TCPL Packaging Earnings Call Transcript: Key Takeaways
Headline strong: consolidated PAT +57.7% to ₹45.3 Cr, EBITDA +27.5% to ₹100 Cr. Management sidestepped separator economics, timelines and Noida weakness; no quantified guidance.
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Headline strong: consolidated PAT +57.7% to ₹45.3 Cr, EBITDA +27.5% to ₹100 Cr. Management sidestepped separator economics, timelines and Noida weakness; no quantified guidance.
Q2 FY27 consolidated total income ₹564.6 Cr (+20.2%), EBITDA ₹100.1 Cr (17.7% margin), PAT ₹45.3 Cr (+57.7%). Entering lithium-ion battery separator films via new subsidiary.
TCPL Packaging reported strong Q2 FY27 results, with consolidated PAT up 58% year on year. It also incorporated a battery separator film subsidiary.
TCPL Packaging approved unaudited standalone and consolidated results for quarter and half year ended 30-Sep-2026 with unmodified review report. Half-year standalone revenue from operations was Rs 1,013.51 Crore and PAT Rs 82.72 Crore.
TCPL Packaging's board meets November 5, 2026 to consider unaudited half-year results. The trading window reopens 48 hours after results declaration.
TCPL Packaging submitted its quarterly shareholding pattern report under Regulation 31(1)(b) for the period ended September 30, 2026.
Clarus Capital I and other entities acquired 2,339 shares of TCPL Packaging Ltd. This purchase increased their aggregate holding from 4.98% to 5.01%.
Promoter Saket Kanoria disposed of 1,000 equity shares of TCPL Packaging Limited through an off-market inter-se transfer. His individual stake decreased from 0.47% to 0.46%.
Promoter group member Veer Kanoria acquired 1,000 shares (0.01% stake) via an off-market gift transaction from Saket Kanoria. This internal transfer reallocates promoter group equity.
TCPL Packaging has incorporated a new wholly owned subsidiary, TCPL Energy Materials Limited, to manufacture lithium-ion battery separator films.
TCPL Packaging Limited's ESOP Trust transferred 219 equity shares to an employee following the exercise of stock options. This routine transaction aligns with the company's employee incentive plan.
TCPL Packaging delivered record Q1 FY27 results with 16% revenue growth, while announcing a strategic diversification into lithium-ion battery separator films.
TCPL Packaging Limited held its 38th Annual General Meeting on August 11, 2026. All agenda items, including dividend declaration, were approved by the shareholders.
TCPL Packaging reported a 79% YoY increase in Q1 FY2027 consolidated PAT to ₹40.0 Crore. The company also announced a ₹125 Crore investment for lithium-ion battery separator films.
TCPL Packaging reported a strong Q1 FY2027 with 15.9% consolidated revenue growth and a 56% surge in cash profit, driven by healthy domestic demand and improved operational performance.
TCPL Packaging announced a strategic entry into manufacturing lithium-ion battery separator films. The company plans to invest approximately ₹125 Crore over the next 18 months.
TCPL Packaging Ltd reported revenue from operations of ₹493 Cr (+16.1% YoY) and net profit of ₹40 Cr (+79.4% YoY) for Q1 FY27.
TCPL Packaging has scheduled a board meeting for August 11, 2026, to consider and approve its unaudited standalone and consolidated financial results for the June quarter.
TCPL Packaging Limited provided a web link for shareholders to access the Integrated Annual Report for FY 2025-26 and the 38th AGM notice.
TCPL Packaging convened its AGM for August 11, 2026. Key resolutions include a ₹25 dividend declaration and increasing borrowing limits to ₹1,000 Crore.
TCPL Packaging issued its AGM notice for August 11, 2026. Key agenda items include declaring a Rs. 25 dividend and approving borrowing limits up to Rs. 1,000 Crore.
TCPL Packaging Limited submitted its Business Responsibility and Sustainability Report for FY 2025-26. The report details the company's environmental, social, and governance performance and initiatives.
TCPL Packaging released its Integrated Annual Report for FY 2025-26. The 38th Annual General Meeting is scheduled for August 11, 2026.
TCPL Packaging Ltd filed a Certificate under SEBI (Depositories and Participants) Regulations, 2018 confirming dematerialisation of securities for QJune‑2026. The filing complies with Regulation 74(5).
Promoter Urmila Kanoria sold 4,350 shares of TCPL Packaging through an open market transaction. Her individual stake decreased from 1.33% to 1.28%.
Promoter Narmada Fintrade Pvt Ltd acquired shares of TCPL Packaging. Total promoter stake increased from 20.72% to 20.99%.
Promoter Urmila Kanoria sold 36,900 shares of TCPL Packaging Ltd. Her stake decreased from 1.28% to 0.88% via inter-se transfer.
Narmada Fintrade Pvt Ltd acquired 36,900 shares of TCPL Packaging via open market/inter-se transfer. Promoter stake increased from 20.99% to 21.40%.
TCPL Packaging reported the exercise of 182 stock options. Shares were transferred from the ESOP Trust to the grantees.
TCPL ESOP Trust transferred 508 shares to grantees upon option exercise. This is a routine ESOP settlement with no financial impact.