TCPL Packaging Limited has informed the Exchange about Transcript
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TCPL Packaging reported FY25 consolidated revenue of Rs. 1,770 crore, up 15% year-on-year, with EBITDA up 17% to Rs. 293 crore (margin of 16.6%) and PAT rising 44% to Rs. 143 crore. Q4 revenue grew 5% to Rs. 422 crore with EBITDA margin of 17% and PAT up 33% to Rs. 38 crore. Management announced a new in-house gravure cylinder plant in Silvassa (capacity ~12,000 cylinders, commissioning Q3 FY26) and inaugurated a Greenfield paperboard cartons facility near Chennai, which will ramp up over 6-12 months. The Board recommended a Rs. 30 per share dividend, marking 25 consecutive years of payouts. FY25 capex was ~Rs. 150 crore, with FY26 capex expected to be moderate, and overall capacity utilization is around 70-75% with headroom to reach Rs. 2,000+ crore revenue from existing projects.
The strong FY25 results and 44% PAT growth, combined with new capacity additions and continued export momentum, signal a positive outlook for shareholders. However, management declined to provide specific margin guidance or clarify growth drivers in exports and the Creative Offset subsidiary, leaving some investor questions unanswered. Quarterly revenue volatility is likely to persist in the near term.