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Last Updated on: 18 February, 2025
Author: Getaka|Social: Getaka Financial Technology X (Earlier Twitter) Profile Getaka Financial Technology LinkedIn Logo

Seshasayee Paper & Boards Ltd (SESHAPAPER): Share Price Analysis, Intrinsic Value & Fundamentals (2025)

Share Price and Basic Stock Data

Last Updated: February 18, 2025, 6:47 am

Market Cap 1,787 Cr.
Current Price 283
High / Low 376/270
Stock P/E12.9
Book Value 312
Dividend Yield1.76 %
ROCE20.1 %
ROE15.3 %
Face Value 2.00
PEG Ratio0.75

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

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

Competitors of Seshasayee Paper & Boards Ltd (SESHAPAPER)

Stock Name Market Cap Current Price High / Low Stock P/E Book Value Dividend Yield ROCE ROE Face Value
Gratex Industries Ltd 6.48 Cr. 21.4 28.4/16.572.0 11.60.00 %4.54 %3.18 % 10.0
Ganga Papers India Ltd 114 Cr. 106 140/86.675.0 27.60.00 %6.93 %5.22 % 10.0
Encode Packaging India Ltd 4.23 Cr. 13.4 19.0/10.3 10.40.00 %3.24 %3.65 % 10.0
Cella Space Ltd 21.0 Cr. 10.4 16.7/7.9822.5 10.30.00 %10.7 %% 10.0
Bandaram Pharma Packtech Ltd 52.9 Cr. 44.1 63.1/28.351.4 11.00.23 %9.10 %6.77 % 10.0
Industry Average470.52N/A19.84N/AN/A26.229.58N/A

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

Quarterly Result

MetricMar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024
Sales 328218332334471431523556573427362473539
Expenses 294187292319392343383406416331273386472
Operating Profit 34314015798814015015795898868
OPM % 10%14%12%5%17%20%27%27%27%22%25%19%13%
Other Income 56737513111013181517
Interest 1111111110001
Depreciation 10101010111212121011111111
Profit before tax 2926368758114114815696969174
Tax % -119%25%24%25%24%25%24%25%24%25%24%24%23%
Net Profit 6420276576010611211872736957
EPS in Rs 10.093.154.360.968.989.5616.8517.6918.6611.3811.6110.949.01

Last Updated: Unknown

Quarterly Chart

Profit & Loss - Annual Report

Last Updated: Unknown

MetricMar 2013Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024TTM
Sales 8209981,0081,1081,1051,3261,1847821,3552,0831,8021,797
Expenses 7169089018948981,0309176751,1891,5491,4621,505
Operating Profit 10590107214207296267108166534340293
OPM % 13%9%11%19%19%22%23%14%12%26%19%16%
Other Income 534121525312624406365
Interest 443732231414733323
Depreciation 492929313234353841454444
Profit before tax 16265017217627325693146525357311
Tax % -25%32%29%23%30%30%29%-15%24%25%24%
Net Profit 201636132123192182106110396271236
EPS in Rs 3.642.615.7120.9719.5430.4428.7916.8717.4462.7642.9337.43
Dividend Payout % 25%31%17%10%15%13%13%14%14%9%11%

Profit & Loss Yearly Chart

YoY Net Profit Growth

Year2015-20162016-20172017-20182018-20192019-20202020-20212021-20222022-20232023-2024
YoY Net Profit Growth (%)125.00%266.67%-6.82%56.10%-5.21%-41.76%3.77%260.00%-31.57%
Change in YoY Net Profit Growth (%)0.00%141.67%-273.48%62.92%-61.31%-36.55%45.53%256.23%-291.57%

Seshasayee Paper & Boards Ltd (SESHAPAPER) has shown an inconsistent trend in YoY Net Profit Growth (%) in the last 9 years from 2015-2016 to 2023-2024.

Growth

Compounded Sales Growth
10 Years:%
5 Years:6%
3 Years:32%
TTM:-2%
Compounded Profit Growth
10 Years:%
5 Years:7%
3 Years:37%
TTM:-58%
Stock Price CAGR
10 Years:20%
5 Years:12%
3 Years:25%
1 Year:-13%
Return on Equity
10 Years:%
5 Years:16%
3 Years:18%
Last Year:15%

Last Updated: Unknown

Balance Sheet

Last Updated: November 14, 2024, 7:42 pm

MonthMar 2013Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Sep 2024
Equity Capital 111313131313121212121212
Reserves 3524014305927138811,0071,1311,2431,6231,8991,953
Borrowings 43432930217114997108402182
Other Liabilities 320380391343406446419367400443459402
Total Liabilities 1,1181,1231,1351,1181,2811,4361,4481,5181,6602,0792,3912,449
Fixed Assets 726661638650686685688747828809789776
CWIP 21350412723313214203539
Investments 11434793108107103152178197248292
Other Assets 3794053993354606216265856401,0541,3191,342
Total Assets 1,1181,1231,1351,1181,2811,4361,4481,5181,6602,0792,3912,449

Reserves and Borrowings Chart

Cash Flow

MonthMar 2013Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024
Cash from Operating Activity +209105112200225273165-7276329202
Cash from Investing Activity +-317-20-46-36-50-16-26-54-251-372-225
Cash from Financing Activity +176-104-66-154-51-89-124-31-22-22-19
Net Cash Flow68-2001012416815-913-66-42

Free Cash Flow

MonthMar 2013Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024
Free Cash Flow-329.00-239.00-195.0043.0058.00199.00257.00100.00162.00534.00319.00

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 2024
Debtor Days4445473535222538271724
Inventory Days1121169711514711018741387138170
Days Payable251194188168220211215311137134153
Cash Conversion Cycle-95-33-44-18-38-79-3140-232141
Working Capital Days32724-1-13-17126561430
ROCE %11%26%22%31%26%9%12%37%20%

Financial Efficiency Indicators Chart

Share Holding Pattern

MonthSep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024
Promoters42.65%42.65%42.80%42.78%42.78%42.78%42.78%42.78%42.78%42.78%42.78%42.78%
FIIs10.95%10.96%10.71%10.98%12.04%12.73%12.73%12.86%12.86%12.98%12.97%13.01%
DIIs0.24%0.24%0.24%0.22%0.21%0.21%0.21%0.21%0.03%0.02%0.02%0.06%
Government14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%14.27%
Public31.89%31.88%31.98%31.75%30.69%30.00%29.99%29.87%30.05%29.95%29.96%29.88%
No. of Shareholders17,31117,76418,59218,48219,46520,89720,46722,29625,68326,43625,87525,729

Shareholding Pattern Chart

No. of Shareholders

This stock is not held by any mutual fund

ROCE Trend

EPS Trend

Key Financial Ratios

MonthMar 24Mar 23Mar 22Mar 21Mar 20
FaceValue 2.002.002.002.002.00
Basic EPS (Rs.) 44.9665.7218.2717.6628.97
Diluted EPS (Rs.) 44.9665.7218.2717.6628.97
Cash EPS (Rs.) 50.1271.5223.7322.7533.19
Book Value[Excl.RevalReserv]/Share (Rs.) 317.49271.65208.51189.82163.64
Book Value[Incl.RevalReserv]/Share (Rs.) 317.49271.65208.51189.82163.64
Revenue From Operations / Share (Rs.) 299.31345.98225.12129.91187.83
PBDIT / Share (Rs.) 64.7893.5930.1120.9346.06
PBIT / Share (Rs.) 57.4986.0723.3214.6840.50
PBT / Share (Rs.) 57.1485.5422.8414.1939.41
Net Profit / Share (Rs.) 42.8464.0016.9416.5027.63
NP After MI And SOA / Share (Rs.)44.9865.7518.2817.6728.98
PBDIT Margin (%) 21.6427.0513.3716.1124.52
PBIT Margin (%) 19.2024.8710.3511.2921.56
PBT Margin (%) 19.0824.7210.1410.9220.98
Net Profit Margin (%) 14.3118.497.5212.6914.71
NP After MI And SOA Margin (%)15.0219.008.1113.6015.43
Return on Networth / Equity (%) 14.1624.208.769.3017.71
Return on Capital Employeed (%) 16.6628.859.926.7920.80
Return On Assets (%) 11.3219.046.627.0112.51
Long Term Debt / Equity (X) 0.000.000.000.000.01
Total Debt / Equity (X) 0.010.000.000.000.01
Asset Turnover Ratio (%) 0.801.110.850.520.81
Current Ratio (X) 3.343.032.422.592.57
Quick Ratio (X) 2.422.181.911.551.85
Inventory Turnover Ratio (X) 3.905.233.492.323.95
Dividend Payout Ratio (NP) (%) 13.973.9814.3223.7113.80
Dividend Payout Ratio (CP) (%) 12.023.5710.4417.5111.58
Earning Retention Ratio (%) 86.0396.0285.6876.2986.20
Cash Earning Retention Ratio (%) 87.9896.4389.5682.4988.42
Interest Coverage Ratio (X) 182.22176.6263.1543.3042.15
Interest Coverage Ratio (Post Tax) (X) 121.50121.7836.5435.1226.28
Enterprise Value (Cr.) 1185.43924.66726.45767.26335.68
EV / Net Operating Revenue (X) 0.650.440.530.980.28
EV / EBITDA (X) 3.041.644.016.091.16
MarketCap / Net Operating Revenue (X) 0.980.680.771.240.55
Retention Ratios (%) 86.0296.0185.6776.2886.19
Price / BV (X) 0.920.860.830.840.63
Price / Net Operating Revenue (X) 0.980.680.771.240.55
EarningsYield 0.150.270.100.100.27

Profitability Ratios (%)

Liquidity Ratios

Liquidity Ratios (%)

Interest Coverage Ratios (%)

Valuation Ratios

Fair Value

Fair Value of Seshasayee Paper & Boards Ltd (SESHAPAPER) as of February 18, 2025 is: ₹501.31

Calculation basis:

  • Fair value = P/E Ratio * (Return on Equity / 100) * Book Value * (1 + Dividend Yield / 100)
  • P/E Ratio (Price-to-Earnings Ratio): Represents the price of the stock relative to its earnings per share. A higher P/E ratio indicates that investors are willing to pay a higher price for the stock.
  • Return on Equity (ROE): Measures a company's profitability relative to its shareholder equity. It showcases the company's ability to generate profits using the investment made by its shareholders, offering valuable insight into its operational efficiency and financial performance.
  • Book Value: Represents the net asset value of the company per share. It is calculated as the total assets minus intangible assets and liabilities, divided by the number of outstanding shares.
  • Dividend Yield: The ratio of the annual dividend per share to the current market price per share. It offers valuable insights into the profitability of an investment through dividends.

This formula allows us to gauge the fair value of the stock by analyzing its fundamental indicators.

As of February 18, 2025, Seshasayee Paper & Boards Ltd (SESHAPAPER) is Undervalued by 77.14% compared to the current share price ₹283.00

Intrinsic Value of Seshasayee Paper & Boards Ltd (SESHAPAPER) as of February 18, 2025 is: 587.93

Calculation basis:

  • Intrinsic value = P/E Ratio * (Return on Equity / 100) * Book Value * (1 + Dividend Yield / 100) * (1 + EPS CAGR for Last 5 Years)
  • P/E Ratio (Price-to-Earnings Ratio): Represents the price of the stock relative to its earnings per share. A higher P/E ratio indicates that investors are willing to pay a higher price for the stock.
  • Return on Equity (ROE): Measures a company's profitability relative to its shareholder equity. It showcases the company's ability to generate profits using the investment made by its shareholders, offering valuable insight into its operational efficiency and financial performance.
  • Book Value: Represents the net asset value of the company per share. It is calculated as the total assets minus intangible assets and liabilities, divided by the number of outstanding shares.
  • Dividend Yield: The ratio of the annual dividend per share to the current market price per share. It offers valuable insights into the profitability of an investment through dividends.
  • EPS CAGR (Compound Annual Growth Rate): Represents the geometric mean growth rate of earnings per share over the last 5 years. It provides insight into the historical growth trajectory of the company's earnings.

This formula allows us to gauge the intrinsic value of the stock by analyzing its fundamental indicators along with EPS growth.

As of February 18, 2025, Seshasayee Paper & Boards Ltd (SESHAPAPER) is Undervalued by 107.75% compared to the current share price ₹283.00

Last 5 Year EPS CAGR: 17.28%

*Investments are subject to market risks

Strength and Weakness

StrengthWeakness
  1. The stock has a high average ROCE of 17.64%, which is a positive sign.
  2. The stock has a low average Working Capital Days of 13.64, which is a positive sign.
  3. The stock has a low average Cash Conversion Cycle of -11.91, which is a positive sign.
  4. The company has higher reserves (1,018.75 cr) compared to borrowings (133.92 cr), indicating strong financial stability.
  5. The company has shown consistent growth in sales (217.50 cr) and profit (200.08 cr) over the years.

    Stock Analysis

    • Considering all of the following key financial indicators, prospective investors are encouraged to conduct thorough research and seek professional guidance before considering any investment in Seshasayee Paper & Boards Ltd (SESHAPAPER):
      1. Net Profit Margin: 14.31%
        • Net Profit Margin: This metric indicates the percentage of profit a company makes from its total revenue. A higher net profit margin is generally desirable as it reflects better profitability.
      2. ROCE: 16.66% (Industry Average ROCE: 26.22%)
        • ROCE (Return on Capital Employed): ROCE measures a company's profitability and the efficiency with which its capital is employed. A higher ROCE indicates efficient use of capital.
      3. ROE%: 14.16% (Industry Average ROE: 9.58%)
        • ROE (Return on Equity): ROE measures a company's profitability relative to shareholders' equity. A higher ROE indicates efficient use of shareholders' funds.
      4. Interest Coverage Ratio (Post Tax): 121.5
        • Interest Coverage Ratio: The interest coverage ratio measures a company's ability to cover its interest payments on outstanding debt. A ratio greater than 2 is generally considered healthy as it indicates the company can meet its interest obligations comfortably.
      5. Quick Ratio: 2.42
        • Quick Ratio: The quick ratio assesses a company's ability to cover its short-term liabilities with its most liquid assets. A ratio higher than 1 suggests the company can meet its short-term obligations without relying heavily on inventory.
      6. Stock P/E: 12.9 (Industry average Stock P/E: 19.84)
        • Stock P/E (Price-to-Earnings) Ratio: The P/E ratio compares a company's current share price to its earnings per share. A lower P/E ratio relative to industry peers or historical values may indicate that the stock is undervalued.
      7. Total Debt / Equity: 0.01
        • Total Debt / Equity: This ratio measures a company's financial leverage by comparing its total debt to its total equity. A lower ratio indicates lower financial risk and greater financial stability.
      The current analysis is available for review. It's important to conduct thorough research and consider consulting with financial professionals before making any investment decisions.
      Stock Rating:

    About the Company - Qualitative Analysis

    Seshasayee 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(CIN) is L21012TZ1960PLC000364 and registration number is 000364. Currently Company is involved in the business activities of Manufacture of pulp, paper and paperboard. Company's Total Operating Revenue is Rs. 1801.56 Cr. and Equity Capital is Rs. 12.04 Cr. for the Year ended 31/03/2024.
    INDUSTRYADDRESSCONTACT
    Paper & Paper ProductsPallipalayam, Erode Tamil Nadu 638007secretarial@spbltd.com
    https://www.spbltd.com
    Management
    NamePosition Held
    Mr. N GopalaratnamChairman
    Mr. K S Kasi ViswanathanManaging Director
    Mr. Ganesh Balakrishna BhadtiDirector - Operations
    Mr. A L SomayajiDirector
    Dr. Nanditha KrishnaDirector
    Mr. Mohan Verghese ChunkathDirector
    Mr. S DurgashankarDirector
    Mrs. Sheela BalakrishnanDirector
    Mr. T Ritto CyriacNominee Director
    Mr. Hans Raj VermaNominee Director

    FAQ

    What is Seshasayee Paper & Boards Ltd (SESHAPAPER)'s true worth and is it a good investment?

    Let's break down Seshasayee Paper & Boards Ltd (SESHAPAPER)'s valuation simply:

    We calculate intrinsic value using the PE Ratio Method - comparing the company's current price-to-earnings ratio with its historical average and industry peers. Think of it like checking if a stock is "on sale" compared to its typical pricing.

    As of 18 February 2025:

    • Calculated Fair Value: ₹501.31
    • Current Market Price: ₹283.00
    • Variance: 77.14% higher

    This suggests Seshasayee Paper & Boards Ltd (SESHAPAPER) is currently undervalued by 77.14%. For context:

    • Market Cap: 1,787 Cr.
    • 52-Week Range: 376/270
    • Reserves (Sep 2024): ₹1,953 Cr
    • Liabilities: 2,449 Cr

    Remember: The PE method gives a snapshot based on earnings multiples. While useful for quick comparisons, investors should also consider growth prospects, industry trends, and economic conditions. This calculation assumes historical PE ratios remain relevant - always verify with current market dynamics.

    What is the Market Cap of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

    The Market Cap of Seshasayee Paper & Boards Ltd (SESHAPAPER) is 1,787 Cr..

    What is the current Stock Price of Seshasayee Paper & Boards Ltd (SESHAPAPER) as on 18 February 2025?

    The current stock price of Seshasayee Paper & Boards Ltd (SESHAPAPER) as on 18 February 2025 is ₹283.

    What is the High / Low of Seshasayee Paper & Boards Ltd (SESHAPAPER) stocks in FY 2024-2025?

    In FY 2024-2025, the High / Low of Seshasayee Paper & Boards Ltd (SESHAPAPER) stocks is 376/270.

    What is the Stock P/E of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

    The Stock P/E of Seshasayee Paper & Boards Ltd (SESHAPAPER) is 12.9.

    What is the Book Value of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

    The Book Value of Seshasayee Paper & Boards Ltd (SESHAPAPER) is 312.

    What is the Dividend Yield of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

    The Dividend Yield of Seshasayee Paper & Boards Ltd (SESHAPAPER) is 1.76 %.

    What is the ROCE of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

    The ROCE of Seshasayee Paper & Boards Ltd (SESHAPAPER) is 20.1 %.

    What is the ROE of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

    The ROE of Seshasayee Paper & Boards Ltd (SESHAPAPER) is 15.3 %.

    What is the Face Value of Seshasayee Paper & Boards Ltd (SESHAPAPER)?

    The Face Value of Seshasayee Paper & Boards Ltd (SESHAPAPER) is 2.00.

    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