SESHAPAPERNSESeshasayee Paper and Boards Limited· Paper And Paper ProductsHighNeutral
Announced Sat, 19 Jul · 13:56 IST

Seshasayee Paper and Boards Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Revenue DeclineEbitda Margin CompressionResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Seshasayee Paper and Boards posted a weaker Q1 FY26 on both standalone and consolidated basis. Standalone revenue from operations fell to ₹385.33 crore from ₹422.16 crore a year ago, a decline of about 8.7%. Total income dropped to ₹399.69 crore (₹438.31 crore). Profit before tax was sharply lower at ₹23.06 crore versus ₹51.45 crore, and net profit after tax fell to ₹17.06 crore from ₹38.34 crore, a drop of roughly 55%. Standalone EPS came in at ₹2.83 versus ₹6.37. The weakness was driven mainly by higher raw material costs (up 6% YoY) that was only partially offset by lower power and fuel expenses. The company also disclosed that it is working on reviving assets acquired from Servalakshmi Paper (under NCLT order), with some appeals pending in NCLAT.

Likely market impact

Negative quarter for shareholders — significant YoY decline in revenue and profits, with profit margins visibly compressed, which could weigh on the stock in the near term. The Servalakshmi Paper asset acquisition offers a potential capacity-expansion story, but pending legal challenges remain a watchpoint.