TCPL Packaging Ltd (NSE:TCPLPACK)

Q2 2026 TCPL Packaging Ltd Earnings Call Transcript

Nov 17, 2025 / 10:30 AM GMT

Release Date Price: ₹3205.8 (-0.28%)

Transcript

Key Points

Positve

TCPL Packaging Ltd (BOM:523301) reported stable performance despite challenging market conditions, with consolidated revenue of 461 crore for Q2 FY 26.
The company's Chennai Greenfield plant is ramping up well, enhancing presence in southern India and strengthening capabilities in sustainable paperboard packaging.
The company is optimistic about demand improvement as GST cuts take hold and positive progress in trade talks with the USA and EU.
TCPL Packaging Ltd (BOM:523301) is continuously evaluating strategic initiatives to reinforce long-term growth aspirations, backed by a strong balance sheet and deep customer relationships.
The company has a budgeted CapEx of over 100 crore for the year, focusing on land building for future expansion and commissioning a new cylinder factory.

Negative

The operating environment remains challenging with softer domestic demand and ongoing volatility impacting export markets.
The revision in GST slabs led to short-term recalibration and softer demand in September, impacting sales.
Export performance has been subdued, with uncertainty about recovery in the second half of the year.
Higher financial expenses were noted this quarter, attributed to bank borrowing rates between 8 and 9%.
The company faces competition in the domestic market, with peers expanding capacities, potentially impacting margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TCPL.NS - TCPL Packaging Ltd
Q2 2026 TCPL Packaging Ltd Earnings Call
Nov 17, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to TCPL Packaging Limited's earnings conference call.

As a reminder, all participant lines will be in the less-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Jenny Rose from CDR India.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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