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Latest filing: 2026-08-11 13:31
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25% EBITDA Margin: Pudumjee Paper Reports Q1 Turnover of Rs 203 Cr
Pudumjee Paper Products reported a modest 3.6% YoY increase in turnover to Rs 203 Cr for the quarter ended June 30, 2026. However, EBITDA margins saw a contraction of 200 basis points, falling to 25% (Rs 51 Cr) from 27% (Rs 52 Cr) in the previous year's corresponding quarter. The company is currently seeking environmental clearance for its massive Rs 1,350 Cr Mahad expansion project. This planned investment is highly material, representing approximately 157% of the company's current market capitalization of Rs 859 Cr.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results and provided a status update on its transition to the new Mahad manufacturing site.
Why it mattersWhile quarterly growth is slow, the progress on the Mahad expansion is critical because the current Pune facility faces physical growth constraints; the new project is essential for long-term volume growth.
Q1 Turnover: Rs 203 CrQ1 EBITDA Margin: 25%Planned Capex: Rs 1,350 CrCapex vs Market Cap: 157%YoY Turnover Growth: 3.6%
📅 Short termThe stock may see neutral to slightly cautious movement due to the 200 bps margin contraction, although absolute profitability remains healthy.
📈 Long termThe structural story depends entirely on the execution of the Rs 1,350 Cr Mahad expansion over the next 5 years to bypass current site limitations.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High client concentration (top 5 customers contribute 50% of revenue)
- Dependency on imported wood pulp price volatility
- Regulatory risk regarding environmental clearance for the new project
Key Highlights
Turnover grew to Rs 203 Cr in Q1 FY27, up from Rs 196 Cr in Q1 FY26.
EBITDA margin contracted to 25% compared to 27% in the same period last year.
Absolute EBITDA decreased slightly to Rs 51 Cr from Rs 52 Cr YoY.
Application for Environmental Clearance is underway for the Rs 1,350 Cr Mahad greenfield project.
Specialty paper segment continues to focus on biodegradable and compostable barrier papers for food and pharma.
👀 What to Watch
Investors should monitor the timeline for obtaining Environmental Clearance for the Mahad project, as this is the primary catalyst for breaking current capacity constraints. Additionally, track if the company can maintain the 25% EBITDA margin, which remains significantly higher than its TTM OPM of 15.3%.
Q1 PAT at ₹33.72 Cr, Revenue up 3.3% YoY; EBITDA Margins Robust at 25.2%
Pudumjee Paper Products reported a steady Q1 FY27 with operational revenue growing 3.3% YoY to ₹202.92 Cr. While Net Profit declined 6.9% YoY to ₹33.72 Cr due to a high base of 'Other Income' in the previous year, it showed a sharp 71% recovery on a sequential (QoQ) basis. EBITDA margins on operational revenue remained strong at 25.2%, significantly higher than the TTM OPM of 15.3%. The Paper segment continues to dominate, accounting for 92% of gross segment revenue.
Confidence: HIGH
What changedThe company released its Q1 FY27 financial results, showing stable operational growth and strong margin retention despite a slight YoY dip in net profit due to non-operating factors.
Why it mattersThe results demonstrate the company's ability to maintain high operating margins (25%) in the specialty paper segment, where it holds a 30-40% market share, despite volatility in imported pulp prices.
Revenue (Q1 FY27): ₹202.92 CrNet Profit (Q1 FY27): ₹33.72 CrEBITDA Margin (on Op Revenue): 25.2%QoQ PAT Growth: 71%Other Income: ₹15.61 Cr
📅 Short termThe stock may see neutral to slightly positive sentiment as the sequential recovery in profits is strong, even if YoY figures were impacted by lower other income.
📈 Long termStructural growth depends on the ₹1,350 Cr Mahad expansion (approx 1.4x current market cap) to overcome Pune site limitations and scale the specialty paper business.
⚠ Risk flags
- High dependency on imported wood pulp exposes margins to global price volatility
- High customer concentration with top 5 clients contributing 50% of revenue
- Intense competition from imports meeting 50-60% of domestic demand
Key Highlights
Operational revenue increased to ₹202.92 Cr from ₹196.45 Cr in the same quarter last year.
Net Profit for the quarter stood at ₹33.72 Cr, representing a 71% jump from the preceding March 2026 quarter (₹19.72 Cr).
Other income contributed ₹15.61 Cr to the total revenue, though it was lower than the ₹18.58 Cr recorded in Q1 FY26.
Paper segment revenue grew to ₹195.06 Cr, while the Hygiene products segment contributed ₹16.18 Cr.
Finance costs increased to ₹1.56 Cr compared to ₹0.64 Cr in the year-ago period, reflecting higher interest obligations.
👀 What to Watch
Investors should monitor the execution timeline of the planned ₹1,350 Cr capacity expansion at Mahad, as the current Pune facility faces physical growth constraints.
₹0.60 Dividend: Pudumjee Paper Sets August 24 as Record Date
Pudumjee Paper Products has announced a final dividend of ₹0.60 per equity share (60% of face value) for the financial year. The record date for determining shareholder eligibility is fixed for August 24, 2026, with the payment scheduled to commence from September 22, 2026. At the current market price of ₹95.7, this represents a modest dividend yield of approximately 0.63%. The company continues to maintain a healthy balance sheet with a low debt-to-equity ratio of 0.06 and TTM PAT of ₹94 Cr.
Confidence: HIGH
What changedThe company has finalized the specific dates for its annual dividend payout and the 12th Annual General Meeting.
Why it mattersWhile the dividend yield is low at 0.63%, the payout confirms the company's ability to distribute profits while managing its significant ₹1,350 Cr long-term capex plan.
Dividend per share: ₹0.60Dividend Yield: 0.63%Record Date: 24-Aug-2026TTM EPS: ₹9.86Dividend Payout Ratio (TTM): 6.08%
📅 Short termThe stock is likely to see minor price adjustments around the ex-dividend date in late August. Trading activity may remain stable as this is a routine administrative filing.
📈 Long termLimited impact from this specific announcement. The structural growth story depends on the execution of the 5-year capacity expansion at Mahad to overcome Pune site constraints.
Key Highlights
Final dividend declared at ₹0.60 per equity share of face value ₹1 each
Record date for dividend entitlement is Monday, August 24, 2026
Dividend payment to commence on and from Tuesday, September 22, 2026
12th Annual General Meeting (AGM) scheduled for September 2, 2026
Book closure period set from August 25, 2026, to September 2, 2026
👀 What to Watch
Investors seeking the dividend must hold shares before the ex-dividend date (typically one business day before the August 24 record date). Monitor the upcoming AGM for updates on the ₹1,350 Cr Mahad expansion project.
₹0.60 Dividend: Pudumjee Paper Sets Aug 24 as Record Date for 12th AGM
Pudumjee Paper Products has announced a final dividend of ₹0.60 per equity share (60% of face value) for the financial year. The company has fixed August 24, 2026, as the record date to determine shareholder eligibility. The dividend is subject to approval at the 12th Annual General Meeting (AGM) scheduled for September 2, 2026. Based on the current TTM EPS of ₹9.86, this represents a conservative payout ratio of approximately 6.1%.
Confidence: HIGH
What changedThe company has finalized the schedule for its annual shareholder meeting and the timeline for its FY26 dividend distribution.
Why it mattersWhile the dividend yield is relatively low (~0.63%), it confirms the company's consistent payout policy while retaining significant earnings for its planned capital expenditure.
Dividend per share: ₹0.60Record Date: August 24, 2026Dividend Yield: ~0.63%Dividend Payout (vs TTM EPS): ~6.1%Face Value: ₹1
📅 Short termThe stock may see minor price adjustment around the ex-dividend date in late August; however, the small dividend amount is unlikely to cause significant volatility.
📈 Long termLimited structural impact from this routine announcement. The long-term value driver remains the execution of the speciality paper capacity expansion at Mahad.
Key Highlights
Final dividend declared at ₹0.60 per equity share of face value ₹1 each.
Record date for dividend entitlement is Monday, August 24, 2026.
Dividend payment to commence on and from Tuesday, September 22, 2026, post-AGM approval.
12th Annual General Meeting (AGM) scheduled for September 2, 2026, via video conferencing.
Book closure period set from August 25, 2026, to September 2, 2026.
👀 What to Watch
Investors seeking the dividend should ensure they hold shares before the ex-dividend date (typically one business day before the August 24 record date). Monitor the AGM for updates on the ₹1,350 Cr Mahad expansion project.
Pudumjee Paper to Vote on Renewable Energy Business Entry and Director Appointment
Pudumjee Paper Products Limited has issued a postal ballot notice seeking shareholder approval for two special resolutions. The first is the appointment of Mr. Anil Shankarlal Mittal as a Non-Executive Independent Director for a five-year term ending May 2031. The second is a strategic amendment to the Memorandum of Association to allow the company to generate and sell renewable energy from solar and wind sources. E-voting will take place between June 12 and July 11, 2026.
Key Highlights
Proposed appointment of Mr. Anil Shankarlal Mittal as Independent Director for a 5-year term starting May 22, 2026.
Amendment of MoA Clause 3(b) to include generation of electricity from solar, wind, and other renewable sources.
Company plans to sell surplus energy through power exchanges or distribution licensees after meeting internal requirements.
Remote e-voting period is scheduled from June 12, 2026, to July 11, 2026.
The cut-off date for determining shareholder voting eligibility was June 05, 2026.
👀 What to Watch
Investors should view the move into renewable energy as a positive step toward cost-efficiency and ESG compliance. Monitor the voting results on July 13, 2026, to confirm the adoption of these strategic changes.
Pudumjee Paper Products Amends MOA to Enable Sale of Surplus Renewable Energy
The Board of Pudumjee Paper Products has approved an amendment to the company's Memorandum of Association (MOA) to allow the sale and trading of surplus electricity. Currently, the company generates renewable energy (solar and wind) for captive use but often produces more than its manufacturing facilities require. This regulatory change, pending shareholder approval via postal ballot, will enable the company to monetize excess power through exchanges and distribution licensees.
Key Highlights
Board approved the alteration of Clause 3(b) of the MOA on June 6, 2026.
Amendment permits the sale, supply, and trading of surplus electricity from captive solar and wind facilities.
The move aims to ensure economically efficient utilization of surplus power generated during ordinary operations.
The proposed amendment is subject to the approval of shareholders through a Postal Ballot process.
👀 What to Watch
Investors should monitor the outcome of the postal ballot and look for incremental revenue from power sales in future quarterly earnings.
CRISIL Reaffirms Pudumjee Paper's 'A' Rating; Outlook Revised to Stable from Positive
CRISIL Ratings has reaffirmed the long-term rating of 'CRISIL A' for Pudumjee Paper Products Limited's Rs. 280 crore bank facilities and Rs. 50 crore fixed deposits. While the ratings were maintained, the outlook has been revised from 'Positive' to 'Stable', suggesting a moderation in the immediate expectations for a rating upgrade. The short-term rating for bank facilities remains strong and reaffirmed at 'CRISIL A1'.
Key Highlights
CRISIL reaffirmed 'CRISIL A' rating for Rs. 280 crore total bank loan facilities.
Outlook for long-term facilities and Rs. 50 crore fixed deposits revised from 'Positive' to 'Stable'.
Short-term rating for non-fund-based facilities reaffirmed at 'CRISIL A1'.
Rated facilities include a significant Rs. 98 crore proposed term loan and existing limits with SBI, YES Bank, and IDBI.
The ratings are valid until March 31, 2027, subject to continuous surveillance by the agency.
👀 What to Watch
Investors should view the reaffirmation as a sign of continued creditworthiness, though the outlook revision to 'Stable' indicates that the aggressive growth or deleveraging triggers for a further upgrade may have slowed.
Pudumjee Paper FY26 Revenue at ₹808 Cr; EBITDA Margin Steady at 18%
Pudumjee Paper Products reported a steady revenue of ₹807.88 crores for FY26, maintaining performance despite a slight dip from ₹809.08 crores last year. The company successfully maintained its EBITDA margin at 18% by increasing sales volume by 1,675 MT, offsetting lower per-ton realizations. A major ₹110 crore capex program was completed, featuring a 15.4 MW solar plant that now supplies 35% of the company's power. While the Mahad project faces regulatory delays for environmental clearance, the company is pivoting strongly toward high-growth biodegradable specialty papers.
Key Highlights
Revenue remained stable at ₹807.88 crores with a sales volume increase of 1,675 MT.
EBITDA margin held firm at 18% for the reporting period.
Completed ₹110 crore capex including a 15.4 MW solar plant and machine modernization.
Solar plant operationalized in Dec 2025, expected to reduce carbon footprint by 27,000 MT annually.
Strategic focus on biodegradable specialty papers for food and pharma packaging sectors.
👀 What to Watch
Investors should look for improved bottom-line margins in FY27 as the full cost-saving benefits of the 15.4 MW solar plant materialize. Monitor the progress of environmental clearances for the Mahad project as it represents the next phase of growth.
Pudumjee Paper FY26 Net Profit at ₹93.59 Cr, Recommends ₹0.60 Dividend
Pudumjee Paper Products Limited reported a stable financial performance for FY26 with a total income of ₹829.36 crore, nearly unchanged from the previous year. The annual net profit saw a slight decline to ₹93.59 crore from ₹95.76 crore in FY25, leading to an EPS of ₹9.86. The Board has recommended a dividend of ₹0.60 per equity share (60% of face value). Additionally, the company strengthened its board by appointing Mr. Anil Shankarlal Mittal as an Independent Director for a five-year term.
Key Highlights
Annual Net Profit for FY26 stood at ₹93.59 crore compared to ₹95.76 crore in FY25
Q4 FY26 Net Profit increased to ₹19.72 crore from ₹18.85 crore in the same quarter last year
Recommended a dividend of ₹0.60 per equity share of face value ₹1 each
Hygiene Products segment revenue grew to ₹67.65 crore in FY26 from ₹57.84 crore in FY25
Total assets grew significantly to ₹920.37 crore as of March 31, 2026, from ₹763.43 crore YoY
👀 What to Watch
The company maintains a steady operational profile and consistent dividend payout, though annual profit growth has plateaued. Investors should monitor the growth trajectory of the Hygiene Products segment as a potential future margin driver.
Pudumjee Paper Recommends Rs 0.60 Dividend; FY26 Net Profit at Rs 93.59 Cr
Pudumjee Paper Products has recommended a final dividend of Rs 0.60 per equity share for the financial year ended March 31, 2026. The company reported a flat annual performance with revenue at Rs 807.88 crore compared to Rs 809.08 crore in the previous year. Full-year net profit saw a marginal decline of 2.3%, settling at Rs 93.59 crore. However, the fourth quarter showed slight growth with net profit rising to Rs 19.72 crore from Rs 18.85 crore year-on-year.
Key Highlights
Recommended a final dividend of Rs 0.60 per equity share of face value Rs 1 each.
FY26 annual revenue from operations remained nearly stagnant at Rs 80,788 Lakhs.
Full-year Net Profit for FY26 stood at Rs 9,359 Lakhs vs Rs 9,576 Lakhs in FY25.
Q4 FY26 Net Profit increased by 4.6% YoY to Rs 1,972 Lakhs.
Appointed Mr. Anil Shankarlal Mittal as an Independent Director for a 5-year term.
👀 What to Watch
The stock remains a consistent dividend payer, but the stagnant top-line growth suggests limited capital appreciation in the near term. Investors should hold for dividend yield while monitoring the company's ability to scale its Hygiene Products segment.
Pudumjee Paper Q4 PAT Rises 4.6% to ₹19.7 Cr; Recommends ₹0.60 Dividend
Pudumjee Paper Products Limited reported a steady performance for Q4 FY26, with net profit increasing 4.6% year-on-year to ₹19.72 crore. Revenue from operations for the quarter grew by 5.5% to ₹200.55 crore compared to the previous year. For the full financial year 2025-26, the company achieved a PAT of ₹93.59 crore with an EPS of ₹9.86. The board has rewarded shareholders by recommending a dividend of ₹0.60 per equity share (60% of face value).
Key Highlights
Q4 FY26 Net Profit stood at ₹1,972 Lakhs, up from ₹1,885 Lakhs in Q4 FY25.
Revenue from operations for Q4 FY26 increased to ₹20,055 Lakhs versus ₹19,008 Lakhs YoY.
Full-year FY26 Revenue remained stable at ₹80,788 Lakhs compared to ₹80,908 Lakhs in FY25.
Board recommended a dividend of ₹0.60 per equity share of face value ₹1 for FY26.
Appointed Mr. Anil Shankarlal Mittal as an Independent Director for a 5-year term.
👀 What to Watch
Investors may find the consistent profitability and dividend payout attractive; the stock remains a stable play in the specialty paper and hygiene segment. Monitor the hygiene segment's growth as it saw a revenue increase to ₹6,765 Lakhs for the full year.
Pudumjee Paper Shareholders Approve Director Re-appointment and Remuneration via Postal Ballot
Pudumjee Paper Products Limited has successfully passed two special resolutions through a postal ballot process concluded on March 4, 2026. Shareholders overwhelmingly approved the remuneration for Whole Time Director Mr. Arunkumar Mahabirprasad Jatia with 98.76% of votes in favor. Additionally, the re-appointment and remuneration of Dr. Ashok Kumar as Executive Director received near-unanimous support with 99.99% approval. These results ensure leadership continuity and formalize the executive compensation structure for the company.
Key Highlights
Resolution for Mr. Arunkumar Jatia's remuneration passed with 6,35,65,868 votes (98.76%) in favor.
Dr. Ashok Kumar's re-appointment as Executive Director approved with 6,88,06,023 votes (99.99%) in favor.
Total valid votes polled reached 64.37 million for the first resolution and 68.81 million for the second.
The voting process was conducted exclusively via remote e-voting between February 3 and March 4, 2026.
Both special resolutions were passed with the requisite majority as per the Scrutinizer's Report.
👀 What to Watch
Investors should take confidence in the strong shareholder support for the current management team. No immediate action is required as these approvals represent routine corporate governance and leadership stability.
Pudumjee Paper 9M Income at Rs 630 Cr; Commissions 15.4 MW Solar Plant
Pudumjee Paper Products reported a slight decline in its 9M performance, with Total Income at Rs. 630 Crores compared to Rs. 635 Crores in the previous year. EBIDTA for the period stood at Rs. 112 Crores with an 18% margin, down from Rs. 116 Crores YoY. A key operational highlight is the commissioning of a 15.4 MWac Solar Power Plant for captive use, which is expected to optimize energy costs. The company is currently navigating regulatory approvals for a new boiler and its Mahad project expansion.
Key Highlights
Total Income for 9M ended Dec 2025 at Rs. 630 Crores vs Rs. 635 Crores YoY
EBIDTA margin maintained at 18% with an absolute value of Rs. 112 Crores
Successfully commissioned 15.4 MWac Solar Power Plant in Solapur for captive consumption
New Boiler commissioning is pending statutory approval expected shortly
Environment clearance for Mahad project expansion is being re-applied due to regulatory changes
👀 What to Watch
Investors should monitor the impact of the new solar plant on operating margins and track the timeline for the Mahad project approvals. The company's focus on biodegradable specialty papers aligns well with sustainable packaging trends.
Pudumjee Paper Q3 FY26 PAT Rises 5.8% YoY to ₹20.71 Cr; Re-appoints Executive Director
Pudumjee Paper Products reported a steady performance for the quarter ended December 31, 2025, with revenue from operations growing 5.2% YoY to ₹203.75 crore. Net profit for the quarter stood at ₹20.71 crore, up from ₹19.58 crore in the same period last year, driven by lower material costs and improved margins. The company's core Paper segment remains the primary driver, contributing ₹194.19 crore to the top line. Additionally, the board approved the re-appointment of Dr. Ashok Kumar as Executive Director for a five-year term starting May 2026, ensuring leadership continuity.
Key Highlights
Revenue from operations increased by 5.2% YoY to ₹20,375 lakhs.
Net Profit (PAT) grew by 5.8% YoY to ₹2,071 lakhs compared to ₹1,958 lakhs in Q3 FY25.
EBITDA improved to ₹3,272 lakhs from ₹3,097 lakhs in the previous year's corresponding quarter.
Paper segment revenue stood at ₹19,419 lakhs, while the Hygiene products segment contributed ₹1,762 lakhs.
Dr. Ashok Kumar re-appointed as Executive Director for a 5-year term until May 2031.
👀 What to Watch
Investors should monitor the company's ability to maintain margin expansion as seen this quarter despite a slight sequential dip in revenue. The management stability and steady YoY growth make it a watch for long-term paper sector enthusiasts.
Pudumjee Paper Gets Open Access Permission for 15.4 MWac Solar Plant
Pudumjee Paper Products Limited has received Medium-Term Open Access permission for its 15.4 MWac Solar Power Plant located in Solapur, Maharashtra. This regulatory approval enables the company to utilize the power generated for captive consumption over a five-year period ending November 2030. The transition to solar energy is expected to lower operational costs and enhance the company's ESG profile. This development follows the plant's commissioning in November 2025, marking the full operationalization of this renewable energy asset.
Key Highlights
Secured Medium-Term Open Access for captive power consumption from a 15.4 MWac solar plant
The permission is valid for a 5-year duration from December 1, 2025, to November 30, 2030
The solar facility is located in Solapur, Maharashtra, to support manufacturing operations
Expected to result in significant savings on electricity costs and improve long-term operational margins
👀 What to Watch
This is a positive operational milestone that should lead to cost efficiencies in the paper manufacturing process. Investors should monitor the reduction in power and fuel expenses in upcoming quarterly financial statements.
