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INVESTMENT THEME : 2020 DON'T MISS


Overview of Industry:
Approximately 400 Million MT of paper is produced and consumed globally every year. Before the invention of computer Entire office was running based on paper only. Paper bags, packaging, gift wrap, paper towels, labels, newspapers, coloring books, candy wrappers, and magazines – the modern world is full of paper. Even money is made of paper.


Top 10 Country list of paper production:
China
United state of America
Japan
Germany
Republic of Korea
Brazil
Finland
Canada
Sweden
Italy

Indian Overview:
India stand at 15th rank among paper manufacturing nation in the world. The Indian paper industry accounts for about 3.7% of the world’s production of paper. The estimated turnover of the industry is INR 60,000 crore (USD 8.5 billion approximately) and its contribution to the exchequer is around INR 4,500 crore. The industry provides employment to more than 0.5 million people directly and 1.5 million people indirectly.
Most of the paper mills are in existence for a long time and hence present technologies fall in a wide spectrum ranging from oldest to the most modern. The mills use a variety of raw material viz. wood, bamboo, recycled fibre, bagasse, wheat straw, rice husk, etc. In terms of share in total production, approximately 25% are based on wood, 58% on recycled fibre and 17% on agro-residues. The geographical spread of the industry as well as market is mainly responsible for regional balance of production and consumption.
The per capita paper consumption in India at a little over 13 kg, is way behind the global average of 57 kg.
India is the fastest growing market for paper globally and it presents an exciting scenario; paper consumption is poised for a big leap forward in sync with the economic growth. The futuristic view is that growth in paper consumption would be in multiples of GDP and hence an increase in consumption by one kg per capita would lead to an increase in demand of 1.25 million tones.
The business is fragmented with over 750 paper mills, of which only 50 mills have a power of 50,000 TPA or more. As regards, 72% of the total installed capacity of paper production in India is accounted by West Bengal, Andhra Pradesh, Gujarat, Orissa, Karnataka, and Maharashtra. Uttar Pradesh, Tamil Nadu, Haryana, Kerala, Bihar, and Assam together account for about 26% of the total paper production in India.
Few statistics on Indian Paper Industry:





Ref: IPMA
Present demand is 13.1 million tones with domestic production of just 11.4 million tons, export of 0.5 million tones and import of 2.2 million tones which is expected to touch demand of 23.5 millions tones by 2024.


In spite of the continual focus on digitization,
sustained boost in the number of school-going children in rustic areas.
Growing consumerism,
Modern retailing,
Rising literacy
Banking advancement
New investor coming in market
Plastic Banned
Government focus on environment and
The growing use of documentation will continue demand for writing and printing paper.
The exponential enlargement of e-commerce in the nation has opened up the latest horizon and could donate significantly to the demand where the paper is being lengthily used for packaging. Though India’s per capita utilization is quite low compared to global peers, things are looking up and a requirement is set to rise from the present 13 MT to an estimated 20 MT by 2020.


Analysis of Indian Listed Stocks:


Above Data includes important information regarding stock i.e sales, Market cap, PE and Promoter Holding with face value.
This could be one of the most growing sector of India due to govt bold step against use of Plastic and education industry's growth.
Look at company Fundamental and choose stock for long term investment, basic info is given for each company.



JK PAPER MILLS:
JKPM was commissioned in 1962 with an integrated pulp and paper plant with 18000 TPA installed capacity.

Over the years, production capacity been enhanced with the addition of 4 more paper machines.

It manufactures a diversified product range from 58 GSM to 300 GSM of different grades of paper & boards.
Our new paper machine PM VI uses state of art technology in all the areas, such as Fiber line, Paper machine, Power block, A4 converting and packaging line etc.
TOTAL CAPACITY
With the recent expansion, our present total capacity is 4,55,000 tones per annum.
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International Paper APPM Ltd:
International Paper APPM Ltd., is one of the largest integrated paper and pulp manufacturers in India. Established in 1964.
The company produces writing, printing and copier papers for foreign and domestic markets. Our production facilities at Rajahmundry and Kadiyam have a total production capacity of 240,000 TPA. The company employs around 2,500 employees and is headquartered in Hyderabad.
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West Coast paper:
West Coast Paper Mills Limited (WCPM) is one of the oldest and the largest producers of paper for printing, writing, and packaging in India. Established in 1955, the Mill is located at Dandeli in Uttara Kannada district in Karnataka. The global quality paper produced by the Company serves the needs of innumerable industries in printing, writing, publishing, stationary,notebooks and packaging sectors in India, in the process contributing to the development of the nation.
WCPM product-line features well-established brands in all grades of paper and boards ranging from 52 to 600 Gsm, servicing six different product segments.
The Company operates six versatile machines with an installed capacity of 3,20,000 TPA, latest addition being the 500 TPD state of the art Voith Paper Machine, with which the quality standards of the Company products have risen to international standards.
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Tamil Nadu Newsprint and Papers Limited (TNPL):
Tamil Nadu Newsprint and Papers Limited (TNPL), an enterprise promoted by Government of Tamil Nadu, has precisely followed this adage. The Unit- I of TNPL at Kagithapuram, Karur district was commissioned in October 1985 with an installed capacity of 90,000 TPA of Newsprint/Fine Paper, in a single machine. Over a period of time, TNPL has added two more paper machines, besides upgrading the existing Paper machine. The increased production capacity of 400,000 TPA of writing and printing papers has made TNPL as one of the largest bagasse- a residue of sugar cane, as primary raw material, in the world. 
TNPL Paper Board
A total of 874 acres of land was acquired in Mondi Patti and nearby area in Manapparai Taluk, Trichy District to set up a Board Plant. TNPL Unit-II was designed to produce 200,000 MT per annum high grade Paper Board for usage in pharmaceutical, health care, food, cosmetics and other consumer product industries, in various GSM ranging from 170 to 450.
Civil construction for the project was started in April 2014. Machinery erection was completed in December 2015 and the Board was reeled on January 21, 2016, in a record time of 22 months. The commercial production has commenced from 1.05.2016. The plant was constructed using cement manufactured by TNPL in its Cement Plant in Kagithapuram. With the completion of Board Project in January 2016, the total production capacity of TNPL has increased to 600,000 MT per annum.
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Satia Industries Limited:

Satia Industries Limited is one of biggest Wood and Agro based paper plants in India manufacture Paper using wood chips, veneer waste, wheat straw, sarkanda etc. The company has manifested itself as quality producer of writing/printing paper.
M/s. Satia Paper Mills Ltd. was set up by Dr.Ajay Satia for manufacturing printing & writing paper at VPO: Rupana, Malout Muktsar Road, Distt: Muktsar. This was totally integrated paper mill manufacturing quality writing and printing paper from virgin pulp. The Company commenced commercial operations in August, 1984 the name was subsequently changed to Satia Industries Ltd.. Over the years number of modernization-cum-expansion schemes were undertaken.
The company is operating with a wide product mix with well accepted quality in the market based on non-conventional raw materials. The product profile includes Super Snow White, Snow White, Map litho, Colored paper, Ledger paper, Cartridge paper, Duplicating, bond paper with and without watermarks and Chromo (Art) paper from GSM range 42 to 200 GSM. These products are extensively used in the printing of books, directories, envelops, diaries, calendars, computer stationery, copy manufacture annual reports and high class printing segment for domestic as well as export sales.
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Emami Paper Mills Limited:
Emami Paper Mills Limited, part of the Emami Group of Industries has paper mills located at Balasore, is one of the most environment friendly paper mills in Eastern India.The company is largest newsprint manufacturer of India with 1,50,000 TPA capacity and produces best quality newsprint at par with the quality of imported ones. The other line of business of the company is 2,00,000 TPA capacity consumer packaging board of recycle grade as well as that of virgin grade. Company's diversification into paperboard segment is now most discussed success story in the paper industry because of the tremendous performance of its board machine, appreciated market acceptance of the company’s paperboard. Its paperboard has also a good reputation in export market and about 10%-15% of its recycle grade paperboard is exported to overseas market. The turnaround in the global paper scenario in the current year, brings good fortunes and prospects for the company in coming years.
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Astron Paper:

The Company has been founded in December 2010 by Mr. Kirit Patel (CMD), Mr. Ramakant Patel (Director), Mr. Karshanbhai Patel (Director) & Mr. Kanubhai B. Patel (Director) The company is having its corporate office in Ahmedabad and our manufacturing unit is strategically located in terms of access to key raw materials. Our existing manufacturing facility is located in Halvad, Morbi which is approx 200 Kms away from Mundra Port and facilitates ease of import / export.
The Company is having annual installed capacity of 96000 MT. and currently work of installation of new machine to expand the capacity is going on.
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N R Agarwal Industries Ltd:
N R Agarwal Industries Ltd.(NRAIL) is a pioneer in development, manufacturer of quality finished paper products by recycling of waste paper and marketing in domestic and international markets. Established in 1993, was promoted by NRAIL Group and founded by Late Shri N R Agarwal, is headquartered in Mumbai-India, we are committed to 'Serve Paper Products Worldwide'. NRAIL has been consistently providing high quality Papers to Packaging Industries, News Papers and Business Stationery segments in different parts of the world. NRAIL had 4 manufacturing facilities in Vapi Gujarat, India till June 2014, 3 facilities manufacture Coated Duplex Boards and 1 manufactures Newsprint.
The Company embarked on an Expansion Project to manufacture Writing and Printing papers with a capacity of 90,000 tonnes per annum at Sarigam, Gujarat India at a cost of Rs 3,300 millions. The said Expansion Project was completed in July 2014. After successful trials, the Commercial Production output of the new Paper Machine commenced on July 21, 2014.
The Company has vast resources in terms of assets, technical expertise and technology, Research and Development, plants and state of the art machinery, well equipped laboratories, excellent infrastructure and utilities including water, own power generation (steam), steam generation, communication, D.M. Plants, Effluent Treatment Plants, transportation etc. at all manufacturing locations. The Group has excellent marketing network including highly effective sales team, end users, distributors, storage facility and fast delivery capabilities.
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Kuantum Papers:
Kuantum Papers is in the business of production and marketing of wood free writing and printing paper, thereby giving a right replacement of wood based paper, while conserving precious resources & protecting the environment.
The mill was established in 1979-80, in an economically backward village - Saila Khurd, in District Hoshiarpur, in the state of Punjab, India, with an aim to utilize wild Agro vegetations like Sarkanda Grass and Kahi Grass, and Agro-residues such as Wheat straw and Bagasse, to make a writing and printing paper. These Agro vegetations were at the time being burnt in the fields, leading to environmental pollution. Thus, by creating an application for their use, we helped reduce environmental degradation substantially. The company which initally started 30 TPD paper production, has now reached a level of 350 TPD in paper production. The company employs 1500 people, and the annual sales turnover touches  7000 million INR.
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Ruchira Paper:

The Company is engaged in the manufacturing of Kraft Paper and Writing & Printing Paper. Writing and Printing Paper is used for multiple purposes like printing and stationery etc. The company’s white writing & printing paper is used in the fabrication of note books and writing material; the coloured paper is used in the fabrication of spiral notebooks, wedding cards, shade cards, children’s colouring books, coloured copier paper and bill books. Kraft Paper finds its application in the packaging Industry especially for making Corrugated Boxes / Cartons and for other packaging requirements. The special feature of its Kraft Paper is load bearing Capacity & tensile Strength which makes its most suitable for Corrugated packing application. The Company initially set up Agro Waste Paper Mill for manufacturing of Kraft Paper and commenced its operations with a small 2310 TPA Capacity. Over the Years, the Company has undertaken several phases of expansion and the Production Capacity of Kraft Paper since then has increased from 2310 TPA to 52800 TPA.

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Shreyans Ind:
Shreyans is one of the leading industrial groups of North India promoted by the well known OSWAL family of Ludhiana. Shreyans is a multi unit group with interests in Paper and Textiles. Shreyans has an annual turnover of Rs.400 Crores (As on 31st March 2014). Shreyans Group has over 1300 employees.
in the state of Punjab. Over the years number of modernization-cum-expansion schemes were undertaken and the present installed capacity of manufacturing writing & printing paper, from agro-based raw materials, is 37000 Mts per annum.
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Star Paper:

S tar Paper Mills Limited established in 1938,  is an integrated Pulp and Paper Mill. Starting with 6000 MT/annum, it has come a long way and produced of 72000 MT in 2008-09. It produces a wide range of Industrial, Packaging and Cultural Papers catering to almost all segments of the Consumers. Star has a distribution network throughout the Country.
Star has won several awards in the fields of Energy conservation, Safety and Environment Management.
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Yash Paper:

Its total paper production capacity is approximately 39,100 metric tons per annum with pulp mill capacity of over 130 tons per day, and its chemical recovery unit has acapacity of approximately 140 bone dry metric solids.

Yash Papers to invest Rs 150 cr on capacity expansion Click here to read full post

We are a rare company that provides an agri-residue pulp. Our pulp is mostly made of sugar cane waste (bagasse). We provide pulp in both bleached and unbleached varieties. An important aspect of our product is that 95% of the cooking chemicals used to manufacture the pulp are recovered by our conventional chemical recovery cycle making the pulp even more environmentally friendly.
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Pudumjee Paper Products Limited :
Pudumjee Paper Products Limited was incorporated on 14th January, 2015 as a public limited company under the provisions of the Companies Act, 2013.
The paper manufacturing businesses and Hygiene products  business of various companies have been transferred to Pudumjee Paper Products Limited with effect from 1st April, 2014 vide order of Hon’ble Bombay High Court.
Capabilities
The Company’s manufacturing capacity of 60,000 MT per annum comprises of 2 state of the art four drinier specialty paper machines supplied from Voith Sulzer Germany which is updated from time to time with current capacity of 38000 MT per annum and 2 Yankee Machines with combined capacity of 22,000 MT per annum for production of crepe tissue products, M.G. Papers and other specialty products. The paper machines, equipped with on-line quality control systems can produce wide range of products from 17 gsm to 100 gsm basis weight, with an ability to go even higher.
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South india Paper:
The paper plant is located 150 km from Bangalore near Nanjangud in Karnataka state. The current capacity is about 200 MT/day.
The manufacturing process is based on the recycling of scrap paper both imported and domestic. Some purchased pulp is also used. Paper is manufactured on three paper machines of capacity 45TPD (1.83m wide), 50 TPD (2.55m wide) and 115 TPD (2.88m wide). The plant is fully supported by a 7.5 MW biomass based Cogeneration Power Plant. About 1.5 to 2.0 MW of excess electricity is exported to the state grid.
The plant is well connected to the major industrial areas in the southern peninsula by NH 212 (to be 4 laned shortly) and the Bangalore- Mysore 4 lane State Highway.
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Shree Ajit Pulp paper:


Shree Ajit Pulp and Paper Ltd is engaged in the manufacturing of M. G. Kraft paper and Multi-layer Test Liner by using Waste Paper as raw material. Up to 2018, the modernization & automation of the existing technology enable to achieve the capacity of 108000 MT per annum. The Production Process of the plant is built up with the latest technology using the following state of the art and innovative equipments. We have Two Paper Machines with a Deckle width of 2740 mm each, producing Test Liner (Single wire) & Multi layer Test Liner (Triple wire). The products Fluting Medium, Test Liner & Semi Kraft Liner is available in Natural Shade, while Test Liner and Semi Kraft Liner is available in Ajit Gold & Ajit Yellow Gold Shade. The most difficult task was to produce a product of international standards, because in heavy duty boxes, foreign made paper is being preferred over the domestic grade. Foreign made papers are mostly virgin fibre (wood Pulp) having high compression strength.
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Nath Pulp & Paper Mills Ltd:

Nath Pulp & Paper Mills Ltd. Is a large producer of eco-friendly value added papers and boards with a capacity which is in excess of 50,000 tons per annum.
The company has fully integrated pulp and paper manufacturing facility at Aurangabad in Maharashtra, Producing a wide range of high quality products.
The company generates its own power from waste heat recovery. The water used in the manufacturing process is treated and reused for captive irrigation to produce flowers, fruits and vegetables.
The company has been the recipient of a series of National Productivity Awards for excellence in performance, capacity utilization and energy conservation.

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 Malu paper:

MALU PAPER MILLS LTD is promoted by the THE MALU FAMILY and all the Directors are from the family and are First Generation Entrepreneurs.. The group have interests in Coal Trading , Manufacturing of Welding Electrodes , Manganese Processing, Steel  & GI Wire & Exports. Considering the vast potential in India, we have set up Three Paper Manufacturing Units, in Nagpur, Central India. The units are having a capacity of 50,000 TPA of Kraft Paper and 50,000 MT of Newsprint and Writing Prnting Paper, using State-of-the-Art Technology from Global Leaders.

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  Balkrishna Ind:

     Balkrishna Paper Mills Limited (BPML) is part of the highly reputed           SIYARAM PODDAR GROUP which is into the diversified businesses of        manufacturing textiles, garments yarn, home furnishings and                   paper. BPML is a pioneer in the field of Coated Duplex boards which        are  used   for packaging by various industries such as                              Pharmaceuticals,  Toiletries, Cosmetics and Health Care  Products,              Readymade Garments, Instant Food Products,    Match Boxes,                Incense      Sticks, besides many other packaging requirements.
   Balkrishna Paper Mills Limited began its journey with humble roots in      Maharashtra. It was established in the year 1975 with a capacity of         15   MT per day of Duplex board.


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   RAMA PAPER MILLS:

       In the year 1988, Company acquired installed capacity of 3,300           TPA         through its duplex manufacturing unit. Within a span of         four years             (1992-93) it diversified its plant into writing &                printing and newsprint. This way, it created the ability to gradually        escalate  its            overall  installed capacity of 3 units up to           44000 TPA. The                   Company has further undertaken the          task of manufacturing Tissue             and      Poster Paper by                 installing one more unit to achieve the target        by producing the          above said products  nonetheless 16320 TPA.
      Thus enhancing the overall output to an enormous 61000 TPA. Its         workforce comprising of 700 skilled, semi skilled and unskilled                people.


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Sangal Papers Ltd:

Sangal Papers Ltd. (located in Mawana, India) is a paper-manufacturing unit incorporated in 1980 by Sangal family. Since 1980 we have been committed to quality and competitive pricing policy which has helped us in emerging as one of the leading players in paper manufacturing industry. Presently the company is a major manufacturer and supplier of newsprint paper. To keep pace with increasing demand, the company has added a lot of specialized grades of products to its portfolio and has increased its capacity to current level of 36000 TPA.

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Happy Reading
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