ALFA Finder| Revenue growth | 16% YoY growth to ₹495 Crore, record quarterly performance. |
|---|---|
| Margins | EBITDA margins improved to 18% due to operational efficiencies. |
| Demand visibility | Strong domestic demand; flexible packaging segment at near-full utilization. |
| Management confidence | Balanced; optimistic on domestic growth but cautious on global environment. |
Growth
Revenue grew 16% YoY to ₹495 Cr; PAT surged 79% to ₹40 Cr, driven by strong domestic demand.
Outlook
Investment of ₹125 Cr planned for battery films by Q4 FY28, targeting ₹150-200 Cr revenue in phase one.
Risks
Expansion into battery separator films involves high technology execution risk and global macroeconomic uncertainty remains a headwind.
Last quarter's promises, checked
Delivered
- Guided for capex of ~₹100 Cr → delivered ₹100 Cr core capex (= BEAT)
- Targeted improved margins via price pass-through → EBITDA margin rose to 18% (= BEAT)
- Expected improved utilization at Chennai/Silvassa → achieved record quarterly performance (= BEAT)
Partly delivered
- Guided for recovery in exports → domestic demand drove growth while global headwinds remain (= PARTIAL)
Earnings Call Transcript filed with NSE, 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.