Balkrishna Paper Mills Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

Mon Apr 13 2026

Balkrishna Paper Mills (BKMIL) Q4 FY26 results are scheduled for May 15, 2026, when the company’s board of directors will approve the financial statements for the January-March 2026 quarter. Trading at Rs 185 as of April 2026 — down -36% from its 52-week high of Rs 295 — the stock has been under pressure alongside its peers in the Paper Manufacturing sector. This Q4 results preview covers the confirmed results date, analyst consensus estimates, five key performance factors, five risks to monitor, analyst ratings, and the complete share price outlook.

Balkrishna Paper Mills’s Q4 FY26 earnings will be watched for signals on the company’s +6% revenue YoY trajectory, and whether operating metrics are recovering toward normalised levels. This article provides a structured preview based on analyst consensus data and publicly available financial information.

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Table of Contents

Balkrishna Paper Mills Q4 Results 2026 Date

The Balkrishna Paper Mills Q4 FY26 results date is May 15, 2026. The board of directors will meet to approve the audited consolidated and standalone financial results for the quarter ended March 31, 2026, and the full year FY2025-26.

Here is a broader view of the Q4 FY26 results calendar for reference:

Company	Results Date	Key Metric
[object Object]	April 9, 2026 (Declared)	FY27 revenue guidance, deal TCV
[object Object]	April 23, 2026	CC growth guidance for FY27
Bharat Electronics (BEL)	May 8, 2026	Order book execution, EBITDA margin
Bharat Forge	May 10, 2026	Global CV + defence execution
Balkrishna Paper Mills	May 15, 2026	See estimates below

Why Q4 FY26 Matters

Q4 (January-March) is the final quarter of FY26, making it the most important earnings event of the year. Beyond the quarterly numbers, investors will receive: full-year FY26 financial summary, management commentary on FY27 business outlook, and the final dividend recommendation for FY26 shareholders.

For Balkrishna Paper Mills specifically, Q4 FY26 captures the peak season dynamics of the Paper Manufacturing sector. Management’s commentary on FY27 demand visibility will set the investment narrative for the next 12 months.

Balkrishna Paper Mills Q4 FY26 Earnings Estimates

Balkrishna Paper Mills Q4 FY26 analyst consensus estimates — Revenue, PAT, Margin

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Based on publicly available analyst consensus, here are the Q4 FY26 estimates for Balkrishna Paper Mills:

Metric	Q4 FY26 Estimate	Q3 FY26 Actual	Trend
Revenue	Rs 320 Cr	Rs 302 Cr	QoQ expected improvement
Net Profit (PAT)	Rs 18 Cr	Rs 16 Cr	Normalisation expected
Margin	EBITDA 10%	Q3 FY26 margin	QoQ trend
Volume / Growth Driver	+6% revenue YoY	Prior quarter	YoY
Dividend (Expected)	Rs 1 (expected)	FY26 interim dividends	Final dividend

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5 Key Factors Driving Balkrishna Paper Mills Q4 FY26 Performance

1. Paper Industry Demand Recovery

India’s paper industry has been recovering from FY24-25 lows as packaging, writing, and printing paper demand normalises. Q4 benefits from year-end stationery procurement and pre-summer packaging volume.

2. Pulp and Waste Paper Cost

Waste paper and wood pulp are Balkrishna Paper’s primary inputs. Pulp prices have moderated from elevated FY25 levels, improving gross margin outlook.

3. Packaging Paper Growth

Packaging paper demand — driven by e-commerce growth and sustainable packaging trend — is growing at 8-10% annually. Balkrishna Paper’s kraft paper and corrugated board capacity benefits from this trend.

4. Power Cost Management

Paper mills are power-intensive. Captive power generation through biomass or coal determines energy cost efficiency. Any improvement in power self-sufficiency would be a positive.

5. Capacity Expansion

Any new capacity addition announcement in Q4 would signal management confidence in demand trajectory.

5 Risks to Watch in Balkrishna Paper Mills Q4 FY26

Risk 1: Commodity Paper Margins

Commodity paper grades face pricing pressure from large players like JK Paper and West Coast Paper.

Risk 2: Pulp Price Volatility

Global pulp price spikes create significant margin pressure as pulp represents 40-50% of production cost.

Risk 3: Water Availability

Paper production is water-intensive. Water stress in certain geographies can create operational constraints.

Risk 4: Chinese Paper Imports

Cheap Chinese paper imports periodically disrupt domestic pricing, particularly in packaging grades.

Risk 5: Working Capital Intensity

Paper companies carry significant working capital. Any credit tightening impacts operational cash flow.

Balkrishna Paper Mills Share Price and Analyst Ratings

Parameter	Value
CMP (April 2026)	Rs 185
52-Week High	Rs 295
52-Week Low	Rs 158
1-Year Return	-36%
Market Capitalisation	Rs 480 Cr
Sector	Paper Manufacturing
NSE Ticker	BKMIL

Analyst ratings and target prices based on publicly available brokerage research:

Brokerage	Rating	Target Price	Investment Thesis
Dolat Capital	ADD	Rs 220	Paper cycle recovery supports earnings
SPA Securities	NEUTRAL	Rs 185	Commodity pricing limits rerating

Conclusion

Balkrishna Paper Mills Q4 FY26 will reflect the paper industry recovery trend. Revenue above Rs 320 crore with EBITDA margin above 10% would be a beat. Pulp cost trends and packaging volume are the key metrics to watch.

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 previews, visit Univest Blogs.

Frequently Asked Questions

Q: When is Balkrishna Paper Mills Q4 results 2026 date?

Balkrishna Paper Mills Q4 FY26 results date is May 15, 2026. The board of directors will meet on this date to approve the quarterly and full-year FY26 financial results and consider recommending a final dividend.

Q: What is Balkrishna Paper Mills Q4 FY26 revenue estimate?

Analyst consensus estimate for Balkrishna Paper Mills Q4 FY26 revenue is Rs 320 Cr. Q3 FY26 actual revenue was Rs 302 Cr. Actual Q4 results may vary based on operating conditions.

Q: What is Balkrishna Paper Mills Q4 FY26 PAT estimate?

Analyst consensus estimate for Balkrishna Paper Mills Q4 FY26 net profit (PAT) is Rs 18 Cr. Q3 FY26 actual PAT was Rs 16 Cr. Estimates are indicative and not guaranteed.

Q: Will Balkrishna Paper Mills declare a dividend in Q4 FY26?

Balkrishna Paper Mills is expected to declare Rs 1 (expected) for FY26, subject to board approval at the May 15, 2026 board meeting and subsequent shareholder approval at the AGM.

Q: What is Balkrishna Paper Mills current share price?

Balkrishna Paper Mills is trading at Rs 185 as of April 2026, with a 52-week range of Rs 158 to Rs 295. The 1-year return is -36%.

Q: What were Balkrishna Paper Mills Q3 FY26 results?

In Q3 FY26, Balkrishna Paper Mills reported revenue of Rs 302 Cr and net profit (PAT) of Rs 16 Cr. The Q4 FY26 results on May 15, 2026 will provide a comparison to assess sequential and year-on-year trends.

Q: When do TCS and Infosys announce Q4 results 2026?

TCS declared Q4 FY26 results on April 9, 2026 (see the Balkrishna Paper Mills earnings calendar table above). Infosys is scheduled to declare results on April 23, 2026. Both are covered in detail on Univest Blogs.

Q: Is Balkrishna Paper Mills a good investment ahead of Q4 results?

This article does not constitute investment advice. Balkrishna Paper Mills trades at Rs 185 with a 52-week range of Rs 158 to Rs 295. Analyst consensus targets and the Q4 FY26 estimates suggest monitoring the results date closely. Consult a SEBI-registered financial advisor for personalised investment guidance.