Emami Paper Mills（533208）株式概要Emami Paper Mills Limited はインドで紙・板紙製品を製造・販売している。 詳細533208 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金5/6報酬当社が推定した公正価値より71.5%で取引されている 過去1年間で収益は379.9%増加しました リスク分析利払いは収益で十分にカバーされない 過去5年間で収益は年間22.6%減少しました。 Indian市場と比較した過去 3 か月間の株価の変動不安定な配当実績 +1 さらなるリスクすべてのリスクチェックを見る533208 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW473,944 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA473,944 investors already sharing narrativesYour Fair Value₹Current Price₹112.0041.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-187m22b2016201920222025202620282031Revenue ₹20.5bEarnings ₹957.4mAdvancedSet Fair ValueView all narrativesEmami Paper Mills Limited 競合他社Kuantum PapersSymbol: BSE:532937Market cap: ₹7.0bSatia IndustriesSymbol: BSE:539201Market cap: ₹6.3bPudumjee Paper ProductsSymbol: NSEI:PDMJEPAPERMarket cap: ₹9.3bTamil Nadu Newsprint and PapersSymbol: NSEI:TNPLMarket cap: ₹10.9b価格と性能株価の高値、安値、推移の概要Emami Paper Mills過去の株価現在の株価₹109.3552週高値₹133.5852週安値₹55.95ベータ0.551ヶ月の変化25.82%3ヶ月変化34.40%1年変化21.35%3年間の変化-12.52%5年間の変化-43.79%IPOからの変化118.70%最新ニュースDeclared Dividend • Aug 06Dividend increased to ₹3.20Dividend of ₹3.20 is 100% higher than last year. Ex-date: 28th August 2026 Payment date: 4th October 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Aug 04Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026, at 11:30 Indian Standard Time.New Risk • Jul 26New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 23% per year over the past 5 years. Revenue is less than US$1m. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.9m).New Risk • Jul 24New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 23% per year over the past 5 years. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.8m).Reported Earnings • Jul 23First quarter 2027 earnings released: EPS: ₹6.21 (vs ₹0.84 in 1Q 2026)First quarter 2027 results: EPS: ₹6.21 (up from ₹0.84 in 1Q 2026). Revenue: ₹5.60b (up 22% from 1Q 2026). Net income: ₹386.1m (up ₹323.0m from 1Q 2026). Profit margin: 6.9% (up from 1.4% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₹118, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Forestry industry in India. Total loss to shareholders of 3.6% over the past three years.最新情報をもっと見るRecent updatesDeclared Dividend • Aug 06Dividend increased to ₹3.20Dividend of ₹3.20 is 100% higher than last year. Ex-date: 28th August 2026 Payment date: 4th October 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Aug 04Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026, at 11:30 Indian Standard Time.New Risk • Jul 26New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 23% per year over the past 5 years. Revenue is less than US$1m. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.9m).New Risk • Jul 24New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 23% per year over the past 5 years. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.8m).Reported Earnings • Jul 23First quarter 2027 earnings released: EPS: ₹6.21 (vs ₹0.84 in 1Q 2026)First quarter 2027 results: EPS: ₹6.21 (up from ₹0.84 in 1Q 2026). Revenue: ₹5.60b (up 22% from 1Q 2026). Net income: ₹386.1m (up ₹323.0m from 1Q 2026). Profit margin: 6.9% (up from 1.4% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₹118, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Forestry industry in India. Total loss to shareholders of 3.6% over the past three years.お知らせ • Jul 15Emami Paper Mills Limited to Report Q1, 2027 Results on Jul 22, 2026Emami Paper Mills Limited announced that they will report Q1, 2027 results on Jul 22, 2026Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹9.34 (vs ₹3.49 in FY 2025)Full year 2026 results: EPS: ₹9.34 (up from ₹3.49 in FY 2025). Revenue: ₹19.3b (flat on FY 2025). Net income: ₹613.8m (up 191% from FY 2025). Profit margin: 3.2% (up from 1.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • May 28Emami Paper Mills Limited Recommends Dividend for the Financial Year Ended 31Th March 2026Emami Paper Mills Limited Recommend Dividend 160% @ i.e. INR 3.20/- per share on equity share of face value of INR 2/- each for the financial year ended 31th March 2026, subject to the approval of the Shareholders at the ensuing Annual General Meeting of the Company.お知らせ • May 20Emami Paper Mills Limited to Report Fiscal Year 2026 Results on May 28, 2026Emami Paper Mills Limited announced that they will report fiscal year 2026 results on May 28, 2026Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹66.40, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 26x in the Forestry industry in India. Total loss to shareholders of 40% over the past three years.お知らせ • Mar 03Emami Paper Mills Limited Appoints Sumit Jaiswal as Company Secretary and Compliance Officer, Effective March 3, 2026Emami Paper Mills Limited, based on the recommendation of the Nomination and Remuneration Committee, appointed Shri Sumit Jaiswal (ICSI Membership No. F9485) as the Company Secretary & Compliance Officer of the Company, a Key Managerial Personnel pursuant to Section 203 of the Companies Act, 2013 and Regulation 6(1) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with effect from March 3, 2026. Shri Sumit Jaiswal has over 15 years of diversified experience across listed and unlisted corporates in sectors including textiles and apparel, rail systems, cement and allied industrial sectors. He possesses extensive expertise in corporate governance, SEBI compliance, Companies Act matters, secretarial management, and convening and conducting Board, Committee and Shareholder meetings. He is a Fellow Member of the Institute of Company Secretaries of India (ICSI) and an Associate Member of the Institute of Cost Accountants of India (ICMAI). He has also successfully completed certificate courses on FEMA from ICSI and on ESG from ICMAI. Beyond his professional credentials, he has also contributed to the profession as a Speaker at professional forums and has authored articles published in reputed professional journals. Emami Paper Mills Limited appointed Shri Sumit Jaiswal (FCS: 9485), Company Secretary & Compliance Officer of the Company as the Nodal Officer of the Company, in compliance with Rule 7(2A) of Investor Education and Protection Fund Authority (Accounting, Audit, Transfer and Refund) Rules, 2016, with effect from March 3, 2026.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹2.47 (vs ₹0.23 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.47 (up from ₹0.23 in 3Q 2025). Revenue: ₹5.01b (up 10% from 3Q 2025). Net income: ₹169.9m (up ₹152.9m from 3Q 2025). Profit margin: 3.4% (up from 0.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 04Emami Paper Mills Limited to Report Q3, 2026 Results on Feb 12, 2026Emami Paper Mills Limited announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹1.02 (vs ₹1.05 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.02 (down from ₹1.05 in 2Q 2025). Revenue: ₹4.56b (down 8.0% from 2Q 2025). Net income: ₹65.8m (down 13% from 2Q 2025). Profit margin: 1.4% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Oct 20Emami Paper Mills Limited to Report Q2, 2026 Results on Oct 31, 2025Emami Paper Mills Limited announced that they will report Q2, 2026 results on Oct 31, 2025お知らせ • Sep 05Emami Paper Mills Limited Declares Dividend for the Financial Year 2024-25Emami Paper Mills Limited at its AGM held on September 3, 2025, approved to declare dividend @ 80 % i.e. INR 1.60/- per Equity Share of the face value of INR 2/- each for the financial year 2024-25.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 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). 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 (4.8% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (₹5.88b market cap, or US$67.2m).Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹117, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 22x in the Forestry industry in India. Total loss to shareholders of 34% over the past three years.Upcoming Dividend • Aug 21Upcoming dividend of ₹1.60 per shareEligible shareholders must have bought the stock before 26 August 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.7%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.5%).Declared Dividend • Aug 07Dividend of ₹1.60 announcedDividend of ₹1.60 is the same as last year. Ex-date: 26th August 2025 Payment date: 3rd October 2025 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 (46% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 30First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: ₹0.84. Revenue: ₹4.61b (down 8.4% from 1Q 2025). Net income: ₹63.1m (down 51% from 1Q 2025). Profit margin: 1.4% (down from 2.5% in 1Q 2025). The decrease in margin was driven by lower revenue.お知らせ • Jul 08Emami Paper Mills Limited to Report Q1, 2026 Results on Jul 29, 2025Emami Paper Mills Limited announced that they will report Q1, 2026 results at 12:15 PM, Indian Standard Time on Jul 29, 2025Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹109, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 23x in the Forestry industry in India. Total loss to shareholders of 21% over the past three years.お知らせ • May 21Emami Paper Mills Limited, Annual General Meeting, Sep 03, 2025Emami Paper Mills Limited, Annual General Meeting, Sep 03, 2025.Reported Earnings • May 21Full year 2025 earnings released: EPS: ₹3.49 (vs ₹13.12 in FY 2024)Full year 2025 results: EPS: ₹3.49 (down from ₹13.12 in FY 2024). Revenue: ₹19.3b (down 3.1% from FY 2024). Net income: ₹260.1m (down 67% from FY 2024). Profit margin: 1.3% (down from 4.0% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Apr 21Emami Paper Mills Limited to Report Fiscal Year 2025 Results on May 20, 2025Emami Paper Mills Limited announced that they will report fiscal year 2025 results on May 20, 2025お知らせ • Mar 19Emami Paper Mills Limited Announces Resignation of Surajit Banerjee, Dy. General manager -TT, Effective 31 March, 2025Emami Paper Mills Limited announced that Mr. Surajit Banerjee, (Dy. General manager -TT) a Senior Management Personnel of the Company has tendered his resignation with effect from the closure of business hours on in order to pursue his interests/career opportunity outside the organization.Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹0.08 (vs ₹6.30 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.08 (down from ₹6.30 in 3Q 2024). Revenue: ₹4.56b (down 7.6% from 3Q 2024). Net income: ₹17.0m (down 96% from 3Q 2024). Profit margin: 0.4% (down from 8.0% in 3Q 2024). 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 14% per year, which means it has not declined as severely as earnings.お知らせ • Feb 06Emami Paper Mills Limited to Report Q3, 2025 Results on Feb 13, 2025Emami Paper Mills Limited announced that they will report Q3, 2025 results at 9:15 AM, Indian Standard Time on Feb 13, 2025Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: ₹1.05 (vs ₹2.51 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.05 (down from ₹2.51 in 2Q 2024). Revenue: ₹4.96b (up 14% from 2Q 2024). Net income: ₹75.9m (down 54% from 2Q 2024). Profit margin: 1.5% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Oct 18Emami Paper Mills Limited to Report Q2, 2025 Results on Nov 07, 2024Emami Paper Mills Limited announced that they will report Q2, 2025 results on Nov 07, 2024お知らせ • Aug 30Emami Paper Mills Limited Approves Dividend for Financial Year 2023-24Emami Paper Mills Limited at its AGM held on August 28, 2024, approved to declare dividend @ 80 % i.e. INR 1.60/- per Equity Share of the face value of INR 2/- each for the financial year 2023-24.Upcoming Dividend • Aug 14Upcoming dividend of ₹1.60 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 06Full year 2024 earnings released: EPS: ₹13.12 (vs ₹10.62 in FY 2023)Full year 2024 results: EPS: ₹13.12 (up from ₹10.62 in FY 2023). Revenue: ₹19.9b (down 16% from FY 2023). Net income: ₹794.0m (up 24% from FY 2023). Profit margin: 4.0% (up from 2.7% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Jul 17Emami Paper Mills Limited to Report Q1, 2025 Results on Aug 09, 2024Emami Paper Mills Limited announced that they will report Q1, 2025 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹143, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 27x in the Forestry industry in India. Total loss to shareholders of 25% over the past three years.お知らせ • May 31Emami Paper Mills Limited, Annual General Meeting, Aug 28, 2024Emami Paper Mills Limited, Annual General Meeting, Aug 28, 2024.お知らせ • May 30Emami Paper Mills Limited Recommends Dividend for the Financial Year Ended March 31, 2024Emami Paper Mills Limited announced that at the board meeting held on May 28, 2024, the company recommend dividend of 80% i.e. INR 1.60/- per share on equity share of face value of INR 2/- each for the financial year ended March 31, 2024, subject to the approval of the Shareholders at the up coming Annual General Meeting of the Company.Reported Earnings • May 30Full year 2024 earnings released: EPS: ₹13.12 (vs ₹10.62 in FY 2023)Full year 2024 results: EPS: ₹13.12 (up from ₹10.62 in FY 2023). Revenue: ₹20.0b (down 14% from FY 2023). Net income: ₹843.0m (up 31% from FY 2023). Profit margin: 4.2% (up from 2.8% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: ₹6.30 (vs ₹0.22 in 3Q 2023)Third quarter 2024 results: EPS: ₹6.30 (up from ₹0.22 in 3Q 2023). Revenue: ₹4.94b (down 13% from 3Q 2023). Net income: ₹393.7m (up ₹379.6m from 3Q 2023). Profit margin: 8.0% (up from 0.2% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Feb 06Emami Paper Mills Limited Approves the Appointment of Shri Soumyajit Mukherjee as Chief Marketing OfficerEmami Paper Mills Limited approved the appointment of Shri Soumyajit Mukherjee as Chief Marketing Officer, senior management personnel of the Company effective from 15th February, 2024 as per the recommendation of the Nomination & Remuneration Committee and subsequent approval of the Board of Directors of the Company. Shri Soumyajit Mukherjee holds a postgraduate degree in Economics with a specialization in International Trade. With a robust skill set that includes strategic decision-making, Price Setting, product mix, Key Account Management, and moreover, Shri Mukherjee contributes valuable insights to the industry Shri Mukherjee is a Specialist in Sales and Marketing as well as Business and Product Development. He has over 24 years of experience in the Paper Industry and has been performing the role of Head of Sales & Marketing for the last 10 years.お知らせ • Jan 10Emami Paper Mills Limited to Report Q3, 2024 Results on Feb 06, 2024Emami Paper Mills Limited announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹2.51 (vs ₹3.94 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.51 (down from ₹3.94 in 2Q 2023). Revenue: ₹4.37b (down 29% from 2Q 2023). Net income: ₹164.0m (down 35% from 2Q 2023). Profit margin: 3.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.お知らせ • Oct 18Emami Paper Mills Limited to Report Q2, 2024 Results on Nov 01, 2023Emami Paper Mills Limited announced that they will report Q2, 2024 results on Nov 01, 2023お知らせ • Oct 06Emami Paper Mills Limited Announces Resignation of Soumyajit Mukherjee as Jt. President (Sales and Marketing)Emami Paper Mills Limited announced that Shri Soumyajit Mukherjee, Jt. President (Sales and Marketing) a Senior Management Personnel of the company, vide his letter dated 23 June,2023, tendered his resignation with effect from the closure of business hours on or before 30 September, 2023 in order to pursue his interests outside the organization and has also informed that there are no other reason for his resignation except the reason mentioned in the resignation letter. The company has accepted his resignation and he ceases to be a SMP with effect from the closure of the business hours on 30 September 2023.お知らせ • Sep 15Emami Paper Mills Limited Approves Dividend for the Financial Year 2022-23Emami Paper Mills Limited at its AGM held on September 12, 2023 approved dividend @80% i.e. INR 1.60 per equity share of the face value of INR 2 per share for the financial year 2022-23.Upcoming Dividend • Aug 29Upcoming dividend of ₹1.60 per share at 1.2% yieldEligible shareholders must have bought the stock before 05 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.9%).お知らせ • Aug 11Emami Paper Mills Limited, Annual General Meeting, Sep 12, 2023Emami Paper Mills Limited, Annual General Meeting, Sep 12, 2023, at 11:00 Indian Standard Time.Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: ₹0.02 (vs ₹8.72 in 1Q 2023)First quarter 2024 results: EPS: ₹0.02 (down from ₹8.72 in 1Q 2023). Revenue: ₹5.19b (down 13% from 1Q 2023). Net income: ₹13.3m (down 98% from 1Q 2023). Profit margin: 0.3% (down from 9.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 25Emami Paper Mills Limited to Report Q1, 2024 Results on Aug 09, 2023Emami Paper Mills Limited announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹10.62 (vs ₹18.17 in FY 2022)Full year 2023 results: EPS: ₹10.62 (down from ₹18.17 in FY 2022). Revenue: ₹23.1b (up 18% from FY 2022). Net income: ₹691.7m (down 37% from FY 2022). Profit margin: 3.0% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 27Emami Paper Mills Limited Recommends Dividend for the Financial Year Ended 31 March, 2023Emami Paper Mills Limited recommended @ 80% i.e. INR 1.60 per share on equity share of face value of INR 2 each for the financial year ended 31 March, 2023, subject to the approval of the Shareholders at the upcoming Annual General Meeting of the Company.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹118, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Forestry industry in India. Total returns to shareholders of 120% over the past three years.Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: ₹0.22 (vs ₹3.64 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.22 (down from ₹3.64 in 3Q 2022). Revenue: ₹5.65b (up 8.9% from 3Q 2022). Net income: ₹14.1m (down 94% from 3Q 2022). Profit margin: 0.2% (down from 4.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹122, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 39% over the past three years.お知らせ • Jan 19Emami Paper Mills Limited to Report Q3, 2023 Results on Feb 13, 2023Emami Paper Mills Limited announced that they will report Q3, 2023 results at 12:15 PM, Indian Standard Time on Feb 13, 2023お知らせ • Nov 28Emami Paper Mills Limited Announces CFO ChangesEmami Paper Mills Limited announced that based on the recommendation of the nomination and remuneration committee and approval of the audit committee, the Board of Directors of the company at its meeting held ie. 28 November 2022, has appointed Shri Mukesh Kumar Agarwal, Assistant Vice President (Finance), as Interim Chief Financial Officer ("Interim CFO") and as Key Managerial Personnel of the Company with immediate effect i.e. from 28 November 2022, to fill up the vacancy caused by the resignation of Shri S K Khetan erstwhile Chief Financial Officer of the Company, till the Board approves the appointment of next Chief Financial Officer of the Company. The Board is in process of selecting the next Chief Financial Officer of the Company. Shri Mukesh Kumar Agarwal, aged 50 years is a qualified Chartered Accountant and Commerce graduate from St. Xavier's College Kolkata and having an experience of more than 25 years in the field of Accounts, Finance, and Taxation. Passed Chartered Accountant (CA) Final in 1st Attempt - May 1996. Passed Company Secretaryship (Inter) in the year 1997. Experience: Joined Emami Paper Mills Limited in 1997 as Executive Trainee and over a period of time has moved to the present position of Assistant Vice President (Finance). Before joining Emami Paper his last employment was with Indian Oil Corporation Limited as Internal Audit Officer.Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: ₹3.94 (vs ₹3.58 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.94 (up from ₹3.58 in 2Q 2022). Revenue: ₹6.13b (up 39% from 2Q 2022). Net income: ₹250.3m (up 9.3% from 2Q 2022). Profit margin: 4.1% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 04Upcoming dividend of ₹1.60 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 18 September 2022. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (0.7%).お知らせ • Jul 28Emami Paper Mills Limited, Annual General Meeting, Aug 19, 2022Emami Paper Mills Limited, Annual General Meeting, Aug 19, 2022, at 10:30 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements of the company for the financial year ended on March 31, 2022, together with the Reports of the Board of Directors and the Auditors thereon; to declare dividend for the financial year 2021-22; to appoint a Director in place of Mrs. Richa Agarwal, who retires by rotation and being eligible, offers herself for re-appointment; to appoint M/s. S K Agrawal and Co Chartered Accountants LLP, Chartered Accountants, as Statutory Auditors of the company; and to consider ratification of Cost Auditor's Remuneration for the financial year 2022-23.Reported Earnings • Jul 28Full year 2022 earnings released: EPS: ₹18.17 (vs ₹8.44 in FY 2021)Full year 2022 results: EPS: ₹18.17 (up from ₹8.44 in FY 2021). Revenue: ₹19.6b (up 61% from FY 2021). Net income: ₹1.15b (up 125% from FY 2021). Profit margin: 5.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • May 26+ 2 more updatesEmami Paper Mills Limited Announces Resignation of Sushil Kumar Khetan as CFO, Effective May 31, 2022Emami Paper Mills Limited announced that at its board meeting held on May 25, 2022, approved the resignation of Shri Sushil Kumar Khetan as CFO with effect from the closure of business hours on 31st May, 2022.Buying Opportunity • May 25Now 25% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be ₹213, 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. Meanwhile, the company has become profitable.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹168, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 10% over the past three years.お知らせ • May 07Emami Paper Mills Limited to Report Fiscal Year 2022 Results on May 25, 2022Emami Paper Mills Limited announced that they will report fiscal year 2022 results on May 25, 2022Buying Opportunity • May 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₹204, 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. Meanwhile, the company has become profitable.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Independent Director Sumit Banerjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹165, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 10x in the Forestry industry in India. Total returns to shareholders of 3.4% over the past three years.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹119, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 10x in the Forestry industry in India. Total loss to shareholders of 17% over the past three years.Buying Opportunity • Feb 07Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₹201, 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. The company has become profitable over the last year.Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Independent Director Sumit Banerjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 01Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹3.64 (up from ₹0.48 in 3Q 2021). Revenue: ₹5.19b (up 66% from 3Q 2021). Net income: ₹232.2m (up ₹202.9m from 3Q 2021). Profit margin: 4.5% (up from 0.9% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS ₹3.58 (vs ₹1.34 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹4.41b (up 55% from 2Q 2021). Net income: ₹229.1m (up 182% from 2Q 2021). Profit margin: 5.2% (up from 2.9% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS ₹5.09 (vs ₹1.20 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹4.29b (up 108% from 1Q 2021). Net income: ₹319.9m (up ₹392.7m from 1Q 2021). Profit margin: 7.5% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹184, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 21x in the Forestry industry in India. Total loss to shareholders of 26% over the past three years.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹190, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 17x in the Forestry industry in India. Total loss to shareholders of 5.4% over the past three years.Executive Departure • Jun 10VP of Finance, Compliance Officer & Secretary G. Saraf has left the companyOn the 1st of June, G. Saraf's tenure as VP of Finance, Compliance Officer & Secretary ended. We don't have any record of a personal shareholding under Saraf's name. Saraf is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.17 years.Reported Earnings • Jun 05Full year 2021 earnings released: EPS ₹8.43 (vs ₹1.73 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹12.2b (down 20% from FY 2020). Net income: ₹510.6m (up ₹615.1m from FY 2020). Profit margin: 4.2% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 16New 90-day high: ₹117The company is up 35% from a price of ₹86.30 on 16 December 2020. Outperformed the Indian market which is up 13% over the last 90 days. Exceeded the Forestry industry, which is up 33% over the same period.Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS ₹0.48 (vs ₹3.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹3.16b (down 23% from 3Q 2020). Net income: ₹29.3m (down 84% from 3Q 2020). Profit margin: 0.9% (down from 4.5% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Jan 26Emami Paper Mills Limited to Report Q3, 2021 Results on Feb 08, 2021Emami Paper Mills Limited announced that they will report Q3, 2021 results on Feb 08, 2021Is New 90 Day High Low • Dec 15New 90-day high: ₹89.00The company is up 29% from its price of ₹68.85 on 16 September 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 13% over the same period.Is New 90 Day High Low • Nov 04New 90-day low: ₹63.50The company is down 9.0% from its price of ₹70.10 on 06 August 2020. The Indian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 6.0% over the same period.Reported Earnings • Nov 03Second quarter 2021 earnings released: EPS ₹1.34The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₹2.86b (down 25% from 2Q 2020). Net income: ₹81.3m (up ₹70.4m from 2Q 2020). Profit margin: 2.8% (up from 0.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Oct 17Emami Paper Mills Limited to Report Q2, 2021 Results on Oct 29, 2020Emami Paper Mills Limited announced that they will report Q2, 2021 results on Oct 29, 2020Is New 90 Day High Low • Oct 14New 90-day low: ₹66.00The company is down 11% from its price of ₹74.00 on 16 July 2020. The Indian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 4.0% over the same period.Is New 90 Day High Low • Sep 22New 90-day low: ₹67.75The company is down 17% from its price of ₹81.85 on 24 June 2020. The Indian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 5.0% over the same period.株主還元533208IN ForestryIN 市場7D-1.0%1.0%1.9%1Y21.4%-5.0%4.8%株主還元を見る業界別リターン: 533208過去 1 年間で-5 % の収益を上げたIndian Forestry業界を上回りました。リターン対市場: 533208過去 1 年間で4.8 % の収益を上げたIndian市場を上回りました。価格変動Is 533208's price volatile compared to industry and market?533208 volatility533208 Average Weekly Movement7.9%Forestry Industry Average Movement4.7%Market Average Movement6.0%10% most volatile stocks in IN Market9.0%10% least volatile stocks in IN Market3.7%安定した株価: 533208の株価は、 Indian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 533208の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてIndianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19811,075Sushil Khetanwww.emamipaper.comエマミ・ペーパー・ミルズ社はインドで紙・板紙製品を製造・販売している。その製品には、新聞用紙、包装用紙、筆記用紙、印刷用紙、クラフト紙、特殊紙などがある。Emami Paper Mills Limited 社は、第一線の印刷会社やコンバーター、ブランド、最終用途の顧客、インドのメディアハウス、小売店や機関投資家などの企業間取引を行っている。同社は製品を輸出している。Emami Paper Mills Limited 社は 1981 年に設立され、インドのコルカタに本社を置く。もっと見るEmami Paper Mills Limited 基礎のまとめEmami Paper Mills の収益と売上を時価総額と比較するとどうか。533208 基礎統計学時価総額₹6.78b収益（TTM）₹936.80m売上高(TTM)₹20.08b7.1xPER（株価収益率0.3xP/Sレシオ533208 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計533208 損益計算書（TTM）収益₹20.08b売上原価₹14.50b売上総利益₹5.58bその他の費用₹4.64b収益₹936.80m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）15.48グロス・マージン27.79%純利益率4.67%有利子負債／自己資本比率142.1%533208 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.9%現在の配当利回り34%配当性向533208 配当は確実ですか？533208 配当履歴とベンチマークを見る533208 、いつまでに購入すれば配当金を受け取れますか？Emami Paper Mills 配当日配当落ち日Aug 28 2026配当支払日Oct 04 2026配当落ちまでの日数20 days配当支払日までの日数57 days533208 配当は確実ですか？533208 配当履歴とベンチマークを見るView Valuation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2026/08/07 15:27終値2026/08/07 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Emami Paper Mills Limited 0 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。1 アナリスト機関Ashish KushwahaFirstCall Research
Declared Dividend • Aug 06Dividend increased to ₹3.20Dividend of ₹3.20 is 100% higher than last year. Ex-date: 28th August 2026 Payment date: 4th October 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Aug 04Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026, at 11:30 Indian Standard Time.
New Risk • Jul 26New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 23% per year over the past 5 years. Revenue is less than US$1m. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.9m).
New Risk • Jul 24New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 23% per year over the past 5 years. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.8m).
Reported Earnings • Jul 23First quarter 2027 earnings released: EPS: ₹6.21 (vs ₹0.84 in 1Q 2026)First quarter 2027 results: EPS: ₹6.21 (up from ₹0.84 in 1Q 2026). Revenue: ₹5.60b (up 22% from 1Q 2026). Net income: ₹386.1m (up ₹323.0m from 1Q 2026). Profit margin: 6.9% (up from 1.4% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₹118, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Forestry industry in India. Total loss to shareholders of 3.6% over the past three years.
Declared Dividend • Aug 06Dividend increased to ₹3.20Dividend of ₹3.20 is 100% higher than last year. Ex-date: 28th August 2026 Payment date: 4th October 2026 Dividend yield will be 2.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Aug 04Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026Emami Paper Mills Limited, Annual General Meeting, Sep 04, 2026, at 11:30 Indian Standard Time.
New Risk • Jul 26New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Earnings have declined by 23% per year over the past 5 years. Revenue is less than US$1m. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.9m).
New Risk • Jul 24New 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 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Earnings have declined by 23% per year over the past 5 years. 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 (7.5% average weekly change). Market cap is less than US$100m (₹7.12b market cap, or US$73.8m).
Reported Earnings • Jul 23First quarter 2027 earnings released: EPS: ₹6.21 (vs ₹0.84 in 1Q 2026)First quarter 2027 results: EPS: ₹6.21 (up from ₹0.84 in 1Q 2026). Revenue: ₹5.60b (up 22% from 1Q 2026). Net income: ₹386.1m (up ₹323.0m from 1Q 2026). Profit margin: 6.9% (up from 1.4% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₹118, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 20x in the Forestry industry in India. Total loss to shareholders of 3.6% over the past three years.
お知らせ • Jul 15Emami Paper Mills Limited to Report Q1, 2027 Results on Jul 22, 2026Emami Paper Mills Limited announced that they will report Q1, 2027 results on Jul 22, 2026
Reported Earnings • May 29Full year 2026 earnings released: EPS: ₹9.34 (vs ₹3.49 in FY 2025)Full year 2026 results: EPS: ₹9.34 (up from ₹3.49 in FY 2025). Revenue: ₹19.3b (flat on FY 2025). Net income: ₹613.8m (up 191% from FY 2025). Profit margin: 3.2% (up from 1.1% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • May 28Emami Paper Mills Limited Recommends Dividend for the Financial Year Ended 31Th March 2026Emami Paper Mills Limited Recommend Dividend 160% @ i.e. INR 3.20/- per share on equity share of face value of INR 2/- each for the financial year ended 31th March 2026, subject to the approval of the Shareholders at the ensuing Annual General Meeting of the Company.
お知らせ • May 20Emami Paper Mills Limited to Report Fiscal Year 2026 Results on May 28, 2026Emami Paper Mills Limited announced that they will report fiscal year 2026 results on May 28, 2026
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹66.40, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 26x in the Forestry industry in India. Total loss to shareholders of 40% over the past three years.
お知らせ • Mar 03Emami Paper Mills Limited Appoints Sumit Jaiswal as Company Secretary and Compliance Officer, Effective March 3, 2026Emami Paper Mills Limited, based on the recommendation of the Nomination and Remuneration Committee, appointed Shri Sumit Jaiswal (ICSI Membership No. F9485) as the Company Secretary & Compliance Officer of the Company, a Key Managerial Personnel pursuant to Section 203 of the Companies Act, 2013 and Regulation 6(1) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 with effect from March 3, 2026. Shri Sumit Jaiswal has over 15 years of diversified experience across listed and unlisted corporates in sectors including textiles and apparel, rail systems, cement and allied industrial sectors. He possesses extensive expertise in corporate governance, SEBI compliance, Companies Act matters, secretarial management, and convening and conducting Board, Committee and Shareholder meetings. He is a Fellow Member of the Institute of Company Secretaries of India (ICSI) and an Associate Member of the Institute of Cost Accountants of India (ICMAI). He has also successfully completed certificate courses on FEMA from ICSI and on ESG from ICMAI. Beyond his professional credentials, he has also contributed to the profession as a Speaker at professional forums and has authored articles published in reputed professional journals. Emami Paper Mills Limited appointed Shri Sumit Jaiswal (FCS: 9485), Company Secretary & Compliance Officer of the Company as the Nodal Officer of the Company, in compliance with Rule 7(2A) of Investor Education and Protection Fund Authority (Accounting, Audit, Transfer and Refund) Rules, 2016, with effect from March 3, 2026.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: ₹2.47 (vs ₹0.23 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.47 (up from ₹0.23 in 3Q 2025). Revenue: ₹5.01b (up 10% from 3Q 2025). Net income: ₹169.9m (up ₹152.9m from 3Q 2025). Profit margin: 3.4% (up from 0.4% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 04Emami Paper Mills Limited to Report Q3, 2026 Results on Feb 12, 2026Emami Paper Mills Limited announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹1.02 (vs ₹1.05 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.02 (down from ₹1.05 in 2Q 2025). Revenue: ₹4.56b (down 8.0% from 2Q 2025). Net income: ₹65.8m (down 13% from 2Q 2025). Profit margin: 1.4% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 20Emami Paper Mills Limited to Report Q2, 2026 Results on Oct 31, 2025Emami Paper Mills Limited announced that they will report Q2, 2026 results on Oct 31, 2025
お知らせ • Sep 05Emami Paper Mills Limited Declares Dividend for the Financial Year 2024-25Emami Paper Mills Limited at its AGM held on September 3, 2025, approved to declare dividend @ 80 % i.e. INR 1.60/- per Equity Share of the face value of INR 2/- each for the financial year 2024-25.
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 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). 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 (4.8% average weekly change). Profit margins are more than 30% lower than last year (1.0% net profit margin). Market cap is less than US$100m (₹5.88b market cap, or US$67.2m).
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹117, the stock trades at a trailing P/E ratio of 36.1x. Average trailing P/E is 22x in the Forestry industry in India. Total loss to shareholders of 34% over the past three years.
Upcoming Dividend • Aug 21Upcoming dividend of ₹1.60 per shareEligible shareholders must have bought the stock before 26 August 2025. Payment date: 03 October 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 1.7%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.5%).
Declared Dividend • Aug 07Dividend of ₹1.60 announcedDividend of ₹1.60 is the same as last year. Ex-date: 26th August 2025 Payment date: 3rd October 2025 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 (46% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 30First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: ₹0.84. Revenue: ₹4.61b (down 8.4% from 1Q 2025). Net income: ₹63.1m (down 51% from 1Q 2025). Profit margin: 1.4% (down from 2.5% in 1Q 2025). The decrease in margin was driven by lower revenue.
お知らせ • Jul 08Emami Paper Mills Limited to Report Q1, 2026 Results on Jul 29, 2025Emami Paper Mills Limited announced that they will report Q1, 2026 results at 12:15 PM, Indian Standard Time on Jul 29, 2025
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹109, the stock trades at a trailing P/E ratio of 25.3x. Average trailing P/E is 23x in the Forestry industry in India. Total loss to shareholders of 21% over the past three years.
お知らせ • May 21Emami Paper Mills Limited, Annual General Meeting, Sep 03, 2025Emami Paper Mills Limited, Annual General Meeting, Sep 03, 2025.
Reported Earnings • May 21Full year 2025 earnings released: EPS: ₹3.49 (vs ₹13.12 in FY 2024)Full year 2025 results: EPS: ₹3.49 (down from ₹13.12 in FY 2024). Revenue: ₹19.3b (down 3.1% from FY 2024). Net income: ₹260.1m (down 67% from FY 2024). Profit margin: 1.3% (down from 4.0% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 21Emami Paper Mills Limited to Report Fiscal Year 2025 Results on May 20, 2025Emami Paper Mills Limited announced that they will report fiscal year 2025 results on May 20, 2025
お知らせ • Mar 19Emami Paper Mills Limited Announces Resignation of Surajit Banerjee, Dy. General manager -TT, Effective 31 March, 2025Emami Paper Mills Limited announced that Mr. Surajit Banerjee, (Dy. General manager -TT) a Senior Management Personnel of the Company has tendered his resignation with effect from the closure of business hours on in order to pursue his interests/career opportunity outside the organization.
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: ₹0.08 (vs ₹6.30 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.08 (down from ₹6.30 in 3Q 2024). Revenue: ₹4.56b (down 7.6% from 3Q 2024). Net income: ₹17.0m (down 96% from 3Q 2024). Profit margin: 0.4% (down from 8.0% in 3Q 2024). 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 14% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 06Emami Paper Mills Limited to Report Q3, 2025 Results on Feb 13, 2025Emami Paper Mills Limited announced that they will report Q3, 2025 results at 9:15 AM, Indian Standard Time on Feb 13, 2025
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: ₹1.05 (vs ₹2.51 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.05 (down from ₹2.51 in 2Q 2024). Revenue: ₹4.96b (up 14% from 2Q 2024). Net income: ₹75.9m (down 54% from 2Q 2024). Profit margin: 1.5% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 18Emami Paper Mills Limited to Report Q2, 2025 Results on Nov 07, 2024Emami Paper Mills Limited announced that they will report Q2, 2025 results on Nov 07, 2024
お知らせ • Aug 30Emami Paper Mills Limited Approves Dividend for Financial Year 2023-24Emami Paper Mills Limited at its AGM held on August 28, 2024, approved to declare dividend @ 80 % i.e. INR 1.60/- per Equity Share of the face value of INR 2/- each for the financial year 2023-24.
Upcoming Dividend • Aug 14Upcoming dividend of ₹1.60 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 27 September 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.2%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 06Full year 2024 earnings released: EPS: ₹13.12 (vs ₹10.62 in FY 2023)Full year 2024 results: EPS: ₹13.12 (up from ₹10.62 in FY 2023). Revenue: ₹19.9b (down 16% from FY 2023). Net income: ₹794.0m (up 24% from FY 2023). Profit margin: 4.0% (up from 2.7% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 17Emami Paper Mills Limited to Report Q1, 2025 Results on Aug 09, 2024Emami Paper Mills Limited announced that they will report Q1, 2025 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹143, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 27x in the Forestry industry in India. Total loss to shareholders of 25% over the past three years.
お知らせ • May 31Emami Paper Mills Limited, Annual General Meeting, Aug 28, 2024Emami Paper Mills Limited, Annual General Meeting, Aug 28, 2024.
お知らせ • May 30Emami Paper Mills Limited Recommends Dividend for the Financial Year Ended March 31, 2024Emami Paper Mills Limited announced that at the board meeting held on May 28, 2024, the company recommend dividend of 80% i.e. INR 1.60/- per share on equity share of face value of INR 2/- each for the financial year ended March 31, 2024, subject to the approval of the Shareholders at the up coming Annual General Meeting of the Company.
Reported Earnings • May 30Full year 2024 earnings released: EPS: ₹13.12 (vs ₹10.62 in FY 2023)Full year 2024 results: EPS: ₹13.12 (up from ₹10.62 in FY 2023). Revenue: ₹20.0b (down 14% from FY 2023). Net income: ₹843.0m (up 31% from FY 2023). Profit margin: 4.2% (up from 2.8% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: ₹6.30 (vs ₹0.22 in 3Q 2023)Third quarter 2024 results: EPS: ₹6.30 (up from ₹0.22 in 3Q 2023). Revenue: ₹4.94b (down 13% from 3Q 2023). Net income: ₹393.7m (up ₹379.6m from 3Q 2023). Profit margin: 8.0% (up from 0.2% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Feb 06Emami Paper Mills Limited Approves the Appointment of Shri Soumyajit Mukherjee as Chief Marketing OfficerEmami Paper Mills Limited approved the appointment of Shri Soumyajit Mukherjee as Chief Marketing Officer, senior management personnel of the Company effective from 15th February, 2024 as per the recommendation of the Nomination & Remuneration Committee and subsequent approval of the Board of Directors of the Company. Shri Soumyajit Mukherjee holds a postgraduate degree in Economics with a specialization in International Trade. With a robust skill set that includes strategic decision-making, Price Setting, product mix, Key Account Management, and moreover, Shri Mukherjee contributes valuable insights to the industry Shri Mukherjee is a Specialist in Sales and Marketing as well as Business and Product Development. He has over 24 years of experience in the Paper Industry and has been performing the role of Head of Sales & Marketing for the last 10 years.
お知らせ • Jan 10Emami Paper Mills Limited to Report Q3, 2024 Results on Feb 06, 2024Emami Paper Mills Limited announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹2.51 (vs ₹3.94 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.51 (down from ₹3.94 in 2Q 2023). Revenue: ₹4.37b (down 29% from 2Q 2023). Net income: ₹164.0m (down 35% from 2Q 2023). Profit margin: 3.8% (down from 4.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Oct 18Emami Paper Mills Limited to Report Q2, 2024 Results on Nov 01, 2023Emami Paper Mills Limited announced that they will report Q2, 2024 results on Nov 01, 2023
お知らせ • Oct 06Emami Paper Mills Limited Announces Resignation of Soumyajit Mukherjee as Jt. President (Sales and Marketing)Emami Paper Mills Limited announced that Shri Soumyajit Mukherjee, Jt. President (Sales and Marketing) a Senior Management Personnel of the company, vide his letter dated 23 June,2023, tendered his resignation with effect from the closure of business hours on or before 30 September, 2023 in order to pursue his interests outside the organization and has also informed that there are no other reason for his resignation except the reason mentioned in the resignation letter. The company has accepted his resignation and he ceases to be a SMP with effect from the closure of the business hours on 30 September 2023.
お知らせ • Sep 15Emami Paper Mills Limited Approves Dividend for the Financial Year 2022-23Emami Paper Mills Limited at its AGM held on September 12, 2023 approved dividend @80% i.e. INR 1.60 per equity share of the face value of INR 2 per share for the financial year 2022-23.
Upcoming Dividend • Aug 29Upcoming dividend of ₹1.60 per share at 1.2% yieldEligible shareholders must have bought the stock before 05 September 2023. Payment date: 12 October 2023. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.9%).
お知らせ • Aug 11Emami Paper Mills Limited, Annual General Meeting, Sep 12, 2023Emami Paper Mills Limited, Annual General Meeting, Sep 12, 2023, at 11:00 Indian Standard Time.
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: ₹0.02 (vs ₹8.72 in 1Q 2023)First quarter 2024 results: EPS: ₹0.02 (down from ₹8.72 in 1Q 2023). Revenue: ₹5.19b (down 13% from 1Q 2023). Net income: ₹13.3m (down 98% from 1Q 2023). Profit margin: 0.3% (down from 9.0% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 25Emami Paper Mills Limited to Report Q1, 2024 Results on Aug 09, 2023Emami Paper Mills Limited announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹10.62 (vs ₹18.17 in FY 2022)Full year 2023 results: EPS: ₹10.62 (down from ₹18.17 in FY 2022). Revenue: ₹23.1b (up 18% from FY 2022). Net income: ₹691.7m (down 37% from FY 2022). Profit margin: 3.0% (down from 5.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 27Emami Paper Mills Limited Recommends Dividend for the Financial Year Ended 31 March, 2023Emami Paper Mills Limited recommended @ 80% i.e. INR 1.60 per share on equity share of face value of INR 2 each for the financial year ended 31 March, 2023, subject to the approval of the Shareholders at the upcoming Annual General Meeting of the Company.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹118, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 8x in the Forestry industry in India. Total returns to shareholders of 120% over the past three years.
Reported Earnings • Feb 15Third quarter 2023 earnings released: EPS: ₹0.22 (vs ₹3.64 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.22 (down from ₹3.64 in 3Q 2022). Revenue: ₹5.65b (up 8.9% from 3Q 2022). Net income: ₹14.1m (down 94% from 3Q 2022). Profit margin: 0.2% (down from 4.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹122, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 39% over the past three years.
お知らせ • Jan 19Emami Paper Mills Limited to Report Q3, 2023 Results on Feb 13, 2023Emami Paper Mills Limited announced that they will report Q3, 2023 results at 12:15 PM, Indian Standard Time on Feb 13, 2023
お知らせ • Nov 28Emami Paper Mills Limited Announces CFO ChangesEmami Paper Mills Limited announced that based on the recommendation of the nomination and remuneration committee and approval of the audit committee, the Board of Directors of the company at its meeting held ie. 28 November 2022, has appointed Shri Mukesh Kumar Agarwal, Assistant Vice President (Finance), as Interim Chief Financial Officer ("Interim CFO") and as Key Managerial Personnel of the Company with immediate effect i.e. from 28 November 2022, to fill up the vacancy caused by the resignation of Shri S K Khetan erstwhile Chief Financial Officer of the Company, till the Board approves the appointment of next Chief Financial Officer of the Company. The Board is in process of selecting the next Chief Financial Officer of the Company. Shri Mukesh Kumar Agarwal, aged 50 years is a qualified Chartered Accountant and Commerce graduate from St. Xavier's College Kolkata and having an experience of more than 25 years in the field of Accounts, Finance, and Taxation. Passed Chartered Accountant (CA) Final in 1st Attempt - May 1996. Passed Company Secretaryship (Inter) in the year 1997. Experience: Joined Emami Paper Mills Limited in 1997 as Executive Trainee and over a period of time has moved to the present position of Assistant Vice President (Finance). Before joining Emami Paper his last employment was with Indian Oil Corporation Limited as Internal Audit Officer.
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: ₹3.94 (vs ₹3.58 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.94 (up from ₹3.58 in 2Q 2022). Revenue: ₹6.13b (up 39% from 2Q 2022). Net income: ₹250.3m (up 9.3% from 2Q 2022). Profit margin: 4.1% (down from 5.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 04Upcoming dividend of ₹1.60 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 18 September 2022. Payout ratio is a comfortable 8.8% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (0.7%).
お知らせ • Jul 28Emami Paper Mills Limited, Annual General Meeting, Aug 19, 2022Emami Paper Mills Limited, Annual General Meeting, Aug 19, 2022, at 10:30 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements of the company for the financial year ended on March 31, 2022, together with the Reports of the Board of Directors and the Auditors thereon; to declare dividend for the financial year 2021-22; to appoint a Director in place of Mrs. Richa Agarwal, who retires by rotation and being eligible, offers herself for re-appointment; to appoint M/s. S K Agrawal and Co Chartered Accountants LLP, Chartered Accountants, as Statutory Auditors of the company; and to consider ratification of Cost Auditor's Remuneration for the financial year 2022-23.
Reported Earnings • Jul 28Full year 2022 earnings released: EPS: ₹18.17 (vs ₹8.44 in FY 2021)Full year 2022 results: EPS: ₹18.17 (up from ₹8.44 in FY 2021). Revenue: ₹19.6b (up 61% from FY 2021). Net income: ₹1.15b (up 125% from FY 2021). Profit margin: 5.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • May 26+ 2 more updatesEmami Paper Mills Limited Announces Resignation of Sushil Kumar Khetan as CFO, Effective May 31, 2022Emami Paper Mills Limited announced that at its board meeting held on May 25, 2022, approved the resignation of Shri Sushil Kumar Khetan as CFO with effect from the closure of business hours on 31st May, 2022.
Buying Opportunity • May 25Now 25% undervaluedOver the last 90 days, the stock is up 34%. The fair value is estimated to be ₹213, 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. Meanwhile, the company has become profitable.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹168, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 11x in the Forestry industry in India. Total returns to shareholders of 10% over the past three years.
お知らせ • May 07Emami Paper Mills Limited to Report Fiscal Year 2022 Results on May 25, 2022Emami Paper Mills Limited announced that they will report fiscal year 2022 results on May 25, 2022
Buying Opportunity • May 04Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₹204, 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. Meanwhile, the company has become profitable.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Independent Director Sumit Banerjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 28% share price gain to ₹165, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 10x in the Forestry industry in India. Total returns to shareholders of 3.4% over the past three years.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹119, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 10x in the Forestry industry in India. Total loss to shareholders of 17% over the past three years.
Buying Opportunity • Feb 07Now 23% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₹201, 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. The company has become profitable over the last year.
Board Change • Feb 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive & Independent Director Sumit Banerjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 01Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹3.64 (up from ₹0.48 in 3Q 2021). Revenue: ₹5.19b (up 66% from 3Q 2021). Net income: ₹232.2m (up ₹202.9m from 3Q 2021). Profit margin: 4.5% (up from 0.9% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 01Second quarter 2022 earnings released: EPS ₹3.58 (vs ₹1.34 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹4.41b (up 55% from 2Q 2021). Net income: ₹229.1m (up 182% from 2Q 2021). Profit margin: 5.2% (up from 2.9% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS ₹5.09 (vs ₹1.20 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹4.29b (up 108% from 1Q 2021). Net income: ₹319.9m (up ₹392.7m from 1Q 2021). Profit margin: 7.5% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 30Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹184, the stock trades at a trailing P/E ratio of 21.9x. Average trailing P/E is 21x in the Forestry industry in India. Total loss to shareholders of 26% over the past three years.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹190, the stock trades at a trailing P/E ratio of 22.5x. Average trailing P/E is 17x in the Forestry industry in India. Total loss to shareholders of 5.4% over the past three years.
Executive Departure • Jun 10VP of Finance, Compliance Officer & Secretary G. Saraf has left the companyOn the 1st of June, G. Saraf's tenure as VP of Finance, Compliance Officer & Secretary ended. We don't have any record of a personal shareholding under Saraf's name. Saraf is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.17 years.
Reported Earnings • Jun 05Full year 2021 earnings released: EPS ₹8.43 (vs ₹1.73 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹12.2b (down 20% from FY 2020). Net income: ₹510.6m (up ₹615.1m from FY 2020). Profit margin: 4.2% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 16New 90-day high: ₹117The company is up 35% from a price of ₹86.30 on 16 December 2020. Outperformed the Indian market which is up 13% over the last 90 days. Exceeded the Forestry industry, which is up 33% over the same period.
Reported Earnings • Feb 09Third quarter 2021 earnings released: EPS ₹0.48 (vs ₹3.06 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹3.16b (down 23% from 3Q 2020). Net income: ₹29.3m (down 84% from 3Q 2020). Profit margin: 0.9% (down from 4.5% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 26Emami Paper Mills Limited to Report Q3, 2021 Results on Feb 08, 2021Emami Paper Mills Limited announced that they will report Q3, 2021 results on Feb 08, 2021
Is New 90 Day High Low • Dec 15New 90-day high: ₹89.00The company is up 29% from its price of ₹68.85 on 16 September 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 13% over the same period.
Is New 90 Day High Low • Nov 04New 90-day low: ₹63.50The company is down 9.0% from its price of ₹70.10 on 06 August 2020. The Indian market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 6.0% over the same period.
Reported Earnings • Nov 03Second quarter 2021 earnings released: EPS ₹1.34The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: ₹2.86b (down 25% from 2Q 2020). Net income: ₹81.3m (up ₹70.4m from 2Q 2020). Profit margin: 2.8% (up from 0.3% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 63% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 17Emami Paper Mills Limited to Report Q2, 2021 Results on Oct 29, 2020Emami Paper Mills Limited announced that they will report Q2, 2021 results on Oct 29, 2020
Is New 90 Day High Low • Oct 14New 90-day low: ₹66.00The company is down 11% from its price of ₹74.00 on 16 July 2020. The Indian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 4.0% over the same period.
Is New 90 Day High Low • Sep 22New 90-day low: ₹67.75The company is down 17% from its price of ₹81.85 on 24 June 2020. The Indian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 5.0% over the same period.
