Seshasayee Paper Q2 FY27 PAT at ₹34.96 Cr; Revenue ₹502.99 Cr
Seshasayee Paper reported Q2 FY27 results with Revenue from Operations at ₹502.99 crore and PAT at ₹34.96 crore. For H1 FY27, RFO was ₹994.99 crore and PAT was ₹68.55 crore. Production utilization was strong at 116% in Erode and 94% in Tirunelveli. Key projects are progressing, but rising costs are expected to impact Q3 margins.
The financial results show positive growth, but the outlook for the next quarter is cautious due to expected cost increases and geopolitical factors, which could moderate future performance.
The company reported strong revenue and profit growth for the quarter and half-year ended September 30, 2026, driven by higher production and sales volumes. Positive outlook on order inflow despite cost pressures.
Seshasayee Paper and Boards Limited announced its unaudited financial results for the quarter and half-year ended September 30, 2026. The Board of Directors approved these results on October 24, 2026.
For the quarter ended September 30, 2026, the company reported a Revenue from Operations (RFO) of ₹502.99 crore, compared to ₹346.25 crore in the same period last year. Profit Before Tax (PBT) stood at ₹46.76 crore, and Profit After Tax (PAT) was ₹34.96 crore.
For the half-year ended September 30, 2026, RFO was ₹994.99 crore, with PBT at ₹91.86 crore and PAT at ₹68.55 crore. The company achieved good production performance in both its Erode (116% utilization) and Tirunelveli (94% utilization) units, contributing to higher profitability due to improved order positions in domestic and export markets.
Key projects are in progress: Project Mill Development Plan-IV in Erode is under execution with major equipment commissioning planned by the end of the financial year. The company is awaiting final orders from Hon’ble NCLAT regarding the assets acquired from M/s. Servalakshmi Paper Limited. Investment in a 52.8 MWp Solar and 9 MW Wind power generating facility is expected to provide renewable power from Q3, and new copier conversion machineries are planned for commissioning in Q4.
However, the prevailing West Asian war crisis is expected to impact margins in Q3 due to increased costs of chemicals and coal. Wood prices are also anticipated to rise, further affecting production costs. Export margins may face pressure due to increased ocean freight rates. Despite these challenges, order inflow in both domestic and export markets is expected to remain positive in Q3.
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Seshasayee Paper and Boards Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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