Jindal Poly Films Ltd
- Market Cap ₹ 2,783 Cr.
- Current Price ₹ 636
- High / Low ₹ 1,150 / 462
- Stock P/E 9.03
- Book Value ₹ 1,403
- Dividend Yield 0.87 %
- ROCE 7.30 %
- ROE 5.53 %
- Face Value ₹ 10.0
Pros
- Stock is trading at 0.45 times its book value
Cons
- The company has delivered a poor sales growth of -31.5% over past five years.
- Earnings include an other income of Rs.628 Cr.
- Debtor days have increased from 45.2 to 102 days.
- Working capital days have increased from 344 days to 755 days
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Industrials Capital Goods Industrial Products Packaging
Part of BSE SmallCap BSE Allcap BSE Industrials
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2,232 | 2,631 | 2,775 | 2,644 | 2,583 | 2,951 | 3,596 | 3,530 | 4,075 | 5,869 | 2,481 | 543 | 646 | |
2,088 | 2,340 | 2,485 | 2,264 | 2,352 | 2,643 | 3,163 | 2,877 | 2,969 | 4,435 | 2,046 | 516 | 624 | |
Operating Profit | 144 | 291 | 290 | 380 | 231 | 308 | 433 | 652 | 1,106 | 1,434 | 436 | 28 | 22 |
OPM % | 6% | 11% | 10% | 14% | 9% | 10% | 12% | 18% | 27% | 24% | 18% | 5% | 3% |
2 | 1 | 33 | 8 | 78 | -115 | -474 | 73 | 131 | 384 | 1,658 | 496 | 628 | |
Interest | 40 | 58 | 33 | 39 | 63 | 66 | 47 | 95 | 60 | 31 | 44 | 50 | 25 |
Depreciation | 89 | 94 | 58 | 56 | 98 | 102 | 102 | 116 | 142 | 150 | 87 | 60 | 42 |
Profit before tax | 17 | 140 | 232 | 292 | 147 | 24 | -191 | 515 | 1,035 | 1,636 | 1,963 | 414 | 582 |
Tax % | 51% | 40% | 34% | 33% | 36% | 40% | 85% | 7% | 24% | 27% | 11% | 25% | |
8 | 83 | 153 | 195 | 95 | 15 | -353 | 479 | 786 | 1,194 | 1,741 | 312 | 410 | |
EPS in Rs | 2.01 | 19.83 | 36.54 | 46.44 | 21.63 | 3.32 | -80.60 | 109.31 | 179.36 | 272.66 | 397.53 | 71.23 | 93.63 |
Dividend Payout % | 50% | 5% | 3% | 2% | 5% | 30% | -1% | 1% | 1% | 2% | 1% | 8% |
Compounded Sales Growth | |
---|---|
10 Years: | -15% |
5 Years: | -31% |
3 Years: | -49% |
TTM: | 9% |
Compounded Profit Growth | |
---|---|
10 Years: | 12% |
5 Years: | 39% |
3 Years: | -27% |
TTM: | -7% |
Stock Price CAGR | |
---|---|
10 Years: | 10% |
5 Years: | 15% |
3 Years: | -18% |
1 Year: | 27% |
Return on Equity | |
---|---|
10 Years: | 17% |
5 Years: | 21% |
3 Years: | 17% |
Last Year: | 6% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 42 | 42 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 |
Reserves | 1,087 | 1,217 | 1,499 | 1,683 | 1,760 | 1,771 | 1,415 | 1,758 | 2,540 | 3,728 | 5,450 | 5,743 | 6,101 |
581 | 489 | 549 | 751 | 1,053 | 986 | 1,066 | 1,397 | 886 | 1,206 | 758 | 681 | 629 | |
351 | 473 | 476 | 486 | 692 | 754 | 1,033 | 1,101 | 1,249 | 1,531 | 285 | 721 | 819 | |
Total Liabilities | 2,062 | 2,221 | 2,568 | 2,964 | 3,549 | 3,555 | 3,558 | 4,300 | 4,719 | 6,508 | 6,536 | 7,189 | 7,592 |
1,249 | 1,155 | 1,118 | 1,276 | 1,787 | 1,762 | 2,017 | 2,322 | 2,428 | 2,601 | 1,041 | 1,007 | 968 | |
CWIP | 49 | 51 | 80 | 165 | 13 | 15 | 31 | 182 | 25 | 77 | 21 | 0 | 0 |
Investments | 108 | 255 | 575 | 746 | 848 | 719 | 406 | 424 | 453 | 1,312 | 3,641 | 4,336 | 4,682 |
656 | 761 | 795 | 777 | 902 | 1,059 | 1,104 | 1,372 | 1,813 | 2,518 | 1,834 | 1,845 | 1,943 | |
Total Assets | 2,062 | 2,221 | 2,568 | 2,964 | 3,549 | 3,555 | 3,558 | 4,300 | 4,719 | 6,508 | 6,536 | 7,189 | 7,592 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
88 | 380 | 83 | 269 | 301 | 288 | 455 | 354 | 897 | 730 | -417 | 64 | |
-88 | -94 | -264 | -443 | -194 | -113 | -511 | -425 | -436 | -1,106 | -619 | 78 | |
-7 | -245 | 140 | 165 | -99 | -158 | 45 | 298 | -533 | 290 | 953 | -146 | |
Net Cash Flow | -7 | 41 | -41 | -9 | 8 | 17 | -11 | 228 | -72 | -86 | -82 | -4 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 26 | 25 | 20 | 17 | 14 | 17 | 14 | 13 | 9 | 13 | 21 | 102 |
Inventory Days | 60 | 62 | 50 | 58 | 67 | 78 | 69 | 95 | 112 | 91 | 20 | 113 |
Days Payable | 25 | 46 | 38 | 30 | 41 | 43 | 37 | 41 | 43 | 29 | 5 | 69 |
Cash Conversion Cycle | 61 | 42 | 32 | 45 | 40 | 52 | 46 | 67 | 78 | 75 | 35 | 146 |
Working Capital Days | 60 | 27 | 51 | 53 | 49 | 52 | 34 | 35 | 63 | 78 | 200 | 755 |
ROCE % | 4% | 13% | 14% | 14% | 7% | 10% | 16% | 21% | 33% | 37% | 16% | 7% |
Documents
Announcements
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Compliances-Reg.24(A)-Annual Secretarial Compliance
2d - Annual Secretarial Compliance Report for FY 2024-25 confirms full SEBI compliance; minor fines reversed.
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Board Meeting Intimation for Cancellation Which Was Proposed To Be Held On Friday, 30Th May, 2025.
26 May - Fire at subsidiary's plant delays FY25 financial results and related party transaction disclosures.
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Announcement under Regulation 30 (LODR)-Strikes /Lockouts / Disturbances
21 May - Fire at JPFL Films' Nashik plant causes temporary production disruption; damage assessment ongoing, insured.
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Board Meeting Intimation for Approval Of Audited Financial Results And Recommendation Of Dividend.
20 May - Board meeting on May 30 to approve FY25 results and consider dividend; trading window closed till June 1.
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Disclosure Regarding Capacity Addition By JPFL Films Private Limited, Material Subsidiary
12 May - JPFL Films to invest INR 700Cr for new BOPP, PET, CPP lines at Nashik, commissioning in 2-3 years.
Annual reports
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2012
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Financial Year 2011
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Financial Year 2011
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Concalls
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Feb 2023TranscriptNotesPPT
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Mar 2022TranscriptNotesPPT
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Sep 2016TranscriptNotesPPT
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Jun 2016Transcript PPT
Business Segments FY24
1) Packaging Films (79%): [1] The co. was the largest manufacturer of BOPET and BOPP films in India. It produced BOPET, BOPP, CPP, Thermal, Metalized, Coated and Capacitor Films. In Aug 2022, it executed a business transfer transaction where the packaging films business undertaking was sold to its subsidiary JPFL Films on a slump sale basis for Rs. ~2,400 Cr. [2]
2) Non-Woven Fabrics (~14%): It produces PP-based ‘Spunmelt’ and ‘Spunbond’ Nonwoven Fabric.
3) Labels Division (7%): Through its subsidiary, SMI Coated Products, the co. offers 200+ different products of self-adhesive labels. [3]