Seshasayee Paper and Boards Limited — Important, 31-01-2026: Updates

SPBLTD reported Q3 financials facing headwinds from US tariffs, global supply chain disruptions, and GST reforms impacting export volumes and domestic realisations. To counter, the company progresses a Rs 270 Cr capacity expansion (MDP-IV) and invested Rs 26 Cr in renewable energy, operational by Q1 FY27. Domestic demand and prices show improvement in Jan'26.