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Tamil Nadu Newsprint & Papers Ltd. (IN:TNPL)
:TNPL
India Market
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Tamil Nadu Newsprint & Papers Ltd. (TNPL) AI Stock Analysis

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IN:TNPL

Tamil Nadu Newsprint & Papers Ltd.

(TNPL)

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Neutral 65 (OpenAI - Gpt-5.6Sol)
Rating:65Neutral
Price Target:
₹148.00
▼(-1.46% Downside)
Action:Reiterated
Date:08/04/26
The score is driven mainly by mixed financial performance—improving leverage but weak revenue consistency and a sharp deterioration in free cash flow in 2026. Offsetting this, technicals are supportive with price above key moving averages and positive MACD, and valuation is compelling with a very low P/E plus a dividend yield.
Positive Factors
Improved Balance Sheet
Lower leverage gives TNPL greater financial resilience and more flexibility to manage industry cycles, fund essential investment, and absorb weaker periods. Continued equity growth further supports the capital structure, reducing the balance-sheet strain seen in earlier years.
Negative Factors
Persistent Revenue Decline
Three consecutive years of declining revenue indicate that TNPL’s recent top-line performance has lacked consistency. A shrinking revenue base can reduce operating leverage, limit reinvestment capacity, and make future earnings more dependent on paper pricing or cost control.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved Balance Sheet
Lower leverage gives TNPL greater financial resilience and more flexibility to manage industry cycles, fund essential investment, and absorb weaker periods. Continued equity growth further supports the capital structure, reducing the balance-sheet strain seen in earlier years.
Read all positive factors

Tamil Nadu Newsprint & Papers Ltd. (TNPL) vs. iShares MSCI India ETF (INDA)

Tamil Nadu Newsprint & Papers Ltd. Business Overview & Revenue Model

Company Description
Tamil Nadu Newsprint and Papers Limited (TNPL) is a diversified Indian enterprise primarily engaged in the manufacturing and distribution of paper and paperboard products. Its operations are structured across three main segments: Paper & Paper Boa...
How the Company Makes Money
TNPL makes money primarily by manufacturing and selling paper and paper-based products. Its core revenue stream is the sale of printing and writing paper to customers such as publishers, printers, stationery and office-supply channels, and other i...

Tamil Nadu Newsprint & Papers Ltd. Financial Statement Overview

Summary
Financials are mixed: the balance sheet is healthier with debt-to-equity below 1.0 in 2024–2026, but revenue has declined for three straight years through 2026 and earnings have been volatile. The biggest weakness is cash conversion—free cash flow fell sharply in 2026 to near-zero despite net income recovery, pressuring financial flexibility.
Income Statement
58
Neutral
Balance Sheet
64
Positive
Cash Flow
41
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue46.63B46.45B44.91B46.93B51.80B40.20B
Gross Profit8.72B6.84B12.12B15.32B10.98B9.72B
EBITDA5.72B5.57B4.28B8.06B10.48B3.93B
Net Income2.61B2.48B37.30M2.08B3.88B143.32M
Balance Sheet
Total Assets0.0062.10B58.83B60.45B61.23B57.74B
Cash, Cash Equivalents and Short-Term Investments156.80M156.80M259.00M471.31M1.15B124.62M
Total Debt0.0016.13B16.04B18.01B18.71B22.39B
Total Liabilities-23.16B38.94B37.96B39.55B41.79B41.85B
Stockholders Equity23.16B23.16B20.87B20.90B19.44B15.89B
Cash Flow
Free Cash Flow-1.65B85.70M3.96B2.77B6.99B7.54B
Operating Cash Flow-517.40M4.05B5.70B4.19B8.06B11.11B
Investing Cash Flow-1.04B-3.97B-1.62B-1.36B-1.01B-3.53B
Financing Cash Flow1.91B391.20M-4.93B-2.70B-6.52B-7.60B

Tamil Nadu Newsprint & Papers Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
₹8.82B9.800.59%1.45%-12.79%
67
Neutral
₹14.59B14.150.83%5.80%13.03%
66
Neutral
₹42.89B18.771.16%8.20%-8.74%
65
Neutral
₹10.77B4.151.88%2.88%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
₹73.53B22.190.95%10.27%-11.88%
50
Neutral
₹12.84B45.970.69%5.12%-66.53%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:TNPL
Tamil Nadu Newsprint & Papers Ltd.
159.55
-0.65
-0.41%
IN:ANDHRAPAP
Andhra Paper Ltd.
72.34
-6.24
-7.94%
IN:JKPAPER
JK Paper Limited
419.95
27.12
6.90%
IN:PDMJEPAPER
Pudumjee Paper Products Ltd.
101.61
-24.35
-19.33%
IN:SESHAPAPER
Seshasayee Paper & Boards Ltd.
242.55
-22.13
-8.36%
IN:WSTCSTPAPR
West Coast Paper Mills Limited
687.25
201.30
41.42%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 04, 2026