Why is Ludlow Jute & Specialities Ltd ?
1
Poor Management Efficiency with a low ROCE of 4.51%
- The company has been able to generate a Return on Capital Employed (avg) of 4.51% signifying low profitability per unit of total capital (equity and debt)
2
Low ability to service debt as the company has a high Debt to EBITDA ratio of 5.30 times
- Poor long term growth as Net Sales has grown by an annual rate of 4.80% over the last 5 years
- Low ability to service debt as the company has a high Debt to EBITDA ratio of 5.30 times
- The company has been able to generate a Return on Equity (avg) of 2.97% signifying low profitability per unit of shareholders funds
3
Healthy long term growth as Operating profit has grown by an annual rate 62.43%
4
With a growth in Operating Profit of 512.58%, the company declared Outstanding results in Dec 25
- The company has declared positive results for the last 3 consecutive quarters
- NET SALES(Latest six months) At Rs 270.67 cr has Grown at 105.79%
- PBT LESS OI(Q) At Rs 3.80 cr has Grown at 204.40%
- PAT(Latest six months) Higher at Rs 10.29 cr
How much should you hold?
- Overall Portfolio exposure to Ludlow Jute should be less than 10%
- Overall Portfolio exposure to Paper, Forest & Jute Products should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Paper, Forest & Jute Products)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Ludlow Jute for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Ludlow Jute
11.49%
0.25
45.66%
Sensex
-2.38%
-0.19
12.70%
Quality key factors
Factor
Value
Sales Growth (5y)
4.80%
EBIT Growth (5y)
62.43%
EBIT to Interest (avg)
1.17
Debt to EBITDA (avg)
15.51
Net Debt to Equity (avg)
0.82
Sales to Capital Employed (avg)
1.65
Tax Ratio
25.08%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
2.56%
ROE (avg)
2.97%
Valuation Key Factors 
Factor
Value
P/E Ratio
12
Industry P/E
20
Price to Book Value
1.16
EV to EBIT
9.81
EV to EBITDA
8.01
EV to Capital Employed
1.09
EV to Sales
0.74
PEG Ratio
0.06
Dividend Yield
NA
ROCE (Latest)
8.63%
ROE (Latest)
9.60%
Loading Valuation Snapshot...
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
Technical Movement
33What is working for the Company
NET SALES(Latest six months)
At Rs 270.67 cr has Grown at 105.79%
PBT LESS OI(Q)
At Rs 3.80 cr has Grown at 204.40%
PAT(Latest six months)
Higher at Rs 10.29 cr
ROCE(HY)
Highest at 8.89%
-2What is not working for the Company
DEBTORS TURNOVER RATIO(HY)
Lowest at 9.84 times
Loading Valuation Snapshot...
Here's what is working for Ludlow Jute
Net Sales - Quarterly
At Rs 135.52 cr has Grown at 158.82%
Year on Year (YoY)MOJO Watch
Near term sales trend is very positive
Net Sales (Rs Cr)
Profit Before Tax less Other Income (PBT) - Quarterly
At Rs 3.80 cr has Grown at 204.40%
Year on Year (YoY)MOJO Watch
Near term PBT trend is very positive
PBT less Other Income (Rs Cr)
Profit After Tax (PAT) - Quarterly
At Rs 3.43 cr has Grown at 231.9%
Year on Year (YoY)MOJO Watch
Near term PAT trend is very positive
PAT (Rs Cr)
Net Sales - Quarterly
Highest at Rs 135.52 cr and Grown
each quarter in the last five quartersMOJO Watch
Near term sales trend is very positive
Net Sales (Rs Cr)
Here's what is not working for Ludlow Jute
Debtors Turnover Ratio- Half Yearly
Lowest at 9.84 times
in the last five half yearly periodsMOJO Watch
Company's pace of settling its Debtors has slowed
Debtors Turnover Ratio






