech Polymers LLP.
The transaction is subject to approval by regulatory board / committee and approval of offer by acquirer board. As of October 23, 2025, The deal has been approved by the board. Reported Earnings • Oct 24
Second quarter 2026 earnings released: EPS: ₹3.66 (vs ₹0.70 in 2Q 2025) Second quarter 2026 results: EPS: ₹3.66 (up from ₹0.70 in 2Q 2025). Revenue: ₹315.7m (down 5.4% from 2Q 2025). Net income: ₹31.1m (up 434% from 2Q 2025). Profit margin: 9.9% (up from 1.7% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Oct 17
Jumbo Bag Limited to Report Q2, 2026 Results on Oct 23, 2025 Jumbo Bag Limited announced that they will report Q2, 2026 results on Oct 23, 2025 New Risk • Oct 06
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$10m (₹747.9m market cap, or US$8.42m). Valuation Update With 7 Day Price Move • Sep 25
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹85.00, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 19x in the Packaging industry in India. Total returns to shareholders of 258% over the past three years. Annonce • Aug 11
Jumbo Bag Limited, Annual General Meeting, Sep 04, 2025 Jumbo Bag Limited, Annual General Meeting, Sep 04, 2025, at 11:30 Indian Standard Time. Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: ₹2.70 (vs ₹0.57 in 1Q 2025) First quarter 2026 results: EPS: ₹2.70 (up from ₹0.57 in 1Q 2025). Revenue: ₹310.1m (up 11% from 1Q 2025). Net income: ₹22.6m (up 376% from 1Q 2025). Profit margin: 7.3% (up from 1.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Aug 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$10m (₹581.6m market cap, or US$6.66m). Valuation Update With 7 Day Price Move • Aug 01
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹81.87, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 23x in the Packaging industry in India. Total returns to shareholders of 238% over the past three years. Annonce • Jul 28
Jumbo Bag Limited to Report Q1, 2026 Results on Jul 31, 2025 Jumbo Bag Limited announced that they will report Q1, 2026 results on Jul 31, 2025 Valuation Update With 7 Day Price Move • May 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹59.59, the stock trades at a trailing P/E ratio of 15.4x. Average trailing P/E is 21x in the Packaging industry in India. Total returns to shareholders of 147% over the past three years. New Risk • May 18
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Market cap is less than US$10m (₹468.2m market cap, or US$5.47m). New Risk • May 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹478.4m market cap, or US$5.64m). Minor Risk Share price has been volatile over the past 3 months (8.4% average weekly change). Reported Earnings • May 12
Full year 2025 earnings released: EPS: ₹3.87 (vs ₹1.42 in FY 2024) Full year 2025 results: EPS: ₹3.87 (up from ₹1.42 in FY 2024). Revenue: ₹1.27b (up 22% from FY 2024). Net income: ₹32.4m (up 172% from FY 2024). Profit margin: 2.6% (up from 1.1% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 01
Jumbo Bag Limited to Report Q4, 2025 Results on May 10, 2025 Jumbo Bag Limited announced that they will report Q4, 2025 results at 3:30 PM, Indian Standard Time on May 10, 2025 Annonce • Mar 25
Jumbo Bag Limited Announces Board Appointments Jumbo Bag Limited announced that at the board meeting held on March 25, 2025, approved the appointment of Mr. Sunil Kumar Alluri as Company Secretary and Compliance Officer of the Company with effect from March 25, 2025. The Appointment of Shri G S Srinivas as an additional director (Category- Non-Executive Director) of the Company with effect from March 25, 2025. Appointment of Mr. Sunil Kumar Alluri as Company Secretary and Compliance Officer, due to casual vacancy caused by resignation of Mrs. Bharathi J earlier Company Secretary and Compliance Officer. Mr. Sunil Kumar Alluri is a Qualified Company Secretary bearing Membership Number A69903. Further she holds Bachelor's Degree in Commerce (B.COM). Shri G S Srinivas is a Soon after graduation, joined Bliss Group as a Management Executive in the year 1995 handling Paper Trading Division. Subsequently in 2001, had an opportunity to start a FIBC unit in Maharashtra. As a promoter director of JBL Saks Pvt Ltd, I have a 23-year experience in company's operations, marketing and finance. I also hold a Jt Secretary Post at Murbad Manufacturers Association Ltd. and actively involved in skill development at ITI Murbad as an Industry representative. Annonce • Mar 18
Jumbo Bag Limited Announces Resignation of G S Rajasekar as Director Jumbo Bag Limited announced that Shri G S Rajasekar, Director of the company has tendered his resignation subject to necessary approvals as may be applicable to the company. The company has accepted his resignation and he shall be relived from duties at a later date which shall be informed in due course. Valuation Update With 7 Day Price Move • Mar 07
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹60.57, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 20x in the Packaging industry in India. Total returns to shareholders of 144% over the past three years. Reported Earnings • Jan 27
Third quarter 2025 earnings released: EPS: ₹1.24 (vs ₹0.36 loss in 3Q 2024) Third quarter 2025 results: EPS: ₹1.24 (up from ₹0.36 loss in 3Q 2024). Revenue: ₹331.6m (up 29% from 3Q 2024). Net income: ₹10.4m (up ₹13.3m from 3Q 2024). Profit margin: 3.1% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings. Annonce • Jan 11
Jumbo Bag Limited to Report Q3, 2025 Results on Jan 23, 2025 Jumbo Bag Limited announced that they will report Q3, 2025 results at 3:30 PM, Indian Standard Time on Jan 23, 2025 Valuation Update With 7 Day Price Move • Jan 02
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₹64.79, the stock trades at a trailing P/E ratio of 44.2x. Average trailing P/E is 29x in the Packaging industry in India. Total returns to shareholders of 287% over the past three years. Valuation Update With 7 Day Price Move • Nov 22
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹60.25, the stock trades at a trailing P/E ratio of 41.1x. Average trailing P/E is 24x in the Packaging industry in India. Total returns to shareholders of 285% over the past three years. New Risk • Nov 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.4x net interest cover). Market cap is less than US$10m (₹439.5m market cap, or US$5.21m). Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results. Annonce • Oct 17
Jumbo Bag Limited to Report Q2, 2025 Results on Oct 25, 2024 Jumbo Bag Limited announced that they will report Q2, 2025 results on Oct 25, 2024 Board Change • Sep 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Non Executive Director G.S. Rajasekar was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Jul 16
Jumbo Bag Limited to Report Q1, 2025 Results on Jul 24, 2024 Jumbo Bag Limited announced that they will report Q1, 2025 results on Jul 24, 2024 Reported Earnings • Jul 05
Full year 2024 earnings released: EPS: ₹1.42 (vs ₹1.76 in FY 2023) Full year 2024 results: EPS: ₹1.42 (down from ₹1.76 in FY 2023). Revenue: ₹1.04b (down 6.2% from FY 2023). Net income: ₹11.9m (down 19% from FY 2023). Profit margin: 1.1% (down from 1.3% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Annonce • Jul 04
Jumbo Bag Limited, Annual General Meeting, Jul 24, 2024 Jumbo Bag Limited, Annual General Meeting, Jul 24, 2024, at 10:30 Indian Standard Time. Reported Earnings • May 01
Full year 2024 earnings released: EPS: ₹1.42 (vs ₹1.76 in FY 2023) Full year 2024 results: EPS: ₹1.42 (down from ₹1.76 in FY 2023). Revenue: ₹1.05b (down 5.8% from FY 2023). Net income: ₹11.9m (down 19% from FY 2023). Profit margin: 1.1% (down from 1.3% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 77% per year, which means it is well ahead of earnings. Annonce • Apr 30
Jumbo Bag Limited Announces Chief Financial Officer Changes The board of directors of Jumbo Bag Limited at its meeting held on April 29, 2024, approved that Mr. G.S. Anil Kumar (DIN: 00080712) the Managing Director and Chief Financial Officer of the company has resigned from the post of Chief Financial Officer by tendering his resignation letter dated 29th April 2024 with immediate effect citing personal reasons. Appointment of Mr. G.A. Darshan as the Chief Financial Officer and Key Managerial Personnel (KMP) of the Company, with effect from 29th April, 2024 as recommended by the Nomination and Remuneration Committee and based on the approval of the Audit Committee of the Company. The term of appointment shall commence on 29th April,2024 and continue until his resignation or his attaining the age of retirement (as per the Company's internal human resource policy), whichever is earlier. Mr. G. A Darshan, is a fourth-generation entrepreneur hailing from a business family and is a qualified Chartered Accountant. He has completed his bachelor of commerce from Loyola College, Chennai & has also completed his CIMA (UK) and has an overall experience of five and half years' experience working with other reputed organizations Articled Assistant N.C Rajagopal & Co. (Chennai), as Executive ‘Business Finance’ in Stint with Cavinkare Private Limited (Chennai), ‘Matrimony.com’ & one year with Jumbo Bag Limited discharging various responsibilities. Mr. G.S Anil Kumar. has array of exposure has extended to areas like Project Planning and Execution, Finance, Costing and Cost Control, Commercial handling including contracts and Modern Management Initiatives, legal matters, Management Quality System, etc. Annonce • Apr 19
Jumbo Bag Limited to Report Q4, 2024 Results on Apr 29, 2024 Jumbo Bag Limited announced that they will report Q4, 2024 results on Apr 29, 2024 New Risk • Apr 04
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). Market cap is less than US$10m (₹426.7m market cap, or US$5.12m). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin). Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 33% After last week's 33% share price gain to ₹50.96, the stock trades at a trailing P/E ratio of 55.5x. Average trailing P/E is 22x in the Packaging industry in India. Total returns to shareholders of 524% over the past three years. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment improves as stock rises 32% After last week's 32% share price gain to ₹47.92, the stock trades at a trailing P/E ratio of 52.2x. Average trailing P/E is 23x in the Packaging industry in India. Total returns to shareholders of 427% over the past three years. New Risk • Feb 19
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Market cap is less than US$10m (₹351.3m market cap, or US$4.23m). Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin). Reported Earnings • Jan 31
Third quarter 2024 earnings released: ₹0.36 loss per share (vs ₹0.39 profit in 3Q 2023) Third quarter 2024 results: ₹0.36 loss per share (down from ₹0.39 profit in 3Q 2023). Revenue: ₹256.6m (up 1.1% from 3Q 2023). Net loss: ₹2.98m (down 191% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jan 23
Jumbo Bag Limited to Report Q3, 2024 Results on Jan 30, 2024 Jumbo Bag Limited announced that they will report Q3, 2024 results on Jan 30, 2024 New Risk • Oct 27
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Market cap is less than US$10m (₹260.8m market cap, or US$3.13m). Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Reported Earnings • Oct 18
First quarter 2024 earnings released: EPS: ₹0.52 (vs ₹0.67 in 1Q 2023) First quarter 2024 results: EPS: ₹0.52 (down from ₹0.67 in 1Q 2023). Revenue: ₹243.8m (down 21% from 1Q 2023). Net income: ₹4.35m (down 23% from 1Q 2023). Profit margin: 1.8% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 51% per year, which means it is significantly lagging earnings growth. Annonce • Oct 11
Jumbo Bag Limited to Report Q2, 2024 Results on Oct 25, 2023 Jumbo Bag Limited announced that they will report Q2, 2024 results on Oct 25, 2023 Annonce • Sep 13
Jumbo Bag Limited Announces Resignation of G.P.N Gupta as Whole Time Director Jumbo Bag Limited announced resignation tendered by Shri. G.P.N Gupta, (DIN: 00086174), Whole Time Director Cum Chief Financial Officer of the company, Shri. G.P.N Gupta, (DIN: 00086174) has been relieved from his position of Whole Time Director) as the same has been approved by IOCL with effect from the closure of office hours on 11th September, 2023. Valuation Update With 7 Day Price Move • Aug 03
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹31.99, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 20x in the Packaging industry in India. Total returns to shareholders of 244% over the past three years. Annonce • Jul 29
Jumbo Bag Limited to Report Q1, 2024 Results on Aug 09, 2023 Jumbo Bag Limited announced that they will report Q1, 2024 results on Aug 09, 2023 Reported Earnings • Jul 19
Full year 2023 earnings released: EPS: ₹1.76 (vs ₹1.27 in FY 2022) Full year 2023 results: EPS: ₹1.76 (up from ₹1.27 in FY 2022). Revenue: ₹1.11b (down 15% from FY 2022). Net income: ₹14.7m (up 39% from FY 2022). Profit margin: 1.3% (up from 0.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹26.36, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 19x in the Packaging industry in India. Total returns to shareholders of 242% over the past three years. Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹22.00, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 16x in the Packaging industry in India. Total returns to shareholders of 226% over the past three years. Valuation Update With 7 Day Price Move • Mar 20
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹17.10, the stock trades at a trailing P/E ratio of 5.1x. Average trailing P/E is 15x in the Packaging industry in India. Total returns to shareholders of 170% over the past three years. Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹23.60, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 16x in the Packaging industry in India. Total returns to shareholders of 147% over the past three years. Reported Earnings • Jan 28
Third quarter 2023 earnings released: EPS: ₹0.39 (vs ₹1.43 in 3Q 2022) Third quarter 2023 results: EPS: ₹0.39 (down from ₹1.43 in 3Q 2022). Revenue: ₹253.2m (down 26% from 3Q 2022). Net income: ₹3.29m (down 73% from 3Q 2022). Profit margin: 1.3% (down from 3.5% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Annonce • Jan 23
Jumbo Bag Limited to Report Q3, 2023 Results on Jan 27, 2023 Jumbo Bag Limited announced that they will report Q3, 2023 results on Jan 27, 2023 Annonce • Oct 23
Jumbo Bag Limited to Report Q2, 2023 Results on Oct 29, 2022 Jumbo Bag Limited announced that they will report Q2, 2023 results on Oct 29, 2022 Reported Earnings • Aug 03
First quarter 2023 earnings released: EPS: ₹0.67 (vs ₹0.78 in 1Q 2022) First quarter 2023 results: EPS: ₹0.67 (down from ₹0.78 in 1Q 2022). Revenue: ₹311.6m (down 1.0% from 1Q 2022). Net income: ₹5.64m (down 13% from 1Q 2022). Profit margin: 1.8% (down from 2.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jul 28
Jumbo Bag Limited to Report Q1, 2023 Results on Aug 01, 2022 Jumbo Bag Limited announced that they will report Q1, 2023 results on Aug 01, 2022 Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improved over the past week After last week's 20% share price gain to ₹26.35, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 15x in the Packaging industry in India. Total returns to shareholders of 142% over the past three years. Valuation Update With 7 Day Price Move • Jun 20
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹21.00, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 15x in the Packaging industry in India. Total returns to shareholders of 98% over the past three years. Reported Earnings • Jun 10
Full year 2022 earnings released Full year 2022 results: Net income: ₹10.6m (up 237% from FY 2021). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jun 07
Jumbo Bag Limited, Annual General Meeting, Jun 27, 2022 Jumbo Bag Limited, Annual General Meeting, Jun 27, 2022, at 10:45 Indian Standard Time. Agenda: To receive, consider and adopt the Balance Sheet as on 31st March, 2022 and the statement of Profit & Loss for the year ended on that date and the report of the Directors and Auditors thereon; to appoint a Director in the place of Sri GPN Gupta (DIN: 00086174) who retires by rotation and being eligible, offers himself for re-appointment; to Re-Appoint M/s. J.V. Ramanujam & Associates, Chartered Accountants as statutory auditors of the Company and to authorise the Board of Directors of the Company to fix their remuneration; to consider appointment of Shri G.S. rajasekar (DIn: 00086002) as the Director of the Company; and to consider other matters. Valuation Update With 7 Day Price Move • May 03
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹24.55, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 76% over the past three years. Reported Earnings • Apr 28
Full year 2022 earnings: EPS and revenues exceed analyst expectations Full year 2022 results: EPS: ₹1.27 (up from ₹0.38 in FY 2021). Revenue: ₹1.31b (up 55% from FY 2021). Net income: ₹10.6m (up 237% from FY 2021). Profit margin: 0.8% (up from 0.4% in FY 2021). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 12
Investor sentiment improved over the past week After last week's 19% share price gain to ₹27.70, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 14x in the Packaging industry in India. Total returns to shareholders of 109% over the past three years. Reported Earnings • Feb 09
Third quarter 2022 earnings: EPS and revenues exceed analyst expectations Third quarter 2022 results: EPS: ₹1.43 (up from ₹1.13 in 3Q 2021). Revenue: ₹342.1m (up 34% from 3Q 2021). Net income: ₹12.0m (up 27% from 3Q 2021). Profit margin: 3.5% (down from 3.7% in 3Q 2021). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings. Annonce • Feb 03
Jumbo Bag Limited to Report Q3, 2022 Results on Feb 08, 2022 Jumbo Bag Limited announced that they will report Q3, 2022 results on Feb 08, 2022 Valuation Update With 7 Day Price Move • Aug 13
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹13.95, the stock trades at a trailing P/E ratio of 37.1x. Average trailing P/E is 17x in the Packaging industry in India. Total returns to shareholders of 2.6% over the past three years. Valuation Update With 7 Day Price Move • Jul 02
Investor sentiment improved over the past week After last week's 28% share price gain to ₹14.13, the stock trades at a trailing P/E ratio of 37.2x. Average trailing P/E is 16x in the Packaging industry in India. Total returns to shareholders of 6.7% over the past three years. Reported Earnings • Jun 29
Full year 2021 earnings released: EPS ₹0.38 (vs ₹1.15 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹848.3m (down 7.6% from FY 2020). Net income: ₹3.15m (down 67% from FY 2020). Profit margin: 0.4% (down from 1.0% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance. Executive Departure • Apr 02
Compliance Officer & Company Secretary has left the company On the 23rd of March, R. Kumar's tenure as Compliance Officer & Company Secretary ended after 4.3 years in the role. We don't have any record of a personal shareholding under Kumar's name. Kumar is the only executive to leave the company over the last 12 months. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS ₹1.13 (vs ₹0.44 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹256.3m (up 4.4% from 3Q 2020). Net income: ₹9.47m (up 160% from 3Q 2020). Profit margin: 3.7% (up from 1.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 82% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Annonce • Feb 05
Jumbo Bag Limited to Report Q3, 2021 Results on Feb 13, 2021 Jumbo Bag Limited announced that they will report Q3, 2021 results on Feb 13, 2021 Is New 90 Day High Low • Dec 21
New 90-day low: ₹7.63 The company is down 9.0% from its price of ₹8.40 on 22 September 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 13% over the same period. Is New 90 Day High Low • Nov 06
New 90-day low: ₹7.93 The company is down 19% from its price of ₹9.75 on 07 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 2.0% over the same period. Annonce • Sep 13
Jumbo Bag Limited to Report Q1, 2021 Results on Aug 14, 2020 Jumbo Bag Limited announced that they will report Q1, 2021 results on Aug 14, 2020