Seshasayee Paper

Why is Seshasayee Paper & Boards Ltd falling/rising?

As of 12-Jun, Seshasayee Paper & Boards Ltd's stock price has risen to 228.90, reflecting a 1.73% increase after two days of decline. However, it remains below key moving averages and has shown significant underperformance over various periods, indicating uncertain future movements.

As of 12-Jun, Seshasayee Paper & Boards Ltd is experiencing a rise in its stock price, currently at 228.90, which reflects an increase of 3.9 (1.73%). This upward movement comes after two consecutive days of decline, indicating a potential trend reversal. However, it is important to note that despite this increase, the stock is still trading below its 5-day, 20-day, 50-day, 100-day, and 200-day moving averages, suggesting that the overall trend remains weak.<BR><BR>Additionally, the stock has shown a decline in performance over various periods, with a 1-week drop of 1.99% and a 1-month decrease of 8.82%. Year-to-date, the stock is down 2.78%, and over the past year, it has fallen by 19.39%. This underperformance is contrasted by the benchmark Sensex, which has shown positive returns in the same periods.<BR><BR>Investor participation appears to be falling, as evidenced by a delivery volume of 8.8k on June 11, which is down by 29.98% compared to the 5-day average. Despite the current rise in price, the overall context of declining performance and reduced investor activity suggests that the stock's future movements may remain uncertain.

Which are the latest news on Seshasayee Paper?

How big is Seshasayee Paper?

As of 10th June, Seshasayee Paper & Boards Ltd has a market capitalization of 1,476.00 Cr, with recent Net Sales of 1,710.44 Cr and a Net Profit of 82.53 Cr. The company reported Shareholder's Funds of 2,041.97 Cr and Total Assets of 2,501.83 Cr.

As of 10th June, Seshasayee Paper & Boards Ltd has a market capitalization of 1,476.00 Cr, categorizing it as a Micro Cap company.<BR><BR>In the latest four quarters, Seshasayee Paper reported Net Sales of 1,710.44 Cr and a Net Profit of 82.53 Cr.<BR><BR>For the latest annual period, the company reported Shareholder's Funds of 2,041.97 Cr and Total Assets of 2,501.83 Cr.

Who are in the management team of Seshasayee Paper?

The management team of Seshasayee Paper includes Chairman N Gopalaratnam, Managing Director K S Kasi Viswanathan, and Director (Operation) Ganesh Balakrishna Bhadti, along with several independent directors and nominee directors representing TIIC and the government. This diverse team is responsible for the company's strategic direction and operations.

The management team of Seshasayee Paper includes the following individuals:<BR><BR>1. **N Gopalaratnam** - Chairman & Executive Director<BR>2. **K S Kasi Viswanathan** - Managing Director<BR>3. **GANESH BALAKRISHNA BHADTI** - Director (Operation)<BR><BR>Additionally, the board features several independent directors:<BR><BR>1. **S Narayan** - Independent Director<BR>2. **V Sridar** - Independent Director<BR>3. **A L Somayaji** - Independent Director<BR>4. **Nanditha Krishna** - Independent Director<BR>5. **Mohan Verghese Chunkath** - Independent Director<BR><BR>There are also nominee directors:<BR><BR>1. **Hans Raj Verma** - Nominee (TIIC)<BR>2. **T Rito Cyriac** - Nominee (Govt)<BR><BR>This diverse team plays a crucial role in guiding the company’s strategic direction and operations.

Who are the peers of the Seshasayee Paper?

Peers of Seshasayee Paper include A B Real Estate, JK Paper, West Coast Paper, and others. In terms of performance, KS Smart Technlo leads with a 1-year return of 130.91%, while Seshasayee Paper has a return of -21.36%.

Peers: The peers of Seshasayee Paper are A B Real Estate, JK Paper, West Coast Paper, KS Smart Technlo, Andhra Paper, T N Newsprint, N R Agarwal Inds, Pudumjee Paper, Gloster Ltd, and Kuantum Papers.<BR><BR>Quality Snapshot: Excellent management risk is observed at JK Paper and West Coast Paper, while Average management risk is found at A B Real Estate, KS Smart Technlo, Seshasayee Paper, T N Newsprint, N R Agarwal Inds, Pudumjee Paper, Gloster Ltd, and Kuantum Papers. Good growth is noted at JK Paper and West Coast Paper, while Average growth is seen at A B Real Estate, Seshasayee Paper, Andhra Paper, T N Newsprint, N R Agarwal Inds, Pudumjee Paper, Gloster Ltd, and Kuantum Papers, with KS Smart Technlo showing Excellent growth. Excellent capital structure is present at West Coast Paper, Seshasayee Paper, Andhra Paper, and Pudumjee Paper, while Average capital structure is found at A B Real Estate, JK Paper, KS Smart Technlo, T N Newsprint, N R Agarwal Inds, Gloster Ltd, and Kuantum Papers.<BR><BR>Return Snapshot: The peer with the highest 1-year return is KS Smart Technlo at 130.91%, while the lowest is A B Real Estate at -52.05%. Seshasayee Paper's 1-year return is -21.36%, which is better than A B Real Estate but worse than most peers. Additionally, the six-month return is negative for A B Real Estate, JK Paper, Andhra Paper, T N Newsprint, Pudumjee Paper, and Kuantum Papers.

What does Seshasayee Paper do?

Seshasayee Paper & Boards Ltd manufactures and sells printing and writing paper, with a market cap of INR 1,476 Cr and reported net sales of 592 Cr and net profit of 26 Cr for the quarter ending March 2026. The company has been operational since 1960 and operates within the Micro Cap category in the Paper, Forest & Jute Products industry.

Overview: <BR>Seshasayee Paper & Boards Ltd is engaged in the manufacture and sale of printing and writing paper, operating within the Micro Cap category in the Paper, Forest & Jute Products industry.<BR><BR>History: <BR>The company was incorporated on June 22, 1960, and has been consistently operating since then. The latest quarterly results reported net sales and net profit for the period ending March 2026.<BR><BR>Financial Snapshot: <BR>- Net Sales: 592 Cr (Quarterly Results - Mar 2026) <BR>- Net Profit: 26 Cr (Quarterly Results - Mar 2026) <BR>- Market Cap: INR 1,476 Cr (Micro Cap) <BR><BR>Key Metrics: <BR>- P/E: 18.00 <BR>- Industry P/E: 17 <BR>- Dividend Yield: 0.00% <BR>- Debt-Equity: -0.07 <BR>- Return on Equity: 4.04% <BR>- Price to Book: 0.71 <BR><BR>Contact Details: <BR>Address: Pallipalayam, Cauvery RS PO Erode Tamil Nadu : 638007 <BR>Tel: 91-4288-2240221-2240228 <BR>Email: edoff@spbltd.com <BR>Website: http://www.spbltd.com

Should I buy, sell or hold Seshasayee Paper & Boards Ltd?

Has Seshasayee Paper & Boards Ltd declared dividend?

Yes, Seshasayee Paper & Boards Ltd has declared a 100% dividend, amounting to ₹5 per share, with an ex-date of May 22, 2024. Despite the dividend declaration, total returns have been negative over shorter periods, while showing positive returns over the longer term.

Seshasayee Paper & Boards Ltd has declared a 100% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 100%<BR>- Amount per share: 5 per share<BR>- Ex-date: May-22-2024<BR><BR>Dividend Yield: 0%<BR><BR>Total Returns by Period:<BR>In the last 3 months, the price return was -12.28%, the dividend return was 0.75%, resulting in a total return of -11.53%.<BR><BR>Over the last 6 months, the price return was -8.83%, the dividend return was 0.79%, leading to a total return of -8.04%.<BR><BR>For the 1-year period, the price return was -16.27%, the dividend return was 0.72%, culminating in a total return of -15.55%.<BR><BR>In the 2-year span, the price return was -28.27%, the dividend return was 0.61%, resulting in a total return of -27.66%.<BR><BR>During the 3 years, the price return was -17.98%, the dividend return was 4.63%, which led to a total return of -13.35%.<BR><BR>Over the 4-year period, the price return was 29.68%, the dividend return was 8.29%, resulting in a total return of 37.97%.<BR><BR>In the last 5 years, the price return was 52.55%, the dividend return was 10.47%, leading to a total return of 63.02%.<BR><BR>Overall, while Seshasayee Paper & Boards Ltd has declared a significant dividend, the total returns over various periods show a mixed performance, with negative returns in the shorter terms and positive returns over the longer term.

Are Seshasayee Paper & Boards Ltd latest results good or bad?

Seshasayee Paper & Boards Ltd's latest results show strong sales growth with a net profit increase of 39.75% and record quarterly sales, but declining operating and profit margins indicate potential operational challenges, suggesting a mixed outlook for investors.

Seshasayee Paper & Boards Ltd's latest results present a mixed picture. On one hand, the company achieved a consolidated net profit of ₹26.05 crore for Q4 FY26, which is a significant increase of 39.75% compared to the previous quarter. Additionally, net sales reached an all-time quarterly high of ₹591.84 crore, reflecting a robust 52.98% growth quarter-on-quarter and a healthy 17.81% growth year-on-year.<BR><BR>However, the positive revenue growth is overshadowed by concerning trends in profitability. The operating margin, excluding other income, fell to 3.99%, marking the lowest level in recent quarters and indicating significant cost pressures. This margin compression is a critical issue, as it suggests that the company's operational efficiency is deteriorating despite the strong sales figures. Furthermore, the profit after tax (PAT) margin also declined to 4.40%, down from 4.82% in the previous quarter.<BR><BR>The reliance on non-operating income, which contributed significantly to profits, raises questions about the sustainability of these earnings. Overall, while the sales performance is impressive, the declining margins and operational challenges suggest that the results are not entirely positive and warrant careful scrutiny from investors.

When is the next results date for Seshasayee Paper & Boards Ltd?

The next results date for Seshasayee Paper & Boards Ltd is January 31, 2026.

The next results date for Seshasayee Paper & Boards Ltd is scheduled for January 31, 2026.

Is Seshasayee Paper overvalued or undervalued?

As of October 27, 2025, Seshasayee Paper is considered overvalued with a PE ratio of 19.70 and negative EV to EBITDA, underperforming the Sensex by -16.84%, while peers like JK Paper and West Coast Paper offer more attractive valuations.

As of 27 October 2025, the valuation grade for Seshasayee Paper has moved from fair to very expensive, indicating a significant shift in its market perception. The company is currently deemed overvalued, with a PE ratio of 19.70, an EV to EBITDA of -38.16, and a ROE of just 0.40%. In comparison, peers such as JK Paper and West Coast Paper are valued more attractively, with PE ratios of 18.92 and 11.90, respectively, highlighting the disparity in valuation within the industry.<BR><BR>The negative metrics, particularly the EV to EBIT and EV to Capital Employed ratios, further emphasize the company's overvaluation, as these figures suggest inefficiencies and potential financial distress. Additionally, the stock has underperformed relative to the Sensex over various time frames, including a year-to-date return of -16.84% compared to the Sensex's 8.50%. This underperformance reinforces the conclusion that Seshasayee Paper is currently overvalued in the market.

How has been the historical performance of Seshasayee Paper?

Seshasayee Paper's historical performance has shown a decline in key financial metrics, with net sales dropping from 2,082.80 Cr in March 2023 to 1,754.38 Cr in March 2025, alongside significant decreases in profits and a negative cash flow from operating activities. Despite an increase in total assets, the company's profitability and operational efficiency have faced substantial challenges.

Answer:<BR>The historical performance of Seshasayee Paper shows a fluctuating trend in key financial metrics over the years.<BR><BR>Breakdown:<BR>Seshasayee Paper's net sales peaked at 2,082.80 Cr in March 2023 but have since declined to 1,754.38 Cr by March 2025. The total operating income followed a similar pattern, decreasing from 2,082.80 Cr in March 2023 to 1,754.38 Cr in March 2025. Raw material costs have increased significantly, rising from 955.22 Cr in March 2023 to 1,143.98 Cr in March 2025. This increase in costs contributed to a drop in operating profit (PBDIT), which fell from 563.42 Cr in March 2023 to 180.01 Cr in March 2025. Profit before tax also saw a decline from 514.94 Cr in March 2023 to 126.30 Cr in March 2025, while profit after tax decreased from 385.29 Cr to 102.98 Cr in the same period. The earnings per share (EPS) reflected this downturn, dropping from 65.75 in March 2023 to 18.13 in March 2025. On the balance sheet, total assets increased from 2,078.83 Cr in March 2023 to 2,521.77 Cr in March 2025, driven by higher inventories and cash reserves. Total liabilities also rose, from 2,078.83 Cr to 2,521.77 Cr, primarily due to an increase in short-term borrowings. The cash flow from operating activities turned negative in March 2025, at -61.00 Cr, contrasting with positive cash flows in previous years, indicating challenges in operational efficiency. Overall, while Seshasayee Paper has seen growth in assets, its profitability and operational performance have faced significant challenges in recent years.

Is Seshasayee Paper technically bullish or bearish?

As of August 28, 2025, Seshasayee Paper's trend has shifted to bearish with moderate strength, driven by negative signals from MACD, moving averages, and Bollinger Bands, despite a mildly bullish signal from Dow Theory on the weekly timeframe.

As of 28 August 2025, the technical trend for Seshasayee Paper has changed from mildly bearish to bearish. The current stance is bearish with a moderate strength. Key indicators driving this include bearish signals from both the MACD and moving averages on the daily timeframe, as well as a bearish outlook on the monthly Bollinger Bands and KST. Although the Dow Theory shows a mildly bullish signal on the weekly timeframe, it is offset by the overall bearish trends in other indicators. The stock has also underperformed against the Sensex across multiple time frames, indicating weakness in relative strength.

Who are the top shareholders of the Seshasayee Paper?

The top shareholders of Seshasayee Paper include Ponni Sugars (Erode) Limited with 14.02%, The Tamil Nadu Industrial Investment Corporation Ltd at 14.27%, and foreign institutional investors holding 13.06%. Individual investors own 20.19% of the shares, with no pledged promoter holdings or mutual fund investments.

The top shareholders of Seshasayee Paper include several key players. The largest promoter is Ponni Sugars (Erode) Limited, holding 14.02%. The highest public shareholder is The Tamil Nadu Industrial Investment Corporation Ltd, with a stake of 14.27%. Additionally, foreign institutional investors (FIIs) collectively hold 13.06% of the company, while individual investors account for 20.19% of the shares. There are no pledged promoter holdings, and no mutual funds currently hold shares in the company.