POCL Enterprises Reports Record FY26 Profit of Rs 39.61 Crore

Profit After Tax rose to Rs 39.61 crore, while EBITDA improved to Rs 75.77 crore.

Reader Takeaway: Record profitability and strategic capacity expansion signal growth, though revenue faced pressure from plant maintenance.

What just happened

POCL Enterprises Limited announced its highest-ever Profit After Tax (PAT) of Rs 39.61 crore for the fiscal year 2025-26. While revenue from operations saw a marginal decline of 1.27% to Rs 1,431.68 crore, the company improved its EBITDA to Rs 75.77 crore from Rs 63.93 crore in the previous year. The Board has recommended a final dividend of Rs 0.80 per share, bringing the total annual payout to Rs 1.20 per share.

Why this matters

The decline in revenue was attributed to a scheduled plant shutdown for essential pollution control upgrades at the Maraimalai Nagar facility. However, the company successfully offset this with a 52.66% surge in export sales. The achievement of the LME Brand Listing for "POEL LEAD" during the year further bolsters the company's global credibility and operational standing.

Strategic Developments

POCL is aggressively expanding its footprint. The company recently acquired a 51% stake in Trichy Metals and Alloys (TMA) for Rs 12.47 crore, adding significant lead refining and smelting capacity. Additionally, the company is set to commission 2,400 MTPA of new zinc oxide capacity by Q2 FY 2026-27, projected to generate Rs 60-70 crore in annual revenue. The Board has also progressed with the amalgamation of Planetfirst Green Private Limited (PGPL), receiving a 'No Adverse Observation' letter from the BSE.

What to track next

Investors should monitor the integration of TMA and the upcoming commissioning of the zinc oxide facility. The 38th Annual General Meeting is scheduled for September 28, 2026, where further operational guidance for the current fiscal year may be discussed.