Seshasayee Paper Q1 FY27: ₹430-495 cr revenue range

Stock in focus ahead of Q1 FY27 results season

Seshasayee Paper & Boards Ltd is entering the July-August 2026 results season with its shares last trading around ₹228. The company is tracked on BSE (502450) and NSE (SESHAPAPEREQ) and is classified under the paper manufacturing sector. A Uniresearch preview published on 8 July 2026 (12:50 pm) places the company in focus as investors position ahead of the quarterly print. The same preview notes a market capitalisation of about ₹1,435 crore and mentions that the price-to-earnings multiple is “not meaningful”. Separately, another market snapshot in the provided data set shows a market capitalisation of ₹1,438.65 crore and a current price of ₹228.11. The company’s registered office is listed as Pallipalayam, Cauvery RS PO, Erode, Tamil Nadu 638007.

What the preview is estimating for Q1 FY27

The Uniresearch note provides a trailing-growth projection for Q1 FY27, using Q1 FY26 as the base quarter. It estimates revenue in the range of ₹430-495 crore for Q1 FY27E, compared with ₹399 crore in Q1 FY26. For profitability, the preview pegs net profit (PAT) at ₹13-17 crore for Q1 FY27E versus ₹15 crore in Q1 FY26. The preview also carries a 12-month target range of ₹253-282, and describes its stance as “tracking with a constructive bias”. It explicitly states the projection is a trailing-growth estimate and not a formal analyst estimate, and should be read alongside the company’s guidance when released.

Q4 FY26 performance: headline numbers from the company table

The data set includes a results table that reports Q4 FY25-26 and FY25-26 performance against the previous year. For Q4 FY25-26, total revenue is shown at ₹591.84 crore versus ₹502.35 crore in Q4 FY24-25, a change of 17.81%. Operating profit for the same quarter is reported at ₹23.59 crore versus ₹25.22 crore, down 6.46%. Profit before tax (PBT) is listed at ₹23.37 crore versus ₹27.93 crore, down 16.33%. Net profit is reported at ₹17.39 crore versus ₹25.63 crore, down 32.15%.

Full-year FY25-26 trends reflected in the same table

On a full-year basis (FY25-26), total revenue is shown at ₹1,710.45 crore versus ₹1,754.38 crore in FY24-25, down 2.50%. Operating profit is reported at ₹160.20 crore versus ₹186.20 crore, down 13.96%. PBT is shown at ₹91.62 crore versus ₹127.82 crore, down 28.32%. Net profit is reported at ₹67.78 crore versus ₹104.56 crore, down 35.18%. The table also shows other income at ₹64.28 crore for FY25-26 versus ₹74.79 crore, down 14.05%, and interest at ₹8.76 crore versus ₹8.43 crore, up 3.91%.

A separate Q4 base used in the Q1 FY27 preview

The Uniresearch preview also references a “most recent reported quarter (Q4 FY26)” with revenue of ₹603 crore and net profit of ₹26 crore, describing it as a base for its Q1 FY27 estimate framework. This differs from the Q4 net profit figure of ₹17.39 crore presented in the included results table, and readers should treat these as separate figures cited in the provided material. The same preview reiterates that the Q1 FY27 estimate is built on Q1 FY26 as a base (₹399 crore revenue and ₹15 crore net profit), and applies the most recent year-on-year growth signal referenced from Q4 FY26.

Quarterly run-rate indicators from FY25

The data also includes quarterly results figures showing net sales/income of ₹385.33 crore (Jun 30, 2025) and ₹346.25 crore (Sep 30, 2025). Net profit for those quarters is listed at ₹17.06 crore (Jun 2025) and ₹17.80 crore (Sep 2025). In addition, a separate line item states consolidated September 2025 net sales at ₹346.32 crore, down 13.09% year-on-year, and consolidated June 2025 net sales at ₹385.40 crore, down 8.72% year-on-year. Another excerpt states revenue at ₹385.40 crore represented a QoQ decline of 23.28% from ₹502.35 crore and a YoY decline of 8.72%, while operating profit at ₹14.63 crore declined 38.58% QoQ from ₹23.82 crore.

Key numbers at a glance

Q1 FY27 estimate range and the stated timeline

Company profile and contact details in the filing record

Seshasayee Paper & Boards is described as being engaged in the manufacture and sale of printing and writing paper. The company is also described as the flagship company of the SPB-ESVIN Group, headquartered at Chennai. The registered office address in the provided material is Pallipalayam, Cauvery RS PO, Erode, Tamil Nadu 638007. Telephone numbers shown include 04288-240221 and 04288-240229, and the email listed is secretarial@spbltd.com. These details are relevant for shareholders tracking regulatory filings and company communications around the quarterly results.

Market impact: what investors are likely watching

With the stock trading near ₹228 and a stated 12-month target range of ₹253-282 in the Uniresearch note, the near-term focus is expected to remain on the Q1 FY27 revenue and PAT trajectory within the projected ranges. Investors are also likely to compare the Q1 print with the mixed signals visible in the provided numbers, including higher Q4 revenue in the table but lower Q4 profitability year-on-year. The full-year FY25-26 table shows declines in revenue, operating profit, and net profit compared with FY24-25, which can frame expectations for margin commentary in the upcoming quarter. Separately, quarterly sales figures for June and September 2025 provide additional reference points for demand and pricing conditions in the company’s end markets.

Why the Q1 FY27 print matters

The scheduled July-August 2026 reporting window will help validate whether the company’s quarterly run-rate is tracking closer to the Q1 FY27 revenue range of ₹430-495 crore cited in the preview. It will also clarify whether profitability aligns with the PAT range of ₹13-17 crore against a Q1 FY26 base of ₹15 crore. The recent annual comparison in the FY25-26 table shows that operating profit and net profit fell year-on-year despite a higher Q4 revenue base, making operating metrics an important part of the next update. Any company guidance, if issued alongside results, would also provide a clearer anchor than a trailing-growth estimate.

Conclusion

Seshasayee Paper & Boards heads into the July-August 2026 results window with the stock around ₹228 and a Uniresearch Q1 FY27 revenue range of ₹430-495 crore and PAT range of ₹13-17 crore. The company’s latest tabled results show Q4 FY25-26 net profit of ₹17.39 crore and FY25-26 net profit of ₹67.78 crore, both lower year-on-year. The next update is expected in the July-August 2026 window, when reported numbers and any management commentary can be compared with the stated estimate ranges and recent quarterly trends.