Makes lead and non-ferrous metals, metallic oxides and plastic additives from manufacturing operations based in Chennai. Lead metal is the largest product line by revenue, followed by metallic oxides including zinc oxide, and plastic additives used as PVC stabilisers. The company recycles lead and is expanding - a new zinc oxide line is expected to add ₹60-70 crore of revenue by July 2026, and entry into copper scrap processing is targeted to generate ₹80-100 crore annually. It completed the acquisition of 51% in Trichy Metals and Alloys in July 2026, which adds lead ingot smelting and refining capacity. The company is also merging Planetfirst Green, a Surat-based lead recycling and refining unit, into itself with an appointed date of April 1, 2026. Raw materials account for 70.5% of revenue, making commodity inputs the dominant cost line. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Metal, Metallic Oxides, Plastic Additives, Others. Commodity metals and chemicals manufacturer with lead recycling operations
| ₹ crore · consolidated | FY26 |
|---|---|
| Revenue | 1,432 |
| EBITDA (ex other income) | 72 |
| margin % | 5.0 |
| Owners' profit | 41 |
| EPS, as reported (₹) | 13.76 |
| ROE % · ROCE % | 21.3 · 33.7 |
| Debt / equity (x) | 0.68 |
| Cash from operations | 26 |
| Capex | (9) |
| ₹ crore | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|
| Revenue | 372 | 363 | 364 | 332 |
| Profit before tax | 16 | 13 | 12 | 13 |
| Net profit | 11 | 8 | 9 | 13 |
| EPS (₹) | 4.11 | 2.80 | 3.04 | 4.25 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Metal | 1,052 | 65.3 |
| Metallic Oxides | 444 | 27.6 |
| Plastic Additives | 105 | 6.5 |
| Others | 9 | 0.5 |
| Total, before eliminations | 1,610 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| DEEPAK FERTILIZERS & PETR | 16,727 | 17.0 | 2.24 | 12.2 | 9.9 | 8.4 | 14.6 | 26.1 |
| TATA CHEMICALS LTD | 15,683 | — | 0.71 | 141.2 | (7.7) | (5.0) | 7.4 | 14.4 |
| GUJ NAR VAL FER & CHEM L | 8,273 | 8.0 | 0.91 | 6.0 | 8.9 | 10.3 | 8.7 | 22.1 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 5 Sept 2026 · 38th AGM scheduled September 28 via video conferencing, e-voting details shared | compliance | minimal | — | — |
| 4 Sept 2026 · POCL Enterprises shares AGM notice and annual report access details | compliance | minimal | — | — |
| 4 Sept 2026 · Annual Report FY26, AGM Notice and E-Voting Details | board shareholder meetings | low | — | — |
| 4 Sept 2026 · 38th AGM on September 28, 2026 via video conferencing; FY26 annual report filed | board shareholder meetings | low | — | — |
| 3 Sept 2026 · POCL Enterprises 38th AGM notice published, dividend record date Sep 4 | compliance | minimal | — | — |
| 11 Aug 2026 · Newspaper notice on SEBI special window for physical share demat | compliance | minimal | — | — |
| 7 Aug 2026 · Board meeting on Aug 14, 2026 to approve Q1 FY27 results | results | low | — | — |
| 31 Jul 2026 · Crisil assigns A-/Stable rating to bank facilities, upgrade from BBB+ | credit debt | high | — | — |
| 15 Jul 2026 · POCL acquires 51% in Trichy Metals and Alloys, makes it subsidiary | strategic transactions | high | — | — |
| 8 Jul 2026 · Compliance certificate for securities dematerialisation, Q1 FY27 | compliance | minimal | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| TANFAC INDUSTRIES LTD. |
| 6,773 |
| 55.4 |
| 18.15 |
| — |
| 18.8 |
| 24.3 |
| — |
| 16.0 |
| GUJARAT ALKALIES & CHEM | 5,179 | 78.0 | 1.00 | 10.7 | (0.0) | 0.7 | 12.4 | 18.4 |
| GHCL LIMITED | 3,879 | 8.4 | 1.09 | 5.1 | 13.3 | 16.6 | 1.1 | 23.9 |
| GRAUER & WEIL IND LTD | 3,469 | 21.2 | 3.21 | 14.1 | 15.2 | 19.2 | 14.5 | 20.4 |
| J.G.CHEMICALS LIMITED | 2,330 | 31.0 | 4.31 | 23.7 | 12.7 | 16.9 | — | 11.5 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 9.9 | 17.0 | 18 of 57 | 70% |
| P/B | 2.2 | 1.4 | 37 of 59 | 38% |
| ROCE | 25.7 | 6.2 | 6 of 65 | 92% |
| ROE | 21.3 | 4.9 | 5 of 65 | 94% |
| Debt / Equity | 0.7 | 0.2 | 51 of 65 | 22% |
| EBITDA margin | 5.5 | 13.3 | 45 of 58 | 23% |
| Market cap | 434 | 77 | 21 of 65 | 69% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
