ftInvstr
SESHAPAPER · Basic Materials ₹232.55 -0.77% Mkt Cap ₹1472 Cr overvalued

SESHAPAPER

Basic Materials Paper & Paper Products
₹232.55
-0.77% today · 30d +0.39%
as of 2026-09-04
Price · Daily Candles
“Seshapaper's Q1 Surge: Net Profit Doubles as FIIs Trim Stakes Amidst Market Volatility.”
Seshapaper posted a strong Q1 2026 with net profit up 106.8% YoY to ₹32 Cr and revenue increasing 27.68% YoY to ₹492 Cr. Despite this quarterly performance, the stock's 1-year return is down 16.14%, trading at 0.68x P/B, which suggests a potentially cheap valuation given its 'LOW' risk score (80).
BULL CASE
+Q1 2026 net profit surged 106.8% YoY to ₹32 Cr, with revenue up 27.68% YoY to ₹492 Cr.
+The stock trades at a TTM P/E of 14.04 and a P/B of 0.68, suggesting it is 'CHEAP' with a valuation score of 75.
+Operating profit for Q1 2026 grew by 60.02% YoY to ₹56 Cr, with OPM improving by 2.33 percentage points.
+The company has a 'LOW' risk score of 80.
BEAR CASE
The 1-year return is -16.14%, and the stock is 22.84% off its 52-week high of ₹301.7.
Annual net profit for FY26 decreased by 24.4% YoY to ₹83 Cr, and 3-year net profit CAGR is -40.7%.
FII shareholding decreased by 0.34 percentage points QoQ to 12.6% in Q1 2026.
ML predictions for EBIT growth show neutral ranks (0.492 for recent 2y, 0.449 for rolling 4y, and 0.46 for stable 7y).
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹492 Cr
+27.68% YoY
NET PROFIT
₹32 Cr
+106.8% YoY
OPM
11.07%
+2.33pp YoY
EPS
₹5.3
PE 14.04
Intrinsic value · DCF ₹51.29 · Margin of safety -77.9% (overvalued) · FCF yield 2.47%
◇ Sector Position
Seshapaper's TTM P/E of 14.04 and ROCE of 6.0% position it lower than peers like JK Paper (P/E 21.22, ROCE 12.94%) and West Coast Paper (P/E 25.1, ROCE 14.99%), but its P/B of 0.68 is notably lower than most.
PEERPEROCE %
SESHAPAPER14.046.0
JKPAPER21.2212.94
WSTCSTPAPR25.114.99
ANDHRAPAP64.846.91
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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55
SCORE / 100
Overall
6-axis composite of the sections below.
Performance NEUTRAL 40
Valuation CHEAP 75
Growth DECLINING 28
Profitability AVERAGE 42
Technicals NEUTRAL 65
Risk LOW 80
Key Stats
TTM PE
14.04
P/B
0.68
52W HIGH
₹293.11
OFF HIGH
-20.66%
DIV YIELD
0.88%
MKT CAP
₹1472 Cr
◉ Active Signals
MACDBullish0.3069
RSI(14)Neutral53.04
⧉ Strategy Fit 🔒

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