OCCL Limited has informed the Exchange about Transcript
OCCLLTD · price
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OCCL Limited reported Q1 FY26 total income of INR123 crores, up 14% sequentially, with EBITDA of INR27 crores growing 36% QoQ. EBITDA margins improved to 21.7% from 18.1%, aided by higher sulphuric acid contribution and cost discipline. Anti-dumping duty was imposed on China and Japan imports in June 2025, and management expects a benefit of INR70–80 lakhs per month at PBT level starting Q2 FY26. Insoluble sulphur capacity utilization stood at around 70%, while sulphuric acid ran at full 100%. Domestic market share is currently 55% and the company aims to push it above 60% with anti-dumping support. Total debt is INR56 crores, of which INR34 crores long-term debt will be fully repaid by end of next financial year.
Positive near-term trigger: anti-dumping duty benefits are yet to flow into the numbers and should support margins from Q2 FY26 onwards. However, overhang from US tariffs (25% on India vs 15% on Japan) and continued imports from Malaysia (not covered by anti-dumping) could limit export upside, warranting close tracking of next quarter's numbers.