Seshasayee Paper and Boards Ltd.

Financial

	Seshasayee Paper	Trident	Pudumjee Paper
Operational Metrics
FMCG Sector
Annualized Sales Volume - Paper & Board - Erode Unit	163414.0 MTPA	n/a	n/a
Annualized Sales Volume - Paper & Board - Tirunelveli unit	77235.0 MTPA	n/a	n/a
Paper & Board
Capacity Utilization - Paper & Board	94.57 %	92.0 %	80.0 %
Realization/Tonne - Paper & Board	86538.07 Rs/MT	n/a	n/a
Manufacturing Capacity - Paper & Board	255000.0 MTPA	175000.0 MTPA	72000.0 MTPA
Annualized Sales Volume - Paper & Board	240649.0 MTPA	n/a	n/a
Financials
5 yr Average ROE	16.32 %	13.02 %	10.18 %
5yr average Equity Multiplier	1.39	1.81	1.79
5yr Average Asset Turnover Ratio	0.82	0.89	1.05
5yr Avg Net Profit Margin	14.11 %	7.97 %	5.65 %
Price to Book	1.1	4.85	1.95
P/E	7.77	47.66	11.54
5yr Avg Cash Conversion Cycle	-76.38 Days	38.06 Days	30.17 Days
Inventory Days	49.37 Days	69.97 Days	62.85 Days
Days Receivable	16.38 Days	23.11 Days	33.06 Days
Days Payable	184.33 Days	40.09 Days	104.62 Days
5yr Average Interest Coverage Ratio	59.84	7.89	9.83
5yr Avg ROCE	18.46 %	16.05 %	13.52 %
5yr Avg Operating Profit Margin	21.0 %	18.74 %	12.08 %
5 yr average Debt to Equity	0.03	0.53	0.22
5yr CAGR Net Profit	15.56 %	3.46 %	28.83 %
5yr Average Return on Assets	11.72 %	7.3 %	5.78 %
Shareholdings
Promoter Holding	42.78 %	73.19 %	71.31 %
Share Pledged by Promoters	0.0	0.0	0.0
Change in Promoter Holding (3 Yrs)	0.13 %	0.17 %	0.12 %
Change in Mutual Fund Holding (3 Yrs)	0.0	0.04 %	0.0

Business

	Seshasayee Paper	Trident	Pudumjee Paper
Product Wise Break-Up	Product Wise Break-Up Writing & Printing Paper 100.0 Paper 0 Yarn 0 Bath & Bed Linen 0 Hygiene Products 0	Product Wise Break-Up Yarn 26.0 Paper 17.0 Writing & Printing Paper 0 Bath & Bed Linen 57.0 Hygiene Products 0	Product Wise Break-Up Yarn 0 Paper 93.39 Writing & Printing Paper 0 Bath & Bed Linen 0 Hygiene Products 6.61
Location Wise Break-Up	Location Wise Break-Up India 81.48 Rest of the World 18.51 USA 0 Others 0.01	Location Wise Break-Up India 46.78 Rest of the World 19.82 USA 33.4	Location Wise Break-Up India 96.96 Rest of the World 3.04 USA 0
Raw Material Break-Up	Raw Material Break-Up Wood 36.01 Chemicals 33.76 Purchased Pulp 12.04 Waste Paper 10.71 Packaging 3.73 Bagasse 2.78 Agro based products 0 Dyes and chemicals 0 Yarn 0 Cotton and fibers 0 Others 0.97	Raw Material Break-Up Yarn 10.41 Purchased Pulp 0 Chemicals 0 Wood 0 Agricultural 8.97 Cotton Fibre 68.67 Bagasse 0 Waste Paper 0 Dyes and chemicals 11.95 Packaging 0	-