TNPLNSETamil Nadu Newsprint & Papers Limited· Paper And Paper ProductsHighNeutral
Announced Tue, 13 May · 20:07 IST

Tamil Nadu Newsprint & Papers Limited has informed the Exchange regarding a press release dated May 13, 2025, titled "Audited Financial Results for the year ended 31.03.2025".

Revenue DeclineEbitda Margin CompressionRelated Party TransactionsResults View source PDF

TNPL · price

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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

TNPL reported audited FY25 results with total income of Rs. 4,588.31 crore, down about 3.6% from Rs. 4,761.80 crore last year. Profit after tax collapsed nearly 98% to just Rs. 3.73 crore (vs Rs. 208.16 crore), with EPS falling to Rs. 0.54 from Rs. 30.08. EBITDA dropped sharply to Rs. 527.17 crore from Rs. 838.75 crore as paper realisations were hit by cheap ASEAN imports and a 20–25% rise in domestic hardwood pulp costs. Q4 was modestly better on revenue (Rs. 1,393.79 crore vs Rs. 1,250.66 crore) but PAT fell to Rs. 22.12 crore from Rs. 32.99 crore. Operating cash flow was healthy at Rs. 569.79 crore, helping cut borrowings by around Rs. 204 crore. The board recommended a 30% dividend (Rs. 3 per share) and appointed a new CFO (R. Rengarajan, effective 1 July 2025) and a new Executive Director (Operations) & CRO (Yogendra Kumar Varshney).

Likely market impact

Shares are likely to react negatively given the near-total collapse in annual profit and steep EBITDA compression, even though the dividend is maintained and the balance sheet improved with lower debt and strong cash flow. Investors should weigh weak paper-industry pricing against TNPL's capacity to keep generating cash and servicing debt.