NR Agarwal Industries showed a significant increase in operating profit margins and net profits in June, leading to a positive market reaction.
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Pudumjee Paper | Analysis | Latest News | Research | Future Outlook
Aug 11, 2026
The creator discusses Pudumjee Paper's recent earnings report, which fell short of expectations, causing the stock price to drop. While other paper companies like JK Paper, NR Agarwal Industries, West Coast Paper Mills, and Seshasayee Papers reported strong results and saw stock price appreciation, Pudumjee Paper's revenue saw minimal increase and its operating profit margins declined. The creator attributes this underperformance to the company operating at full capacity (95-96%) with no immediate plans for expansion, unlike its peers. The stock is expected to perform better once its capacity doubles, but this is not yet underway. The creator acknowledges they also overlooked checking the production capacity before expecting good results.
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