The packaging sector is currently the 5th largest in the Indian economy, playing a key role in driving industrial growth and innovation. A key component of this growth is the paper industry, which boasts a strong structural foundation, with over 900 paper units and an installed capacity nearing 4,990 thousand tons. India also houses 861 paper mills, with 526 units actively operating. In this article, check the best paper stocks in India in February 2025 based on 5yr CAGR and other parameters like market cap and net profit margin.

Best Paper Stocks in February 2025 – Based on 5Y CAGR

Note: The paper stocks list mentioned above is selected from the Paper Products Sector with a market capitalisation of over ₹1,500 crore and sorted based on 5yr CAGR. The details are as of February 3, 2025.

Overview of the Best Paper Stocks in February 2025

1. JK Paper Ltd

JK Paper is a popular player in office papers, coated papers, and packaging boards. For the 9M ended December 31, 2024, the company’s total income was ₹5,111.78 crore, compared to ₹5,110.33 crore during the same period in FY 2024. The company’s profit was ₹334.93 crore, compared to ₹854.50 crore in 9M ended December 31, 2023.

Key metrics:

• ROCE: 19.52%
• ROE: 23.67%

2. West Coast Paper Mills Ltd

West Coast Paper Mills Ltd is one of the oldest producers of paper for printing, writing, and packaging in India. In H1 FY 2025, the company’s revenue dropped 13% to ₹2,101 crore, compared to ₹2,403 crore in H1 FY 2024. In H1 FY 2025, the company’s profit was ₹222 crore, compared to ₹497 crore in H1 FY 2024, a drop of 55%.

Key metrics:

• ROCE: 25.30%
• ROE: 20.13%

3. Seshasayee Paper and Boards Ltd

Seshasayee Paper and Boards Ltd is engaged in the business of manufacturing and selling printing and writing paper. For the 9M ended December 31, 2024, the company’s total income was ₹1,302.44 crore, compared to ₹1,299.09 crore during the same period in FY 2024. The company’s profit was ₹82.10 crore, compared to ₹213.93 crore in 9M ended December 31, 2023.

Key metrics:

• ROCE: 17.28%
• ROE: 15.27%

4. Andhra Paper Ltd

Andhra Paper is engaged in the business of manufacturing and sale of paper, pulp and paper and paper board. In H1 FY 2025, the company’s revenue dropped 20% to ₹804 crore, compared to ₹1,003 crore in H1 FY 2024. In H1 FY 2025, the company’s profit was ₹69 crore, with a drop of 68% from ₹219 crore in H1 FY 2024.

Key metrics:

• ROCE: 22.64%
• ROE: 19.55%

Best Paper Stocks in February 2025 – Based on Market Cap

Note: The paper stocks list mentioned above is selected from the Paper Products Sector with a market capitalisation of over ₹1,000 crore and sorted based on market cap. The details are as of February 3, 2025.

Best Paper Stocks in February 2025 – Based on Net Profit Margin

Note: The paper stocks list mentioned above is selected from the Paper Products Sector with a market capitalisation of over ₹1,000 crore and sorted based on net profit margin. The details are as of February 3, 2025.

Pros of Investing in Paper Stocks

• Growing Demand: Increasing demand for sustainable packaging, driven by global environmental consciousness, can boost the paper industry.
• Diverse Applications: Paper is used across industries like packaging, education, FMCG, and e-commerce, ensuring steady demand.
• Government Support: Policies encouraging eco-friendly practices and bans on single-use plastics create opportunities for paper manufacturers.
• Recyclability Focus: Companies adopting recycled paper production align with ESG (Environmental, Social, and Governance) standards, attracting sustainable investors.

Risks of Investing in Paper Stocks

• Raw Material Volatility: Prices of key raw materials like wood pulp and wastepaper can fluctuate, impacting profitability.
• Environmental Regulations: Stringent policies related to emissions and resource consumption may increase compliance costs.
• High Competition: The sector faces competition from global players and alternatives like digital solutions.

Conclusion

Apart from the stocks listed above, there are several other paper sector stocks in India. Before investing in any company, know the company’s business, financial performance and future prospects.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Anant Raj Limited has been in focus on Monday post the announcement of the financial results for the quarter-ended December 31, 2024.

On February 3, 2025, Anant Raj share price (NSE: ANANTRAJ) opened at ₹635.00, down from its previous close of ₹638.40. At 10:54 AM, the share price of Anant Raj was trading at ₹595.95, down by 6.65% on the NSE. The stock price touched its 52-week high recently at ₹947.90 on January 8, 2025.

Q3 FY 2025 Financial Highlights

For the quarter ending December 31, 2024, the company reported a total income of ₹543.97 crore, up from ₹523.75 crore in the previous quarter (September 30, 2024) and ₹401.02 crore in the same quarter last year (December 31, 2023).

Profit for the period for Q3 FY25 stood at ₹110.37 crore, showing an increase from ₹105.65 crore in Q2 FY25 and ₹71.43 crore in Q3 FY24.

9M Ending December 31, 2024 Financial Highlights

For the nine-month period ending December 31, 2024, the company posted a profit of ₹307.03 crore, compared to ₹181.92 crore in the same period of the previous year. The total income for the first nine months of FY25 was ₹1,549.38 crore, up from ₹1,067.62 crore during the same period in FY24.

About Anant Raj Ltd

Anant Raj Ltd, founded in 1985 by Ashok Sarin as Anant Raj Clay Products, specializes in the development and construction of IT parks, hospitality projects, SEZs, office complexes, shopping malls, and residential properties across Delhi, Haryana, Andhra Pradesh, Rajasthan, and the NCR region. The company has completed over 20 million square feet of real estate projects, spanning various sectors such as housing, commercial, IT parks, shopping malls, hospitality, residential, and affordable housing.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Jupiter Wagons Ltd has been in focus on Monday. On February 3, 2025, Jupiter Wagons share price opened at ₹370.00, up from its previous close of ₹377.65. At 11:18 AM, the share price of Jupiter Wagons was trading at ₹353.35, down by 6.43% on the NSE.

Railway Budget Allocation Unchanged for 2025

In the Budget documents released on Saturday, it was revealed that the allocation for the railways sector remains unchanged at ₹2.55 lakh crore for the financial year 2026. This figure mirrors the allocation for the financial year 2025.

Railways Minister Ashwini Vaishnaw further stated that the allocation for safety would increase to ₹1.16 lakh crore, and the sector is projected to handle over 1.6 billion tonnes of cargo by FY 2026. With ₹4.16 lakh crore worth of projects in the pipeline, the railway sector continues to be a focal point for growth and development.

Q3 FY25 Performance Highlights

Jupiter Wagons Ltd’s Q3 FY25 revenue from operations stood at ₹1,029.8 crore, reflecting a 15% year-on-year increase. EBITDA for the quarter was ₹148.7 crore, marking a 19.5% growth. The company’s PAT for Q3 FY25 was ₹96.4 crore, up by 18.4% year-on-year, with a healthy PAT margin of 9.2%.

9MFY25 Performance & Robust Order Book

For the nine months ending December 31, 2024, Jupiter Wagons posted a revenue of ₹2,918.7 crore, showing a 15.4% increase year-on-year. EBITDA for the period reached ₹424.8 crore, a 24.3% growth, while PAT stood at ₹277.7 crore, up by 22.7%. The company’s order book was totalling ₹6,320 crore as of December 2024.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Eicher Motors Limited reported its monthly sales report for January 2025.

On February 3, 2025, Eicher Motors share price opened at ₹5,575.00, up from its previous close of ₹5,390.15. At 10:25 AM, the share price of Eicher Motors was trading at ₹5,475.50, up by 1.58% on the NSE. Notably, the stock price touched its 52-week high at ₹5,575.50 today.

Motorcycle Sales Surge by 20% in January 2025

In January 2025, total motorcycle sales reached 91,132 units, reflecting a 20% increase compared to 76,187 units sold in January 2024.

The sales of models with an engine capacity of up to 350cc saw a 17% increase, with 78,815 units sold in January 2025, compared to 67,620 units in the same month last year. For the year-to-date period (April 2024 to January 2025), sales of these models grew by 3.5%, reaching 7,03,580 units, up from 6,79,567 units during the same period last year.

Sales of motorcycles with engine capacities exceeding 350cc witnessed a significant growth of 44%, with 12,317 units sold in January 2025 compared to 8,567 units in January 2024. Year-to-date, these models saw a 40% rise, totalling 1,14,629 units, compared to 81,679 units in the same period last year.

International sales also demonstrated strong performance, with 10,080 units sold in January 2025, a remarkable 79% increase from 5,631 units in January 2024. Year-to-date international sales reached 84,301 units, marking a 40% growth over the previous year’s 60,417 units.

VECV Sees Growth in Trucks and Buses Sales

In January 2025, VECV recorded total sales of 8,489 units, reflecting a growth of 20.1% compared to 7,066 units in January 2024. The year-to-date (YTD) sales reached 69,975 units, a 4.6% increase from 66,894 units in the same period last year.

In the domestic market, Eicher Trucks and Buses saw total sales of 7,872 units in January 2025, marking a 21.1% growth over 6,503 units sold in January 2024.

The YTD domestic sales reached 63,999 units, up by 3.4% from 61,912 units in the previous year. Segment-wise, the domestic sales of Eicher Light Duty (LD) Trucks and Light-Medium Duty (LMD) Trucks (3.5-18.5T) grew by 17.9% to 3,787 units in January 2025, and the YTD sales remained nearly flat with a slight decline of 0.8% to 32,011 units. Heavy Duty (HD) Trucks saw a 21.5% increase to 2,007 units in January, and YTD growth was 3.4%, totalling 17,279 units.

Eicher’s domestic LMD Bus sales grew by 22.3%, reaching 1,714 units, and YTD growth was 14.8%, with 13,023 units sold. The HD Bus segment saw an impressive growth of 52.9% in January, with sales reaching 364 units, while YTD sales grew by 4.9%, totalling 1,686 units.

Exports of Eicher Trucks and Buses also performed well in January 2025, with total exports growing by 26.8% to 450 units, compared to 355 units in January 2024. For the YTD period, export sales surged by 34.6%, reaching 3,964 units.

Within the export segment, Eicher LMD Trucks saw a 19.8% increase in January, with 290 units sold, and YTD sales surged by 50% to 2,547 units. Heavy Duty (HD) Truck exports grew by an impressive 214.3% to 44 units in January, and the YTD export growth was 30.4%, totalling 373 units. The bus export segment also grew by 17.2% in January, with sales of 116 units, and the YTD export growth was 8.8%, totalling 1,044 units.

On the other hand, Volvo Trucks and Buses experienced a decline of 19.7% in January, with sales dropping to 167 units. YTD sales for Volvo Trucks & Buses also declined by 1.3%, totalling 2,012 units.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Godrej Consumer Products Limited (GCPL) Board of Directors has declared and approved an interim dividend of ₹5/- per equity share of face value ₹1 each.

On February 3, 2025, Godrej Consumer Products share price (NSE: GODREJCP) opened at ₹1,175.05, down from its previous close of ₹1,191.70. At 9:37 AM, the share price of GCPL was trading at ₹1,183.50, down by 0.27% on the NSE.

Godrej Consumer Products Dividend Record Date

On January 24, 2025, the company’s Board of Directors declared an interim dividend of ₹5 per share (500% on equity shares with a face value of ₹1 each) for FY 2024-25. The record date to determine eligible shareholders is Monday, February 3, 2025. The dividend will be disbursed on or before Sunday, February 23, 2025.

Q3 FY 2025 Financial Highlights

In Q3 FY 2025, the company’s consolidated organic sales grew by 6% year-on-year. Standalone business sales rose by 4%, while volumes remained flat. Indonesia recorded a 6% increase in volumes and a 9% growth in sales (in INR terms).

Sales in Africa, the USA, and the Middle East declined by 8% in INR terms but saw a 1% rise in constant currency terms. Meanwhile, Latin America and other regions experienced significant growth, with sales up 165% in INR terms and 28% in constant currency.

The EBITDA margin for the quarter stood at 20.2%. However, consolidated net profit (excluding exceptional items and one-offs) fell by 14% year-on-year due to temporary headwinds.

About Godrej Consumer Products Ltd

Godrej Consumer Products is involved in a fast-moving consumer goods company, manufacturing and marketing household and personal care products.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Emami Limited’s Board of Directors has declared and approved an interim dividend of ₹4 per equity share of face value ₹1 each.

On February 3, 2025, Emami share price opened at ₹615.05, down from its previous close of ₹625.80. At 9:38 AM, the share price of Emami was trading at ₹614.70, down by 1.77% on the NSE.

Emami Dividend Record Date

On January 27, 2025, the company announced that the Board of Directors declared a 2nd Interim Dividend of ₹4 per fully paid-up equity share of face value ₹1 each (400%) on 43,65,00,000 equity shares for the Financial Year 2024-25. The record date to determine eligible members for receiving the interim dividend is Tuesday, February 4, 2025.

Q3 FY 2025 Financial Highlights

The company’s revenue from operations for the quarter stood at ₹1,049 crore, representing a 5% growth. The core domestic business saw a 9% increase, driven by a 6% growth in volumes. Gross margins improved by 150 basis points, reaching 70.3%, reflecting positive operational efficiency. EBITDA for the quarter was ₹339 crore, up by 8%. The EBITDA margin increased by 70 basis points, standing at 32.3%, showcasing enhanced profitability. Profit After Tax (PAT) grew by 8%, reaching ₹279 crore.

About Emami Ltd

Emami Ltd is a prominent FMCG company in India, specialising in the manufacturing and marketing of personal care and healthcare products. The company boasts a diverse portfolio of over 550 products, including renowned brands such as Navratna, BoroPlus, Fair & Handsome, Zandu Balm, Mentho Plus, and Kesh King. Emami expanded its footprint by acquiring Zandu Pharmaceuticals Works Ltd in 2008 and later, in 2015, acquired the business of Kesh King, entering the Ayurvedic hair and scalp care segment.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

On Monday, February 3, 2025, the Indian benchmark indices Sensex and Nifty 50 are likely to open lower following weakness in global markets. Check out a few stocks that might be in focus during the trading session.

• Hero MotoCorp

Hero MotoCorp‘s total sales in January 2025 grew by 2.1% to 4.42 lakh units. Domestic sales fell by 2% to 4.12 lakh units, but exports surged 140.8% to 30,495 units.

• GR Infraprojects 

GR Infra reported a 7.8% increase in net profit for Q3 FY25, reaching ₹261.7 crore. However, revenue declined by 20.6% to ₹1,694.5 crore, and EBITDA dropped 27.1% to ₹370 crore. The EBITDA margin also fell to 21.8% from 23.8% YoY.

• Aarti Industries

Aarti Industries saw a 63% drop in net profit for Q3 FY25 at ₹46 crore. Despite this, revenue rose by 6.2% to ₹1,840 crore. EBITDA declined by 11.2% to ₹231 crore, while the EBITDA margin fell to 12.6% from 15% YoY.

• Anant Raj

Anant Raj posted a 55% surge in net profit for Q3 FY25 at ₹110.3 crore. Revenue grew by 36.3% to ₹534.6 crore, and EBITDA rose 47.1% to ₹133.1 crore, with the EBITDA margin improving to 24.9% from 23.1% YoY.

• Eicher Motors

Eicher Motors‘ Royal Enfield sales rose by 20% in January 2025, reaching 91,132 units. Exports saw a significant jump of 79%, totalling 10,080 units compared to 5,631 units last year.

• Happiest Minds Technologies

Happiest Minds announced the acquisition of Gavs Technologies’ Middle East business, including InnovazIT Technologies LLC (Dubai), Gavs Technologies LLC (Oman), and Gavs Technologies (Saudi Arabia). The deal, valued at $1.7 million, is expected to close by March 15, 2025.

• Coal India

Coal India’s production in January 2025 stood at 77.8 million tonnes, down 0.8% YoY. However, year-to-date production reached 621 million tonnes, achieving 74% of the annual target. Offtake in January rose by 2.2% to 68.6 million tonnes.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

The Indian chemical industry is well diversified, containing several categories such as speciality chemicals, bulk chemicals, petrochemicals, agrochemicals, polymers, and fertilisers. As of August 2024, it ranks as the 6th largest chemical producer globally and 3rd in Asia, contributing 7% to the country’s GDP. In this article, check the best chemical stocks in India for February 2025, based on their 5-yr CAGR and other parameters like market cap and net profit margin.

Best Chemicals Stocks in India in February 2025 – 5yr CAGR Basis

Note: The best chemical stocks list provided here is as of January 31, 2025. The stocks are selected from the Nifty 500 universe, 1-yr returns are set to positive and sorted as per their 5-yr CAGR.

Overview of the 5 Best Chemical Stocks in February 2025

1. Fertilisers And Chemicals Travancore Ltd

Fertilisers And Chemicals Travancore (FACT) is engaged in the manufacturing and selling of fertilisers, its by-products and caprolactam. The company comes under the administrative control of the Department of Fertilizers, Ministry of Chemicals & Fertilizers, Government of India. In H1 FY 2025, the company’s total income was ₹2,14,774 lakh, down from ₹2,99,108 lakh during the same period in the previous year. In H1 FY 2025, the company reported a loss of ₹3,749 lakh, down from a profit of ₹17,705 lakh during the same period in the previous year.

Key Metrics:

• Return on Equity (ROE): 11.03%
• Return on Capital Employed (ROCE): 18.39%

2. Deepak Fertilisers and Petrochemicals Corp Ltd

Deepak Fertilisers and Petrochemicals Corporation Ltd (DFPCL) is amongst the leading producers of fertilisers and industrial chemicals in India. The operating revenue for the 9M FY 2025 was ₹7,607 crore, up by 15% from ₹6,590 crore in 9M FY 2024. In 9M FY 2025, the company reported a net profit of ₹667 crore, up by 181% from ₹238 crore during the same period in the previous year.

Key Metrics:

• ROE: 8.32%
• ROCE: 12.32%

3. Linde India Ltd

Linde India is mainly involved in the manufacturing of industrial and medical gasses and the construction of cryogenic and non-cryogenic air separation plants. In H1 FY 2025, the company’s total income was ₹13,232.03 million, down from ₹14,691.81 million during the same period in the previous year. In H1 FY 2025, the company reported a net profit of ₹2,159.23 million, down from ₹2,048.48 million during the same period in the previous year.

Key Metrics:

• ROE: 13.14%
• ROCE: 15.53%

4. Solar Industries India Ltd

Solar Industries Ltd is one of the main domestic producers of bulk and cartridge explosives, detonators, detonating cords, and components used in the mining, infrastructure, and construction sectors. In H1 FY 2025, the company’s net revenue was ₹3,401 crore, up by 12% from ₹3,030 crore during the same period in the previous year. In H1 FY 2025, the company reported a profit of ₹604 crore, up by 47% from ₹411 crore during the same period in the previous year.

Key Metrics:

• ROE: 27.06%
• ROCE: 31.18%

5. Himadri Speciality Chemical Ltd

Himadri Speciality Chemical is mainly involved in the manufacturing of carbon materials and chemicals. The company’s sales volumes grew by 24%, reaching 4,15,679 MT in 9MFY25. Profit after tax (PAT) saw a 35% year-on-year increase, totalling ₹400 crore in 9MFY25.

Key Metrics:

• ROE: 15.44%
• ROCE: 19.65%

Best Chemicals Stocks in India in February 2025 – Market Cap Basis

Note: The best chemical stocks list provided here is as of January 31, 2025. The stocks are selected from the Nifty 500 universe, 1-yr returns are set to positive and sorted as per their market cap.

Best Chemicals Stocks in India in February 2025 – Net Profit Margin Basis

Note: The best chemical stocks list provided here is as of January 31, 2025. The stocks are selected from the Nifty 500 universe, 1-yr returns are set to positive and sorted as per their net profit margin.

Growth of the Chemical Sector in India

The Indian chemical industry is set to expand at a CAGR of 11-12% by 2027, increasing the country’s share of the global speciality chemicals market from 3% to 4%. In response to the growing industry, the government has implemented initiatives like mandating BIS-like certification for imported chemicals to curb the influx of cheap and substandard chemicals.

India’s chemical industry is highly diversified, containing over 80,000 commercial products. Currently valued at US$ 220 billion, it is projected to grow to US$ 300 billion by 2030 and US$ 1 trillion by 2040.

India has long been a global leader in generics and biosimilars, with major vaccine manufacturers contributing more than 50% to the global vaccine supply.

The demand for chemicals and petrochemicals in India is expected to nearly triple, reaching US$ 1 trillion by 2040.

Conclusion 

Apart from the chemical sector stocks mentioned above, there are several other companies in India’s chemical sector that are adding their value. It’s vital to conduct thorough research on both the industry and the financial performance of any company before making investment decisions.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.