| Revenue growth | FY26 growth of 3% YoY; Q4 growth over 9%. |
|---|---|
| Margins | Q4 EBITDA margin at 17.4%; impacted by RM cost lag. |
| Demand visibility | Stable domestic demand; export visibility clouded by Middle East crisis. |
| Management confidence | Optimistic on domestic demand and long-term export recovery post-geopolitical stabilization. |
Growth
Q4 FY26 revenue grew 9% YoY to INR 465 crore; FY26 EBITDA reached INR 318 crore.
Outlook
Capex guidance of ~INR 100 crore for FY27; focusing on flexible packaging expansion and Chennai facility ramp-up.
Risks
Red Sea disruptions impacting exports, elevated raw material costs, and seasonal demand volatility due to climate change.
Last quarter's promises, checked
Delivered
- Guided Chennai plant improvement → scale-up started with new customer additions (= BEAT)
- Guided Silvassa gravure cylinder commissioning → facility operational Q3FY26 (= BEAT)
- Guided domestic volume growth → delivered low double-digit growth (= BEAT)
Partly delivered
- Guided FY26 Capex ~INR 100cr → FY26 actual spend was INR 150cr (= PARTIAL)
Missed
- Guided export recovery → volumes remained subdued/declined (= MISS)
Earnings Call filed with BSE, NSE: TCPLPACK. Summary written with AI assistance from the document.
TCPL Packaging Ltd: key numbers
- Share price
- ₹4,106.80
- Market cap
- ₹3,737 Cr
- Revenue (annual)
- ₹1,810 Cr
- Net profit (annual)
- ₹97.80 Cr
- P/E (TTM)
- 32.4×Sector 41.4×
- Promoter holding
- 55.74%+0.00% QoQ
- FII holding
- 1.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from TCPL Packaging Ltd
All →TCPL Packaging Capital Structure Change
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%.
TCPL Packaging Promoter Selling (Off-Market)
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%.
TCPL Packaging Promoter Buying (Off-Market)
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.
- Promoter stake change
- +0.01%
TCPL Packaging Merger & Restructuring Worth ₹10 Cr
TCPL Packaging has incorporated a new wholly owned subsidiary, TCPL Energy Materials Limited, to manufacture lithium-ion battery separator films.
- Value
- ₹10.00 Cr
TCPL Packaging Earnings Call Transcript: Key Takeaways
TCPL Packaging delivered record Q1 FY27 results with 16% revenue growth, while announcing a strategic diversification into lithium-ion battery separator films.
TCPL Packaging Investor Presentation: Key Takeaways
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.