| 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
- ₹4,106.80
- 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 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.
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