View ValuationJK Paper 将来の成長Future 基準チェック /36JK Paper利益と収益がそれぞれ年間52.3%と6.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15% 54%なると予測されています。主要情報52.3%収益成長率53.99%EPS成長率Forestry 収益成長24.8%収益成長率6.9%将来の株主資本利益率14.95%アナリストカバレッジLow最終更新日19 May 2026今後の成長に関する最新情報Major Estimate Revision • Nov 13Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹69.9b to ₹71.5b. EPS estimate increased from ₹24.70 to ₹33.80 per share. Net income forecast to grow 142% next year vs 50% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹384 over the past week.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.6b to ₹69.9b. EPS estimate also fell from ₹29.45 per share to ₹24.70 per share. Net income forecast to grow 52% next year vs 54% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹386 over the past week.Major Estimate Revision • Aug 04Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.9b to ₹69.2b. EPS estimate also fell from ₹40.33 per share to ₹27.30 per share. Net income forecast to grow 66% next year vs 41% growth forecast for Forestry industry in India. Consensus price target up from ₹458 to ₹471. Share price was steady at ₹355 over the past week.Price Target Changed • Mar 27Price target decreased by 9.5% to ₹486Down from ₹537, the current price target is an average from 3 analysts. New target price is 57% above last closing price of ₹310. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of ₹26.03 for next year compared to ₹66.22 last year.Price Target Changed • Feb 11Price target decreased by 11% to ₹504Down from ₹567, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹329. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹26.90 for next year compared to ₹66.22 last year.Major Estimate Revision • Feb 05Consensus EPS estimates fall by 49%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹69.0b to ₹66.2b. EPS estimate also fell from ₹53.40 per share to ₹27.40 per share. Net income forecast to grow 53% next year vs 53% growth forecast for Forestry industry in India. Consensus price target down from ₹567 to ₹537. Share price fell 4.7% to ₹364 over the past week.すべての更新を表示Recent updatesReported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹14.66 (down from ₹24.19 in FY 2025). Revenue: ₹71.4b (up 7.6% from FY 2025). Net income: ₹2.66b (down 35% from FY 2025). Profit margin: 3.7% (down from 6.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • May 08JK Paper Limited to Report Q4, 2026 Results on May 18, 2026JK Paper Limited announced that they will report Q4, 2026 results at 3:30 PM, Indian Standard Time on May 18, 2026Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ₹384. The fair value is estimated to be ₹318, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 45%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 275% in the next 2 years.Reported Earnings • Feb 06Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹1.61 (down from ₹3.86 in 3Q 2025). Revenue: ₹17.8b (up 9.2% from 3Q 2025). Net income: ₹274.0m (down 58% from 3Q 2025). Profit margin: 1.5% (down from 4.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jan 22JK Paper Limited to Report Q3, 2026 Results on Feb 05, 2026JK Paper Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 05, 2026Major Estimate Revision • Nov 13Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹69.9b to ₹71.5b. EPS estimate increased from ₹24.70 to ₹33.80 per share. Net income forecast to grow 142% next year vs 50% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹384 over the past week.Reported Earnings • Nov 05Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹4.42 (down from ₹7.59 in 2Q 2025). Revenue: ₹17.7b (up 5.1% from 2Q 2025). Net income: ₹747.5m (down 42% from 2Q 2025). Profit margin: 4.2% (down from 7.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates by 6.0%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 40% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.6b to ₹69.9b. EPS estimate also fell from ₹29.45 per share to ₹24.70 per share. Net income forecast to grow 52% next year vs 54% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹386 over the past week.お知らせ • Oct 27JK Paper Limited to Report Q2, 2026 Results on Nov 03, 2025JK Paper Limited announced that they will report Q2, 2026 results on Nov 03, 2025Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹426, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 41x in the Forestry industry in India. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹802 per share.お知らせ • Sep 03JK Paper Limited Approves Dividend for the Financial Year Ended March 31, 2025JK Paper Limited in its 64th Annual General Meeting held on 1 September 2025, approved to declare a dividend of INR 5 (50%) per equity share for the financial year ended March 31, 2025.New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (5.3% net profit margin).Declared Dividend • Aug 07Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 18th August 2025 Payment date: 1st October 2025 Dividend yield will be 1.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 29% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 177% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 05JK Paper Limited, Annual General Meeting, Sep 01, 2025JK Paper Limited, Annual General Meeting, Sep 01, 2025, at 12:30 Indian Standard Time. Location: p.o. central pulp mills, fort songadh, distt. tapi, gujarat 394660., tapi IndiaMajor Estimate Revision • Aug 04Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.9b to ₹69.2b. EPS estimate also fell from ₹40.33 per share to ₹27.30 per share. Net income forecast to grow 66% next year vs 41% growth forecast for Forestry industry in India. Consensus price target up from ₹458 to ₹471. Share price was steady at ₹355 over the past week.Reported Earnings • Jul 30First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: ₹4.80 (down from ₹8.25 in 1Q 2025). Revenue: ₹16.7b (down 2.3% from 1Q 2025). Net income: ₹812.3m (down 42% from 1Q 2025). Profit margin: 4.9% (down from 8.2% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jul 29JK Paper Limited (BSE:532162) entered into Share Purchase agreement to acquire 65.7% stake in Borkar Packaging Pvt. Ltd. from Universal Cartons Solutions Private Limited for INR 1.7 billion.JK Paper Limited (BSE:532162) entered into Share Purchase agreement to acquire 65.7% stake in Borkar Packaging Pvt. Ltd. from Universal Cartons Solutions Private Limited for INR 1.7 billion on July 28, 2025. As part of the acquisition, JK Paper Limited will acquire 13.9 million shares in Borkar Packaging at INR 125.46 per share. The price per share is subject to adjustments. Additionally, JK Paper will acquire 6.3% stake by the way of subscription of 0.48 million fresh equity shares in Borkar Packaging. Upon completion, JK Paper will hold 72% stake in Borkar Packaging. The Acquisition of remaining 28% of equity shares in Borkar Packaging is expected to be completed within the next 4 years from the closing date. The transaction is not subject to any governmental or regulatory approvals and has been approved by the board of directors of JK Paper Limited. The acquisition is expected to close within twelve months.お知らせ • Jul 21JK Paper Limited to Report Q1, 2026 Results on Jul 28, 2025JK Paper Limited announced that they will report Q1, 2026 results on Jul 28, 2025Reported Earnings • May 21Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹24.19 (down from ₹66.22 in FY 2024). Revenue: ₹68.3b (up 2.7% from FY 2024). Net income: ₹4.10b (down 64% from FY 2024). Profit margin: 6.0% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 21JK Paper Limited Recommends Dividend for the Financial Year Ended 31St March 2025The Board of Directors of JK Paper Limited has recommended a Dividend of INR 5 /- per share (50%), amounting to INR 847 million on the Equity Share Capital for the financial year ended 31st March 2025.お知らせ • May 12JK Paper Limited to Report Q4, 2025 Results on May 19, 2025JK Paper Limited announced that they will report Q4, 2025 results on May 19, 2025Price Target Changed • Mar 27Price target decreased by 9.5% to ₹486Down from ₹537, the current price target is an average from 3 analysts. New target price is 57% above last closing price of ₹310. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of ₹26.03 for next year compared to ₹66.22 last year.Price Target Changed • Feb 11Price target decreased by 11% to ₹504Down from ₹567, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹329. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹26.90 for next year compared to ₹66.22 last year.Major Estimate Revision • Feb 05Consensus EPS estimates fall by 49%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹69.0b to ₹66.2b. EPS estimate also fell from ₹53.40 per share to ₹27.40 per share. Net income forecast to grow 53% next year vs 53% growth forecast for Forestry industry in India. Consensus price target down from ₹567 to ₹537. Share price fell 4.7% to ₹364 over the past week.お知らせ • Jan 30JK Paper Limited (BSE:532162) agreed to acquire 65% stake in Quadragen Vethealth Private Limited for INR 3 billion.JK Paper Limited (BSE:532162) agreed to acquire 65% stake in Quadragen Vethealth Private Limited for INR 3 billion on January 29, 2025. A cash consideration valued at INR 769.23 per share will be paid by JK Paper Limited. As part of consideration, INR 2.9 billion is paid towards common equity of Quadragen Vethealth Private Limited. The consideration is subject to adjustments. For the period ending March 31, 2024, Quadragen Vethealth Private Limited reported total revenue of INR 1.52 billion. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The transaction is expected to be completed within twelve weeks of execution of a share purchase agreement.Reported Earnings • Jan 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹3.86 (down from ₹13.88 in 3Q 2024). Revenue: ₹16.5b (down 3.0% from 3Q 2024). Net income: ₹653.9m (down 72% from 3Q 2024). Profit margin: 4.0% (down from 14% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in India. 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 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 21JK Paper Limited to Report Q3, 2025 Results on Jan 29, 2025JK Paper Limited announced that they will report Q3, 2025 results on Jan 29, 2025お知らせ • Dec 13JK Paper Limited Appoints Pradeep Joshi as Company Secretary and Compliance OfficerJK Paper Limited at its board meeting held on 13 December 2024, announced that Based on the recommendation of the Nomination & Remuneration Committee, appointment of Shri Pradeep Joshi, presently chief General Manager (company Law) of the Company, as Company Secretary with effect from 13 December 2024 and he would also be the compliance officer of the company under Regulation 5 of the Listing Regulations with effect from the same date. As Company Secretary & compliance officer, shri Pradeep Joshi has also been designated as a whole time Key Managerial Personnel (KMP) and is part of the company's senior Management with effect from the same date. Shri Pradeep Joshi is a qualified Company Secretary from Institute of Company Secretaries of India with about 25 years of experience. He is also ILB from Devi Ahilya Vishwavidyalaya, Indore, holds Diploma in Business Mana8ement from Indira Gandhi National Open University, New Delhi and a B.Sc. (Botany & Zoology) from Devi Ahilya Vishwavidyalaya, Indore. He possesses extensive experience In various areas of Secretarial, Companies Act, SEBI Regulations, Restructuring, ESG and FEMA compliances. Prior to joining the Company, he was associated with Welspun Corp. Limited as Company Secretary. He has also worked with McSure Capital Markets Limited and Rajshree Plastiwoods Limited.Major Estimate Revision • Nov 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹71.9b to ₹69.0b. EPS estimate also fell from ₹63.55 per share to ₹53.40 per share. Net income forecast to grow 31% next year vs 38% growth forecast for Forestry industry in India. Consensus price target of ₹567 unchanged from last update. Share price fell 6.0% to ₹429 over the past week.Reported Earnings • Nov 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹7.59 (down from ₹17.85 in 2Q 2024). Revenue: ₹16.8b (up 2.0% from 2Q 2024). Net income: ₹1.29b (down 57% from 2Q 2024). Profit margin: 7.6% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.お知らせ • Oct 25JK Paper Limited to Report Q2, 2025 Results on Nov 04, 2024JK Paper Limited announced that they will report Q2, 2025 results on Nov 04, 2024お知らせ • Sep 04JK Paper Limited Announces Director ChangesJK Paper Limited at its AGM held on 3 September 2024, approved the Redesignation of Shri S.K. Roongta as an independent Director of the Company, for a term of 5 consecutive years with effect from 23 August 2024 and continuation of his appointment as an independent Director of the Company on attaining the age of 75 years and appointment of Shri R.V. Kanoria, as Non-Executive Non-independent Director of the Company, liable to retire by rotation, with effect from 4 September 2024 or conclusion of this Annual General Meeting, whichever is later. Shri Dhirendra Kumar, Director of the Company, liable to retire by rotation, and does not offer himself for re-appointment.お知らせ • Aug 23JK Paper Limited Announces Completion of Tenure of Independent DirectorsJK Paper Limited announced that Shri R.V. Kanoria and Shri Sandip Somany have completed their second term as Independent Directors of the Company on 22 August 2024 and consequently, they are not Members of the Board of Directors of the Company with effect from 23 August 2024.Declared Dividend • Aug 09Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 20th August 2024 Payment date: 3rd October 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 42% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 08JK Paper Limited, Annual General Meeting, Sep 03, 2024JK Paper Limited, Annual General Meeting, Sep 03, 2024, at 12:30 Indian Standard Time. Location: p.o.central pulp mills, fort songadh,dist.tapi, gujarat - 394660, IndiaReported Earnings • Jul 25First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: ₹8.25 (down from ₹18.22 in 1Q 2024). Revenue: ₹17.1b (up 8.2% from 1Q 2024). Net income: ₹1.40b (down 55% from 1Q 2024). Profit margin: 8.2% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 16JK Paper Limited to Report Q1, 2025 Results on Jul 24, 2024JK Paper Limited announced that they will report Q1, 2025 results on Jul 24, 2024Buy Or Sell Opportunity • Jul 04Now 23% undervaluedOver the last 90 days, the stock has risen 72% to ₹601. The fair value is estimated to be ₹782, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.New Risk • Jul 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹634, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 32x in the Forestry industry in India. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹771 per share.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹432, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 28x in the Forestry industry in India. Total returns to shareholders of 157% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹721 per share.Price Target Changed • Jun 08Price target increased by 16% to ₹493Up from ₹424, the current price target is an average from 2 analysts. New target price is 21% above last closing price of ₹406. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹67.50 for next year compared to ₹66.22 last year.Reported Earnings • May 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹66.22 (down from ₹70.59 in FY 2023). Revenue: ₹68.9b (up 7.1% from FY 2023). Net income: ₹11.2b (down 6.2% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to stay flat during the next 2 years compared to a 10% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • May 11JK Paper Limited to Report Q4, 2024 Results on May 16, 2024JK Paper Limited announced that they will report Q4, 2024 results on May 16, 2024Major Estimate Revision • Feb 14Consensus revenue estimates decrease by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₹66.9b to ₹58.2b. EPS estimate unchanged from ₹59.20 per share at last update. Forestry industry in India expected to see average net income growth of 17% next year. Consensus price target of ₹424 unchanged from last update. Share price fell 5.5% to ₹391 over the past week.New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Feb 09Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: ₹13.88 (down from ₹19.44 in 3Q 2023). Revenue: ₹17.1b (up 3.8% from 3Q 2023). Net income: ₹2.35b (down 29% from 3Q 2023). Profit margin: 14% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 09Dividend of ₹3.50 announcedShareholders will receive a dividend of ₹3.50. Ex-date: 16th February 2024 Payment date: 8th March 2024 Dividend yield will be 1.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 01JK Paper Limited to Report Q3, 2024 Results on Feb 07, 2024JK Paper Limited announced that they will report Q3, 2024 results on Feb 07, 2024Buy Or Sell Opportunity • Jan 23Now 23% undervaluedOver the last 90 days, the stock has risen 10.0% to ₹407. The fair value is estimated to be ₹530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.Buying Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be ₹521, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 6.8% in 2 years. Earnings is forecast to decline by 12% in the next 2 years.Reported Earnings • Nov 04Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: ₹17.85 (down from ₹19.14 in 2Q 2023). Revenue: ₹17.1b (up 3.9% from 2Q 2023). Net income: ₹3.02b (down 6.7% from 2Q 2023). Profit margin: 18% (down from 20% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 13% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 59% per year whereas the company’s share price has increased by 62% per year.お知らせ • Oct 28JK Paper Limited to Report Q2, 2024 Results on Nov 03, 2023JK Paper Limited announced that they will report Q2, 2024 results on Nov 03, 2023お知らせ • Oct 17JK Paper Limited (BSE:532162) entered into share purchase agreement to acquire Manipal Utility Packaging Solutions Private Limited for approximately INR 800 million.JK Paper Limited (BSE:532162) entered into share purchase agreement to acquire Manipal Utility Packaging Solutions Private Limited for approximately INR 800 million on October 16, 2023. JK Paper Limited reported Total revenues of INR 1.47 billion. The transaction already received approval from acquirer board. The transaction is expected to completed within Six weeks of execution of a Share Purchase Agreement.お知らせ • Aug 24JK Paper Limited Announces Resignation of Shailendra Swarup as Independent DirectorJK Paper Limited announced that Shri Shailendra Swarup (DlN: 00167799) had completed his second term as independent Director of the Company on 22nd August 2023 and consequently, he is not a Member of the Board of Directors of the Company with effect from 23'd August 2023.Upcoming Dividend • Aug 11Upcoming dividend of ₹4.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 18 August 2023. Payment date: 01 October 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (1.0%).お知らせ • Aug 06+ 1 more updateJK Paper Limited, Annual General Meeting, Sep 01, 2023JK Paper Limited, Annual General Meeting, Sep 01, 2023, at 12:30 Indian Standard Time. Location: P.O. Central Pulp Mills , Fort Songadh Tapi Gujarat India Agenda: To consider and approve the audited financial statement of the company for the year ended 31 march 2023 and auditors report thereon; to consider and approve the payment of dividend; to consider and approve the reappointment of smt. Vinita Singhania as director; to consider and ratify the remuneration payable to M/s R.J. Goel & co. Cost Auditor; to consider and approve the remuneration payable to Shri Bharat Hari Singhania, chairman of the company; and to consider and approve the appointment of Shri Bharat Anand as Independent Director of company.Price Target Changed • Jul 25Price target decreased by 10% to ₹441Down from ₹491, the current price target is an average from 3 analysts. New target price is 35% above last closing price of ₹326. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of ₹54.60 for next year compared to ₹70.59 last year.お知らせ • Jul 18JK Paper Limited to Report Q1, 2024 Results on Jul 24, 2023JK Paper Limited announced that they will report Q1, 2024 results on Jul 24, 2023Major Estimate Revision • May 22Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹62.67 to ₹53.99 per share. Revenue forecast steady at ₹69.1b. Net income forecast to shrink 7.7% next year vs 20% growth forecast for Forestry industry in India . Consensus price target of ₹486 unchanged from last update. Share price fell 7.3% to ₹353 over the past week.お知らせ • May 17JK Paper Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023JK Paper Limited at its board meeting held on May 16, 2023, recommended a final dividend of INR 4 (40%) per Equity Share of INR 10 eachfor the financial year ended March 31, 2023. The said dividend if declared by the Members of the Company at the upcoming Annual General Meeting (AGM), will be credited/dispatched within four weeks of the conclusion of said AGM.Upcoming Dividend • Feb 10Upcoming dividend of ₹4.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 07 March 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹19.44 (up from ₹8.87 in 3Q 2022). Revenue: ₹16.4b (up 61% from 3Q 2022). Net income: ₹3.29b (up 119% from 3Q 2022). Profit margin: 20% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 6.5%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 28JK Paper Limited to Report Q3, 2023 Results on Feb 06, 2023JK Paper Limited announced that they will report Q3, 2023 results on Feb 06, 2023お知らせ • Dec 16+ 1 more updateJK Paper Limited (BSE:532162) completed the acquisition of 85% stake in Horizon Packs Pvt Ltd.JK Paper Limited (BSE:532162) agreed to acquire 85% stake in Horizon Packs Pvt Ltd for on November 21, 2022. The deal is expected to be completed within three weeks of execution of separate Share Purchase and Shareholders' Agreements.JK Paper Limited (BSE:532162) completed the acquisition of 85% stake in Horizon Packs Pvt Ltd for on December 15, 2022.Price Target Changed • Nov 29Price target increased to ₹501Up from ₹441, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹414. Stock is up 99% over the past year. The company posted earnings per share of ₹32.03 last year.お知らせ • Nov 22+ 1 more updateJK Paper Limited (BSE:532162) agreed to acquire 85% stake in Securipax Packaging Private Limited for approximately INR 580 million.JK Paper Limited (BSE:532162) agreed to acquire 85% stake in Securipax Packaging Private Limited for approximately INR 580 million on November 21, 2022. As of FY 2021-22, Securipax Packaging Private Limited reported turnover of approximately INR 910 million. the Board of Directors of JK Paper Limited has approved for the acquisition. The deal is expected to be completed within three weeks of execution of separate Share Purchase and Shareholders' Agreements.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Harsh Neotia was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 10Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹56.3b to ₹61.5b. EPS estimate increased from ₹58.25 to ₹68.70 per share. Net income forecast to grow 16% next year vs 25% growth forecast for Forestry industry in India. Consensus price target up from ₹441 to ₹451. Share price was steady at ₹404 over the past week.Buying Opportunity • Nov 07Now 20% undervaluedOver the last 90 days, the stock is up 1.3%. The fair value is estimated to be ₹494, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 9.4% in a year. Earnings is forecast to grow by 17% in the next year.Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: ₹19.14 (vs ₹6.99 in 2Q 2022)Second quarter 2023 results: EPS: ₹19.14 (up from ₹6.99 in 2Q 2022). Revenue: ₹16.4b (up 74% from 2Q 2022). Net income: ₹3.24b (up 174% from 2Q 2022). Profit margin: 20% (up from 13% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Forestry industry in Asia. 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 50% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 08+ 1 more updateJK Paper Limited Approves Appointment of Shri Harshavardhan Neotia as an Independent Director of the CompanyJK Paper Limited at the AGM held on September 6, 2022 approved the appointment of Shri Harshavardhan Neotia (DlN: 00047466), as an Independent Director of the Company for a term for five consecutive years with effect from 29th July 2022.Upcoming Dividend • Aug 16Upcoming dividend of ₹5.50 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 06 October 2022. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (0.7%).お知らせ • Aug 13JK Paper Limited, Annual General Meeting, Sep 06, 2022JK Paper Limited, Annual General Meeting, Sep 06, 2022, at 12:30 Indian Standard Time. Location: P.O. Central Pulp Mills - 394660, Fort Songadh, Distt. Tapi Tapi Gujarat India Agenda: To receive, consider and adopt the audited standalone financial statements of the Company for the financial year ended 31 March 2022 and the Reports of the Auditors and Board of Directors thereon; to discuss the audited consolidated financial statements of the Company for the financial year ended 31 March 2022 and the Report of the Auditors thereon; and to declare Dividend.Major Estimate Revision • Aug 05Consensus revenue estimates increase by 18%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from ₹47.7b to ₹56.3b. EPS estimate increased from ₹47.10 to ₹58.25 per share. Net income forecast to grow 44% next year vs 16% growth forecast for Forestry industry in India. Consensus price target up from ₹414 to ₹441. Share price rose 10% to ₹383 over the past week.Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: ₹15.46 (vs ₹6.14 in 1Q 2022)First quarter 2023 results: EPS: ₹15.46 (up from ₹6.14 in 1Q 2022). Revenue: ₹14.7b (up 122% from 1Q 2022). Net income: ₹2.62b (up 152% from 1Q 2022). Profit margin: 18% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.6%, compared to a 25% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 22JK Paper Limited to Report Q1, 2023 Results on Jul 29, 2022JK Paper Limited announced that they will report Q1, 2023 results on Jul 29, 2022Major Estimate Revision • May 20Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹45.4b to ₹47.7b. EPS estimate increased from ₹39.40 to ₹47.10 per share. Net income forecast to grow 47% next year vs 34% growth forecast for Forestry industry in India. Consensus price target up from ₹304 to ₹414. Share price rose 15% to ₹350 over the past week.Price Target Changed • May 16Price target increased to ₹357Up from ₹304, the current price target is an average from 2 analysts. New target price is 17% above last closing price of ₹305. Stock is up 104% over the past year. The company is forecast to post earnings per share of ₹57.50 for next year compared to ₹32.03 last year.お知らせ • May 14JK Paper Ltd Recommends Dividend for the Financial Year Ended March 31, 2022The board of directors of JK Paper Ltd. at its meeting held on May 13, 2022, recommended a dividend of INR 5.50 (55%) per equity share of INR 10 each amounting to INR 931.7 million for the financial year ended March 31, 2022. The said dividend if declared by the members of the company at the upcoming annual general meeting will be credited/despatched within three weeks of the conclusion of the said annual general meeting.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹299, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Forestry industry in Asia. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹453 per share.お知らせ • May 07JK Paper Ltd to Report Q4, 2022 Results on May 13, 2022JK Paper Ltd announced that they will report Q4, 2022 results on May 13, 2022Buying Opportunity • May 04Now 22% undervaluedOver the last 90 days, the stock is up 46%. The fair value is estimated to be ₹446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Additional Independent Director Deepa Wadhwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 19Now 21% undervaluedOver the last 90 days, the stock is up 52%. The fair value is estimated to be ₹440, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Additional Independent Director Deepa Wadhwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹266, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Forestry industry in Asia. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹378 per share.Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Additional Independent Director Deepa Wadhwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₹8.87 (up from ₹3.72 in 3Q 2021). Revenue: ₹10.6b (up 42% from 3Q 2021). Net income: ₹1.50b (up 128% from 3Q 2021). Profit margin: 14% (up from 8.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 18%, compared to a 24% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS ₹6.99 (vs ₹1.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹9.80b (up 54% from 2Q 2021). Net income: ₹1.18b (up 241% from 2Q 2021). Profit margin: 12% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹223, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 43% over the past three years.Reported Earnings • Aug 02First quarter 2022 earnings released: EPS ₹6.14 (vs ₹0.15 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹6.95b (up 48% from 1Q 2021). Net income: ₹1.04b (up ₹1.00b from 1Q 2021). Profit margin: 15% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue.業績と収益の成長予測BSE:532162 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202882,0909,784N/A14,41923/31/202780,9697,99410,17315,38813/31/202671,3612,6582,6967,728N/A12/31/202567,9222,596N/AN/AN/A9/30/202566,6122,9764524,772N/A6/30/202566,7863,513N/AN/AN/A3/31/202566,3514,0983,6036,132N/A12/31/202467,3516,093N/AN/AN/A9/30/202468,0937,7907,5699,582N/A6/30/202467,8859,528N/AN/AN/A3/31/202466,47111,21811,35613,759N/A12/31/202366,51211,264N/AN/AN/A9/30/202365,88012,20615,58818,646N/A6/30/202365,90912,425N/AN/AN/A3/31/202364,28011,95815,38117,620N/A12/31/202260,00110,855N/AN/AN/A9/30/202253,8069,0649,85716,262N/A6/30/202247,3807,006N/AN/AN/A3/31/202239,1145,426-5477,736N/A12/31/202135,0745,084N/AN/AN/A9/30/202132,2864,241-2,9644,910N/A6/30/202129,4223,404N/AN/AN/A3/31/202127,3122,400-6,9814,752N/A12/31/202025,7321,969N/AN/AN/A9/30/202026,4902,628-6,8413,735N/A6/30/202028,1643,517N/AN/AN/A3/31/202030,4504,753-1,6475,577N/A12/31/201931,3094,949N/AN/AN/A9/30/201931,7964,768N/AN/AN/A6/30/201931,7484,592N/AN/AN/A3/31/201932,5614,273N/A8,789N/A3/31/201828,4432,606N/A5,603N/A3/31/201726,2791,718N/A5,647N/A3/31/201624,348559N/A4,046N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 532162の予測収益成長率 (年間52.3% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 532162の収益 ( 52.3% ) はIndian市場 ( 16.3% ) よりも速いペースで成長すると予測されています。高成長収益: 532162の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 532162の収益 ( 6.9% ) Indian市場 ( 10.8% ) よりも低い成長が予測されています。高い収益成長: 532162の収益 ( 6.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 532162の 自己資本利益率 は、3年後には低くなると予測されています ( 15 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 10:53終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JK Paper Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Rajesh Majumdar360 ONE Capital Market Private LimitedUtkarsh NopanyBOB Capital Markets Ltd.Dhananjay SinhaEmkay Global Financial Services Ltd.5 その他のアナリストを表示
Major Estimate Revision • Nov 13Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹69.9b to ₹71.5b. EPS estimate increased from ₹24.70 to ₹33.80 per share. Net income forecast to grow 142% next year vs 50% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹384 over the past week.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.6b to ₹69.9b. EPS estimate also fell from ₹29.45 per share to ₹24.70 per share. Net income forecast to grow 52% next year vs 54% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹386 over the past week.
Major Estimate Revision • Aug 04Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.9b to ₹69.2b. EPS estimate also fell from ₹40.33 per share to ₹27.30 per share. Net income forecast to grow 66% next year vs 41% growth forecast for Forestry industry in India. Consensus price target up from ₹458 to ₹471. Share price was steady at ₹355 over the past week.
Price Target Changed • Mar 27Price target decreased by 9.5% to ₹486Down from ₹537, the current price target is an average from 3 analysts. New target price is 57% above last closing price of ₹310. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of ₹26.03 for next year compared to ₹66.22 last year.
Price Target Changed • Feb 11Price target decreased by 11% to ₹504Down from ₹567, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹329. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹26.90 for next year compared to ₹66.22 last year.
Major Estimate Revision • Feb 05Consensus EPS estimates fall by 49%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹69.0b to ₹66.2b. EPS estimate also fell from ₹53.40 per share to ₹27.40 per share. Net income forecast to grow 53% next year vs 53% growth forecast for Forestry industry in India. Consensus price target down from ₹567 to ₹537. Share price fell 4.7% to ₹364 over the past week.
Reported Earnings • May 19Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹14.66 (down from ₹24.19 in FY 2025). Revenue: ₹71.4b (up 7.6% from FY 2025). Net income: ₹2.66b (down 35% from FY 2025). Profit margin: 3.7% (down from 6.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • May 08JK Paper Limited to Report Q4, 2026 Results on May 18, 2026JK Paper Limited announced that they will report Q4, 2026 results at 3:30 PM, Indian Standard Time on May 18, 2026
Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to ₹384. The fair value is estimated to be ₹318, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 45%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 275% in the next 2 years.
Reported Earnings • Feb 06Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹1.61 (down from ₹3.86 in 3Q 2025). Revenue: ₹17.8b (up 9.2% from 3Q 2025). Net income: ₹274.0m (down 58% from 3Q 2025). Profit margin: 1.5% (down from 4.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 69%. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 22JK Paper Limited to Report Q3, 2026 Results on Feb 05, 2026JK Paper Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 05, 2026
Major Estimate Revision • Nov 13Consensus EPS estimates increase by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from ₹69.9b to ₹71.5b. EPS estimate increased from ₹24.70 to ₹33.80 per share. Net income forecast to grow 142% next year vs 50% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹384 over the past week.
Reported Earnings • Nov 05Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹4.42 (down from ₹7.59 in 2Q 2025). Revenue: ₹17.7b (up 5.1% from 2Q 2025). Net income: ₹747.5m (down 42% from 2Q 2025). Profit margin: 4.2% (down from 7.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates by 6.0%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 40% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.6b to ₹69.9b. EPS estimate also fell from ₹29.45 per share to ₹24.70 per share. Net income forecast to grow 52% next year vs 54% growth forecast for Forestry industry in India. Consensus price target of ₹461 unchanged from last update. Share price was steady at ₹386 over the past week.
お知らせ • Oct 27JK Paper Limited to Report Q2, 2026 Results on Nov 03, 2025JK Paper Limited announced that they will report Q2, 2026 results on Nov 03, 2025
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹426, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 41x in the Forestry industry in India. Total returns to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹802 per share.
お知らせ • Sep 03JK Paper Limited Approves Dividend for the Financial Year Ended March 31, 2025JK Paper Limited in its 64th Annual General Meeting held on 1 September 2025, approved to declare a dividend of INR 5 (50%) per equity share for the financial year ended March 31, 2025.
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.6% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change). Profit margins are more than 30% lower than last year (5.3% net profit margin).
Declared Dividend • Aug 07Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 18th August 2025 Payment date: 1st October 2025 Dividend yield will be 1.4%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 29% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 177% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 05JK Paper Limited, Annual General Meeting, Sep 01, 2025JK Paper Limited, Annual General Meeting, Sep 01, 2025, at 12:30 Indian Standard Time. Location: p.o. central pulp mills, fort songadh, distt. tapi, gujarat 394660., tapi India
Major Estimate Revision • Aug 04Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹71.9b to ₹69.2b. EPS estimate also fell from ₹40.33 per share to ₹27.30 per share. Net income forecast to grow 66% next year vs 41% growth forecast for Forestry industry in India. Consensus price target up from ₹458 to ₹471. Share price was steady at ₹355 over the past week.
Reported Earnings • Jul 30First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: ₹4.80 (down from ₹8.25 in 1Q 2025). Revenue: ₹16.7b (down 2.3% from 1Q 2025). Net income: ₹812.3m (down 42% from 1Q 2025). Profit margin: 4.9% (down from 8.2% in 1Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 21%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 29JK Paper Limited (BSE:532162) entered into Share Purchase agreement to acquire 65.7% stake in Borkar Packaging Pvt. Ltd. from Universal Cartons Solutions Private Limited for INR 1.7 billion.JK Paper Limited (BSE:532162) entered into Share Purchase agreement to acquire 65.7% stake in Borkar Packaging Pvt. Ltd. from Universal Cartons Solutions Private Limited for INR 1.7 billion on July 28, 2025. As part of the acquisition, JK Paper Limited will acquire 13.9 million shares in Borkar Packaging at INR 125.46 per share. The price per share is subject to adjustments. Additionally, JK Paper will acquire 6.3% stake by the way of subscription of 0.48 million fresh equity shares in Borkar Packaging. Upon completion, JK Paper will hold 72% stake in Borkar Packaging. The Acquisition of remaining 28% of equity shares in Borkar Packaging is expected to be completed within the next 4 years from the closing date. The transaction is not subject to any governmental or regulatory approvals and has been approved by the board of directors of JK Paper Limited. The acquisition is expected to close within twelve months.
お知らせ • Jul 21JK Paper Limited to Report Q1, 2026 Results on Jul 28, 2025JK Paper Limited announced that they will report Q1, 2026 results on Jul 28, 2025
Reported Earnings • May 21Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹24.19 (down from ₹66.22 in FY 2024). Revenue: ₹68.3b (up 2.7% from FY 2024). Net income: ₹4.10b (down 64% from FY 2024). Profit margin: 6.0% (down from 17% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 21JK Paper Limited Recommends Dividend for the Financial Year Ended 31St March 2025The Board of Directors of JK Paper Limited has recommended a Dividend of INR 5 /- per share (50%), amounting to INR 847 million on the Equity Share Capital for the financial year ended 31st March 2025.
お知らせ • May 12JK Paper Limited to Report Q4, 2025 Results on May 19, 2025JK Paper Limited announced that they will report Q4, 2025 results on May 19, 2025
Price Target Changed • Mar 27Price target decreased by 9.5% to ₹486Down from ₹537, the current price target is an average from 3 analysts. New target price is 57% above last closing price of ₹310. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of ₹26.03 for next year compared to ₹66.22 last year.
Price Target Changed • Feb 11Price target decreased by 11% to ₹504Down from ₹567, the current price target is an average from 2 analysts. New target price is 53% above last closing price of ₹329. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹26.90 for next year compared to ₹66.22 last year.
Major Estimate Revision • Feb 05Consensus EPS estimates fall by 49%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹69.0b to ₹66.2b. EPS estimate also fell from ₹53.40 per share to ₹27.40 per share. Net income forecast to grow 53% next year vs 53% growth forecast for Forestry industry in India. Consensus price target down from ₹567 to ₹537. Share price fell 4.7% to ₹364 over the past week.
お知らせ • Jan 30JK Paper Limited (BSE:532162) agreed to acquire 65% stake in Quadragen Vethealth Private Limited for INR 3 billion.JK Paper Limited (BSE:532162) agreed to acquire 65% stake in Quadragen Vethealth Private Limited for INR 3 billion on January 29, 2025. A cash consideration valued at INR 769.23 per share will be paid by JK Paper Limited. As part of consideration, INR 2.9 billion is paid towards common equity of Quadragen Vethealth Private Limited. The consideration is subject to adjustments. For the period ending March 31, 2024, Quadragen Vethealth Private Limited reported total revenue of INR 1.52 billion. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The transaction is expected to be completed within twelve weeks of execution of a share purchase agreement.
Reported Earnings • Jan 30Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹3.86 (down from ₹13.88 in 3Q 2024). Revenue: ₹16.5b (down 3.0% from 3Q 2024). Net income: ₹653.9m (down 72% from 3Q 2024). Profit margin: 4.0% (down from 14% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 4.1%. Earnings per share (EPS) also missed analyst estimates by 48%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in India. 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 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 21JK Paper Limited to Report Q3, 2025 Results on Jan 29, 2025JK Paper Limited announced that they will report Q3, 2025 results on Jan 29, 2025
お知らせ • Dec 13JK Paper Limited Appoints Pradeep Joshi as Company Secretary and Compliance OfficerJK Paper Limited at its board meeting held on 13 December 2024, announced that Based on the recommendation of the Nomination & Remuneration Committee, appointment of Shri Pradeep Joshi, presently chief General Manager (company Law) of the Company, as Company Secretary with effect from 13 December 2024 and he would also be the compliance officer of the company under Regulation 5 of the Listing Regulations with effect from the same date. As Company Secretary & compliance officer, shri Pradeep Joshi has also been designated as a whole time Key Managerial Personnel (KMP) and is part of the company's senior Management with effect from the same date. Shri Pradeep Joshi is a qualified Company Secretary from Institute of Company Secretaries of India with about 25 years of experience. He is also ILB from Devi Ahilya Vishwavidyalaya, Indore, holds Diploma in Business Mana8ement from Indira Gandhi National Open University, New Delhi and a B.Sc. (Botany & Zoology) from Devi Ahilya Vishwavidyalaya, Indore. He possesses extensive experience In various areas of Secretarial, Companies Act, SEBI Regulations, Restructuring, ESG and FEMA compliances. Prior to joining the Company, he was associated with Welspun Corp. Limited as Company Secretary. He has also worked with McSure Capital Markets Limited and Rajshree Plastiwoods Limited.
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from ₹71.9b to ₹69.0b. EPS estimate also fell from ₹63.55 per share to ₹53.40 per share. Net income forecast to grow 31% next year vs 38% growth forecast for Forestry industry in India. Consensus price target of ₹567 unchanged from last update. Share price fell 6.0% to ₹429 over the past week.
Reported Earnings • Nov 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹7.59 (down from ₹17.85 in 2Q 2024). Revenue: ₹16.8b (up 2.0% from 2Q 2024). Net income: ₹1.29b (down 57% from 2Q 2024). Profit margin: 7.6% (down from 18% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 25% per year.
お知らせ • Oct 25JK Paper Limited to Report Q2, 2025 Results on Nov 04, 2024JK Paper Limited announced that they will report Q2, 2025 results on Nov 04, 2024
お知らせ • Sep 04JK Paper Limited Announces Director ChangesJK Paper Limited at its AGM held on 3 September 2024, approved the Redesignation of Shri S.K. Roongta as an independent Director of the Company, for a term of 5 consecutive years with effect from 23 August 2024 and continuation of his appointment as an independent Director of the Company on attaining the age of 75 years and appointment of Shri R.V. Kanoria, as Non-Executive Non-independent Director of the Company, liable to retire by rotation, with effect from 4 September 2024 or conclusion of this Annual General Meeting, whichever is later. Shri Dhirendra Kumar, Director of the Company, liable to retire by rotation, and does not offer himself for re-appointment.
お知らせ • Aug 23JK Paper Limited Announces Completion of Tenure of Independent DirectorsJK Paper Limited announced that Shri R.V. Kanoria and Shri Sandip Somany have completed their second term as Independent Directors of the Company on 22 August 2024 and consequently, they are not Members of the Board of Directors of the Company with effect from 23 August 2024.
Declared Dividend • Aug 09Dividend of ₹5.00 announcedShareholders will receive a dividend of ₹5.00. Ex-date: 20th August 2024 Payment date: 3rd October 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (13% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 42% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 08JK Paper Limited, Annual General Meeting, Sep 03, 2024JK Paper Limited, Annual General Meeting, Sep 03, 2024, at 12:30 Indian Standard Time. Location: p.o.central pulp mills, fort songadh,dist.tapi, gujarat - 394660, India
Reported Earnings • Jul 25First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: ₹8.25 (down from ₹18.22 in 1Q 2024). Revenue: ₹17.1b (up 8.2% from 1Q 2024). Net income: ₹1.40b (down 55% from 1Q 2024). Profit margin: 8.2% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.6%. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 16JK Paper Limited to Report Q1, 2025 Results on Jul 24, 2024JK Paper Limited announced that they will report Q1, 2025 results on Jul 24, 2024
Buy Or Sell Opportunity • Jul 04Now 23% undervaluedOver the last 90 days, the stock has risen 72% to ₹601. The fair value is estimated to be ₹782, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
New Risk • Jul 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹634, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 32x in the Forestry industry in India. Total returns to shareholders of 206% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹771 per share.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹432, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 28x in the Forestry industry in India. Total returns to shareholders of 157% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹721 per share.
Price Target Changed • Jun 08Price target increased by 16% to ₹493Up from ₹424, the current price target is an average from 2 analysts. New target price is 21% above last closing price of ₹406. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹67.50 for next year compared to ₹66.22 last year.
Reported Earnings • May 18Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹66.22 (down from ₹70.59 in FY 2023). Revenue: ₹68.9b (up 7.1% from FY 2023). Net income: ₹11.2b (down 6.2% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) missed analyst estimates by 1.6%. Revenue is forecast to stay flat during the next 2 years compared to a 10% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11JK Paper Limited to Report Q4, 2024 Results on May 16, 2024JK Paper Limited announced that they will report Q4, 2024 results on May 16, 2024
Major Estimate Revision • Feb 14Consensus revenue estimates decrease by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from ₹66.9b to ₹58.2b. EPS estimate unchanged from ₹59.20 per share at last update. Forestry industry in India expected to see average net income growth of 17% next year. Consensus price target of ₹424 unchanged from last update. Share price fell 5.5% to ₹391 over the past week.
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Feb 09Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: ₹13.88 (down from ₹19.44 in 3Q 2023). Revenue: ₹17.1b (up 3.8% from 3Q 2023). Net income: ₹2.35b (down 29% from 3Q 2023). Profit margin: 14% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 09Dividend of ₹3.50 announcedShareholders will receive a dividend of ₹3.50. Ex-date: 16th February 2024 Payment date: 8th March 2024 Dividend yield will be 1.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 01JK Paper Limited to Report Q3, 2024 Results on Feb 07, 2024JK Paper Limited announced that they will report Q3, 2024 results on Feb 07, 2024
Buy Or Sell Opportunity • Jan 23Now 23% undervaluedOver the last 90 days, the stock has risen 10.0% to ₹407. The fair value is estimated to be ₹530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to decline by 2.3% in the next 2 years.
Buying Opportunity • Jan 17Now 22% undervaluedOver the last 90 days, the stock is up 1.7%. The fair value is estimated to be ₹521, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 59%. Revenue is forecast to grow by 6.8% in 2 years. Earnings is forecast to decline by 12% in the next 2 years.
Reported Earnings • Nov 04Second quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2024 results: EPS: ₹17.85 (down from ₹19.14 in 2Q 2023). Revenue: ₹17.1b (up 3.9% from 2Q 2023). Net income: ₹3.02b (down 6.7% from 2Q 2023). Profit margin: 18% (down from 20% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 13% growth forecast for the Forestry industry in India. Over the last 3 years on average, earnings per share has increased by 59% per year whereas the company’s share price has increased by 62% per year.
お知らせ • Oct 28JK Paper Limited to Report Q2, 2024 Results on Nov 03, 2023JK Paper Limited announced that they will report Q2, 2024 results on Nov 03, 2023
お知らせ • Oct 17JK Paper Limited (BSE:532162) entered into share purchase agreement to acquire Manipal Utility Packaging Solutions Private Limited for approximately INR 800 million.JK Paper Limited (BSE:532162) entered into share purchase agreement to acquire Manipal Utility Packaging Solutions Private Limited for approximately INR 800 million on October 16, 2023. JK Paper Limited reported Total revenues of INR 1.47 billion. The transaction already received approval from acquirer board. The transaction is expected to completed within Six weeks of execution of a Share Purchase Agreement.
お知らせ • Aug 24JK Paper Limited Announces Resignation of Shailendra Swarup as Independent DirectorJK Paper Limited announced that Shri Shailendra Swarup (DlN: 00167799) had completed his second term as independent Director of the Company on 22nd August 2023 and consequently, he is not a Member of the Board of Directors of the Company with effect from 23'd August 2023.
Upcoming Dividend • Aug 11Upcoming dividend of ₹4.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 18 August 2023. Payment date: 01 October 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (1.0%).
お知らせ • Aug 06+ 1 more updateJK Paper Limited, Annual General Meeting, Sep 01, 2023JK Paper Limited, Annual General Meeting, Sep 01, 2023, at 12:30 Indian Standard Time. Location: P.O. Central Pulp Mills , Fort Songadh Tapi Gujarat India Agenda: To consider and approve the audited financial statement of the company for the year ended 31 march 2023 and auditors report thereon; to consider and approve the payment of dividend; to consider and approve the reappointment of smt. Vinita Singhania as director; to consider and ratify the remuneration payable to M/s R.J. Goel & co. Cost Auditor; to consider and approve the remuneration payable to Shri Bharat Hari Singhania, chairman of the company; and to consider and approve the appointment of Shri Bharat Anand as Independent Director of company.
Price Target Changed • Jul 25Price target decreased by 10% to ₹441Down from ₹491, the current price target is an average from 3 analysts. New target price is 35% above last closing price of ₹326. Stock is down 1.3% over the past year. The company is forecast to post earnings per share of ₹54.60 for next year compared to ₹70.59 last year.
お知らせ • Jul 18JK Paper Limited to Report Q1, 2024 Results on Jul 24, 2023JK Paper Limited announced that they will report Q1, 2024 results on Jul 24, 2023
Major Estimate Revision • May 22Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹62.67 to ₹53.99 per share. Revenue forecast steady at ₹69.1b. Net income forecast to shrink 7.7% next year vs 20% growth forecast for Forestry industry in India . Consensus price target of ₹486 unchanged from last update. Share price fell 7.3% to ₹353 over the past week.
お知らせ • May 17JK Paper Limited Recommends Final Dividend for the Financial Year Ended March 31, 2023JK Paper Limited at its board meeting held on May 16, 2023, recommended a final dividend of INR 4 (40%) per Equity Share of INR 10 eachfor the financial year ended March 31, 2023. The said dividend if declared by the Members of the Company at the upcoming Annual General Meeting (AGM), will be credited/dispatched within four weeks of the conclusion of said AGM.
Upcoming Dividend • Feb 10Upcoming dividend of ₹4.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 07 March 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 08Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹19.44 (up from ₹8.87 in 3Q 2022). Revenue: ₹16.4b (up 61% from 3Q 2022). Net income: ₹3.29b (up 119% from 3Q 2022). Profit margin: 20% (up from 15% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 6.5%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Forestry industry in Asia. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 28JK Paper Limited to Report Q3, 2023 Results on Feb 06, 2023JK Paper Limited announced that they will report Q3, 2023 results on Feb 06, 2023
お知らせ • Dec 16+ 1 more updateJK Paper Limited (BSE:532162) completed the acquisition of 85% stake in Horizon Packs Pvt Ltd.JK Paper Limited (BSE:532162) agreed to acquire 85% stake in Horizon Packs Pvt Ltd for on November 21, 2022. The deal is expected to be completed within three weeks of execution of separate Share Purchase and Shareholders' Agreements.JK Paper Limited (BSE:532162) completed the acquisition of 85% stake in Horizon Packs Pvt Ltd for on December 15, 2022.
Price Target Changed • Nov 29Price target increased to ₹501Up from ₹441, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹414. Stock is up 99% over the past year. The company posted earnings per share of ₹32.03 last year.
お知らせ • Nov 22+ 1 more updateJK Paper Limited (BSE:532162) agreed to acquire 85% stake in Securipax Packaging Private Limited for approximately INR 580 million.JK Paper Limited (BSE:532162) agreed to acquire 85% stake in Securipax Packaging Private Limited for approximately INR 580 million on November 21, 2022. As of FY 2021-22, Securipax Packaging Private Limited reported turnover of approximately INR 910 million. the Board of Directors of JK Paper Limited has approved for the acquisition. The deal is expected to be completed within three weeks of execution of separate Share Purchase and Shareholders' Agreements.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Harsh Neotia was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 10Consensus EPS estimates increase by 18%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹56.3b to ₹61.5b. EPS estimate increased from ₹58.25 to ₹68.70 per share. Net income forecast to grow 16% next year vs 25% growth forecast for Forestry industry in India. Consensus price target up from ₹441 to ₹451. Share price was steady at ₹404 over the past week.
Buying Opportunity • Nov 07Now 20% undervaluedOver the last 90 days, the stock is up 1.3%. The fair value is estimated to be ₹494, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 9.4% in a year. Earnings is forecast to grow by 17% in the next year.
Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: ₹19.14 (vs ₹6.99 in 2Q 2022)Second quarter 2023 results: EPS: ₹19.14 (up from ₹6.99 in 2Q 2022). Revenue: ₹16.4b (up 74% from 2Q 2022). Net income: ₹3.24b (up 174% from 2Q 2022). Profit margin: 20% (up from 13% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Forestry industry in Asia. 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 50% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 08+ 1 more updateJK Paper Limited Approves Appointment of Shri Harshavardhan Neotia as an Independent Director of the CompanyJK Paper Limited at the AGM held on September 6, 2022 approved the appointment of Shri Harshavardhan Neotia (DlN: 00047466), as an Independent Director of the Company for a term for five consecutive years with effect from 29th July 2022.
Upcoming Dividend • Aug 16Upcoming dividend of ₹5.50 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 06 October 2022. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (0.7%).
お知らせ • Aug 13JK Paper Limited, Annual General Meeting, Sep 06, 2022JK Paper Limited, Annual General Meeting, Sep 06, 2022, at 12:30 Indian Standard Time. Location: P.O. Central Pulp Mills - 394660, Fort Songadh, Distt. Tapi Tapi Gujarat India Agenda: To receive, consider and adopt the audited standalone financial statements of the Company for the financial year ended 31 March 2022 and the Reports of the Auditors and Board of Directors thereon; to discuss the audited consolidated financial statements of the Company for the financial year ended 31 March 2022 and the Report of the Auditors thereon; and to declare Dividend.
Major Estimate Revision • Aug 05Consensus revenue estimates increase by 18%The consensus outlook for revenues in 2023 has improved. 2023 revenue forecast increased from ₹47.7b to ₹56.3b. EPS estimate increased from ₹47.10 to ₹58.25 per share. Net income forecast to grow 44% next year vs 16% growth forecast for Forestry industry in India. Consensus price target up from ₹414 to ₹441. Share price rose 10% to ₹383 over the past week.
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: ₹15.46 (vs ₹6.14 in 1Q 2022)First quarter 2023 results: EPS: ₹15.46 (up from ₹6.14 in 1Q 2022). Revenue: ₹14.7b (up 122% from 1Q 2022). Net income: ₹2.62b (up 152% from 1Q 2022). Profit margin: 18% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.6%, compared to a 25% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 22JK Paper Limited to Report Q1, 2023 Results on Jul 29, 2022JK Paper Limited announced that they will report Q1, 2023 results on Jul 29, 2022
Major Estimate Revision • May 20Consensus EPS estimates increase by 20%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹45.4b to ₹47.7b. EPS estimate increased from ₹39.40 to ₹47.10 per share. Net income forecast to grow 47% next year vs 34% growth forecast for Forestry industry in India. Consensus price target up from ₹304 to ₹414. Share price rose 15% to ₹350 over the past week.
Price Target Changed • May 16Price target increased to ₹357Up from ₹304, the current price target is an average from 2 analysts. New target price is 17% above last closing price of ₹305. Stock is up 104% over the past year. The company is forecast to post earnings per share of ₹57.50 for next year compared to ₹32.03 last year.
お知らせ • May 14JK Paper Ltd Recommends Dividend for the Financial Year Ended March 31, 2022The board of directors of JK Paper Ltd. at its meeting held on May 13, 2022, recommended a dividend of INR 5.50 (55%) per equity share of INR 10 each amounting to INR 931.7 million for the financial year ended March 31, 2022. The said dividend if declared by the members of the company at the upcoming annual general meeting will be credited/despatched within three weeks of the conclusion of the said annual general meeting.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹299, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Forestry industry in Asia. Total returns to shareholders of 156% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹453 per share.
お知らせ • May 07JK Paper Ltd to Report Q4, 2022 Results on May 13, 2022JK Paper Ltd announced that they will report Q4, 2022 results on May 13, 2022
Buying Opportunity • May 04Now 22% undervaluedOver the last 90 days, the stock is up 46%. The fair value is estimated to be ₹446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Additional Independent Director Deepa Wadhwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 19Now 21% undervaluedOver the last 90 days, the stock is up 52%. The fair value is estimated to be ₹440, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.4%. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Additional Independent Director Deepa Wadhwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹266, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 9x in the Forestry industry in Asia. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹378 per share.
Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. Additional Independent Director Deepa Wadhwa was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: ₹8.87 (up from ₹3.72 in 3Q 2021). Revenue: ₹10.6b (up 42% from 3Q 2021). Net income: ₹1.50b (up 128% from 3Q 2021). Profit margin: 14% (up from 8.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 18%, compared to a 24% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS ₹6.99 (vs ₹1.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹9.80b (up 54% from 2Q 2021). Net income: ₹1.18b (up 241% from 2Q 2021). Profit margin: 12% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Aug 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹223, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Forestry industry in Asia. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Aug 02First quarter 2022 earnings released: EPS ₹6.14 (vs ₹0.15 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹6.95b (up 48% from 1Q 2021). Net income: ₹1.04b (up ₹1.00b from 1Q 2021). Profit margin: 15% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue.