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companylogoRuchira Papers Ltd

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BSE Code : 532785 | NSE Symbol : RUCHIRA | ISIN : INE803H01014 | Industry : Paper |


Chairman's Speech

The passion of Ruchira

Overview

We have often been asked 'What kind of a Company is Ruchira Papers?'

To say that we are a paper manufacturer does not indicate anything significant. In view of this, we decided that It would dedicate our overview this year on what we truly are and what drives us.

Governance

At Ruchira, we are a governance-committed Company. We believe that governance is not peripheral to our existence but integral. In a world that is increasingly concerned with the 'how' over the 'what', we believe that the quality of our governance is reflected in our integrity, stakeholder focus, strategic discipline, functional consistency and repeatability.

Direction

At Ruchira, we possess a strategic clarity of where we are headed. We are not driven as much by the obsession to be the largest paper company in India as much as we are driven by the zeal to be one of the best - in terms of quality, customer respect, realisations per kg and consumption of natural resources per unit of production.

Best over biggest

At Ruchira, we believe that success is derived from the best at what we can do. This is of critical relevance in the capital-intensive paper sector marked by a perception that scale is more important than scope. We believe that the most passionately run mid-sized paper company can deliver operating efficiencies better than a number of larger competitors (as in our case). As an extension of this conviction, we believe that a focus on passion-driven competence enhances asset utilisation, revenues and profitability leading to a reinvestment cycle that enhances scale. This validates what we have always believed: that passion generates scale and sustainability; not the other way around.

Hands-on

At Ruchira, the technocrat promoters are engaged in running the Company. We engage with every day issues and we engage with the strategic while we continue to inspire professionals who work with us. The result is that Ruchira is promoter-and professionally-driven The Company is adequately manned in senior positions that has helped enhance specialisation, capabilities, growth and outperformance.

Compliances

At Ruchira, we believe that our business continuity is derived from a culture of compliances - with the laws of the land and listing authorities. At our Company, we have instituted a robust commitment to statutory compliances through a team that owns this responsibility. These compliances are reported to respective authorities (where applicable) in terms of various forms/report filings well within the prescribed time.

Reinvestment

At Ruchira, we believe that in a business where the upside is vast, there will always be a premium on corporate austerity, accrual maximisation and reinvestment. This reinvestment makes it possible to invest in various debottleneckings/ modernisation and up-gradations, which ultimately translated into an ability to generate more from the given equipment comparable with some of the best productivity standards among peer companies.

More from less

At Ruchira, we recognise that we are engaged in a business where realisations are outside our control. What we have within our control is the management of equipment, processes and protocols that make it possible to get product manufacture right for the first time and every time. Over time, this commitment has translated into the ability to generate more from less-whether it is about increasing production capabilities from our manufacturing assets, or generating a better yield from our raw material resources or maximising the use of steam or enhancing per person productivity.

Punching above our weight

At Ruchira, we represent an unusual combination - of a Company seeking to punch technologically above its weight when it comes to generating a higher throughput or moderating costs lower than sectoral benchmarks but otherwise remaining cautious when it comes to debt or debtor discipline. The result is that even as we have grown over the years, we have selected to under-borrow and remain adequately liquid through market cycles.

Ongoing upgradation mode

At Ruchira, because we are present in a capital-intensive business, we recognise that there will always be a need to upgrade or modernise.

As a matter of prudence, we initiate expansion programmes only when a large part of the debt related to the previous debottlenecking/ upgradation/ modernisation has been repaid. Besides, our capital expenditure is linked to projects with attractively short paybacks, protecting our medium-term profitability.

Lateral opportunities

At Ruchira, we are focused on revenue maximisation from our given equipment. The result is that we are perpetually engaged in ascertaining the right product mix in response to marketplace demands and developments. During the year under review, the Company extended to the manufacture of copier paper expected to enhance realisations of writing & printing paper, strengthening our profitability.

No speculative positions

At Ruchira, we see our role as an efficient convertor of resource or raw material into the finished product.

This strategic clarity has translated into a few imperatives: investments in conversion efficiency, lower material use, high financial returns, enhanced quality focus and the complete absence of any speculative positions on our raw materials or finished products that could potentially distract us from our organisational focus. The result of this approach is not just a consistent focus on the manufacture of paper of the highest quality; it is also a focus on selling as much as fast as we can, resulting in a short receivables cycle that protects our liquidity across market cycles.

Integration

At Ruchira, we believe that in a competitive business, success is derived from an aggregation of moderate margins across process and products. In our integrated operations, where one end product becomes the raw material for the other, the overall impact is anything but moderate. This integration represents the heart of our sustainability.

The management,

Ruchira Papers Limited.

   

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