View Financial HealthAndhra Paper 配当と自社株買い配当金 基準チェック /26Andhra Paperは配当を支払う会社で、現在の利回りは0.84%ですが、利益によって十分にカバーされています。次の支払い日は 10th September, 2026で、権利落ち日は4th August, 2026 。主要情報0.8%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回りn/a配当成長3.7%次回配当支払日10 Sep 26配当落ち日04 Aug 26一株当たり配当金n/a配当性向53%最近の配当と自社株買いの更新お知らせ • Aug 12Andhra Paper Limited Declares Final Dividend for the Financial Year Ended March 31, 2026Andhra Paper Limited 62nd Annual General Meeting (AGM) was held on August 11, 2026. The company declared final dividend of INR 0.50/- per equity share of face value of INR 2/- each, of the Company for the financial year ended March 31, 2026.Upcoming Dividend • Jul 30Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 04 August 2026. Payment date: 10 September 2026. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.6%).Declared Dividend • Jul 16Dividend reduced to ₹0.50Dividend of ₹0.50 is 50% lower than last year. Ex-date: 4th August 2026 Payment date: 10th September 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 41% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.9% EPS decline seen over the last 5 years.分析記事 • Jul 28Andhra Paper's (NSE:ANDHRAPAP) Dividend Will Be Reduced To ₹1.00Andhra Paper Limited's ( NSE:ANDHRAPAP ) dividend is being reduced from last year's payment covering the same period to...Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.5%).分析記事 • Jul 07Andhra Paper's (NSE:ANDHRAPAP) Dividend Is Being Reduced To ₹1.00Andhra Paper Limited ( NSE:ANDHRAPAP ) is reducing its dividend from last year's comparable payment to ₹1.00 on the 6th...すべての更新を表示Recent updatesお知らせ • Aug 12Andhra Paper Limited Declares Final Dividend for the Financial Year Ended March 31, 2026Andhra Paper Limited 62nd Annual General Meeting (AGM) was held on August 11, 2026. The company declared final dividend of INR 0.50/- per equity share of face value of INR 2/- each, of the Company for the financial year ended March 31, 2026.New Risk • Aug 05New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 17% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).Upcoming Dividend • Jul 30Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 04 August 2026. Payment date: 10 September 2026. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.6%).分析記事 • Jul 27Andhra Paper's (NSE:ANDHRAPAP) Shareholders Have More To Worry About Than Only Soft EarningsAndhra Paper Limited's ( NSE:ANDHRAPAP ) recent weak earnings report didn't cause a big stock movement. We think that...New Risk • Jul 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 271% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).お知らせ • Jul 25Andhra Paper Limited to Report Q1, 2027 Results on Aug 04, 2026Andhra Paper Limited announced that they will report Q1, 2027 results on Aug 04, 2026Declared Dividend • Jul 16Dividend reduced to ₹0.50Dividend of ₹0.50 is 50% lower than last year. Ex-date: 4th August 2026 Payment date: 10th September 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 41% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.9% EPS decline seen over the last 5 years.お知らせ • Jul 13Andhra Paper Limited, Annual General Meeting, Aug 11, 2026Andhra Paper Limited, Annual General Meeting, Aug 11, 2026, at 11:30 Indian Standard Time.Reported Earnings • May 16Full year 2026 earnings released: EPS: ₹0.94 (vs ₹4.47 in FY 2025)Full year 2026 results: EPS: ₹0.94 (down from ₹4.47 in FY 2025). Revenue: ₹17.8b (up 16% from FY 2025). Net income: ₹186.2m (down 79% from FY 2025). Profit margin: 1.0% (down from 5.8% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • May 05Andhra Paper Limited to Report Q4, 2026 Results on May 14, 2026Andhra Paper Limited announced that they will report Q4, 2026 results on May 14, 2026Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹0.50 (vs ₹0.59 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.50 (down from ₹0.59 in 3Q 2025). Revenue: ₹4.47b (up 16% from 3Q 2025). Net income: ₹98.5m (down 16% from 3Q 2025). Profit margin: 2.2% (down from 3.0% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Jan 23Andhra Paper Limited to Report Q3, 2026 Results on Feb 04, 2026Andhra Paper Limited announced that they will report Q3, 2026 results on Feb 04, 2026分析記事 • Nov 15Andhra Paper's (NSE:ANDHRAPAP) Anemic Earnings Might Be Worse Than You ThinkThe market wasn't impressed with the soft earnings from Andhra Paper Limited ( NSE:ANDHRAPAP ) recently. We did some...Reported Earnings • Nov 07Second quarter 2026 earnings released: ₹1.02 loss per share (vs ₹2.10 profit in 2Q 2025)Second quarter 2026 results: ₹1.02 loss per share (down from ₹2.10 profit in 2Q 2025). Revenue: ₹3.72b (down 14% from 2Q 2025). Net loss: ₹202.6m (down 149% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 54% 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 • Oct 25Andhra Paper Limited to Report Q2, 2026 Results on Nov 06, 2025Andhra Paper Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 06, 2025分析記事 • Jul 28Andhra Paper's (NSE:ANDHRAPAP) Dividend Will Be Reduced To ₹1.00Andhra Paper Limited's ( NSE:ANDHRAPAP ) dividend is being reduced from last year's payment covering the same period to...お知らせ • Jul 26Andhra Paper Limited to Report Q1, 2026 Results on Aug 05, 2025Andhra Paper Limited announced that they will report Q1, 2026 results on Aug 05, 2025Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.5%).Reported Earnings • Jul 17Full year 2025 earnings released: EPS: ₹4.47 (vs ₹17.09 in FY 2024)Full year 2025 results: EPS: ₹4.47 (down from ₹17.09 in FY 2024). Revenue: ₹15.4b (down 14% from FY 2024). Net income: ₹889.1m (down 74% from FY 2024). Profit margin: 5.8% (down from 19% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Jul 07Andhra Paper Limited, Annual General Meeting, Aug 07, 2025Andhra Paper Limited, Annual General Meeting, Aug 07, 2025, at 14:30 Indian Standard Time.分析記事 • Jul 07Andhra Paper's (NSE:ANDHRAPAP) Dividend Is Being Reduced To ₹1.00Andhra Paper Limited ( NSE:ANDHRAPAP ) is reducing its dividend from last year's comparable payment to ₹1.00 on the 6th...Declared Dividend • Jul 06Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 1st August 2025 Payment date: 6th September 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 4 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.分析記事 • May 16Andhra Paper's (NSE:ANDHRAPAP) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Andhra Paper Limited ( NSE:ANDHRAPAP ) last week didn't sink the stock price...Reported Earnings • May 10Full year 2025 earnings released: EPS: ₹4.47 (vs ₹17.09 in FY 2024)Full year 2025 results: EPS: ₹4.47 (down from ₹17.09 in FY 2024). Revenue: ₹16.3b (down 9.5% from FY 2024). Net income: ₹889.1m (down 74% from FY 2024). Profit margin: 5.5% (down from 19% in FY 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • May 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. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Papia Sengupta 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.お知らせ • May 01Andhra Paper Limited to Report Q4, 2025 Results on May 08, 2025Andhra Paper Limited announced that they will report Q4, 2025 results on May 08, 2025お知らせ • Jan 28Andhra Paper Limited to Report Q3, 2025 Results on Feb 06, 2025Andhra Paper Limited announced that they will report Q3, 2025 results on Feb 06, 2025お知らせ • Jan 03Andhra Paper Limited Reports Disruption of Operations of the Manufacturing Plant Situated At Unit: RajahmundryAndhra Paper Limited informed that, operations of the manufacturing plant situated at unit: Rajahmundry has been disrupted due to strike of the workers called by the Workers Trade Unions with effect from January 03, 2025. The Company management is in discussion with the concerned Trade Unions to resolve the issue amicably as soon as possible and shall provide update on further development in due course. Whether loss /damage covered by insurance or not including amount: Yes, all assets are covered by insurance. Estimate impact on operations /production: Loss of production per day of strike is approximately 510 MT. Factory /Unit where the strike has occurred including reasons for such strike; Rajahmundry Unit, East Godavari, Andhra Pradesh 533105. Reasons for strike: Demanding high revision in wages in forthcoming wage settlement with the management.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: ₹2.10 (vs ₹5.04 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.10 (down from ₹5.04 in 2Q 2024). Revenue: ₹4.32b (down 10% from 2Q 2024). Net income: ₹417.2m (down 58% from 2Q 2024). Profit margin: 9.7% (down from 21% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.お知らせ • Oct 22Andhra Paper Limited to Report Q2, 2025 Results on Nov 04, 2024Andhra Paper Limited announced that they will report Q2, 2025 results on Nov 04, 2024New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Sep 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹4.67b (US$55.6m) This is considered a minor risk. Companies with a small market capitalization 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: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin). Market cap is less than US$100m (₹4.67b market cap, or US$55.6m).New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin).お知らせ • Jul 27Andhra Paper Limited to Report Q1, 2025 Results on Aug 05, 2024Andhra Paper Limited announced that they will report Q1, 2025 results on Aug 05, 2024分析記事 • Jul 27We Think That There Are More Issues For Andhra Paper (NSE:ANDHRAPAP) Than Just Sluggish EarningsA lackluster earnings announcement from Andhra Paper Limited ( NSE:ANDHRAPAP ) last week didn't sink the stock price...分析記事 • Jul 25Andhra Paper's (NSE:ANDHRAPAP) Dividend Will Be Reduced To ₹10.00Andhra Paper Limited ( NSE:ANDHRAPAP ) is reducing its dividend from last year's comparable payment to ₹10.00 on the...Reported Earnings • Jul 24Full year 2024 earnings released: EPS: ₹85.43 (vs ₹131 in FY 2023)Full year 2024 results: EPS: ₹85.43 (down from ₹131 in FY 2023). Revenue: ₹18.0b (down 14% from FY 2023). Net income: ₹3.40b (down 35% from FY 2023). Profit margin: 19% (down from 25% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 24Dividend reduced to ₹10.00Dividend of ₹10.00 is 20% lower than last year. Ex-date: 5th August 2024 Payment date: 11th September 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 26% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 18Andhra Paper Limited, Annual General Meeting, Aug 12, 2024Andhra Paper Limited, Annual General Meeting, Aug 12, 2024, at 11:30 Indian Standard Time.お知らせ • May 15+ 1 more updateAndhra Paper Limited Announces Resignation of Rajendra Jain as Non-Executive and Non Independent Director and Member of the Corporate Social Responsibility Committee and Stakeholders Relationship CommitteeAndhra Paper Limited announced that at the board meeting held on May 14, 2024, the company accepted the resignation of Mr. Rajendra Jain as Non-Executive and Non Independent Director of the Company, effective May 14, 2024 due to his personal reasons. Consequently, he shall also cease to be a Member of the Corporate Social Responsibility Committee and Stakeholders Relationship Committee of the Company.お知らせ • Apr 28Andhra Paper Limited to Report Q4, 2024 Results on May 14, 2024Andhra Paper Limited announced that they will report Q4, 2024 results on May 14, 2024分析記事 • Feb 06Andhra Paper (NSE:ANDHRAPAP) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: ₹20.74 (vs ₹42.79 in 3Q 2023)Third quarter 2024 results: EPS: ₹20.74 (down from ₹42.79 in 3Q 2023). Revenue: ₹5.01b (down 12% from 3Q 2023). Net income: ₹824.7m (down 52% from 3Q 2023). Profit margin: 17% (down from 30% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 25Andhra Paper Limited to Report Q4, 2024 Results on Feb 02, 2024Andhra Paper Limited announced that they will report Q4, 2024 results on Feb 02, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: ₹25.22 (vs ₹28.52 in 2Q 2023)Second quarter 2024 results: EPS: ₹25.22 (down from ₹28.52 in 2Q 2023). Revenue: ₹5.03b (up 3.9% from 2Q 2023). Net income: ₹1.00b (down 12% from 2Q 2023). Profit margin: 20% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 19Andhra Paper Limited to Report Q2, 2024 Results on Oct 30, 2023Andhra Paper Limited announced that they will report Q2, 2024 results on Oct 30, 2023Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹543, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 10x in the Forestry industry in India. Total returns to shareholders of 181% over the past three years.お知らせ • Aug 12Andhra Paper Limited Approves Final Dividend for the Financial Year Ended March 31, 2023Andhra Paper Limited announced at the AGM held on August 11, 2023, approved Declaration of a final dividend of INR 12.50 per equity share of face value of INR 10/- each, of the Company for the financial year ended March 31, 2023.お知らせ • Aug 04Andhra Paper Limited to Report Q1, 2024 Results on Aug 03, 2023Andhra Paper Limited announced that they will report Q1, 2024 results on Aug 03, 2023分析記事 • Aug 04Andhra Paper's (NSE:ANDHRAPAP) Upcoming Dividend Will Be Larger Than Last Year'sAndhra Paper Limited ( NSE:ANDHRAPAP ) has announced that it will be increasing its dividend from last year's...Upcoming Dividend • Jul 28Upcoming dividend of ₹12.50 per share at 3.0% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 3.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.0%).Reported Earnings • Jul 22Full year 2023 earnings released: EPS: ₹131 (vs ₹35.14 in FY 2022)Full year 2023 results: EPS: ₹131 (up from ₹35.14 in FY 2022). Revenue: ₹21.0b (up 52% from FY 2022). Net income: ₹5.22b (up 274% from FY 2022). Profit margin: 25% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 07Andhra Paper (NSE:ANDHRAPAP) Is Increasing Its Dividend To ₹12.50The board of Andhra Paper Limited ( NSE:ANDHRAPAP ) has announced that it will be paying its dividend of ₹12.50 on the...お知らせ • Jul 06Andhra Paper Limited, Annual General Meeting, Aug 11, 2023Andhra Paper Limited, Annual General Meeting, Aug 11, 2023, at 11:30 Indian Standard Time.Reported Earnings • May 10Full year 2023 earnings released: EPS: ₹131 (vs ₹35.14 in FY 2022)Full year 2023 results: EPS: ₹131 (up from ₹35.14 in FY 2022). Revenue: ₹21.5b (up 56% from FY 2022). Net income: ₹5.22b (up 274% from FY 2022). Profit margin: 24% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • May 09+ 1 more updateAndhra Paper Limited Recommends Final Dividend for the Financial Year 2022-23Andhra Paper Limited announced that the Board of Directors at its Meeting held on May 8, 2023 has recommended a final dividend of INR 12.50 on the equity share of INR 10 per each, fully paid-up, (representing 125% of the paid-up value), for the financial year 2022-23. The dividend, if approved by the Members at the ensuing 59th Annual General Meeting of the Company, will be. paid within 30 days from the date of declaration, as provided under the Companies Act, 2013.Reported Earnings • Feb 01Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ₹5.87b (up 70% from 3Q 2022). Net income: ₹1.70b (up 357% from 3Q 2022). Profit margin: 29% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue.お知らせ • Jan 07Andhra Paper Limited Announces the Resignation of Mukesh Jain as the Chief Financial Officer, Effective February 1, 2023Andhra Paper Limited announced the resignation of Mr. Mukesh Jain as Chief Financial Officer vide his letter dated January 6, 2023 and shall continue as Director-Commercial. His resignation from CFO position has been accepted by the Company. He shall be relieved as CFO upon close of business hours on February 1, 2023. He shall continue to support and ensure smooth transition of responsibilities until a new CFO is appointed by the Company. Mr. Mukesh Jain has confirmed that there are no material reasons for his resignation.Recent Insider Transactions • Jan 04Executive Chairman & MD recently bought ₹1.7m worth of stockOn the 29th of December, Shree Bangur bought around 4k shares on-market at roughly ₹416 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Shree's only on-market trade for the last 12 months.分析記事 • Jan 02We Like Andhra Paper's (NSE:ANDHRAPAP) Returns And Here's How They're TrendingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Board Change • Dec 28High number of new directorsIndependent Director Viren Sinha was the last director to join the board, commencing their role in 2022.Buying Opportunity • Sep 26Now 24% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be ₹544, 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 22%.Buying Opportunity • Aug 12Now 20% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be ₹528, 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 22%.分析記事 • Jul 31Andhra Paper (NSE:ANDHRAPAP) Is Increasing Its Dividend To ₹7.50The board of Andhra Paper Limited ( NSE:ANDHRAPAP ) has announced that it will be paying its dividend of ₹7.50 on the...Upcoming Dividend • Jul 28Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 11 September 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Within top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.7%).Reported Earnings • Jul 21Full year 2022 earnings released: EPS: ₹35.14 (vs ₹1.16 loss in FY 2021)Full year 2022 results: EPS: ₹35.14 (up from ₹1.16 loss in FY 2021). Revenue: ₹13.8b (up 56% from FY 2021). Net income: ₹1.40b (up ₹1.44b from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Jul 19Andhra Paper Limited to Report Fiscal Year 2023 Results on May 30, 2023Andhra Paper Limited announced that they will report fiscal year 2023 results on May 30, 2023Reported Earnings • May 06Full year 2022 earnings released: EPS: ₹35.14 (vs ₹1.16 loss in FY 2021)Full year 2022 results: EPS: ₹35.14 (up from ₹1.16 loss in FY 2021). Revenue: ₹14.3b (up 61% from FY 2021). Net income: ₹1.40b (up ₹1.44b from FY 2021). Profit margin: 9.8% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Independent Director Arun Sureka is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹331, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 11x in the Forestry industry in India. Total loss to shareholders of 25% over the past three years.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹258, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 10x in the Forestry industry in India. Total loss to shareholders of 43% over the past three years.分析記事 • Mar 14Andhra Paper (NSE:ANDHRAPAP) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Feb 03Andhra Paper (NSE:ANDHRAPAP) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Reported Earnings • Feb 01Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹9.37 (up from ₹1.02 in 3Q 2021). Revenue: ₹3.54b (up 42% from 3Q 2021). Net income: ₹372.7m (up ₹332.1m from 3Q 2021). Profit margin: 11% (up from 1.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 21% per year, which means it has not declined as severely as earnings.分析記事 • Nov 15Andhra Paper's (NSE:ANDHRAPAP) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Andhra Paper Limited's ( NSE:ANDHRAPAP ) lackluster earnings report last week...Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS ₹4.75 (vs ₹4.01 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹3.59b (up 132% from 2Q 2021). Net income: ₹188.7m (up ₹348.0m from 2Q 2021). Profit margin: 5.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. 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 23% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jul 22Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 11 September 2021. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).Reported Earnings • Jul 14Full year 2021 earnings released: ₹1.16 loss per share (vs ₹53.54 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹8.87b (down 30% from FY 2020). Net loss: ₹46.0m (down 102% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% 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.分析記事 • May 30Andhra Paper (NSE:ANDHRAPAP) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • May 12Full year 2021 earnings released: ₹1.16 loss per share (vs ₹53.54 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹9.02b (down 29% from FY 2020). Net loss: ₹46.0m (down 102% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% 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.Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹269, the stock is trading at a trailing P/E ratio of 17.7x, up from the previous P/E ratio of 15x. This compares to an average P/E of 18x in the Forestry industry in India. Total return to shareholders over the past three years is a loss of 10%.Is New 90 Day High Low • Mar 01New 90-day high: ₹249The company is up 23% from its price of ₹203 on 01 December 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 39% over the same period.Is New 90 Day High Low • Feb 04New 90-day high: ₹221The company is up 17% from its price of ₹189 on 06 November 2020. The Indian market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 41% over the same period.Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS ₹1.02 (vs ₹12.84 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹2.49b (down 29% from 3Q 2020). Net income: ₹40.6m (down 92% from 3Q 2020). Profit margin: 1.6% (down from 15% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Jan 01New 90-day high: ₹218The company is up 9.0% from its price of ₹199 on 01 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 27% over the same period.Is New 90 Day High Low • Dec 08New 90-day high: ₹213The company is up 5.0% from its price of ₹204 on 09 September 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 20% over the same period.Reported Earnings • Oct 31First half earnings releasedOver the last 12 months the company has reported total profits of ₹1.03b, down 45% from the prior year. Total revenue was ₹9.06b over the last 12 months, down 35% from the prior year.Is New 90 Day High Low • Oct 13New 90-day low: ₹186The company is down 16% from its price of ₹221 on 15 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: ₹196The company is down 16% from its price of ₹234 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.決済の安定と成長配当データの取得安定した配当: ANDHRAPAPは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: ANDHRAPAPは5年間のみ配当金を支払っており、それ以降は支払額が減少しています。配当利回り対市場Andhra Paper 配当利回り対市場ANDHRAPAP 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ANDHRAPAP)0.8%市場下位25% (IN)0.3%市場トップ25% (IN)1.4%業界平均 (Forestry)0.6%アナリスト予想 (ANDHRAPAP) (最長3年)n/a注目すべき配当: ANDHRAPAPの配当金 ( 0.84% ) はIndian市場の配当金支払者の下位 25% ( 0.29% ) よりも高くなっています。高配当: ANDHRAPAPの配当金 ( 0.84% ) はIndian市場の配当金支払者の上位 25% ( 1.44% ) と比較すると低いです。株主への利益配当収益カバレッジ: ANDHRAPAPの配当金は、合理的な 配当性向 ( 53.4% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: ANDHRAPAPは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management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2026/08/14 05:41終値2026/08/14 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Andhra Paper 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。2 アナリスト機関Kameswari V. S. ChavaliFirstCall ResearchBikshapathi A.FirstCall Research
お知らせ • Aug 12Andhra Paper Limited Declares Final Dividend for the Financial Year Ended March 31, 2026Andhra Paper Limited 62nd Annual General Meeting (AGM) was held on August 11, 2026. The company declared final dividend of INR 0.50/- per equity share of face value of INR 2/- each, of the Company for the financial year ended March 31, 2026.
Upcoming Dividend • Jul 30Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 04 August 2026. Payment date: 10 September 2026. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.6%).
Declared Dividend • Jul 16Dividend reduced to ₹0.50Dividend of ₹0.50 is 50% lower than last year. Ex-date: 4th August 2026 Payment date: 10th September 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 41% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.9% EPS decline seen over the last 5 years.
分析記事 • Jul 28Andhra Paper's (NSE:ANDHRAPAP) Dividend Will Be Reduced To ₹1.00Andhra Paper Limited's ( NSE:ANDHRAPAP ) dividend is being reduced from last year's payment covering the same period to...
Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.5%).
分析記事 • Jul 07Andhra Paper's (NSE:ANDHRAPAP) Dividend Is Being Reduced To ₹1.00Andhra Paper Limited ( NSE:ANDHRAPAP ) is reducing its dividend from last year's comparable payment to ₹1.00 on the 6th...
お知らせ • Aug 12Andhra Paper Limited Declares Final Dividend for the Financial Year Ended March 31, 2026Andhra Paper Limited 62nd Annual General Meeting (AGM) was held on August 11, 2026. The company declared final dividend of INR 0.50/- per equity share of face value of INR 2/- each, of the Company for the financial year ended March 31, 2026.
New Risk • Aug 05New major risk - Revenue and earnings growthEarnings have declined by 17% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 17% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin).
Upcoming Dividend • Jul 30Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 04 August 2026. Payment date: 10 September 2026. Payout ratio is a comfortable 53% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (0.6%).
分析記事 • Jul 27Andhra Paper's (NSE:ANDHRAPAP) Shareholders Have More To Worry About Than Only Soft EarningsAndhra Paper Limited's ( NSE:ANDHRAPAP ) recent weak earnings report didn't cause a big stock movement. We think that...
New Risk • Jul 25New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 271% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin).
お知らせ • Jul 25Andhra Paper Limited to Report Q1, 2027 Results on Aug 04, 2026Andhra Paper Limited announced that they will report Q1, 2027 results on Aug 04, 2026
Declared Dividend • Jul 16Dividend reduced to ₹0.50Dividend of ₹0.50 is 50% lower than last year. Ex-date: 4th August 2026 Payment date: 10th September 2026 Dividend yield will be 0.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 56 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 41% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.9% EPS decline seen over the last 5 years.
お知らせ • Jul 13Andhra Paper Limited, Annual General Meeting, Aug 11, 2026Andhra Paper Limited, Annual General Meeting, Aug 11, 2026, at 11:30 Indian Standard Time.
Reported Earnings • May 16Full year 2026 earnings released: EPS: ₹0.94 (vs ₹4.47 in FY 2025)Full year 2026 results: EPS: ₹0.94 (down from ₹4.47 in FY 2025). Revenue: ₹17.8b (up 16% from FY 2025). Net income: ₹186.2m (down 79% from FY 2025). Profit margin: 1.0% (down from 5.8% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • May 05Andhra Paper Limited to Report Q4, 2026 Results on May 14, 2026Andhra Paper Limited announced that they will report Q4, 2026 results on May 14, 2026
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: ₹0.50 (vs ₹0.59 in 3Q 2025)Third quarter 2026 results: EPS: ₹0.50 (down from ₹0.59 in 3Q 2025). Revenue: ₹4.47b (up 16% from 3Q 2025). Net income: ₹98.5m (down 16% from 3Q 2025). Profit margin: 2.2% (down from 3.0% in 3Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 23Andhra Paper Limited to Report Q3, 2026 Results on Feb 04, 2026Andhra Paper Limited announced that they will report Q3, 2026 results on Feb 04, 2026
分析記事 • Nov 15Andhra Paper's (NSE:ANDHRAPAP) Anemic Earnings Might Be Worse Than You ThinkThe market wasn't impressed with the soft earnings from Andhra Paper Limited ( NSE:ANDHRAPAP ) recently. We did some...
Reported Earnings • Nov 07Second quarter 2026 earnings released: ₹1.02 loss per share (vs ₹2.10 profit in 2Q 2025)Second quarter 2026 results: ₹1.02 loss per share (down from ₹2.10 profit in 2Q 2025). Revenue: ₹3.72b (down 14% from 2Q 2025). Net loss: ₹202.6m (down 149% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 54% 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 • Oct 25Andhra Paper Limited to Report Q2, 2026 Results on Nov 06, 2025Andhra Paper Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 06, 2025
分析記事 • Jul 28Andhra Paper's (NSE:ANDHRAPAP) Dividend Will Be Reduced To ₹1.00Andhra Paper Limited's ( NSE:ANDHRAPAP ) dividend is being reduced from last year's payment covering the same period to...
お知らせ • Jul 26Andhra Paper Limited to Report Q1, 2026 Results on Aug 05, 2025Andhra Paper Limited announced that they will report Q1, 2026 results on Aug 05, 2025
Upcoming Dividend • Jul 25Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 01 August 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.5%).
Reported Earnings • Jul 17Full year 2025 earnings released: EPS: ₹4.47 (vs ₹17.09 in FY 2024)Full year 2025 results: EPS: ₹4.47 (down from ₹17.09 in FY 2024). Revenue: ₹15.4b (down 14% from FY 2024). Net income: ₹889.1m (down 74% from FY 2024). Profit margin: 5.8% (down from 19% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Jul 07Andhra Paper Limited, Annual General Meeting, Aug 07, 2025Andhra Paper Limited, Annual General Meeting, Aug 07, 2025, at 14:30 Indian Standard Time.
分析記事 • Jul 07Andhra Paper's (NSE:ANDHRAPAP) Dividend Is Being Reduced To ₹1.00Andhra Paper Limited ( NSE:ANDHRAPAP ) is reducing its dividend from last year's comparable payment to ₹1.00 on the 6th...
Declared Dividend • Jul 06Dividend of ₹1.00 announcedShareholders will receive a dividend of ₹1.00. Ex-date: 1st August 2025 Payment date: 6th September 2025 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 4 years ago. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 16% EPS decline seen over the last 5 years.
分析記事 • May 16Andhra Paper's (NSE:ANDHRAPAP) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Andhra Paper Limited ( NSE:ANDHRAPAP ) last week didn't sink the stock price...
Reported Earnings • May 10Full year 2025 earnings released: EPS: ₹4.47 (vs ₹17.09 in FY 2024)Full year 2025 results: EPS: ₹4.47 (down from ₹17.09 in FY 2024). Revenue: ₹16.3b (down 9.5% from FY 2024). Net income: ₹889.1m (down 74% from FY 2024). Profit margin: 5.5% (down from 19% in FY 2024). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • May 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. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Papia Sengupta 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.
お知らせ • May 01Andhra Paper Limited to Report Q4, 2025 Results on May 08, 2025Andhra Paper Limited announced that they will report Q4, 2025 results on May 08, 2025
お知らせ • Jan 28Andhra Paper Limited to Report Q3, 2025 Results on Feb 06, 2025Andhra Paper Limited announced that they will report Q3, 2025 results on Feb 06, 2025
お知らせ • Jan 03Andhra Paper Limited Reports Disruption of Operations of the Manufacturing Plant Situated At Unit: RajahmundryAndhra Paper Limited informed that, operations of the manufacturing plant situated at unit: Rajahmundry has been disrupted due to strike of the workers called by the Workers Trade Unions with effect from January 03, 2025. The Company management is in discussion with the concerned Trade Unions to resolve the issue amicably as soon as possible and shall provide update on further development in due course. Whether loss /damage covered by insurance or not including amount: Yes, all assets are covered by insurance. Estimate impact on operations /production: Loss of production per day of strike is approximately 510 MT. Factory /Unit where the strike has occurred including reasons for such strike; Rajahmundry Unit, East Godavari, Andhra Pradesh 533105. Reasons for strike: Demanding high revision in wages in forthcoming wage settlement with the management.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: ₹2.10 (vs ₹5.04 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.10 (down from ₹5.04 in 2Q 2024). Revenue: ₹4.32b (down 10% from 2Q 2024). Net income: ₹417.2m (down 58% from 2Q 2024). Profit margin: 9.7% (down from 21% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
お知らせ • Oct 22Andhra Paper Limited to Report Q2, 2025 Results on Nov 04, 2024Andhra Paper Limited announced that they will report Q2, 2025 results on Nov 04, 2024
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Sep 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₹4.67b (US$55.6m) This is considered a minor risk. Companies with a small market capitalization 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: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin). Market cap is less than US$100m (₹4.67b market cap, or US$55.6m).
New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 26% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (15% net profit margin).
お知らせ • Jul 27Andhra Paper Limited to Report Q1, 2025 Results on Aug 05, 2024Andhra Paper Limited announced that they will report Q1, 2025 results on Aug 05, 2024
分析記事 • Jul 27We Think That There Are More Issues For Andhra Paper (NSE:ANDHRAPAP) Than Just Sluggish EarningsA lackluster earnings announcement from Andhra Paper Limited ( NSE:ANDHRAPAP ) last week didn't sink the stock price...
分析記事 • Jul 25Andhra Paper's (NSE:ANDHRAPAP) Dividend Will Be Reduced To ₹10.00Andhra Paper Limited ( NSE:ANDHRAPAP ) is reducing its dividend from last year's comparable payment to ₹10.00 on the...
Reported Earnings • Jul 24Full year 2024 earnings released: EPS: ₹85.43 (vs ₹131 in FY 2023)Full year 2024 results: EPS: ₹85.43 (down from ₹131 in FY 2023). Revenue: ₹18.0b (down 14% from FY 2023). Net income: ₹3.40b (down 35% from FY 2023). Profit margin: 19% (down from 25% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 24Dividend reduced to ₹10.00Dividend of ₹10.00 is 20% lower than last year. Ex-date: 5th August 2024 Payment date: 11th September 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 26% per year over the past 3 years. However, payments have been volatile during that time. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 18Andhra Paper Limited, Annual General Meeting, Aug 12, 2024Andhra Paper Limited, Annual General Meeting, Aug 12, 2024, at 11:30 Indian Standard Time.
お知らせ • May 15+ 1 more updateAndhra Paper Limited Announces Resignation of Rajendra Jain as Non-Executive and Non Independent Director and Member of the Corporate Social Responsibility Committee and Stakeholders Relationship CommitteeAndhra Paper Limited announced that at the board meeting held on May 14, 2024, the company accepted the resignation of Mr. Rajendra Jain as Non-Executive and Non Independent Director of the Company, effective May 14, 2024 due to his personal reasons. Consequently, he shall also cease to be a Member of the Corporate Social Responsibility Committee and Stakeholders Relationship Committee of the Company.
お知らせ • Apr 28Andhra Paper Limited to Report Q4, 2024 Results on May 14, 2024Andhra Paper Limited announced that they will report Q4, 2024 results on May 14, 2024
分析記事 • Feb 06Andhra Paper (NSE:ANDHRAPAP) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: ₹20.74 (vs ₹42.79 in 3Q 2023)Third quarter 2024 results: EPS: ₹20.74 (down from ₹42.79 in 3Q 2023). Revenue: ₹5.01b (down 12% from 3Q 2023). Net income: ₹824.7m (down 52% from 3Q 2023). Profit margin: 17% (down from 30% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 25Andhra Paper Limited to Report Q4, 2024 Results on Feb 02, 2024Andhra Paper Limited announced that they will report Q4, 2024 results on Feb 02, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: ₹25.22 (vs ₹28.52 in 2Q 2023)Second quarter 2024 results: EPS: ₹25.22 (down from ₹28.52 in 2Q 2023). Revenue: ₹5.03b (up 3.9% from 2Q 2023). Net income: ₹1.00b (down 12% from 2Q 2023). Profit margin: 20% (down from 23% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 19Andhra Paper Limited to Report Q2, 2024 Results on Oct 30, 2023Andhra Paper Limited announced that they will report Q2, 2024 results on Oct 30, 2023
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹543, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 10x in the Forestry industry in India. Total returns to shareholders of 181% over the past three years.
お知らせ • Aug 12Andhra Paper Limited Approves Final Dividend for the Financial Year Ended March 31, 2023Andhra Paper Limited announced at the AGM held on August 11, 2023, approved Declaration of a final dividend of INR 12.50 per equity share of face value of INR 10/- each, of the Company for the financial year ended March 31, 2023.
お知らせ • Aug 04Andhra Paper Limited to Report Q1, 2024 Results on Aug 03, 2023Andhra Paper Limited announced that they will report Q1, 2024 results on Aug 03, 2023
分析記事 • Aug 04Andhra Paper's (NSE:ANDHRAPAP) Upcoming Dividend Will Be Larger Than Last Year'sAndhra Paper Limited ( NSE:ANDHRAPAP ) has announced that it will be increasing its dividend from last year's...
Upcoming Dividend • Jul 28Upcoming dividend of ₹12.50 per share at 3.0% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 3.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (1.0%).
Reported Earnings • Jul 22Full year 2023 earnings released: EPS: ₹131 (vs ₹35.14 in FY 2022)Full year 2023 results: EPS: ₹131 (up from ₹35.14 in FY 2022). Revenue: ₹21.0b (up 52% from FY 2022). Net income: ₹5.22b (up 274% from FY 2022). Profit margin: 25% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 07Andhra Paper (NSE:ANDHRAPAP) Is Increasing Its Dividend To ₹12.50The board of Andhra Paper Limited ( NSE:ANDHRAPAP ) has announced that it will be paying its dividend of ₹12.50 on the...
お知らせ • Jul 06Andhra Paper Limited, Annual General Meeting, Aug 11, 2023Andhra Paper Limited, Annual General Meeting, Aug 11, 2023, at 11:30 Indian Standard Time.
Reported Earnings • May 10Full year 2023 earnings released: EPS: ₹131 (vs ₹35.14 in FY 2022)Full year 2023 results: EPS: ₹131 (up from ₹35.14 in FY 2022). Revenue: ₹21.5b (up 56% from FY 2022). Net income: ₹5.22b (up 274% from FY 2022). Profit margin: 24% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09+ 1 more updateAndhra Paper Limited Recommends Final Dividend for the Financial Year 2022-23Andhra Paper Limited announced that the Board of Directors at its Meeting held on May 8, 2023 has recommended a final dividend of INR 12.50 on the equity share of INR 10 per each, fully paid-up, (representing 125% of the paid-up value), for the financial year 2022-23. The dividend, if approved by the Members at the ensuing 59th Annual General Meeting of the Company, will be. paid within 30 days from the date of declaration, as provided under the Companies Act, 2013.
Reported Earnings • Feb 01Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ₹5.87b (up 70% from 3Q 2022). Net income: ₹1.70b (up 357% from 3Q 2022). Profit margin: 29% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue.
お知らせ • Jan 07Andhra Paper Limited Announces the Resignation of Mukesh Jain as the Chief Financial Officer, Effective February 1, 2023Andhra Paper Limited announced the resignation of Mr. Mukesh Jain as Chief Financial Officer vide his letter dated January 6, 2023 and shall continue as Director-Commercial. His resignation from CFO position has been accepted by the Company. He shall be relieved as CFO upon close of business hours on February 1, 2023. He shall continue to support and ensure smooth transition of responsibilities until a new CFO is appointed by the Company. Mr. Mukesh Jain has confirmed that there are no material reasons for his resignation.
Recent Insider Transactions • Jan 04Executive Chairman & MD recently bought ₹1.7m worth of stockOn the 29th of December, Shree Bangur bought around 4k shares on-market at roughly ₹416 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Shree's only on-market trade for the last 12 months.
分析記事 • Jan 02We Like Andhra Paper's (NSE:ANDHRAPAP) Returns And Here's How They're TrendingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Board Change • Dec 28High number of new directorsIndependent Director Viren Sinha was the last director to join the board, commencing their role in 2022.
Buying Opportunity • Sep 26Now 24% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be ₹544, 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 22%.
Buying Opportunity • Aug 12Now 20% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be ₹528, 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 22%.
分析記事 • Jul 31Andhra Paper (NSE:ANDHRAPAP) Is Increasing Its Dividend To ₹7.50The board of Andhra Paper Limited ( NSE:ANDHRAPAP ) has announced that it will be paying its dividend of ₹7.50 on the...
Upcoming Dividend • Jul 28Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 04 August 2022. Payment date: 11 September 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.2%. Within top quartile of Indian dividend payers (1.8%). Higher than average of industry peers (0.7%).
Reported Earnings • Jul 21Full year 2022 earnings released: EPS: ₹35.14 (vs ₹1.16 loss in FY 2021)Full year 2022 results: EPS: ₹35.14 (up from ₹1.16 loss in FY 2021). Revenue: ₹13.8b (up 56% from FY 2021). Net income: ₹1.40b (up ₹1.44b from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 19Andhra Paper Limited to Report Fiscal Year 2023 Results on May 30, 2023Andhra Paper Limited announced that they will report fiscal year 2023 results on May 30, 2023
Reported Earnings • May 06Full year 2022 earnings released: EPS: ₹35.14 (vs ₹1.16 loss in FY 2021)Full year 2022 results: EPS: ₹35.14 (up from ₹1.16 loss in FY 2021). Revenue: ₹14.3b (up 61% from FY 2021). Net income: ₹1.40b (up ₹1.44b from FY 2021). Profit margin: 9.8% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Non-Executive Independent Director Arun Sureka is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹331, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 11x in the Forestry industry in India. Total loss to shareholders of 25% over the past three years.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹258, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 10x in the Forestry industry in India. Total loss to shareholders of 43% over the past three years.
分析記事 • Mar 14Andhra Paper (NSE:ANDHRAPAP) Has A Rock Solid Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Feb 03Andhra Paper (NSE:ANDHRAPAP) Shareholders Will Want The ROCE Trajectory To ContinueIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Reported Earnings • Feb 01Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹9.37 (up from ₹1.02 in 3Q 2021). Revenue: ₹3.54b (up 42% from 3Q 2021). Net income: ₹372.7m (up ₹332.1m from 3Q 2021). Profit margin: 11% (up from 1.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 21% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 15Andhra Paper's (NSE:ANDHRAPAP) Soft Earnings Don't Show The Whole PictureShareholders appeared unconcerned with Andhra Paper Limited's ( NSE:ANDHRAPAP ) lackluster earnings report last week...
Reported Earnings • Nov 09Second quarter 2022 earnings released: EPS ₹4.75 (vs ₹4.01 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹3.59b (up 132% from 2Q 2021). Net income: ₹188.7m (up ₹348.0m from 2Q 2021). Profit margin: 5.3% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. 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 23% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jul 22Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 29 July 2021. Payment date: 11 September 2021. Trailing yield: 2.0%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.6%).
Reported Earnings • Jul 14Full year 2021 earnings released: ₹1.16 loss per share (vs ₹53.54 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹8.87b (down 30% from FY 2020). Net loss: ₹46.0m (down 102% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% 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.
分析記事 • May 30Andhra Paper (NSE:ANDHRAPAP) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • May 12Full year 2021 earnings released: ₹1.16 loss per share (vs ₹53.54 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: ₹9.02b (down 29% from FY 2020). Net loss: ₹46.0m (down 102% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% 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.
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹269, the stock is trading at a trailing P/E ratio of 17.7x, up from the previous P/E ratio of 15x. This compares to an average P/E of 18x in the Forestry industry in India. Total return to shareholders over the past three years is a loss of 10%.
Is New 90 Day High Low • Mar 01New 90-day high: ₹249The company is up 23% from its price of ₹203 on 01 December 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 39% over the same period.
Is New 90 Day High Low • Feb 04New 90-day high: ₹221The company is up 17% from its price of ₹189 on 06 November 2020. The Indian market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 41% over the same period.
Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS ₹1.02 (vs ₹12.84 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹2.49b (down 29% from 3Q 2020). Net income: ₹40.6m (down 92% from 3Q 2020). Profit margin: 1.6% (down from 15% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Jan 01New 90-day high: ₹218The company is up 9.0% from its price of ₹199 on 01 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 27% over the same period.
Is New 90 Day High Low • Dec 08New 90-day high: ₹213The company is up 5.0% from its price of ₹204 on 09 September 2020. The Indian market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Forestry industry, which is up 20% over the same period.
Reported Earnings • Oct 31First half earnings releasedOver the last 12 months the company has reported total profits of ₹1.03b, down 45% from the prior year. Total revenue was ₹9.06b over the last 12 months, down 35% from the prior year.
Is New 90 Day High Low • Oct 13New 90-day low: ₹186The company is down 16% from its price of ₹221 on 15 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: ₹196The company is down 16% from its price of ₹234 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.