Ruchira Papers (RUCHIRA) — concall transcript

📢 Key Event
Ruchira Papers disclosed Q3 FY20 earnings results and conference call transcript on February 13, 2020.

🔄 What Changed
EBITDA margin fell to 12.10% for writing/printing paper and turned negative (-4.10%) for Kraft paper due to NSR declines, while production grew 4.26% YoY to 33,678 MT.

🔮 What's Next
Management expects to achieve FY20 production guidance of 143,000 MT (72% already met by Q3) and plans to complete Kraft unit upgrades by FY21.

💡 Investor Takeaway
Shareholders face near-term margin pressure from falling paper prices despite production growth, with recovery dependent on demand improvement and completed plant upgrades.

Ruchira Papers reported a 5% revenue decline to ₹117.95 crore in Q3 FY20, with EBITDA falling to ₹6.81 crore and PAT at ₹1.42 crore, driven by a sharp drop in NSR for writing/printing paper (down ₹10,500 PMT) and Kraft paper (down ₹4,175 PMT), though production grew 4.26% YoY to 33,678 MT. Management attributed the margin pressure to industry-wide softness and highlighted ongoing upgrades to the writing/printing unit (₹45 Cr capex) and a ₹70 Cr total plant modernization plan, with 72% of FY20 production target already achieved. They noted stable raw material prices but acknowledged weak demand, and confirmed a ₹7 Cr term loan and ₹25 Cr surplus cash on the balance sheet.

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About Ruchira Papers Ltd (RUCHIRA)

Forest Materials · Paper · Listed on BSE

Market Cap: ₹318.45 Cr P/E: 9.6 ROE: 7.1% ROCE: 10.0% Div Yield: 2.34%

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"What is the current NSR for writing/printing and Kraft paper in Q4 FY20?" "When will the new filmsize press product be commercially launched?" "What is the expected EBITDA margin improvement timeline for Kraft paper?"

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🔥 Also filed on 31 December 2019

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