| Revenue growth | 9% YoY Q4 growth; full year revenue reached ₹1,836cr, up 3%. |
|---|---|
| Margins | EBITDA margin at 17.3%; pressured by RM inflation and export lag. |
| Demand visibility | Steady domestic consumption across FMCG, food, and pharma; export visibility remains foggy. |
| Management confidence | Balanced; optimistic on domestic demand but cautious regarding geopolitical export headwinds. |
Growth
Annual revenue grew 3% to ₹1,836cr, while Q4 revenue rose 9% YoY driven by domestic volume outperformance.
Outlook
Projected ₹100cr capex for FY27 focused on flexible packaging and capacity enhancements in Chennai and Noida.
Risks
Middle East disruptions impacting exports; elevated raw material costs and interest expenses from MTM forex losses.
Earnings Call filed with NSE, NSE: TCPLPACK. Summary written with AI assistance from the document.
TCPL Packaging Ltd: key numbers
- Share price
- ₹4,007.90
- Market cap
- ₹3,647 Cr
- Revenue (annual)
- ₹1,810 Cr
- Net profit (annual)
- ₹97.80 Cr
- P/E (TTM)
- 31.6×Sector 40.4×
- 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 Employee Stock Options
TCPL Packaging Limited's ESOP Trust transferred 219 equity shares to an employee following the exercise of stock options. This routine transaction aligns with the company's employee incentive plan.
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.