10 June 2022
Indian paper industry: a glossy and shiny future
With only 5 percent of the world’s production share and a massive gap in per capita paper consumption, the long-term growth looks promising. Economic reforms, rising literacy rates, and an exponential e-commerce demand for packaging will only spur growth
Image Source: Money Control
The recent buzz in paper stocks was driven by a post-COVID demand surge, rising e-commerce, reopening of educational institutions and offices, and an all-time high paper and pulp exports.
“Despite a sharp spike in major input costs due to global turmoil, the sector witnessed healthy margins, fuelled by volume growth and higher realisations. Going forward, the ban on single-use plastics is an added sweetener.
We expect the overall performance of paper stocks to be in sync with the economic cycle. The...
Source: https://www.moneycontrol.com/news/business/moneycontrol-research/indian-paper-industry-a-glossy-and-shiny-future-8667981.html