Seshasayee Paper and Boards Q2 FY27: PAT ₹33.59 & Rev ₹505.25 Cr

Investor Takeaways

Revenue increased 30.1% YoY to ₹505.25 crores in Q1 FY2026

Net profit rose 94.5% YoY to ₹33.59 crores in Q1 FY2026

⚠️ Total comprehensive income declined to ₹43.49 crores due to other comprehensive income losses

Overall Tone: Neutral based on the numbers only.

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹505.25 Cr	30.1%
Net Profit	₹33.59 Cr	94.5%
EBITDA	N/A	N/A
EPS	[amount context mismatch]	N/A
OPM	1.77%	N/A

What Changed

The filing reveals significant profitability improvement alongside revenue growth in Q1 FY2026. Standalone revenue reached ₹505.25 crores, up 30.1% from ₹385.33 crores in Q1 FY2025, indicating strong operational momentum. Net profit surged 94.5% YoY to ₹33.59 crores, reflecting enhanced cost management or pricing power. However, total comprehensive income declined to ₹43.49 crores due to other comprehensive income losses, suggesting volatility in non-core financial items despite robust operating performance. The company maintained its standalone earnings per share at ₹2.76 for the quarter, consistent with prior reporting. Market capitalization stands at ₹1,461.6 crores with a P/E ratio of 10.05, positioning it below peer valuations like ANDHRA PAPER LIMITED (P/E 69.59) but above JK PAPER (P/E 10.61). The sharp profit growth contrasts with flat EPS, implying potential share dilution or capital restructuring not detailed in the provided data.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
SESHAPAPER	10.05	N/A	N/A	1,461.6
JK Paper Limited	10.61	N/A	N/A	6,920.03
West Coast Paper Mills	7.97	N/A	N/A	3,085.14
ANDHRA PAPER	69.59	N/A	N/A	1,295.51

SESHAPAPER trades at a modest valuation discount to JK Paper but at a significant premium to West Coast Paper Mills on a P/E basis, while ANDHRA PAPER appears substantially overvalued by traditional metrics.

SESHAPAPER demonstrates stronger profitability growth than peers based on net profit expansion, though its OPM of 1.77% in Q1 FY2026 is notably lower than the 12.56% recorded in Q4 FY24, suggesting margin pressure despite revenue growth.

Risks & Concerns

Other comprehensive income losses contributed to a 68.8% decline in total comprehensive income to ₹43.49 crores

Operating performance shows volatility, with OPM declining from 12.56% in Q4 FY24 to 1.77% in Q1 FY25

No dividend payout information provided in the filing

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	431.33	16.63	1.77
Q2FY25	398.47	28.47	7.71
Q1FY25	422.23	37	11.32
Q4FY24	539.43	56.84	12.56

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About Seshasayee Paper and Boards Limited (SESHAPAPER)

Forest Materials · Paper Forest & Jute Products · Listed on NSE

Market Cap: ₹1,461.6 Cr P/E: 10.1

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🔥 Also filed on 25 July 2026

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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