DINESH

Seshasayee Paper

Latest CMP 232
Today's Change ▲ 1.18%
52-Week High / Low 278 | 214
Price Date: 14-Aug-2026
Recommendation Buy
Target Price 270
Expected Upside 7.9%
Forecast Horizon 2 Years
Historical CAGR 15.0%
1,000 Invested 15-Aug-2006
Today's Value 16,333
Investment Period 20 Years

Stock Snapshot

Post Results Return
+4.2%
Mild Positive Re-rating
1-Year Target Price
299
2-Year Target Price
270
52-Week High / Low
278 / 214
20-Day Return
+4.2%
Market Cap (Cr.)
1,392
Current PE
17.1
P/BV Ratio
0.7
Dividend Yield
1.5%
Industry PE
21.0

Price Performance

Basis of our Recommendation

Management's commentary indicates that Seshasayee Paper is navigating a stable revenue environment, with growth expected to align closely with historical performance. The company's competitive position remains solid, holding an 11.42% market share in a sector characterized by stable cyclicality and competitive pricing pressures. Despite the industry's projected decline in growth, Seshasayee's operational efficiencies and conservative financial structure, with a low debt/equity ratio of 0.01, support its resilience. Vista's financial outlook reflects stable revenue growth and margins, although the stock is currently trading at a premium valuation, suggesting limited upside potential. The macroeconomic backdrop in India, marked by robust growth and favorable liquidity conditions, provides a supportive environment for the company. However, the competitive landscape and declining industry growth forecast necessitate vigilance. Over the next 12-24 months, key watchpoints include maintaining operational efficiencies and exploring new markets to counteract pricing pressures. Overall, while Seshasayee Paper's fundamentals remain stable, the cautious investor sentiment and premium valuation warrant careful consideration

👍 Why We Like This Stock

Things To Watch Out For

Key Parameters

Balance Sheet Strength
Conservatively Financed
Market Share
Stable
Industry Outlook
Weakening
Analyst View
Not Available
Dividend History
Consistent
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 1,802 1,754 1,710 1,986 1,876
Profit Before Tax (Cr.) 357 132 106 143 130
PBT Margin 19.8% 7.5% 619.8% 7.2% 6.9%
Net Profit (Cr.) 271 98 81 108 99
Earnings Per Share 45.1 16.3 13.4 18.0 16.4

Analyst Recommendations

No analyst recommendations available.

Consensus Recommendation ► None
Consensus Target
Coverage 0 Analysts
Analysts' Viewpoint

Company Overview

Show Company Profile

Seshasayee Paper and Boards Limited engages in the manufacture and sale of printing and writing paper in India and internationally. The company owns and operates integrated pulp, paper, and paper board mills. Seshasayee Paper and Boards Limited was incorporated in 1960 and is based in Erode, India.