Seshasayee Paper and Boards Limited has informed the Exchange regarding Board meeting held on July 19, 2025 - Un-audited Financial Results for the quarter ended June 30, 2025 and Reconstituted Audit Committee
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Seshasayee Paper and Boards reported weak Q1 FY26 results with standalone revenue from operations falling to ₹385.33 crores from ₹422.16 crores in Q1 FY25, a decline of about 8.7% year-on-year. Net profit after tax dropped sharply to ₹17.06 crores from ₹38.34 crores, a fall of roughly 55%, translating to standalone EPS of ₹2.83 versus ₹6.37 last year. Consolidated revenue was ₹385.40 crores with PAT of ₹15.43 crores (EPS ₹2.56) versus ₹37 crores (EPS ₹6.14) a year ago. Cost of power and fuel eased to ₹53.93 crores from ₹65.05 crores, but operating profit before finance costs and depreciation contracted to about ₹35.7 crores from ₹63.9 crores, indicating significant margin compression. The auditor (Suri & Co) issued an unqualified limited review report, and the Board also reconstituted the Audit Committee effective July 19, 2025.
The sharp drop in profitability despite only a modest revenue decline points to severe margin pressure, which is likely to weigh negatively on the stock in the short term. Shareholders should note the weak YoY earnings print and watch for management commentary on pricing, input costs, and the revival of the recently acquired Servalakshmi Paper assets.