Tamil Nadu Newsprint Q4 FY26 Results: PAT ₹240.30 Crore (vs ₹6.77 Crore Q3), Dividend ₹4/Share

April 27, 2026
Posted by: sachet
Category: News

Tamil Nadu Newsprint and Papers Q4 FY26 results show a dramatic sequential turnaround, standalone PAT surged to ₹240.30 crore from just ₹6.77 crore in Q3 FY26. Tamil Nadu Newsprint Q4 revenue grew to ₹1,291.77 crore from ₹1,146.06 crore in Q3 FY26. The company manufactures newsprint, writing and printing papers, and industrial papers at its Kagithapuram, Tamil Nadu mills.

Tamil Nadu Newsprint Q4 dramatic Q4 recovery reflects: improved paper realisation prices, higher plant utilisation, lower wood pulp input costs, and reduced energy expenses. Tamil Nadu Newsprint Q4 board recommended a final dividend of ₹4 per equity share (face value ₹10) for FY26.

Tamil Nadu Newsprint Q4 is India’s largest producer of newsprint, serving major newspaper groups across India. Tamil Nadu Newsprint Q4 also produces specialty papers including tissue, writing, and industrial boards.

Table of Contents

Tamil Nadu Newsprint Q4 FY26 Results Date

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Tamil Nadu Newsprint Q4 FY26 results were declared on April 24, 2026. TCS Q4 FY26 results (April 9) are analysed at Univest Blogs and Infosys Q4 FY26 results (April 23) at Univest Blogs.

Company	Q4 Results Date	Status
TCS	April 9, 2026	Declared
Infosys	April 23, 2026	Declared
TNPL	April 24, 2026	Declared

Why This Quarter Matters

Tamil Nadu Newsprint Q4 is a dramatic turnaround story, going from near-breakeven (₹6.77 crore PAT) in Q3 to ₹240.30 crore in Q4. Tamil Nadu Newsprint Q4 results confirm that India’s paper sector is experiencing a sharp seasonal and structural recovery in the March quarter.

Tamil Nadu Newsprint Q4 also reflects how paper companies benefit from seasonal Q4 strength, newspaper print volumes increase significantly during election seasons, cricket coverage, and year-end business activity.

Tamil Nadu Newsprint Q4 FY26 Earnings, Actual Results

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Tamil Nadu Newsprint Q4 35x sequential PAT recovery is extraordinary, demonstrating the high operating leverage in paper manufacturing when capacity utilisation and pricing improve simultaneously.

Metric	Q3 FY26	Q4 FY26	Notes
Revenue (₹ Cr)	1,146	1,291	+12.7% QoQ
PAT (₹ Cr)	6.77	240.30	35x QoQ recovery
EPS (₹)	0.98	34.72	Strong Q4
Final Dividend (₹/share)	N/A	4	AGM Sep 24, 2026

Tamil Nadu Newsprint Q4 sustainability of PAT levels depends on whether paper prices remain firm in Q1 FY27. Tamil Nadu Newsprint Q4 wood pulp costs and energy costs (electricity) are the primary cost variables.

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5 Key Factors That Will Drive Tamil Nadu Newsprint Q4 FY26 Performance

Newsprint Demand Recovery

Tamil Nadu Newsprint Q4 benefits from Indian newspaper circulation growth, particularly in vernacular language publications in Tamil Nadu, Andhra Pradesh, and Karnataka. Tamil Nadu Newsprint Q4 newsprint demand was supplemented by Q4 calendar year-end corporate advertising volumes.

Reduced Wood Pulp Costs

Tamil Nadu Newsprint Q4 uses bamboo and eucalyptus as primary raw materials for pulp production. Tamil Nadu Newsprint Q4 benefits from captive plantation resources in Tamil Nadu that reduce imported wood pulp dependency and lower raw material costs.

High Operating Leverage

Tamil Nadu Newsprint Q4 capital-intensive paper mill fixed costs create extraordinary operating leverage, when capacity utilisation and pricing improve together, PAT can jump 10–30x QoQ. Tamil Nadu Newsprint Q4 35x PAT recovery exemplifies this dynamic.

Specialty Papers Diversification

Tamil Nadu Newsprint Q4 is expanding beyond newsprint into packaging boards, writing papers, and tissue, all higher-margin products that provide revenue stability during newsprint cycle troughs.

Captive Power Generation

Tamil Nadu Newsprint Q4 operates captive power plants (steam and co-generation) that reduce electricity costs, a major expense for paper mills. Tamil Nadu Newsprint Q4 captive power self-sufficiency insulates the company from Tamil Nadu grid electricity price volatility.

5 Risks to Watch in Tamil Nadu Newsprint Q4 FY26

Newsprint Cyclicality

Tamil Nadu Newsprint Q4 newsprint revenues are cyclical, aligned with newspaper advertising and circulation trends. Digital media growth is a long-term secular headwind for newsprint demand.

Digital Media Disruption

Tamil Nadu Newsprint Q4 core newsprint market faces structural pressure from digital news consumption, social media, OTT platforms, and digital-only news outlets reducing print newspaper readership. Tamil Nadu Newsprint Q4 long-term newsprint demand faces a secular decline.

Wood Pulp and Water Availability

Tamil Nadu Newsprint Q4 pulp production depends on consistent wood supply and water availability, both increasingly pressured by climate change, forest regulations, and competing agricultural land use in Tamil Nadu.

Energy Cost Volatility

Tamil Nadu Newsprint Q4 energy-intensive manufacturing makes it sensitive to electricity and fuel cost movements. Any increase in Tamil Nadu electricity tariffs or diesel prices would compress margins.

Competition from Imported Newsprint

Tamil Nadu Newsprint Q4 competes with imported newsprint from Europe, South Korea, and Canada, which can be cheaper during periods of weak global demand. Import competition limits Tamil Nadu Newsprint Q4’s domestic pricing power.

Tamil Nadu Newsprint Q4 Share Price and Analyst Ratings

Tamil Nadu Newsprint Q4 stock at ₹140 remains below its 52-week high of ₹200. Tamil Nadu Newsprint Q4 dramatic PAT recovery to ₹240 crore should provide a meaningful re-rating catalyst, the market had not priced in such a strong Q4.

Brokerage	Rating	Target Price	Investment Thesis
ICICI Direct	Add	₹180	PAT ₹240 Cr vs ₹6.77 Cr Q3; turnaround
Anand Rathi	Buy	₹195	Paper demand recovery; cost normalisation
Emkay	Neutral	₹150	Newsprint market volatile; capex watch

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Conclusion

Tamil Nadu Newsprint Q4 FY26 PAT of ₹240.30 crore, versus just ₹6.77 crore in Q3, is a dramatic turnaround driven by operating leverage, improved pricing, and lower input costs. Tamil Nadu Newsprint Q4 ₹4 dividend and strong Q4 provide a positive base for FY27. The secular challenge of digital media reducing newsprint demand remains a long-term structural risk.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only and does not constitute investment advice. All financial data and analyst estimates are sourced from publicly available information including NSE/BSE filings and company investor relations pages. Verify all numbers before investing. Consult a SEBI-registered advisor before making investment decisions.

For more Q4 FY26 results analysis, visit Univest Blogs.

Frequently Asked Questions

What was Tamil Nadu Newsprint Q4 FY26 net profit?

Tamil Nadu Newsprint Q4 FY26 consolidated PAT was ₹240.30 crore (vs ₹6.77 crore in Q3 FY26, 35x sequential recovery) as declared on April 24, 2026.

What was Tamil Nadu Newsprint Q4 FY26 PAT estimate?

The Tamil Nadu Newsprint Q4 FY26 actual results are now confirmed. Pre-results, analyst estimates varied. The confirmed PAT is ₹240.30 crore (vs ₹6.77 crore in Q3 FY26, 35x sequential recovery).

What is Tamil Nadu Newsprint’s share price ahead of Q4 results?

Tamil Nadu Newsprint stock traded at approximately ₹140 ahead of Q4 FY26 results on April 24, 2026.

Will Tamil Nadu Newsprint declare a dividend in Q4 2026?

Tamil Nadu Newsprint Q4 FY26 board recommended a final dividend of ₹4 per equity share (face value ₹10) for FY26, payable after AGM on September 24, 2026.

Which analysts have a Buy rating on Tamil Nadu Newsprint?

Analyst ratings and target prices for Tamil Nadu Newsprint are available on the Univest Screener and in the article above.

What were Tamil Nadu Newsprint Q3 FY26 results?

Tamil Nadu Newsprint Q3 FY26 PAT was just ₹6.77 crore, suppressed by high input costs and weak paper pricing. Q4 showed dramatic 35x recovery. Specific Q3 figures are available on the Univest Screener.

When do Infosys and TCS announce Q4 results 2026?

TCS Q4 FY26 results were declared on April 9, 2026, full analysis at Univest Blogs. Infosys Q4 FY26 results were declared on April 23, 2026, full analysis also available at Univest Blogs.

Is Tamil Nadu Newsprint a good investment ahead of Q4 results?

Tamil Nadu Newsprint Q4 results have now been declared. Investment suitability depends on individual risk profile and financial goals. Consult a SEBI-registered financial advisor before making any investment decisions.