Q2 FY27 results, margin recovery and debt repayment outlook

Management guided margin improvementManagement guided margin pressureOrder pipeline disclosedMulti-year targets disclosedCFO laid out a debt-reduction roadmapInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+1.0%Reaction day

₹64.51

prior close

₹64.32

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+2.2%-1.2% vs market

Paper & Paper Products peers, median of 32sector+1.4%-0.4% vs sector

On the reaction day the stock moved 1.2 pts less than Nifty Microcap 250 and 0.4 pts less than its Paper & Paper Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.3

10m

+1.9

15m

+1.4

30m

+2.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.0+2.2-1.2+1.4-0.4

Next day

+2.4+3.3-0.9+1.7+0.7

+0.7pendingpending+0.7-0.0

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15d

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UpDownMarket · Nifty Microcap 250Sector · Paper & Paper Products peers, median of 32Pending

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AI summary

Q2 FY27 revenue was INR279 crore, down 8% quarter on quarter. Earnings before interest, tax, depreciation and amortisation were INR35 crore, with a 12.4% margin; profit after tax was INR2 crore. PM3 upgrade downtime and input and fuel costs hurt results, but all four machines are upgraded. Management expects a 14% operating earnings margin in H2 FY27 and 18% to 20% in FY28, 7% to 11% price hikes, and INR180 crore debt repayment each in FY27 and FY28.

Likely market impact

Price hikes and efficiency may lift margins, but INR700 crore peak debt, INR80 crore annual depreciation and input costs may limit shareholder gains.