| Management target | Revenue FY2028 |
|---|
| Revenue growth | 15.9% YoY consolidated |
|---|---|
| Margins | Consolidated EBITDA margin expanded 21 bps to 17.8% |
| Demand visibility | Strong domestic demand in folding cartons and flexible packaging |
| Management confidence | High; citing healthy momentum and broad-based growth |
Growth
Consolidated Revenue grew 15.9% YoY to Rs. 494.9 Cr; EBITDA rose 17.3% and PAT surged 79.2% YoY.
Outlook
Investing ~Rs. 125 crore in lithium-ion battery separator films; commercial production targeted for Q4 FY2028.
Risks
Exposure to foreign exchange fluctuations on Euro-denominated loans and raw material price volatility.
Last quarter's promises, checked
Delivered
- Guided domestic volume growth > consumer market → delivered exceptional performance in segments (= BEAT)
- Guided Chennai plant utilization >50% → delivered steady scale-up and improved utilization (= BEAT)
- Guided dividend payout → delivered INR 25 per share for FY26 (= BEAT)
Partly delivered
- Guided export recovery post-ceasefire → delivered growth despite FX and geopolitical volatility (= PARTIAL)
Missed
- Guided capex ~INR 100 Cr → delivered INR 125 Cr (= MISS)
Investor Presentation 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 Q1 FY27 Results: Net Profit ₹40 Cr, Up 79.4% YoY
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.
- Key figure
- Net profit ₹40 Cr · +79.4% YoY