POCL Share Price: Records Tute! Q3 Mein Zabardast Growth Aur Capacity Expansion Ka Dhamaka!

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AuthorIshaan Verma|Published at:
POCL Share Price: Records Tute! Q3 Mein Zabardast Growth Aur Capacity Expansion Ka Dhamaka!
Overview

Arre bhaiyon, Pondy Oxides & Chemicals (POCL) ne toh kamaal hi kar diya! Q3 FY'26 mein company ne apni history ka sabse best quarter aur 9 mahine ka result report kiya hai. Revenue **55%** YoY badha hai aur PAT **148%** upar chala gaya hai. Company apni lead aur copper recycling capacity bhi double kar rahi hai aur exports par bhi zor de rahi hai, future mein **20%+ CAGR** ka target rakha hai.

POCL ne apni history ka sabse strong quarterly aur 9-month financial results announce kiye hain. Pichhle 9 mahine mein company ka revenue 33% YoY badhkar ₹2,007 crore ho gaya hai. Iske saath hi, EBITDA 96% YoY jump karke ₹157 crore aur Profit After Tax (PAT) 114% YoY badhkar ₹101 crore pahunch gaya.

Agar sirf Q3 ki baat karein, toh revenue 55% YoY badhkar ₹776 crore raha. PAT mein toh 148% YoY ki zabardast tezi aayi aur ₹38 crore tak pahunch gaya. EBITDA bhi 122% YoY badhkar ₹59 crore raha. Company ke EBITDA margins 7-8% ke aas paas maintain hain. Lead ka EBITDA per ton bhi 46% YoY badhkar ₹18,086 ho gaya hai.

Capacity expansion ki baat karein toh company ne December 2025 mein lead expansion project ka second phase commission kiya hai, jisne 36,000 MTPA capacity add ki hai. Ab total lead capacity 204,000 MTPA ho gayi hai. Copper recycling capacity bhi January 2026 tak double hokar 6,000 MTPA se 12,000 MTPA ho jayegi. FY'26 ke pehle 9 mahino mein CapEx ₹25 crore ho chuka hai aur final quarter mein ₹35 crore aur lagane ka plan hai. Unhone apni subsidiary POCL Future Tech ko bhi parent company mein merge kar liya hai.

Company ka kehna hai ki India mein BWMR aur EPR frameworks ke lagu hone se domestic scrap ki availability badhegi, jo unke liye faydemand hai. India-EU trade deal se bhi global price competitiveness badhne aur demand badhne ki ummeed hai. Exports company ke total revenue ka 67% contribute kar rahe hain.

Future outlook ki baat karein toh POCL 'Target 2030' ke tahat 20%+ volume growth aur 20%+ CAGR revenue aur profitability mein achieve karne ka aim kar rahi hai. Company EBITDA margins 8% se upar aur ROCE 20% se upar maintain karna chahti hai. Value-added products se lead segment revenue ka 60% se zyada aane ka target hai. Mundra mein expansion 2027 ke second half mein hoga. Company copper market mein volatility manage karne par bhi focus kar rahi hai. Q3 mein ₹7.28 crore ka mark-to-market provision tha jisne EBITDA ko thoda affect kiya. Year-end tak inventory ₹230-250 crore aur working capital cycle 47 days ke aas paas rehne ki ummeed hai.

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