Pudumjee Paper Products Ltd. – Slow & Steady Demand Growth

[rupaniamit]

@rupaniamit

Business is already running at full capacity with not much possibility of volume/product mix growth until they move to the new facility which seems to be few years away.

Cannot understand the current excitement in stock price from all publicly available information. I will not be surprised if EBITDA margins revert back to 11%-13% range.

As expected, EBITDA margins returned to 13% and stock price is rightfully down 42% from peak.