₹156.5
+0.97% today
· 30d -0.78%
as of 2026-09-04
Price · Daily Candles
“TNPL's Net Profit Soars 986% QoQ, Yet FIIs and DIIs Trim Stakes Amidst Market Stability.”
TNPL demonstrates striking quarterly financial growth, with net profit surging 986.35% YoY to ₹240 Cr in Q4 2026, despite a slight revenue dip of 4.88%. Annually, revenue grew by 3.43% to ₹4645 Cr, helping drive impressive annual net profit growth of 6542.09% to ₹248 Cr. Despite strong profitability, the stock trades at a low TTM P/E of 4.13, potentially reflecting investor caution as FIIs reduced their stake by 0.12% and DIIs by 0.72% in the last quarter.
BULL CASE
+Q4 2026 net profit exploded by 986.35% YoY to ₹240 Cr, showing significant operational leverage.
+Annual net profit for FY26 saw a staggering 6542.09% increase to ₹248 Cr, bouncing back strongly.
+The company boasts a compellingly low TTM P/E ratio of 4.13 and a P/B of 0.44, indicating potential undervaluation.
+A strong free cash flow yield of 19.42% and current FCF of ₹199 Cr suggests healthy cash generation.
BEAR CASE
−Q4 2026 revenue declined by 4.88% YoY to ₹1272 Cr, pointing to potential top-line challenges.
−Promoter shareholding remained flat at 35.32%, while FIIs reduced their stake by 0.12% and DIIs by 0.72% QoQ.
−The 3-year revenue CAGR of -4.71% and net profit CAGR of -13.88% (from 2023-03-31) indicate longer-term growth headwinds.
−ML predictions show weak rank for 1-year FCF growth (recent 2y: 0.167, rolling 4y: 0.095, stable 7y: 0.051).
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹1147 Cr
+0.4% YoY
NET PROFIT
₹6 Cr
OPM
11.08%
+1.22pp YoY
EPS
₹0.83
PE 4.13
Intrinsic value · DCF: N/A — ML model predicts severe Δ FCF compression (h1=-41.1%, h2=-41.4%, h3=-41.4% of mktcap), driving projected FCF negative by year 3 despite healthy current FCF. Treating as forecast outlier rather than reporting a misleading ₹0 valuation. Use the Strategy Fit and ML sections instead.
◇ Sector Position
TNPL, with a TTM P/E of 4.13, trades significantly cheaper than peers like JK Paper (P/E 26.32) and West Coast Paper (P/E 10.72), despite boasting an OPM of 12.45%.
PEERPEROCE %
TNPL4.13—
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ML Forward Growth Predictions 🔒
69
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
POSITIVE
55
Valuation
CHEAP
90
Growth
STRONG
70
Profitability
DECENT
55
Technicals
NEUTRAL
65
Risk
LOW
80
Key Stats
TTM PE
4.13
P/B
0.44
52W HIGH
₹179.9
OFF HIGH
-13.01%
DIV YIELD
2.65%
MKT CAP
₹1088 Cr
◉ Active Signals
MACDBullish1.6623
RSI(14)Bullish63.92
⧉ Strategy Fit 🔒