The statement of deviation and variation for the quarter ended September 30, 2025 is enclosed.
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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
POCL Enterprises reported standalone Q2 FY26 net sales of ₹36,255.39 lakhs (vs ₹37,292.69 lakhs in Q2 FY25), a mild YoY decline, while net profit rose slightly to ₹975.50 lakhs (vs ₹962.01 lakhs). For H1 FY26, net profit jumped 34.5% to ₹2,139.58 lakhs (vs ₹1,590.20 lakhs) on broadly flat revenue of ₹73,498.31 lakhs. The company declared a 20% interim dividend (₹0.40 per share) with record date November 20, 2025 and payment by December 13, 2025. The ₹61.14 crore raised via the June 2025 preferential issue has been utilised in line with stated objects (growth/acquisitions, working capital, capex, general corporate purposes), with ₹3.30 crore temporarily parked in Invesco India Arbitrage Fund. The new associate, PlanetFirst Green Pvt Ltd, contributed a share of loss of ₹181.02 lakhs in H1, dragging consolidated PAT to ₹1,958.56 lakhs.
Short-term positive: interim dividend declaration and 35% H1 PAT growth reflect healthy profitability and cash returns to shareholders. Watch-list items: (1) standalone operating cash flow turned sharply negative at ₹(8,914) lakhs in H1 due to inventory and receivables build-up, and (2) the inclusion of associate losses widens the gap between standalone and consolidated earnings. Mild revenue softness in Q2 is offset by margin discipline.