Tamil Nadu Petro Products Limited submitted its Business Responsibility and Sustainability Report (BRSR) for the financial year ended March 31, 2026, to stock exchanges on September 1, 2026.

The filing discloses key operational metrics, including a turnover of ₹1,846.71 crore and a net worth of ₹836.88 crore. The company reported significant reductions in energy consumption and greenhouse gas emissions compared to the previous year, attributing lower consumption figures to plant shutdowns for expansion activities.

Operational and Environmental Metrics

The company’s primary business activity involves the processing and manufacturing of chemicals and petrochemicals, accounting for 96.22% of turnover. Linear Alkyl Benzene (LAB) contributed 85.74% of total turnover, followed by Caustic Soda/Chlorine at 7.50% and Propylene Oxide at 2.97%.

Total energy consumption fell from 3,553,930 GJ in FY25 to 2,608,735 GJ in FY26. Energy intensity per rupee of turnover adjusted for purchasing power parity decreased from 401.90 to 357.50. Scope 1 emissions dropped by approximately 25%, while Scope 2 emissions saw a sharper decline, falling by over 75%.

What the Numbers Show

The divergence between reported operational output and environmental intensity metrics warrants attention. While absolute emissions and energy use declined significantly, the company noted that plants were under shutdown for expansion activities during FY26. This suggests that the improved efficiency ratios are partly driven by reduced throughput rather than solely by operational optimization or technology upgrades.

Workforce and Governance

As of March 31, 2026, the company employed 437 permanent employees and engaged 575 workers. Female representation stood at 6% among employees and 5% among workers. The board of directors included four women, representing 33% of total directors.

The report highlights that 100% of permanent employees were covered by health and accident insurance. No fatalities or lost-time injuries were reported among employees during FY26, though two worker fatalities were recorded in FY25. The company maintained its ISO 45001:2018 certification for occupational health and safety management.

Tamilnadu Petroproducts Limited reported a net profit of ₹88.76 crore for FY26, a 72.58% jump over ₹51.43 crore in FY25, even as revenue from operations declined 19.74% to ₹1,466.14 crore.

The company has scheduled its 41st Annual General Meeting (AGM) on Friday, September 25, 2026 at 2:00 PM (IST) through Video Conferencing/Other Audio-Visual Means. The AGM notice and Annual Report for FY26 were dispatched to shareholders on September 1, 2026.

FY26 Financial Performance

Despite a challenging operating environment marked by a planned shutdown of the Linear Alkyl Benzene (LAB) plant and persistent pricing pressures, the company delivered a significant improvement in profitability through cost optimisation and improved net realisations.

The EBITDA margin expanded sharply to 10.55% in FY26 from 4.61% in FY25, reflecting the effectiveness of cost management and improved product mix. The company's net worth stood at ₹914.85 crore as at March 31, 2026, compared to ₹836.88 crore in the previous year.

Dividend and Capital

The Board has recommended a dividend of 15%, i.e., ₹1.50 per equity share of face value ₹10 each for FY26, subject to shareholder approval at the AGM. The total dividend outgo is ₹13.49 crore (₹13,49,57,211), absorbing dividend on 8,99,71,474 equity shares. The dividend record date for shares held in electronic form is September 17, 2026, while for physical shares it is September 25, 2026.

The Register of Members and Share Transfer books will remain closed from September 18, 2026 to September 25, 2026 (both days inclusive).

Key AGM Agenda

The following business items are proposed at the 41st AGM:

• Adoption of audited standalone and consolidated financial statements for the year ended March 31, 2026
• Declaration of dividend of ₹1.50 per equity share for FY26
• Re-appointment of Mr. S Senthil Kumar (DIN: 00131558) as Director, retiring by rotation
• Appointment of Mr. Sanket Balvantrao Waghe, IAS (DIN: 11865401) as Director
• Approval of Special Performance Incentive of ₹15 lakh to Managing Director Mr. D Senthil Kumar for FY26
• Ratification of remuneration of ₹1.75 lakh to Cost Auditors M/s. B Y & Associates for FY27
• Approval of remuneration totalling ₹49 lakh to Non-Executive Directors for FY26

Operational Highlights

The LAB plant revamp, enhancing capacity from 120 KTPA to 145 KTPA, was successfully completed and commissioned on March 11, 2026. As of March 31, 2026, ₹359 crore was spent on the LAB revamp project. The Caustic Soda plant modernisation, increasing capacity from 150 TPD to 250 TPD, was also completed with ₹216 crore spent as of March 31, 2026.

Renewable power consumption increased to 92.3% during FY26 compared to 80% in FY25. The company's manpower strength as on March 31, 2026 was 437.

Credit Rating

CARE Ratings reaffirmed the rating on the Long Term loan facility of ₹316 crore (enhanced from ₹291 crore) as CARE A+; Stable and the Short/Long term loan facility of ₹105 crore (reduced from ₹115 crore) as CARE A+; Stable / CARE A1+, vide letter dated December 22, 2025.

E-Voting and AGM Participation

The remote e-voting window opens on Monday, September 21, 2026 at 9:00 AM IST and closes on Thursday, September 24, 2026 at 5:00 PM IST. The cut-off date for determining shareholder eligibility is September 18, 2026. CDSL has been engaged as the e-voting service provider. Shareholders wishing to register as speakers may do so via the RTA portal between 9:00 AM on September 17, 2026 and 5:00 PM on September 19, 2026.