Tamil Nadu Newsprint & Papers submitted its Business Responsibility and Sustainability Report for the financial year 2025-26 to stock exchanges on September 2, 2026. The filing, which forms part of the company's 46th Annual Report, discloses operational metrics, workforce statistics, and environmental performance in compliance with SEBI regulations.

Operational Overview

The company reported a turnover of ₹ 4,644.89 crore for FY26. Its net worth stood at ₹ 2,315.98 crore as on March 31, 2026. Writing and printing paper manufacturing accounted for 67% of the total turnover, while packaging board contributed 29%. Cement production made up the remaining 1%.

Exports constituted 12% of the total turnover, with the company serving markets across 60 countries. Domestically, TNPL operates in 20 states and 4 union territories.

Workforce Metrics

As of the end of FY26, the company employed 875 permanent and non-permanent employees. The worker strength stood at 7,932, comprising both permanent and contract labor. Women represented 11% of the total employee count and 12% of the total worker count.

The turnover rate for permanent employees was 3.69% in FY26, up from 2.54% in FY25. For permanent workers, the rate rose to 5.91% from 3.69% in the prior year.

Environmental Performance

Total energy consumption increased to 2,80,93,092 GJ in FY26 from 2,63,60,952 GJ in FY25. Renewable sources accounted for 1,22,49,435 GJ of this total. Water withdrawal remained stable at approximately 1.97 billion kilolitres, sourced entirely from surface water.

Greenhouse gas emissions showed a mixed trend. Scope 1 emissions rose to 11,10,892 metric tonnes of CO2 equivalent from 10,82,357 in FY25. However, Scope 2 emissions fell sharply to 35,910 metric tonnes from 75,528 in the previous year.

What the Numbers Show

While total energy consumption and Scope 1 emissions increased year-on-year, the company significantly reduced its reliance on purchased electricity or associated indirect emissions, evidenced by the drop in Scope 2 emissions by nearly 53%. This shift suggests a greater dependence on internal power generation or renewable sources, aligning with the reported increase in renewable energy consumption.

Tamil Nadu Newsprint & Papers reported a narrowed net loss of ₹57.4 crore for the first quarter of FY27 (ended June 30, 2026), down from a loss of ₹74.1 crore in the corresponding period of the previous year. The company’s revenue from operations remained largely flat at ₹11,466.4 crore, compared to ₹11,421 crore year-on-year.

The firm’s operating performance showed marked improvement despite stagnant top-line growth. EBITDA rose to ₹1,140 crore from ₹1,000 crore in the prior year quarter. This increase drove an expansion in the EBITDA margin to 10%, up from 8.76% YoY. The pre-tax profit stood at ₹76.8 crore, a significant turnaround from the pre-tax loss of ₹118.2 crore recorded in Q1FY26.

What the Numbers Show

The divergence between flat revenue growth and expanding operating margins indicates improved cost efficiency or product mix optimization during the quarter. While topline revenue increased by only a marginal amount (₹45.4 crore), the absolute EBITDA grew by ₹140 crore. This suggests that the company successfully controlled input costs or benefited from higher-value output, allowing it to reduce its net loss significantly even without substantial volume or price-driven revenue expansion.

Financial Highlights

The reduction in net loss, coupled with the margin expansion, points to a stabilizing operational environment for the paper manufacturer. With revenue remaining resilient, the focus appears to be on leveraging existing capacity to improve profitability rather than aggressive volume growth. The Board of Directors approved these unaudited financial results in its meeting held on August 12, 2026.