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Seshasayee Paper & Boards Ltd (SESHAPAPER): Intrinsic Value & Share Price Analysis

Fair Value

₹155.45Overvalued by 31.82%vs CMP ₹228.00

P/E (14.5) × ROE (4.1%) × BV (₹324.00) × DY (0.88%)

₹220.31Fairly Valued by 3.37%vs CMP ₹228.00
MoS: -3.5% (Negative)Confidence: 49/100 (Moderate)Models: 4 Under, 5 Over
ModelCategoryValueWeightSignal
PE-ROEEarnings₹147.1423%Over (-35.5%)
Graham NumberEarnings₹310.7916%Under (+36.3%)
Earnings PowerEarnings₹350.6511%Under (+53.8%)
DCFCash Flow₹131.6214%Over (-42.3%)
Net Asset ValueAssets₹324.447%Under (+42.3%)
EV/EBITDAEnterprise₹198.299%Over (-13%)
Earnings YieldEarnings₹132.507%Over (-41.9%)
ROCE CapitalReturns₹183.587%Over (-19.5%)
Revenue MultipleRevenue₹278.685%Under (+22.2%)
Consensus (9 models)₹220.31100%Fairly Valued
Key Drivers: ROE 4.1% is below cost of equity.

PE-ROE · Graham · EPV · DCF · NAV · EV/EBITDA · DDM · Earnings Yield · ROCE Capital · Revenue Multiple | CoE: 12% · Terminal: 4% · EPS CAGR: -5.3%

*Investments are subject to market risks

Analyst Summary

Seshasayee Paper & Boards Ltd (SESHAPAPER) operates in the Paper & Paper Products segment, current market price is ₹228.00, market cap is 1,435 Cr.. At a glance, stock P/E is 14.5, ROE is 4.10 %, ROCE is 5.60 %, book value is 324, dividend yield is 0.88 %. The latest intrinsic value estimate is ₹220.31, which is broadly in line with the current market price. On operating trend, latest reported sales are about ₹1,754 Cr versus the prior period change of -2.7%, while latest net profit is about ₹109 Cr with a prior-period change of -59.8%. The 52-week range shown on this page is 311/210, which helps frame where the current quote sits within its recent trading band. Business context: About the Company - Qualitative AnalysisSeshasayee Paper & Boards Ltd. is a Public Limited Listed company incorporated on 22/06/1960 and has its registered office in the State of Tamil Nadu, India. Company's Corporate Identification Number(…

This summary is generated from the stock page data available for Seshasayee Paper & Boards Ltd (SESHAPAPER): Intrinsic Value & Share Price Analysis and is refreshed automatically when the underlying metrics change.

Investment Snapshot

47
Seshasayee Paper & Boards Ltd (SESHAPAPER) scores 47/100 (Average)
Based on 5 dimensions: health, institutional flow, earnings quality, momentum, and peer comparison
Stock Health62/100 · Moderate
ROCE 5.6% WeakROE 4.1% WeakD/E 0.00 Low debtInterest Coverage 0.0x RiskyProfitable 5/5 years Consistent
Smart Money50/100 · Moderate
FII holding stable No changePromoter holding at 43.3% Stable
Earnings Quality40/100 · Moderate
OPM contracting (19% → 13%) Declining
Quarterly Momentum35/100 · Weak
Revenue (4Q): -9% YoY DecliningProfit (4Q): -40% YoY DecliningOPM: 6.0% (up 4.0% YoY) Margin expansion
Industry Rank45/100 · Moderate
P/E 14.5 vs industry 40.1 Cheaper than peersROCE 5.6% vs industry 17.8% Below peersROE 4.1% vs industry 9.3% Below peers3Y sales CAGR: 9% Moderate

Weights: Health 30% · Earnings Quality 25% · Momentum 20% · Industry Rank 15% · Smart Money 10%. Scores are computed from reported financials and recalculated daily.

Share Price and Basic Stock Data

Last Updated: August 25, 2026, 8:00 am

Market Cap 1,435 Cr.
Current Price 228
Intrinsic Value₹220.31
High / Low 311/210
Stock P/E14.5
Book Value 324
Dividend Yield0.88 %
ROCE5.60 %
ROE4.10 %
Face Value 2.00
PEG Ratio-2.71

Stock P/E, Current Price, and Intrinsic Value Over Time

View Share Price Target for Seshasayee Paper & Boards Ltd (SESHAPAPER)

Competitors

Stock Name ⇩Market Cap ⇩Current Price ⇩High / Low ⇩Stock P/E ⇩Book Value ⇩Dividend Yield ⇩ROCE ⇩ROE ⇩Face Value ⇩
Seshasayee Paper & Boards Ltd (SESHAPAPER) 1,435 Cr. 228 311/21014.5 3240.88 %5.60 %4.10 % 2.00
Pudumjee Paper Products Ltd 853 Cr. 89.8 145/63.19.37 70.50.67 %18.1 %12.8 % 1.00
Emami Paper Mills Ltd 704 Cr. 116 134/55.07.46 81.92.75 %11.4 %12.4 % 2.00
Kuantum Papers Ltd 637 Cr. 73.0 121/65.017.6 1413.42 %5.24 %3.45 % 1.00
Fundamental Analysis of Ruchira Papers Ltd 400 Cr. 134164/91.15.85 1383.76 %24.0 %19.7 % 10.0
Industry Average779.00 Cr82.6040.11108.170.70%17.77%9.27%6.50

All Competitor Stocks of Seshasayee Paper & Boards Ltd (SESHAPAPER)

Quarterly Result

MetricDec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales 556573427362473539422398431502385346387
Expenses 406416331273386472374368424477365320362
Operating Profit 150157958988684831825202625
OPM % 27%27%22%25%19%13%11%8%2%5%5%8%6%
Other Income 11101318151715192120141813
Interest 1100011124143
Depreciation 12101111111111111111121111
Profit before tax 1481569696917450371629212924
Tax % 25%24%25%24%24%23%26%23%-4%8%28%22%23%
Net Profit 1121187273695737281727152219
EPS in Rs 17.6918.6611.3811.6110.949.015.874.512.644.292.453.552.96

Last Updated: February 4, 2026, 6:46 am

Quarterly Chart

Profit & Loss - Annual Report

Last Updated: February 25, 2026, 6:16 pm

MetricMar 2013Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Sales 8209981,0081,1081,1051,3261,1847821,3552,0831,8021,7541,621
Expenses 7169089018948981,0309176751,1891,5491,4621,6431,524
Operating Profit 1059010721420729626710816653434011197
OPM % 13%9%11%19%19%22%23%14%12%26%19%6%6%
Other Income 53412152531262440637564
Interest 44373223141473332812
Depreciation 49292931323435384145444545
Profit before tax 16265017217627325693146525357132104
Tax % -25%32%29%23%30%30%29%-15%24%25%24%18%
Net Profit 20163613212319218210611039627110984
EPS in Rs 3.642.615.7120.9719.5430.4428.7916.8717.4462.7642.9317.3113.25
Dividend Payout % 25%31%17%10%15%13%13%14%14%9%11%14%

Profit & Loss Yearly Chart

YoY Net Profit Growth

Year2015-20162016-20172017-20182018-20192019-20202020-20212021-20222022-20232023-20242024-2025
YoY Net Profit Growth (%)125.00%266.67%-6.82%56.10%-5.21%-41.76%3.77%260.00%-31.57%-59.78%
Change in YoY Net Profit Growth (%)0.00%141.67%-273.48%62.92%-61.31%-36.55%45.53%256.23%-291.57%-28.21%

Seshasayee Paper & Boards Ltd (SESHAPAPER) has shown an inconsistent trend in YoY Net Profit Growth (%) in the last 10 years from 2015-2016 to 2024-2025.

Growth

Compounded Sales Growth
10 Years:6%
5 Years:8%
3 Years:9%
TTM:-4%
Compounded Profit Growth
10 Years:19%
5 Years:-10%
3 Years:0%
TTM:-63%
Stock Price CAGR
10 Years:20%
5 Years:12%
3 Years:-2%
1 Year:-23%
Return on Equity
10 Years:15%
5 Years:13%
3 Years:15%
Last Year:6%

Last Updated: September 5, 2025, 1:26 pm

Balance Sheet

Last Updated: May 12, 2026, 7:04 pm

MonthMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital 131313131312121212121212
Reserves 4014305927138811,0071,1311,2431,6231,8991,9762,030
Borrowings 329302171149971084021820
Other Liabilities 380391343406446419367400443459452460
Total Liabilities 1,1231,1351,1181,2811,4361,4481,5181,6602,0792,3912,5222,502
Fixed Assets 661638650686685688747828809789769758
CWIP 135041272331321420357193
Investments 434793108107103152178197248278305
Other Assets 4053993354606216265856401,0541,3191,4041,346
Total Assets 1,1231,1351,1181,2811,4361,4481,5181,6602,0792,3912,5222,502

Reserves and Borrowings Chart

Cash Flow

MonthMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity + 105112200225273165-7276329202-6192
Cash from Investing Activity + -20-46-36-50-16-26-54-251-372-225426
Cash from Financing Activity + -104-66-154-51-89-124-31-22-22-1923-103
Net Cash Flow -2001012416815-913-66-425-5
Free Cash Flow 8669168172243119-108171297166-12337
CFO/OP 119%104%103%125%112%79%9%184%86%88%-37%125%

Free Cash Flow

MonthMar 2013Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Free Cash Flow105.00-239.00-195.0043.0058.00199.00257.00100.00162.00534.00319.0029.00

Free Cash Flow = Income Generated from Operational Activities - Borrowings - Capital Work in Progress (CWIP)

Consistent positive free cash flow is crucial for businesses as it indicates their ability to generate cash from their core operations. It provides financial flexibility, allowing companies to invest in growth opportunities, pay dividends to shareholders, reduce debt, and weather economic downturns more effectively.

Free Cash Flow Chart

Financial Efficiency Indicators

MonthMar 2013Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Debtor Days 444547353522253827172431
Inventory Days 1121169711514711018741387138170165
Days Payable 251194188168220211215311137134153115
Cash Conversion Cycle -95-33-44-18-38-79-3140-23214181
Working Capital Days -76-20-11-1-13-1712655142643
ROCE %11%26%22%31%26%9%12%37%20%7%

Financial Efficiency Indicators Chart

Share Holding Pattern

MonthSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters 42.78%42.78%42.78%42.78%42.78%42.81%42.90%42.90%42.90%43.03%43.11%43.27%
FIIs 12.86%12.98%12.97%13.01%13.11%13.05%13.06%13.03%13.02%12.99%12.94%12.60%
DIIs 0.03%0.02%0.02%0.06%0.08%0.08%0.10%0.10%0.10%0.10%0.10%0.09%
Government 14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%
Public 30.05%29.96%29.96%29.88%29.77%29.78%29.68%29.70%29.69%29.61%29.59%29.76%
No. of Shareholders 25,68326,43625,87525,72923,43023,31622,47122,19922,23421,66122,28222,671

Shareholding Pattern Chart

No. of Shareholders

Seshasayee Paper & Boards Ltd (SESHAPAPER): Intrinsic Value & Share Price Analysis - Shareholder trend analysis

This stock is not held by any mutual fund.

ROCE Trend

EPS Trend

Key Financial Ratios

MonthMar 25Mar 24Mar 23Mar 22Mar 21
FaceValue 2.002.002.002.002.00
Basic EPS (Rs.) 18.1344.9665.7218.2717.66
Diluted EPS (Rs.) 18.1344.9665.7218.2717.66
Cash EPS (Rs.) 24.6350.1271.5223.7322.75
Book Value[Excl.RevalReserv]/Share (Rs.) 330.30317.49271.65208.51189.82
Book Value[Incl.RevalReserv]/Share (Rs.) 330.30317.49271.65208.51189.82
Revenue From Operations / Share (Rs.) 291.43299.31345.98225.12129.91
PBDIT / Share (Rs.) 29.9064.7893.5930.1120.93
PBIT / Share (Rs.) 22.3857.4986.0723.3214.68
PBT / Share (Rs.) 20.9857.1485.5422.8414.19
Net Profit / Share (Rs.) 17.1142.8464.0016.9416.50
NP After MI And SOA / Share (Rs.) 18.1344.9865.7518.2817.67
PBDIT Margin (%) 10.2621.6427.0513.3716.11
PBIT Margin (%) 7.6719.2024.8710.3511.29
PBT Margin (%) 7.1919.0824.7210.1410.92
Net Profit Margin (%) 5.8614.3118.497.5212.69
NP After MI And SOA Margin (%) 6.2215.0219.008.1113.60
Return on Networth / Equity (%) 5.4914.1624.208.769.30
Return on Capital Employeed (%) 6.2416.6628.859.926.79
Return On Assets (%) 4.3211.3219.046.627.01
Total Debt / Equity (X) 0.040.010.000.000.00
Asset Turnover Ratio (%) 0.710.801.110.850.52
Current Ratio (X) 3.413.343.032.422.59
Quick Ratio (X) 2.442.422.181.911.55
Inventory Turnover Ratio (X) 5.473.905.233.492.32
Dividend Payout Ratio (NP) (%) 28.8813.973.9814.3223.71
Dividend Payout Ratio (CP) (%) 20.4112.023.5710.4417.51
Earning Retention Ratio (%) 71.1286.0396.0285.6876.29
Cash Earning Retention Ratio (%) 79.5987.9896.4389.5682.49
Interest Coverage Ratio (X) 21.35182.22176.6263.1543.30
Interest Coverage Ratio (Post Tax) (X) 13.22121.50121.7836.5435.12
Enterprise Value (Cr.) 975.641185.43924.66726.45767.26
EV / Net Operating Revenue (X) 0.550.650.440.530.98
EV / EBITDA (X) 5.423.041.644.016.09
MarketCap / Net Operating Revenue (X) 0.890.980.680.771.24
Retention Ratios (%) 71.1186.0296.0185.6776.28
Price / BV (X) 0.780.920.860.830.84
Price / Net Operating Revenue (X) 0.890.980.680.771.24
EarningsYield 0.060.150.270.100.10

Profitability Ratios (%)

Liquidity Ratios

Liquidity Ratios (%)

Interest Coverage Ratios (%)

Valuation Ratios

[display_about_company_data title=”About the Company – Qualitative Analysis”]

FAQ

What is the intrinsic value of Seshasayee Paper & Boards Ltd (SESHAPAPER) and is it undervalued?

As of 04 September 2026, Seshasayee Paper & Boards Ltd (SESHAPAPER)'s intrinsic value is ₹220.31, which is 3.37% lower than the current market price of ₹228.00, suggesting the stock is overvalued. This is calculated using the PE ratio method factoring in ROE (4.10 %), book value (₹324), dividend yield (0.88 %), and 5-year EPS CAGR.

What is the current share price and 52-week range of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

Seshasayee Paper & Boards Ltd (SESHAPAPER) is trading at ₹228.00 as of 04 September 2026, with a FY2026-2027 high of ₹311 and low of ₹210. The stock is currently near its 52-week low. Market cap stands at ₹1,435 Cr..

How does Seshasayee Paper & Boards Ltd (SESHAPAPER)'s P/E ratio compare to its industry?

Seshasayee Paper & Boards Ltd (SESHAPAPER) has a P/E ratio of 14.5, which is below the industry average of 40.11. Trading at a steep discount to peers could signal a value opportunity or reflect concerns about the company's fundamentals.

Is Seshasayee Paper & Boards Ltd (SESHAPAPER) financially healthy?

Key indicators for Seshasayee Paper & Boards Ltd (SESHAPAPER): ROCE of 5.60 % is on the lower side compared to the industry average of 17.77%; ROE of 4.10 % is below ideal levels (industry average: 9.27%). Dividend yield is 0.88 %.

Is Seshasayee Paper & Boards Ltd (SESHAPAPER) profitable and how is the profit trend?

Seshasayee Paper & Boards Ltd (SESHAPAPER) reported a net profit of ₹109 Cr in Mar 2025 on revenue of ₹1,754 Cr. Compared to ₹110 Cr in Mar 2022, the net profit shows a declining trend.

Does Seshasayee Paper & Boards Ltd (SESHAPAPER) pay dividends?

Seshasayee Paper & Boards Ltd (SESHAPAPER) has a dividend yield of 0.88 % at the current price of ₹228.00. The company pays dividends, though the yield is modest.

Last Updated: August 25, 2026, 8:00 am
Author: Getaka|Social: XLinkedIn
Disclaimer: This article is for informational purposes only and should not be construed as financial advice. The author is not a SEBI registered financial advisor and does not have any vested interest in Seshasayee Paper & Boards Ltd (SESHAPAPER). Investors are advised to conduct their own due diligence and consult with a financial professional before making any investment decisions. The information provided in this article is based on publicly available data and the author's analysis, but it may not be comprehensive or up-to-date. The author and getaka.co.in are not responsible for any errors or omissions in the content. This article is not intended to promote any particular investment strategy or recommendation, and readers should consult with their own financial advisors before making any investment decisions. Data Source: NSE
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