Seshasayee Paper and Boards Ltd
Chairman''s Letter to Shareholders - Un-audited Financial Results for the quarter ended June 30, 2026
RESULTS
▲ Positive Development
MEDIUM RISK
📅 Filed on BSE: 25 Jul 2026, 03:25 PM IST · BSE ID: 1810aed5-1ac0-40b3-a98d-d7bedd09f72a
View Original BSE Filing (PDF)
💡
In Simple Terms
The paper company's profit more than doubled this quarter compared to last year, with revenue also increasing significantly.
🤖 AI Summary
- Consolidated Net Profit After Tax for Q1 FY27 surged to ₹31.91 crores, a 106.80% increase from ₹15.43 crores in Q1 FY26.
- Consolidated Revenue from Operations for the quarter ended June 30, 2026, increased to ₹492.08 crores, up 27.68% year-on-year.
- Standalone Net Profit After Tax for Q1 FY27 stood at ₹33.59 crores, reflecting a 96.89% increase from ₹17.06 crores in Q1 FY26.
- Total consolidated expenses for the three months ended June 30, 2026, were reported as ₹460.19 crores.
- Basic and Diluted Consolidated Earnings Per Share (not annualised) was ₹5.30 for Q1 FY27, compared to ₹2.56 in Q1 FY26.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Consolidated Net Profit After Tax (Q1 FY27)
₹31.91 crores
106.80%
Consolidated Revenue from Operations (Q1 FY27)
₹492.08 crores
27.68%
Consolidated Basic EPS (Q1 FY27)
₹5.30
107.03%
Standalone Net Profit After Tax (Q1 FY27)
₹33.59 crores
96.89%
🏢 How This Affects the Company
The substantial increase in revenue from operations indicates strong sales performance in the company's paper segment, which is its sole reportable segment.
The significant rise in net profit and total comprehensive income directly enhances the company's profitability and financial reserves.
The increase in cost of materials consumed to ₹315.72 crores, alongside higher revenue, suggests increased production or sales volumes during the quarter.
The ongoing appeal regarding the acquisition of Servalakshmi Paper Limited's assets introduces a judicial risk, though two appeals were dismissed.
👥 What This Means For Shareholders
✅
Action Required
No immediate action is required from shareholders based on this financial results filing.
👤
Who Is Affected
All shareholders are affected by the company's financial performance, with Basic EPS (not annualised) at ₹5.30 for Q1 FY27 impacting per-share profitability metrics.
🔍
Management Signal
The financial results indicate management's focus on operational efficiency and revenue growth in the paper segment.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Q2 FY27 financial results – observe revenue and profit growth trends.
Updates on the remaining NCLAT appeal regarding Servalakshmi Paper acquisition.
Developments on the revival and recommencement of Servalakshmi Paper operations.
MEDIUM RISK
The pending NCLAT appeal on Servalakshmi Paper acquisition presents an unresolved judicial risk.
💡 Investor Takeaway
Seshasayee Paper and Boards reported Q1 FY27 consolidated net profit after tax of ₹31.91 crores, an increase of 106.80% from Q1 FY26. Consolidated revenue from operations grew 27.68% to ₹492.08 crores. Basic EPS (not annualised) stood at ₹5.30 for the quarter.
⚖️ Strengths & Concerns
✅ Positives
- Consolidated net profit after tax increased by 106.80% to ₹31.91 crores in Q1 FY27 compared to ₹15.43 crores in Q1 FY26.
- Consolidated revenue from operations grew by 27.68% to ₹492.08 crores for the quarter ended June 30, 2026, from ₹385.40 crores in Q1 FY26.
⚠️ Concerns
- Share of Profit / (Loss) of Associate showed a loss of -0.34 crores in Q1 FY27, compared to a loss of -0.82 crores in Q1 FY26.
- Other Comprehensive Income declined significantly from ₹51.57 crores in Q1 FY26 to ₹10.35 crores in Q1 FY27.
📅 Company Track Record
In Q1 FY27, Seshasayee Paper and Boards Ltd reported a consolidated net profit increase of 106.80% to ₹31.91 crores, following a 3.77% decline in Q4 FY26 consolidated net profit to ₹26.05 crores. Consolidated revenue for Q1 FY27 rose by 27.68%.
Based on publicly available historical data. For context only.
❓ Frequently Asked Questions
What was Seshasayee Paper and Boards' consolidated net profit for Q1 FY27?
Seshasayee Paper and Boards reported a consolidated net profit after tax of ₹31.91 crores for the quarter ended June 30, 2026.
How did Seshasayee Paper and Boards' consolidated revenue from operations change in Q1 FY27?
Consolidated revenue from operations for Q1 FY27 increased to ₹492.08 crores, a 27.68% rise compared to ₹385.40 crores in Q1 FY26.
What was the Basic Earnings Per Share for Seshasayee Paper and Boards in Q1 FY27?
The Basic Earnings Per Share (not annualised) for Seshasayee Paper and Boards was ₹5.30 for the quarter ended June 30, 2026.
What is the status of the Servalakshmi Paper Limited asset acquisition by Seshasayee Paper?
Two of the three appeals challenging the NCLT order for the e-auction sale of Servalakshmi Paper Limited's assets were dismissed as withdrawn; the remaining appeal is reserved for orders by Hon'ble NCLAT.
Questions based on this BSE filing only. For information purposes.