Jindal Poly Films Ltd
- Market Cap ₹ 2,792 Cr.
- Current Price ₹ 638
- High / Low ₹ 1,026 / 360
- Stock P/E 21.7
- Book Value ₹ 935
- Dividend Yield 0.93 %
- ROCE 2.24 %
- ROE 2.00 %
- Face Value ₹ 10.0
Pros
- Stock is trading at 0.68 times its book value
- Debtor days have improved from 80.4 to 34.7 days.
Cons
- The company has delivered a poor sales growth of -29.8% over past five years.
- Tax rate seems low
- Company has a low return on equity of 4.22% over last 3 years.
- Dividend payout has been low at 4.82% of profits over last 3 years
- Working capital days have increased from 819 days to 1,457 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 Industrials BSE 1000
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,775 | 2,644 | 2,583 | 2,951 | 3,596 | 3,530 | 4,075 | 5,869 | 2,481 | 543 | 671 | 697 | 545 | |
| 2,485 | 2,264 | 2,352 | 2,643 | 3,163 | 2,877 | 2,969 | 4,435 | 2,046 | 516 | 677 | 1,261 | 1,064 | |
| Operating Profit | 290 | 380 | 231 | 308 | 433 | 652 | 1,106 | 1,434 | 436 | 28 | -6 | -563 | -519 |
| OPM % | 10% | 14% | 9% | 10% | 12% | 18% | 27% | 24% | 18% | 5% | -0.8% | -81% | -95% |
| 33 | 8 | 78 | -115 | -474 | 73 | 131 | 384 | 1,658 | 496 | 571 | -1,408 | -1,678 | |
| Interest | 33 | 39 | 63 | 66 | 47 | 95 | 60 | 31 | 44 | 50 | 45 | 67 | 31 |
| Depreciation | 58 | 56 | 98 | 102 | 102 | 116 | 142 | 150 | 87 | 60 | 52 | 49 | 35 |
| Profit before tax | 232 | 292 | 147 | 24 | -191 | 515 | 1,035 | 1,636 | 1,963 | 414 | 468 | -2,086 | -2,263 |
| Tax % | 34% | 33% | 36% | 40% | 85% | 7% | 24% | 27% | 11% | 25% | 18% | -3% | |
| 153 | 195 | 95 | 15 | -353 | 479 | 786 | 1,194 | 1,741 | 312 | 383 | -2,027 | -2,215 | |
| EPS in Rs | 36.54 | 46.44 | 21.63 | 3.32 | -80.60 | 109.31 | 179.36 | 272.66 | 397.53 | 71.23 | 87.50 | -462.82 | -505.64 |
| Dividend Payout % | 3% | 2% | 5% | 30% | -1% | 1% | 1% | 2% | 1% | 8% | 7% | -0% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | -12% |
| 5 Years: | -30% |
| 3 Years: | -35% |
| TTM: | 211% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | -6% |
| 5 Years: | -34% |
| 3 Years: | -51% |
| TTM: | -62% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 5% |
| 5 Years: | -7% |
| 3 Years: | 0% |
| 1 Year: | 22% |
| Return on Equity | |
|---|---|
| 10 Years: | 13% |
| 5 Years: | 11% |
| 3 Years: | 4% |
| Last Year: | 2% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 | 44 |
| Reserves | 1,499 | 1,683 | 1,760 | 1,771 | 1,415 | 1,758 | 2,540 | 3,728 | 5,450 | 5,743 | 6,102 | 4,049 |
| 549 | 751 | 1,053 | 986 | 1,066 | 1,397 | 886 | 1,206 | 758 | 681 | 619 | 540 | |
| 476 | 486 | 692 | 754 | 1,033 | 1,101 | 1,249 | 1,531 | 285 | 721 | 777 | 613 | |
| Total Liabilities | 2,568 | 2,964 | 3,549 | 3,555 | 3,558 | 4,300 | 4,719 | 6,508 | 6,536 | 7,189 | 7,542 | 5,246 |
| 1,118 | 1,276 | 1,787 | 1,762 | 2,017 | 2,322 | 2,428 | 2,601 | 1,041 | 1,007 | 932 | 854 | |
| CWIP | 80 | 165 | 13 | 15 | 31 | 182 | 25 | 77 | 21 | 0 | -0 | 2 |
| Investments | 575 | 746 | 848 | 719 | 406 | 424 | 453 | 1,312 | 3,641 | 4,336 | 4,607 | 3,593 |
| 795 | 777 | 902 | 1,059 | 1,104 | 1,372 | 1,813 | 2,518 | 1,834 | 1,845 | 2,004 | 797 | |
| Total Assets | 2,568 | 2,964 | 3,549 | 3,555 | 3,558 | 4,300 | 4,719 | 6,508 | 6,536 | 7,189 | 7,542 | 5,246 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 83 | 269 | 301 | 288 | 455 | 354 | 897 | 730 | -417 | 64 | -34 | 232 | |
| -264 | -443 | -194 | -113 | -511 | -425 | -436 | -1,106 | -619 | 78 | 164 | 17 | |
| 140 | 165 | -99 | -158 | 45 | 298 | -533 | 290 | 953 | -146 | -131 | -221 | |
| Net Cash Flow | -41 | -9 | 8 | 17 | -11 | 228 | -72 | -86 | -82 | -4 | -1 | 29 |
| Free Cash Flow | 50 | -10 | 215 | 202 | 55 | -118 | 697 | 345 | -807 | 53 | -31 | 224 |
| CFO/OP | 54% | 97% | 137% | 95% | 122% | 73% | 104% | 74% | 6% | 446% | -464% | -40% |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 20 | 17 | 14 | 17 | 14 | 13 | 9 | 13 | 21 | 102 | 104 | 35 |
| Inventory Days | 50 | 58 | 67 | 78 | 69 | 95 | 112 | 91 | 20 | 113 | 147 | 143 |
| Days Payable | 38 | 30 | 41 | 43 | 37 | 41 | 43 | 29 | 5 | 69 | 98 | 100 |
| Cash Conversion Cycle | 32 | 45 | 40 | 52 | 46 | 67 | 78 | 75 | 35 | 146 | 153 | 78 |
| Working Capital Days | 17 | 9 | 19 | 11 | 14 | 10 | 35 | 44 | 162 | 577 | 422 | 1,457 |
| ROCE % | 14% | 14% | 7% | 10% | 16% | 21% | 33% | 37% | 16% | 7% | 6% | 2% |
Insights
In beta| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | May 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOPET Installed Capacity TPA |
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| BOPP Installed Capacity TPA |
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| Packaging Films Share of Revenue % |
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| Export Revenue Share % |
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| Non-woven Installed Capacity TPA |
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| BOPET Capacity Utilization % |
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| Operational BOPET Capacity (Post-fire) TPA |
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Extracted by Screener AI
Documents
Announcements
- Announcement under Regulation 30 (LODR)-Newspaper Publication
- Announcement under Regulation 30 (LODR)-Newspaper Publication
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Announcement under Regulation 30 (LODR)-Change in Directorate
- Board approved Q1 FY27 unaudited results on 14 Aug 2026; reappointed Sanjeev Aggarwal, appointed internal auditor.
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Announcement under Regulation 30 (LODR)-Change in Management
- Board approved Q1 FY27 unaudited results, appointed internal auditor, and reappointed independent director.
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Unaudited Financial Results For The Quarter Ended June 30, 2026
- Board approved Q1 FY27 unaudited results, qualified audit opinion, appointed internal auditor, reappointed independent director.
Annual reports
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Annual Report 2025
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Annual Report 2024
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Annual Report 2023
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Annual Report 2022
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Annual Report 2021
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Annual Report 2020
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Annual Report 2019
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Annual Report 2018
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Annual Report 2017
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Annual Report 2016
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Annual Report 2015
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Annual Report 2014
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Annual Report 2013
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Annual Report 2012
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Annual Report 2011
from nse
Concalls
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Feb 2023TranscriptAI SummaryPPT
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Mar 2022TranscriptAI SummaryPPT
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Sep 2016TranscriptAI SummaryPPT
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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]