StockWatch
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TAMIL NADU NEWSPRINT & PAPERS LTD.

BSE: 531426

P/L Snapshot

Q1 FY27 · standalone

vs Q4 FY26·vs Q1 FY26
Revenue
1.2K
-10.2%+0.5%
Expenditure
1.2K
-8.1%-1.2%
Net Profit
5.74
-97.6%+177.5%
OPM %
10.02%
-1.04pp+1.14pp

Shareholding

Pattern breakdown

P/L Trends

(in crores)

RevenueExpenditureNet Profit
-215.29230.08675.451.1K1.6KQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Price Chart
Reports

TNPL turns profitable in Q1 FY27 with thin ₹5.74 Cr PAT after year-ago loss

paper · packaging board · turnaround

ResultsQ1 FY2712 Aug 20263 minIndustrials & Infra
Latest
Quarterly Result12 Aug, 6:30 pm

TNPL turns profitable in Q1 FY27 with thin ₹5.74 Cr PAT after year-ago loss

Tamil Nadu Newsprint and Papers (standalone, its only reported basis) posted a Q1 FY27 net profit of ₹5.74 Cr against a net loss of ₹7.41 Cr in Q1 FY26 — a YoY turnaround, though the absolute number is thin, with net margin at just 0.5% of revenue. Revenue from operations was nearly flat YoY at ₹1,146.64 Cr (+0.4%), so the swing to profit was driven by cost and finance-cost levers rather than topline growth. Sequentially, revenue fell 9.9% from ₹1,272.12 Cr in Q4 FY26 and PAT fell 97.6% from ₹240.30 Cr — but that Q4 base was inflated by the one-off ₹219.43 Cr deferred-tax reversal noted above, so the QoQ decline overstates the underlying deterioration; excluding that one-off, Q4 FY26 PAT would have been closer to ₹21 Cr, making the sequential PAT move far milder in underlying terms. Margins expanded YoY: EBITDA (per the company's press release) rose to ₹128.61 Cr from ₹113.92 Cr, lifting the EBITDA margin to about 11.2% from 10.0%, while finance costs fell 11.4% YoY to ₹42.90 Cr from ₹48.41 Cr — the main driver behind the swing from a ₹11.82 Cr pre-tax loss to a ₹7.68 Cr pre-tax profit. This came despite management flagging that West Asia-linked geopolitical uncertainty pushed up prices of key imported inputs — coal, pulp and chemicals — raising the cost of production for paper and packaging board. Volumes were down YoY: paper production fell to 99,914 MT from 106,375 MT (-6.1%) and packaging board output to 48,064 MT from 49,682 MT (-3.3%), per the company's own release. By segment, Paper & Paperboard segment profit rose to ₹31.76 Cr from ₹21.01 Cr YoY, while the smaller Energy segment slipped to a ₹0.39 Cr loss from a ₹0.13 Cr profit a year ago. The filing carries no forward guidance or outlook statement, and no broker consensus or preview for TNPL's Q1 FY27 could be located, so both the guidance and street comparisons are unknown rather than a miss. Alongside the results, the board also approved appointment of a Chief Risk Officer and had earlier inducted two new directors in June 2026 — governance moves concurrent with, but not tied to, this quarter's financial print.

12 Aug 2026, 06:30 pm

Corporate Events

Board MeetingTNPL
2026
24Sep

Board Meeting

The 46th Annual General Meeting (AGM) of the Company is sche…

BSE Filing
Board MeetingTNPL
2026
12Aug

Board Meeting

A meeting of the Board of Directors of the Company will be h…

BSE Filing
Board MeetingTNPL
2026
8Jun

Board Meeting

The Board of Directors approved the appointment of Thiru R K…

BSE Filing
Board MeetingTNPL
2026
29Jan

Board Meeting

Consider and approve Unaudited Financial Results for the qua…

BSE Filing
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2025
19Sep

₹3 / share

BSE Filing
DividendTNPL
2025
13Sep

₹3 / share

BSE Filing
DividendTNPL
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11Sep

₹3 / share

BSE Filing
Board MeetingTNPL
2025
25Jul

Board Meeting

consider and approve Unaudited Financial Results for the qua…

BSE Filing
Board MeetingTNPL
2024
13Nov

Board Meeting

Consider and approve Standalone Unaudited Financial Results

BSE Filing
Board MeetingTNPL
2024
24May

Board Meeting

Consider and approve Audited Financial Results (Standalone) …

BSE Filing
DividendTNPL
2024
13Feb

₹3 / share

BSE Filing
Board MeetingTNPL
2024
1Feb

Board Meeting

inter-alia, to take on record the Unaudited Financial Result…

BSE Filing
Board MeetingTNPL
2023
10Nov

Board Meeting

Consider and approve Unaudited Financial Results (Standalone…

BSE Filing
DividendTNPL
2023
19Sep

₹5 / share

BSE Filing
DividendTNPL
2023
18Sep

₹5 / share

BSE Filing