JK Paper Q2 FY27: PAT ₹136.27 Cr & Rev ₹1,999 Cr

Investor Takeaways

PAT increased by 63% YoY to ₹136.27 Cr in Q1 FY26-27

Consolidated turnover rose 13% YoY to ₹1,999 Cr in Q1 FY26-27

OPM declined to 6.83% in Q1 FY26-27 from 20.89% in Q4 FY24

Acquisition of 15.40% stake in Borkar Packaging completed

BCTMP plant operations commenced from 30th June 2026

Overall Tone: Neutral

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹1,999 Cr	13%
Net Profit	₹136.27 Cr	63%
EBITDA	Not available	Not available
EPS	Not available	Not available
OPM	6.83%	Decline from 20.89%

What Changed

JK Paper reported a 13% YoY increase in consolidated turnover to ₹1,999 Cr for Q1 FY26-27, with PAT surging 63% to ₹136.27 Cr. This growth was driven by volume gains and improved product mix, despite challenging market conditions. However, operating performance showed a significant decline in profitability metrics. The company's OPM fell sharply to 6.83% in Q1 FY26-27 compared to 20.89% in the previous quarter (Q4 FY24), indicating margin pressure. The filing also noted the completion of the acquisition of a 15.40% stake in Borkar Packaging and the commencement of operations at the BCTMP plant from 30th June 2026. The current market cap stands at ₹6,920.03 Cr with a P/E ratio of 10.61, positioning the company within the Forest Materials sector.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
JK Paper	10.61	N/A	N/A	6,920.03
West Coast Paper Mills	7.97	N/A	N/A	3,085.14
Seshasayee Paper & Boards	10.05	N/A	N/A	1,461.60
ANDHRA PAPER	69.59	N/A	N/A	1,295.51

JK Paper's P/E ratio of 10.61 is higher than West Coast Paper Mills' 7.97 but lower than ANDHRA PAPER's 69.59, placing it in the mid-range among peers.

Risks & Concerns

No specific risks identified in this filing

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	1,631.99	65.29	10.26
Q2FY25	1,682.93	128.85	15.66
Q1FY25	1,713.65	140.79	16.36
Q4FY24	1,718.61	278.60	20.89

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About JK Paper Limited (JKPAPER)

Forest Materials · Paper Forest & Jute Products · Listed on NSE

Market Cap: ₹6,920.03 Cr P/E: 10.6

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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