ALFA Finder| 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
- ₹4,304.40
- Market cap
- ₹3,917 Cr
- Revenue (annual)
- ₹1,810 Cr
- Net profit (annual)
- ₹97.80 Cr
- P/E (TTM)
- 29.7×Sector 46.8×
- Promoter holding
- 55.74%+0.00% QoQ
- FII holding
- 1.05%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 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.
TCPL Packaging Investor Presentation: Key Takeaways
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 Results Update
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 Q2 FY27 Results: Net Profit ₹45.3 Cr, Up 57.8% YoY
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.
- Key figure
- Net profit ₹45.3 Cr · +57.8% YoY
TCPL Packaging Board Meeting Date
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 Other Announcement
TCPL Packaging submitted its quarterly shareholding pattern report under Regulation 31(1)(b) for the period ended September 30, 2026.