JK Paper: the Company is entering into Share Purchase Subscription and Shareholders' Agreement with Borkar Packaging Private Limited and its Promoters/Shareholders.

JK Paper: the Company is entering into Share Purchase Subscription and Shareholders' Agreement with Borkar Packaging Private Limited and its Promoters/Shareholders.

  • The said acquisition is in synergy with longterm strategic objective of the Company and its subsidiaries in the Packaging business.
  • Purchase consideration (including subscription) for acquisition of 72.0o/o stake of BPPL will be Rs. 125.46 per equity share of Rs. 10/- each, subject to adjustments as per terms of SPSSHA.
  • BPPL was incorporated on 6th October, 1994 under the provisions of the Companies Act, 1956, having its registered office at Lake Plaza, Opposite Nehru Stadium, Fatorda, Margao, Goa. 
  • lt is engaged in the business of manufacturing Folding Cartons, and Corrugated boxes. 
  • BPPL has its operations in India and its consolidated turnover during preceding three financial years was: 
    • Rs. 393.20 crore in FY 2023-24. 
    • Rs. 404.61 crore in FY 2A22-23 and 
    • Rs. 369.16 crore in FY 2021-22.

1. https://youtu.be/1b0tHzx0dCk?si=mZCYccxdunwDijHy

2. https://youtube.com/shorts/P69gIap8Jtc?si=qUM6aCErMq5vcRl8

Paper industry is a structural story and this sector can re rate as well based on the performance of companies

You need to catch the themes as early as possible to catch the upside 

  • FY2023
    • JK Paper Ltd., one of lndia's largest Paper & Packaging Board Companies, reported its highest ever Consolidated Turnover of Rs, 6,772 crore (up 60%), EBITDA of Rs. 2,184.45 Crore (up 95%) and Profit after Tax (PAT) of Rs. 1,195.79 Crore (up 120 %), for the year ended March'23 (FY 2022-23)
    • The Company enhanced it's social farm forestry initiative across all Plant locations there by improving the green cover in the states of Odisha, Gujarat, Maharashtra, Andhra Pradesh and Telengana
    • This will ensure adequate avaitability of raw materials at affordable costs and make the Company to remain Wood and Carbon positive.   
    • Higher volume coupled with increased realisation led to better operating performance during the year.Q4(Jan-Mar'23) however, witnessed reduced selling prices in certain product segments in line with global prices. 
    • Some input costs have also softened. 
    • New capacity in Packaging Board has helped to reach out to new customers and develop additional product range
    • Investments :  814.76 Vs  619.05 
    • Cash flows:  1781 vs 773
    • Dividend: 4 ( EPS: 71)  
  • JK Paper on buying small firms
    • Shri Harsh Pati Singhania, Vice Chairman & Managing Director, said, “Higher capacity utilization and growth in sales volume across all segments helped the company to improve it’s market share and deliver better performance. While there has been a sharp increase in major input costs , higher realization from the market has helped in its mitigation
    • Company acquired 85% Equity Shares of Horizon Packs Private Ltd. (HPPL) and Securipax Packaging Private Ltd. (SPPL) and both these Companies have become Subsidiaries of JK Paper Ltd w.e.f.12th December, 2022

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