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SESHASAYEE PAPER & BOARDS LTD. Q1 FY26 Results

SESHAPAPERQ1 FY26 Results
Filing
MetricValue ( Cr)vs Q4 FY25
Revenue385.4023.3%
Total Income398.9623.4%
Expenditure376.7023.5%
PBT22.2620.4%
Net Profit15.4343.0%
OPM5.53%0.51pp
NPM3.87%1.33pp
EPS2.5643.1%
View full financials

Seshasayee Paper and Boards Ltd Reports Q1 FY26 Results with 1.3% Increase in Production and 0.9% Rise in Sales

19 Jul 2025 · 19 Jul 2025, 03:25 pm

Summary

Seshasayee Paper and Boards Ltd has reported a 1.3% increase in production and 0.9% rise in sales for Q1 FY26. The company's profitability was affected by lower average realizations per ton of paper, significant drop in export sales volumes, and significant increase in the cost of wood. The domestic paper market continues to remain weak due to various factors. The company is awaiting Environment Clearance from MoEF & CC for MDP-IV-Phase-1 and is taking steps for revival, refurbishment, and recommencement of operations for the acquired assets of M/s. Servalakshmi Paper Limited.

Key Highlights

  1. 1

    Production volume during Apr-Jun’25 was marginally higher

  2. 2

    Domestic sales volume during Apr-Jun’25 was higher by 5%

  3. 3

    Export sales volume is lower by 35%

  4. 4

    Lower average realisations per t of paper

  5. 5

    Significant drop in export sales volumes

  6. 6

    Significant increase in the cost of wood

  7. 7

    Domestic Paper market continues to remain weak

  8. 8

    Environment Clearance from MoEF & CC for the project is awaited

  9. 9

    Company is taking steps for revival, refurbishment and recommencement of operations

Management Comments

N

N. GOPALARATNAM

The demand for paper and more particularly, the market operating prices will depend on the global macro-economic trends and swift closure of trade agreements for resolution of US-tariff situation. The market for Paper, both in India and globally, is expected to remain weak in Q-Il of FY26 also. Wood prices have started showing sign of softening, which should help in improvement of margins in forthcoming quarters.

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