Feb 13, 2017

Yash Papers; Looks promising

Founded in the year 1981, Yash Papers is a global provider of innovative consumer, industrial and protective packaging solutions. It offers products in various categories, such as wrapping, which includes deluxe plain and ribbed kraft papers.
Its total paper production capacity is 39,100 metric tons per annum (MT PA) with pulp mill capacity of 130 tons per day (TPD) and its chemical recovery unit has a capacity of 145 bone dry metric tons (BDMT) solids. It owns two power plants, which have an output of 8.5 megawatts a self-sustained factory.
Growth Path:
The foundations of India’s largest bagasse-based tableware unit within existing complex in Faizabad. The 11.5-TPD capacity is expected to be ope-rationalized by 1st April, 2017 and will have the flexibility to be progressively scaled-up to its maximum capacity 23-TPD, which will be operational by 1st April, 2019. 
Be and Make conclusion: 
The company had a market cap of just Rs.80+cr and has the capability of reaching turnover of Rs.500cr by FY2019-20. So, any government initiation to ban plastic usage will trigger this stock.
with thanks
Be and Make
(Note: This is only a stock study, it is not an stock recommendation)

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