NSE: PDMJEPAPER · BSE: 539785 · ISIN INE865T01018
Pudumjee Paper Products Limited stock analysis
Pudumjee Paper Products Limited ranks #1779 in the TickerSutra evidence-ranked universe with a score of 51/100 and 95% data confidence. The latest captured fundamentals show ROCE of 18.1%, quarterly sales growth of 3.3% and quarterly profit growth of -7.0%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Low debt/equity of 0.07×
- Strong CFO/EBITDA of 0.98×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹555cr | ₹70cr | ₹35cr | 13.0% |
| 2023 | ₹759cr | ₹87cr | ₹59cr | 11.0% |
| 2024 | ₹785cr | ₹136cr | ₹98cr | 17.0% |
| 2025 | ₹809cr | ₹125cr | ₹96cr | 15.0% |
| 2026 | ₹808cr | ₹124cr | ₹94cr | 15.0% |
| TTM | ₹814cr | ₹125cr | ₹91cr | 15.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
MANAGEMENT COMMENTARY
Signals from filed documents
Ashok Kumar Executive Director Pudumjee Paper Products Limited 30 FINANCIAL REVIEW HOW WE STRENGTHENED OUR FINANCIAL RESILIENCE THROUGH DISCIPLINED CAPITAL ALLOCATION AND OPERATIONAL EFFICIENCY Overview In the business of niche specialty paper manufacture, our priority is to generate a superior profitability that is higher than the industry average, redeploy in increasing manufacturing capacity with an emphasis on gr
The depreciation of the Indian rupee during the year - provided a favourable tailwind, supporting higher realisations in export markets. However, beyond currency movements, the growth in exports reflects the Company’s ability to meet stringent international standards and its success in building enduring relationships with global customers. In an increasingly competitive landscape, this international presence serves a
This deepens customer integration, strengthens retention and enhances recurring revenue visibility. 7 Value-addition Pudumjee focuses on value-addition This has helped support long-term margin improvement and profitability The Company possesses cash and cash equivalents of H261 Cr on its Balance Sheet as on 31st March, 2026. The Company reported an EBITDA margin of 17.95% in FY2025-26 The value-added specialty grades
95 %, contribution of value-added and specialty paper products to revenues 80+ Specialty paper grades across packaging and hygiene applications BIG NUMBERS INTELLECTUAL CAPITAL Long-standing stakeholder relationships remained integral to the Company’s operational stability, market credibility, and long-term growth. During FY2025-26, the Company strengthened its presence across domestic and international markets while
In FY2026-27, Pudumjee expects to focus on the following: Expansion in sustainable packaging papers Commercialisation of barrier paper solutions Growth in export-oriented specialty grades Faster product development and response systems Stronger CRM-led customer engagement Greater renewable energy integration Capability enhancement initiatives Expansion in customised paper solutions With established ma
Domestic consumption already exceeds 16 million tons per annum (TPA) and is expected to reach 30 million TPA by FY27. Backed by substantial investments in new capacity and modernization, the industry is well-positioned to meet rising demand for upstream products such as tissue paper, tea bags, filter paper, lightweight coated grades, and medical- grade coated formats. These developments highlight India’s growing infl
In FY2026-27, Pudumjee expects to focus on the following: Expansion in sustainable packaging papers Commercialisation of barrier paper solutions Growth in export-oriented specialty grades Faster product development and response systems Stronger CRM-led customer engagement Greater renewable energy integration Capability enhancement initiatives Expansion in customised paper solutions With established ma
Pulp prices increased by nearly 9-11%, in FY2024-25. This volatility increased complexity in procurement budgeting, inventory planning and raw material cost forecasting across the specialty paper industry. Supply-chain and lead-time disruptions Global supply constraints, manufacturing capacity reductions and import delays affected the availability of critical raw materials and specialised packaging grades during late
Extended lead times across imported raw materials, specialty chemicals and engineering goods also increased procurement complexity and working-capital intensity. Competitive pricing pressures Imports of paper and paperboard increased sharply during FY2025- 26, particularly from China and ASEAN markets, exerting downward pressure on domestic realisations and industry margins. This increased the importance of procureme
affecting the ability of the customer to settle the receivables. The following table gives details in respect of percentage of revenues generated from top one customer and top five customers: Particulars 31-Mar-26 31-Mar-25 Revenue from top one customer 15.22% 14.75% Revenue from top five customers 43.48% 41.20% The company’s credit period generally ranges from 15-60 days Expected credit loss for trade receivables un
During the year, the Company made a conscious decision to deploy a part of its liquid resources towards securing pulp at advantageous prices. This not only insulated operations from subsequent price increases but also enhanced customer confidence in the Company’s ability to ensure uninterrupted supply. In an environment where reliability is as critical as price, such measures serve as a differentiator.
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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