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Andhra Paper Reports Strike at Kadiam Unit; Estimated Production Loss of 70 MT Per Day
Andhra Paper has reported a partial disruption at its Kadiam manufacturing unit due to an illegal strike by contract workmen starting April 27, 2026. The strike is driven by wage demands from third-party contractors, while the company's permanent staff remains unaffected and continues operations. The estimated production loss is approximately 70 MT per day, though the cumulative financial impact is currently below the materiality threshold of ₹15.85 crore. Operations at the Rajahmundry unit continue as normal, and the company is working with stakeholders to restore normalcy.
Key Highlights
Strike by contract workmen at Kadiam Unit commenced on April 27, 2026
Estimated production loss is approximately 70 MT per day at the affected facility
Cumulative financial impact currently remains below the materiality threshold of ₹15.85 crore
Rajahmundry Unit remains fully operational and unaffected by the labor disturbance
💼 Action for Investors
Investors should monitor the duration of the strike as a prolonged disruption could eventually impact quarterly volumes. However, the limited scope involving only contract workers suggests the situation may be resolved without long-term damage to fundamentals.
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Andhra Paper Q3 Results: Returns to Profitability with ₹9.85 Cr PAT; Revenue up 15.6% QoQ
Andhra Paper reported a sequential turnaround in Q3 FY26, posting a net profit of ₹9.85 crore compared to a net loss of ₹20.26 crore in Q2 FY26. Revenue from operations grew 15.6% quarter-on-quarter to ₹418.69 crore, driven by improved operational performance. However, on a 9-month basis, net profit has declined sharply to ₹10.89 crore from ₹81.06 crore in the previous year, primarily due to elevated raw material costs which rose to ₹805.54 crore for the 9-month period. The company also noted the implementation of new unified labour codes effective from November 2025.
Key Highlights
Revenue from operations rose 15.6% QoQ to ₹418.69 crore from ₹362.08 crore.
Net Profit of ₹9.85 crore in Q3 FY26 vs a loss of ₹20.26 crore in Q2 FY26.
9-month PAT decreased 86.5% YoY to ₹10.89 crore from ₹81.06 crore.
Cost of materials consumed for the 9-month period rose 14.2% YoY to ₹805.54 crore.
EPS recovered to ₹0.50 in Q3 from -₹1.02 in the previous quarter.
💼 Action for Investors
The sequential return to profitability is a positive signal for the stock, though the massive year-on-year decline in 9-month earnings highlights ongoing margin pressure. Investors should monitor if the company can sustain this margin recovery amidst fluctuating raw material costs.
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Andhra Paper Q3 Results: Returns to Profitability with ₹9.85 Cr PAT, Revenue up 8.5% YoY
Andhra Paper Limited reported a recovery in Q3 FY26, posting a net profit of ₹9.85 crore compared to a significant loss of ₹20.26 crore in the preceding quarter. Revenue from operations grew 8.5% year-on-year to ₹418.69 crore, showing sequential and annual improvement. However, the nine-month performance remains weak, with net profit falling to ₹10.89 crore from ₹81.06 crore in the previous year. The company also integrated the impact of new labor codes effective from November 2025 into its financials.
Key Highlights
Revenue from operations increased to ₹418.69 crore in Q3 FY26, up from ₹385.70 crore in Q3 FY25.
Net profit for the quarter stood at ₹9.85 crore, recovering from a loss of ₹20.26 crore in Q2 FY26.
Nine-month (9M) net profit dropped sharply to ₹10.89 crore compared to ₹81.06 crore in the same period last year.
Cost of materials consumed rose to ₹284.50 crore in Q3 FY26 from ₹243.85 crore in Q3 FY25.
Earnings Per Share (EPS) for the quarter was ₹0.50, up from a negative ₹1.02 in the previous quarter.
💼 Action for Investors
Investors should monitor if the company can sustain this return to profitability given the significant year-on-year decline in nine-month earnings. The rising cost of materials remains a key concern for margins that requires close observation in upcoming quarters.