ALFA Finder| 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
- ₹4,304.40
- 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.