Enlcosed herewith are the results presentation for Q1 ended June 30, 2025.
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POCL Enterprises reported Q1 FY26 (ended June 30, 2025) revenue of Rs. 372.43 Cr, broadly flat YoY compared to Rs. 363.69 Cr in Q1 FY25. However, profitability improved sharply: EBDITA rose to Rs. 20.62 Cr from Rs. 15.62 Cr, PBT nearly doubled to Rs. 15.62 Cr from Rs. 8.37 Cr, and PAT climbed to Rs. 11.64 Cr from Rs. 6.28 Cr. Net profit margin expanded from 1.73% to 3.12% YoY, aided by higher export share (Rs. 73.09 Cr vs Rs. 40.82 Cr) and a shift to lower-cost LPG fuel at Pondicherry plants. The company raised Rs. 69.67 Cr via preferential issue in June 2025 and acquired a 40% stake in lead recycler PlanetFirst Green Pvt Ltd. New lead refining & smelting capacity at Unit 4 commenced commercial production in Q1 FY26, with an estimated Rs. 200 Cr annual revenue potential.
Strong margin expansion and a clear growth roadmap (PlanetFirst acquisition, new smelting unit, lead-free PVC stabilisers, zinc foray) signal improving earnings trajectory. Shareholders benefit from sharper YoY PAT growth, though the preferential equity/warrant issuance may cause near-term dilution once warrants are exercised.