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TCPL Packaging Limited Q1 FY26 earnings call summary

NSE: TCPLPACK · BSE: 523301

Earnings call of 1 Aug 2025, summarised by AI from the filing.

TCPL Packaging Q1 FY26 revenue ₹424.7 cr, up almost 5% year-on-year; EBITDA margin 17.1%, lower by 50 bps.

Key takeaways

  1. Revenue Q1 FY26 consolidated revenue ₹424.7 cr, almost 5% year-on-year growth, amid subdued domestic demand.
  2. Guidance Management aims to continue mid-teens to high-teens revenue growth trajectory over next two or three years.
  3. Chennai plant New greenfield Chennai facility operationalized and achieved production stability this quarter.
  4. Domestic demand Domestic demand improving, entering festive season with good demand growth.
  5. Forex loss PBT impacted by ₹10 cr forex loss from mark-to-market adjustments on Euro-denominated term loans.

Original filing on BSE

TCPL Packaging Limited Q1 FY27 results

As filed: Revenue ₹493 cr (+18% year on year), EBITDA ₹86.0 cr (+30% year on year), PAT ₹40.0 cr (+82% year on year), EBITDA margin 17.4% (+165 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹454 cr (+8% year on year), EBITDA ₹69.3 cr (−2% year on year), PAT ₹21.7 cr (−43% year on year), EBITDA margin 15.3% (−155 bps). Score 17 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 155 bps year on year. Other income 28% of PBT. Tax rate 46%. Profit fell 13% from last quarter. Share price after the results: +12.7% in 28 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹465 cr (−3% year on year), EBITDA ₹74.7 cr (+7% year on year), PAT ₹25.0 cr (−3% year on year), EBITDA margin 16.1% (+148 bps). Score 32 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit before exceptional items growth were below it. EBITDA margin rose 148 bps year on year. Other income 25% of PBT. Share price after the results: −6.9% in 30 days (Nifty 500: −6.9%).
  • Q2 FY26: Revenue ₹460 cr (+1% year on year), EBITDA ₹70.0 cr (0% year on year), PAT ₹29.0 cr (−19% year on year), EBITDA margin 15.2% (−17 bps). Score 30 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin fell 17 bps year on year. Share price after the results: −9.5% in 28 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹418 cr (+5% year on year), EBITDA ₹66.0 cr (+3% year on year), PAT ₹22.0 cr (−31% year on year), EBITDA margin 15.8% (−25 bps). Score 21 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin fell 25 bps year on year. Other income 31% of PBT. Profit fell 42% from last quarter. Share price after the results: −7.6% in 29 days (Nifty 500: −2.0%).
  • Q4 FY25: Revenue ₹422 cr (+7% year on year), EBITDA ₹71.0 cr (+13% year on year), PAT ₹38.0 cr (+31% year on year), EBITDA margin 16.8% (+79 bps). Score 52 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin rose 79 bps year on year. Tax rate 5%. Revenue fell 12% from last quarter. Profit rose ₹9.0 cr on a year ago, more than the ₹5.0 cr it added the year before. Share price after the results: −13.0% in 28 days (Nifty 500: +3.6%).
  • Q3 FY25: Revenue ₹480 cr (+34% year on year), EBITDA ₹70.0 cr (+46% year on year), PAT ₹38.0 cr (+100% year on year), EBITDA margin 14.6% (+114 bps). Score 91 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 114 bps year on year.
  • Q2 FY25: Revenue ₹455 cr (+14% year on year), EBITDA ₹70.0 cr (+21% year on year), PAT ₹36.0 cr (+24% year on year), EBITDA margin 15.4% (+85 bps). Score 63 of 100, In line with trend. EBITDA margin rose 85 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

TCPL Packaging Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.