Скачать или смотреть TCPL Packaging Limited | TCPLPACK | Earning Call | Alfa Finder

📞 NSE - Earning Call
🔔 TCPL Packaging Limited (https://www.google.com/search?q=TCPL%...) (TCPLPACK)
🏭 Industry: Containers & Packaging
🏗️ Market Cap: ₹2735.00 Cr
💰 Stock PE: 23.97 | Industry PE: 22.69
📅 Arrival: 16-Feb-2026 17:16:09
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📉 Price & Volume Metrics
💵 Price Now: ₹3005.50
📊 Change(W|M|Q): 11.70% | 7.66% | -6.51%
📦 Volume Avg(W|M|Q): 24,866 | 11,844 | 6,437
⚪ Day RSI: 55.62
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📊 AI Summary & Key Insights
📝 Headline Truth: TCPL delivered strong margin expansion despite revenue headwinds from subdued exports. Domestic double-digit volume growth offset international softness, while backward integration via a new cylinder facility aims to bolster long-term profitability.

📈 Growth: Growth is domestic volume-led (low double-digits), while export volumes declined significantly due to international market softness.
⚠️ Risks: Bear Case: Continued export weakness and potential volume impact from sharp cigarette tax hikes in the domestic market.
🔮 Future: Hard numbers: Annual Capex of ₹100cr; targeting ₹150cr top-line addition year-on-year with 90-day cash conversion.
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━━━━━━━━━━━━━━━━━ 📊 DETAILED MANAGEMENT ANALYSIS ━━━━━━━━━━━━━━━━━
• 💰 Revenue Growth: Consolidated revenue stood at ₹471cr with healthy domestic double-digit growth.
• 🤝 Management Confidence: Management appeared confident in domestic demand but cautious regarding export recovery timelines.
• 📈 Demand Visibility: Domestic demand remains healthy; export sentiment expected to improve with trade developments.
• 📊 Margin Trends: EBITDA margins expanded 240 bps to 17.2% due to favorable product mix.
• ⚖️ Operating Leverage: EBITDA grew 15% YoY, significantly outpacing the relatively flat revenue growth.
• 💪 Pricing Power: Realizations remained flat, suggesting growth is primarily driven by volume and mix.
• 📈 Volume vs Price: Growth is volume-driven in domestic markets while pricing remains largely flattish.
• 🏢 Segment Growth: Domestic volumes grew in low double-digits; exports remained under pressure.
• 👥 New Clients: Chennai plant is successfully adding new customers to improve utilization rates.
• 🏗️ Capex & Debt: Commissioned a new gravure cylinder facility; planning ₹100cr Capex for next year.
• 🚀 New Launches: Commissioned a new gravure cylinder manufacturing facility at Silvassa.
• ⚖️ Regulatory: Recognized ₹11.57cr one-time exceptional loss due to revised labor code framework.
• 🗣️ Commentary: Balanced commentary focusing on domestic resilience and strategic backward integration benefits.

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