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📊 Q4FY26 EARNINGS | 29 MAY 2026 Main Board | MCap 500 Cr —————————————————————— #HappiestMinds | MCap ₹5,660 Cr Revenue ₹604 Cr | YoY 11% | QoQ 3% PAT ₹61.2 Cr 🟢 | YoY 80% | QoQ 52% #Technocraft | MCap ₹5,590 Cr Revenue ₹712 Cr | YoY 1% | QoQ 8% PAT ₹77.7 Cr 🟢 | YoY 17% | QoQ 44% #LumaxIndustries | MCap ₹5,250 Cr Revenue ₹1,200 Cr | YoY 30% | QoQ 14% PAT ₹54.1 Cr 🟢 | YoY 23% | QoQ 16% #JamnaAuto | MCap ₹5,104 Cr Revenue ₹840 Cr | YoY 32% | QoQ 26% PAT ₹87.3 Cr 🟢 | YoY 74% | QoQ 50% #GujaratAlkalies | MCap ₹4,991 Cr Revenue ₹1,125 Cr | YoY 5% | QoQ 8% PAT ₹15.0 Cr 🟢 | YoY 70% | QoQ Turnaround #AvenuesAI | MCap ₹4,845 Cr Revenue ₹2,490 Cr | YoY 115% | QoQ 5% PAT ₹89.0 Cr 🟢 | YoY 63% | QoQ 12% #RattanIndiaEnt | MCap ₹4,831 Cr Revenue ₹1,697 Cr | YoY 13% | QoQ -15% PAT -₹110 Cr 🔴 | YoY Loss Reduced | QoQ Loss Reduced #UnimechAero | MCap ₹4,775 Cr Revenue ₹81.8 Cr | YoY 20% | QoQ 143% PAT ₹26.1 Cr 🟢 | YoY -11% | QoQ 992% #CIANAgro | MCap ₹4,397 Cr Revenue ₹656 Cr | YoY 34% | QoQ 2% PAT ₹63.9 Cr 🟢 | YoY 664% | QoQ -29% #HGInfra | MCap ₹3,804 Cr Revenue ₹1,427 Cr | YoY 5% | QoQ Flat PAT ₹84.6 Cr 🔴 | YoY -42% | QoQ -10% #PremierExplosives | MCap ₹3,712 Cr Revenue ₹89.2 Cr | YoY 20% | QoQ 10% PAT ₹6.58 Cr 🟢 | YoY 75% | QoQ 8% #SteelStripsWheels | MCap ₹3,172 Cr Revenue ₹1,475 Cr | YoY 20% | QoQ 12% PAT ₹64.4 Cr 🟢 | YoY 4% | QoQ 31% #ColabPlatforms | MCap ₹3,132 Cr Revenue ₹50.8 Cr | YoY 149% | QoQ 12% PAT ₹0.83 Cr 🟢 | YoY -13% | QoQ -25% #KernexMicrosystems | MCap ₹2,839 Cr Revenue ₹255 Cr | YoY 207% | QoQ 251% PAT ₹68.3 Cr 🟢 | YoY 110% | QoQ 1,027% #LSIndustries | MCap ₹2,743 Cr Revenue ₹1.92 Cr | YoY Very High | QoQ 68% PAT -₹0.35 Cr 🔴 | YoY Loss Reduced | QoQ Loss Deepened #EFCI | MCap ₹2,670 Cr Revenue ₹293 Cr | YoY 39% | QoQ 9% PAT ₹68.9 Cr 🟢 | YoY 44% | QoQ 10% #GujIndsPower | MCap ₹2,564 Cr Revenue ₹428 Cr | YoY 27% | QoQ 16% PAT ₹327 Cr 🟢 | YoY 369% | QoQ Turnaround #TCPLPackaging | MCap ₹2,331 Cr Revenue ₹436 Cr | YoY 6% | QoQ -4% PAT ₹21.2 Cr 🔴 | YoY -40% | QoQ -15% #KalyaniInvestment | MCap ₹2,204 Cr Revenue ₹21.8 Cr | YoY 2% | QoQ 233% PAT ₹19.3 Cr 🟢 | YoY -25% | QoQ 1,029% #TajGVK | MCap ₹2,171 Cr Revenue ₹159 Cr | YoY 27% | QoQ 17% PAT ₹320 Cr 🟢 | YoY Very High* | QoQ Very High* (*exceptional item likely) #SimplexInfra | MCap ₹1,983 Cr Revenue ₹283 Cr | YoY Flat | QoQ 14% PAT ₹18.8 Cr 🟢 | YoY -57% | QoQ 132% #EMS | MCap ₹1,811 Cr Revenue ₹120 Cr | YoY -56% | QoQ -40% PAT ₹5.71 Cr 🔴 | YoY -88% | QoQ -70% #SPMLInfra | MCap ₹1,742 Cr Revenue ₹291 Cr | YoY 54% | QoQ 27% PAT ₹27.2 Cr 🟢 | YoY 127% | QoQ 34% #KMCSpeciality | MCap ₹1,639 Cr Revenue ₹82.2 Cr | YoY 35% | QoQ Flat PAT ₹14.6 Cr 🟢 | YoY 223% | QoQ 7% #JagranPrakashan | MCap ₹1,631 Cr Revenue ₹472 Cr | YoY -2% | QoQ -1% PAT ₹6.06 Cr 🔄 | YoY Turnaround | QoQ -89%* (*Dec base had exceptional income) #RicoAuto | MCap ₹1,611 Cr Revenue ₹677 Cr | YoY 24% | QoQ 8% PAT ₹6.87 Cr 🔴 | YoY -7% | QoQ -38% #FredunPharma | MCap ₹1,376 Cr Revenue ₹213 Cr | YoY 28% | QoQ 32% PAT ₹10.8 Cr 🟢 | YoY 80% | QoQ 3% #IndSwiftLabs | MCap ₹1,323 Cr Revenue ₹170 Cr | YoY 23% | QoQ 13% PAT ₹15.1 Cr 🟢 | YoY -93%* | QoQ 58%* (*Mar 2025 PAT ₹222 Cr had exceptional item) #UpdaterServices | MCap ₹1,152 Cr Revenue ₹743 Cr | YoY 5% | QoQ -3% PAT ₹27.4 Cr 🟢 | YoY -20% | QoQ 315% #RenaissanceGlobal | MCap ₹1,109 Cr Revenue ₹773 Cr | YoY 50% | QoQ -20% PAT ₹30.2 Cr 🟢 | YoY 33% | QoQ -9% #AVTNatural | MCap ₹1,100 Cr Revenue ₹226 Cr | YoY 44% | QoQ 16% PAT ₹22.0 Cr 🟢 | YoY 53% | QoQ 26% #GujaratKidney | MCap ₹1,084 Cr Revenue ₹30.6 Cr | YoY 213% | QoQ 32% PAT ₹4.82 Cr 🟢 | YoY 260% | QoQ 30% #3BBlackbio | MCap ₹1,065 Cr Revenue ₹35.4 Cr | YoY 57% | QoQ -30% PAT ₹9.81 Cr 🟢 | YoY 22% | QoQ -56% #WealthFirst | MCap ₹1,052 Cr Revenue ₹16.5 Cr | YoY New Revenue | QoQ 154% PAT ₹10.5 Cr 🔄 | YoY Turnaround | QoQ 1,264% #BhartiyaIntl | MCap ₹1,040 Cr Revenue ₹313 Cr | YoY 30% | QoQ -14% PAT -₹8.78 Cr 🔴 | YoY Slipped to Loss | QoQ Slipped to Loss #BluePearlAgri | MCap ₹1,009 Cr Revenue ₹12.2 Cr | YoY 6% | QoQ -10% PAT ₹0.21 Cr 🔄 | YoY Turnaround | QoQ -25% #IFBAgroInds | MCap ₹978 Cr Revenue ₹368 Cr | YoY 59% | QoQ 8% PAT ₹10.6 Cr 🟢 | YoY 550% | QoQ 27% #DhampurSugar | MCap ₹907 Cr Revenue ₹491 Cr | YoY -21% | QoQ 9% PAT ₹45.7 Cr 🟢 | YoY -7% | QoQ 72% #RubyMills | MCap ₹857 Cr Revenue ₹123 Cr | YoY 51% | QoQ 54% PAT ₹11.1 Cr 🟢 | YoY -31% | QoQ 17% #MaxIndia | MCap ₹841 Cr Revenue ₹65.6 Cr | YoY 58% | QoQ 52% PAT -₹19.3 Cr 🔴 | YoY Loss Reduced | QoQ Loss Reduced #Ecos | MCap ₹827 Cr Revenue ₹207 Cr | YoY 17% | QoQ Flat PAT ₹15.7 Cr 🟢 | YoY -13% | QoQ 13% #Praveg | MCap ₹712 Cr Revenue ₹73.6 Cr | YoY 27% | QoQ -19% PAT -₹4.93 Cr 🔴 | YoY Slipped to Loss | QoQ Slipped to Loss #ShraddhaInfra | MCap ₹678 Cr Revenue ₹186 Cr | YoY 287% | QoQ 44% PAT ₹23.3 Cr 🟢 | YoY 245% | QoQ 79% #AsianHotelsW | MCap ₹669 Cr Revenue ₹122 Cr | YoY 6% | QoQ 10% PAT ₹10.8 Cr 🔄 | YoY Turnaround | QoQ -50% #JagatjitInd | MCap ₹643 Cr Revenue ₹75.7 Cr | YoY -34% | QoQ 229% PAT -₹16.7 Cr 🔴 | YoY Loss Deepened | QoQ Slipped to Loss #AgarwalInd | MCap ₹621 Cr Revenue ₹405 Cr | YoY -51% | QoQ Flat PAT ₹15.8 Cr 🟢 | YoY -48% | QoQ 464% #GFL | MCap ₹516 Cr Revenue ₹0.89 Cr | YoY 6% | QoQ -6% PAT ₹25.6 Cr 🔄 | YoY Turnaround | QoQ 97% —————————————————————— #Q4FY26 #EarningsUpdate
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TCPL Packaging Ltd Concall Summary for Q3FY26 #TCPLpackaging #Q3FY26 1) Q3 Headline Performance • Revenue: ₹471 Cr (strong domestic growth). • EBITDA: ₹81 Cr ( 15% YoY). • EBITDA Margin: 17.2% ( 240 bps). • Exceptional loss: ₹11.6 Cr (Labour Code one-time). • Reported PAT: ₹25 Cr. • Cash Profit: ₹56.5 Cr. Management cautions: quarterly gross margin is volatile; focus on annual trend. 2) Domestic vs Export Trend Domestic • Low double-digit volume growth (Q3 & 9M). • Realisations largely stable. • GST disruption lasted ~2 months; normalized now. • FMCG recovery uneven across customers. • Well diversified; low tobacco dependence. Exports • FY26 termed “stabilization year” after strong FY25. • Weak Q3; customer-specific softness. • US tariff cut (50% → ~18%) reopens opportunity. • EU/UK flexible packaging duties moving to zero. • Expect direct second-order gains over time. 3) Capacity & Capex • Utilization: ~70–75% (flexibles higher). • Chennai plant <50% utilization; ramp-up expected. • FY25 capex: ~₹150 Cr; FY26: ~₹100 Cr. • ~₹150 Cr annual topline addition vs ₹100 Cr capex (≈1.5x asset turn). • Silvassa gravure cylinder plant commissioned (backward integration). 4) Margins & Raw Material Risk • Margin drivers: better mix, cost discipline, stable RM. • No explicit margin budgeting from Chennai scale-up. Paper Price Scenarios • Sharp fall: risk of commoditization, but MIP protects domestic mills. • Sharp rise: pass-through possible (as in 2022 spike). • MIP doesn’t hurt exports (advance licence allowed). 5) Balance Sheet & Working Capital • Cash conversion cycle: ~90 days. • Disciplined capex; management confident on returns. 6) Growth Drivers Ahead • Domestic FMCG flexible ramp-up. • Chennai utilization improvement. • FTA tailwinds (US, EU, UK). • Export geographies: US, EU, UK, Africa, neighbourhood. 7) Leadership Update • K.K. Kanoria named Chairman Emeritus. • Saket Kanoria appointed Chairman & MD. • Focus on sustainable growth & disciplined capital allocation. Key Watchpoints • Export recovery pace in FY27. • Chennai ramp-up trajectory. • Paper price stability. • Margin sustainability above 17%.
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India’s Wealthiest Investors Portfolio Difference between March ‘25 to June ‘25: #RakeshJhunjhunwala : March’25: ₹57,594Cr TO June’25: ₹64,874Cr (Value Change ⬆️12.6%) #HemendraKothari : March’25: ₹6,066Cr TO June’25: ₹8,622Cr (Value Change ⬆️42.1%) #MukulAgrawal : March’25: ₹5,633Cr TO June’25: ₹6,990Cr (Value Change ⬆️24.1%) #AnilKumarGoel : March’25: ₹1,845Cr TO June’25: ₹2,095Cr (Value Change ⬆️13.5%) #NemishShah : March’25: ₹3,028Cr TO June’25: ₹3,389Cr (Value Change ⬆️11.9%) —————————————————— Rakesh Jhunjhunwala’s Top 3 Holdings as of June 30 ‘25: #InventurusKnowledge, #Aptech, #ConcordBiotech. Hemendra Kothari’s Top 3 Holdings as of June 30 ‘25: #AlkylAmines, #SonataSoftware, #EIHAssociatedHotels. Mukul Agrawal’s Top 3 Holdings as of June 30 ‘25: #ZotaHealthCare, #Capacit'eInfraprojects, #DishmanCarbogenAmcis. Anil Kumar Goel’s Top 3 Holdings as of June 30 ‘25: #DhampurBioOrganics, #TCPLPackaging, #AvadhSugar&Energy. Nemish Shah’s Top 3 Holdings as of June 30 ‘25: #LMW, #AsahiIndiaGlass, #VasconEngineers. #IndianStockMarket #StocksToBuy #IPO
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#TCPLPackaging Q1 Results ✅ Net Profit ₹223M vs ₹317.2M (YoY) ✅ Revenue ₹4.18B vs ₹3.99B (YoY) ✅ EBITDA ₹726M vs ₹714M (YoY) ✅ EBITDA Margin 17.36% vs 17.92% (YoY) #Q1Results #Earnings #StockMarket #Investing #Packaging #Manufacturing
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#TCPL #TCPLPackaging Suggested at 1405, did 4900 Cmp 3877, support 3660/3500/3400 Below 3400, it can retest 3150/3000/2900/2775 Upside 4085/4250 Above 4300 closing, channel BO will fetch 4450/4750/4900/5100/5400/5700 with 4150 cbsl Fresh educational view later #Stocks
Replying to @apurv_anand
#Tcpl #TcplPackaging channel Break down 🔴🚩 happened in this share - if holding, exit or keep 1350 cbsl. Upside from cmp 1405 - 1560/1625/1750/1910/2175 keep quantities very limited #ShareView by Apurv
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TCPL Packaging – Q4 FY25 📦✨ ⸻ Q4 FY25 (Consolidated) • Net Profit: ₹38 crore (YoY: ₹29 crore, 31%) • EBITDA: ₹72.1 crore (YoY: ₹70.4 crore, 2.4%) • EBITDA Margin: 17.1% (YoY: 17.9%, -80 bps) • Dividend: ₹30 per equity share declared ⸻ #TCPLPackaging #Q4Results #Dividends
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Commenting on the development Mr. Saket Kanoria, Managing Director, TCPL Packaging Limited said: “The commissioning of our Chennai Greenfield facility marks...@TCPLPackaging #India #PackagingNews thepulpandpapertimes.com/new…
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#Tcplpackaging Chennai greenfield project is Great News … When I bought Goa project was under development Great going ..
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📦 TCPL Packaging Inaugurates New Greenfield Facility in Chennai #TCPLPack opens a state-of-the-art packaging plant in Chennai 🔹 Focus: Paperboard carton production 🔹 Strengthens Pan-India presence & enhances logistics & service capabilities 🔹 Aims to serve key industrial hubs in Southern India 🔹 Supports sustainable packaging demand & operational efficiency #TCPLPackaging #Manufacturing #SustainablePackaging #Expansion
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