Stock Report

Seshasayee Paper and Boards Reports Q1 FY27 Net Profit of ₹31.91 Crore; Revenue Up 27.6% YoY

Posted On : 2026-07-25 20:52:02( TIMEZONE : IST )

Seshasayee Paper and Boards Limited (BSE: 502450, NSE: SESHAPAPER, CIN: L21012TZ1960PLC000364), a leading manufacturer of printing and writing paper in South India, announced its unaudited standalone and consolidated financial results for the first quarter ended June 30, 2026.

Driven by strong volume growth and operational momentum, the company reported a 27.68% YoY surge in consolidated top-line revenue alongside a 106.8% YoY jump in consolidated net profit for the quarter.

Key Financial Highlights (Consolidated)

Revenue from Operations: Stood at ₹492.08 Crore, up 27.68% YoY compared to ₹385.40 Crore in Q1 FY26, though lower by 16.85% sequentially against ₹591.84 Crore in Q4 FY26.

Total Income: Recorded at ₹503.97 Crore, up 26.32% YoY from ₹398.96 Crore in Q1 FY26.

Profit Before Tax (PBT): Came in at ₹43.44 Crore, registering a sharp 102.61% YoY growth compared to ₹21.44 Crore in Q1 FY26 and up 35.54% sequentially from ₹32.05 Crore in Q4 FY26.

Net Profit (PAT): Reported at ₹31.91 Crore, more than doubling (+106.81% YoY) from ₹15.43 Crore in Q1 FY26 and up 22.49% quarter-on-quarter from ₹26.05 Crore in Q4 FY26.

Earnings Per Share (EPS): Basic and diluted EPS for the quarter stood at ₹5.30 per equity share (face value of ₹2 each), compared to ₹2.56 in Q1 FY26 and ₹4.32 in Q4 FY26.

Standalone vs Consolidated Snapshot (Q1 FY27)

Financial Metric (₹ in Crores)          | Standalone (Q1 FY27) | Consolidated (Q1 FY27)
---------------------------------------------------------------------------------------
Revenue from Operations                 | ₹492.00              | ₹492.08
Other Income                            | ₹13.25               | ₹11.89
Total Income                            | ₹505.25              | ₹503.97
Total Expenses                          | ₹460.15              | ₹460.19
PBT (Before Share of Associate)         | ₹45.10               | ₹43.78
Share of Profit / (Loss) of Associate   | -                    | (₹0.34)
Profit Before Tax (PBT)                 | ₹45.10               | ₹43.44
Total Tax Expense                       | ₹11.51               | ₹11.53
Net Profit (PAT)                        | ₹33.59               | ₹31.91
Basic & Diluted EPS (Face Value ₹2)     | ₹5.58                | ₹5.30

Cost Structure & Expenditure Breakdown

Total consolidated expenses for the quarter stood at ₹460.19 Crore, representing a 22.16% YoY increase from ₹376.70 Crore in Q1 FY26, primarily driven by raw material consumption:

Cost of Materials Consumed: Rose to ₹315.72 Crore, up 10.35% YoY from ₹286.10 Crore in Q1 FY26 and up from ₹281.14 Crore in Q4 FY26.

Power & Fuel Costs: Controlled effectively at ₹50.91 Crore, down 5.60% YoY from ₹53.93 Crore in Q1 FY26 and lower than ₹52.21 Crore in Q4 FY26.

Employee Benefits Expense: Increased slightly to ₹29.78 Crore (vs ₹27.38 Crore in Q1 FY26).

Finance Costs: Remained minimal at ₹0.41 Crore, declining from ₹1.07 Crore in Q1 FY26 and ₹0.71 Crore in Q4 FY26.

Depreciation & Amortization: Stood at ₹11.61 Crore.

Changes in Inventories: Recorded at -(₹5.78) Crore compared to -(₹45.05) Crore in Q1 FY26.

Other Expenses: Rose to ₹50.53 Crore (vs ₹34.59 Crore in Q1 FY26).

Comprehensive Income & Equity Base

Other Comprehensive Income (OCI): Total consolidated OCI (net of tax) came in at ₹10.35 Crore, largely supported by a net fair value gain on equity investments of ₹11.51 Crore.

Total Comprehensive Income: Stood at ₹42.26 Crore for the quarter, compared to ₹67.00 Crore in Q1 FY26.

Paid-up Share Capital: Fixed at ₹12.04 Crore (consisting of equity shares with a face value of ₹2 each).

Shares of Seshasayee Paper and Boards Limited was last trading in BSE at Rs. 231.05 as compared to the previous close of Rs. 230.00. The total number of shares traded during the day was 1551 in over 80 trades.

The stock hit an intraday high of Rs. 232.00 and intraday low of 225.00. The net turnover during the day was Rs. 355903.00.