BSECompany Update5d ago · 14 Aug 2026, 08:27 pm

Enclosed herewith are the result presentation for Q1 ended June 30, 2026.

POCL Enterprises Ltd · 539195

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POCL Enterprises Ltd has announced its Q1 FY 2026-27 results, with the company facing significant challenges due to geopolitical tensions, crude oil price volatility, and declining lead commodity prices.

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Earnings Impact4/10
Growth Catalyst2/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk6/10
Liquidity Impact5/10
Market Sentiment4/10

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POCL Enterprises Ltd - 539195 - Announcement under Regulation 30 (LODR)-Investor Presentation

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REF: POEL/BNS/ BSE/2026–27/24 AUGUST 14, 2026 BSE LIMITED PHIROZE JEEJEEBHOY TOWERS DALAL STREET MUMBAI- 400001 Scrip Code – 539195 DEAR SIR, Sub: Result Presentation for quarter ended June 30, 2026 Ref: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. With reference to the above captioned subject, we enclose herewith the Result Presentation for the Quarter ended June 30, 2026. The aforesaid Result Presentation is also being disseminated on the website of the company at www.poel.in. This is for your information and record. Thanking You, Yours faithfully, For POCL ENTERPRISES LIMITED AASHISH KUMAR K JAIN COMPANY SECRETARY & FINANCE HEAD Financial Results Quarter Ended June 2026 POCL Enterprises Limited Disclaimer This communication, except for the historical information, may contain statements which reflect the Management’s current views and estimates and could be construed as forward-looking statements. The future involves many risks and uncertainties that could cause actual results to differ materially from the current views being expressed. Potential risks and uncertainties include such factors as general economic conditions, foreign exchange and commodity price fluctuations, competitive product and pricing pressures and regulatory developments. About Us POCL Enterprises Limited operates with a separate management team and has created it’s own brand value with a registered trade name of POEL. POEL was established in 1988 and currently has 3 major divisions: Metallic Oxides Division – Lead Oxides & Zinc Oxide PVC Stabilisers Division – Lead Stabilisers and Calcium-Zinc Stabilisers Metals Division – Lead Smelting, Refining & Alloying POEL currently has 5 factories as follows: Unit 1 at Puducherry – Zinc Oxide, Litharge, Grey Oxide, Barton Pot Oxide & Red Lead Unit 2 at Puducherry – PVC Stabilisers Unit 4 at Maraimalai Nagar - Lead Smelting, Refining & Alloying Unit 5 at Thiruvallur – Zinc Refining & Zinc Oxide Unit 6 at Maraimalai Nagar – Lead Smelting, Refining & Alloying POEL is a proud ISO 9001:2015, 14001:2015 and 45001:2018 certified Company. POEL is also listed on the Bombay Stock Exchange (BSE) with Scrip Code - 539195 POEL is recognised with the esteemed Two Star Export House status and also AEO Tier-1 status which underscores POEL's significant contributions to global trade The brand “POEL” has been awarded the Brand Listing from the Multi Commodity Exchange (MCX) and London Metal Exchange (LME) for Pure Lead manufactured at it’s Maraimalai Nagar facility. Product Applications Zinc Oxide is used as an additive in numerous materials and products including cosmetics, food supplements, rubbers, plastics, ceramics, paints, etc. It’s major industrial application is towards the Tyre manufacturing industry and associated rubber products. Lead Oxides such as Lead Sub-Oxide & Red Lead Oxide is primarily used in the manufacturing of Lead-acid batteries. Litharge is primarily used in the manufacturing of PVC Lead Stabilisers and rigid and flexible PVC Piping. It is also used in the manufacturing of paints and pigments, industrial ceramics, lubricants and greases, etc. PVC Stabilisers has wide applications which includes PVC Pipes & Fittings, Window Profiles, Cable Insulations, Footwear and Foam Boards, etc. Lead Metal & Lead Alloys are primarily used in the manufacturing of Lead-Acid Batteries & other battery components. It is also used in the manufacturing of Cable Sheaths, Ammunition, X-Ray Shields, etc. Promoters Padam Bansal Sunil Bansal Devakar Bansal Non Executive Managing Director, Managing Director, Finance Operations He holds a PhD from the University of Kansas and is He possesses over three He possesses over three a gold medallist in decades of experience in decades of experience in B.Pharma from Banaras the area of finance, the area of production, Hindu University. commercial dealings and particularly zinc and lead Additionally, he is affiliated material sourcing for the oxides, PVC stabilisers, and with multinational zinc and lead industry. lead recycling companies like Johnson and Johnson. Promoters Amber Bansal Sagar Bansal Nupur Bansal Harsh Bansal Director, Finance Whole-time Director Director, Whole-time Director and Operations Commercial Operations Mr. Sagar Bansal holds a She is an experienced He is a qualified He is an MBA from SP Jain Bachelor’s in Chemical professional in retail strategy, chartered accountant with over eight years of Engineering, an MS in Project brand development, and with over five years of experience in lead and zinc Management and an MBA in visual merchandising. Holding experience at KPMG. He industry. He is now in charge Finance & Management a Bachelor’s in Media Studies is now in charge of of company’s procurement Consulting. With over 12 years and a Marketing Diploma from company’s financial activities and expanding of experience in cybersecurity LIBA, she plays a key role in decisions and overall export client base. and management consulting, shaping and expanding the operations of the he leads strategic planning POEL brand. company. and operations at POEL. Managing Director’s Message Dear Shareholders and Stakeholders, The first quarter of FY 2026–27 has been one of the most challenging periods for the Company. The continuing geopolitical tensions, the Iran–US conflict and repeated uncertainty around the Strait of Hormuz created significant disruption across global markets. Crude oil prices remained highly volatile, with frequent and sharp movements. Lead commodity prices also declined significantly during the quarter, reaching levels of around USD 1,845 per MT. At the same time, premiums on international material did not decline in line with the fall in commodity prices, resulting in a higher landed cost of material and putting considerable pressure on our margins. Supply-chain disruptions and uncertainty around the availability of raw materials further added to the challenges faced by the business. Sunil Bansal The availability and cost of fuel also became a major challenge during the quarter. LPG supplies were severely affected, and we had to shift our operations from LPG back to furnace oil, industrial diesel oil and diesel to ensure continuity of production. This change in fuel mix, together with the significant increase in fuel costs, substantially increased our manufacturing cost. In addition, freight and insurance costs increased during the period. The combined impact of higher material costs, fuel costs, freight and other input costs put considerable pressure on our margins. Despite these challenges, the Company maintained strong revenue momentum, with Q1 revenue at Rs. 466.03 crores, compared with Rs.332.28 crores in Q4 FY 2025–26. EBITDA for the quarter stood at Rs. 13.15 crores, while PBT stood at Rs. 7.69 crores. The increase in revenue demonstrates the resilience of our business, although profitability was impacted by the sharp increase in input and operating costs. Managing Director’s Message Our Associate Company, Planetfirst Green Private Limited, recorded revenue of Rs. 103.37 crores during Q1 FY 2026– 27 and reported a profit of approximately Rs. 1.47 crores. Export turnover stood at Rs. 21.32 crores. Exports remained relatively subdued during the quarter as the sharp decline in Lead LME prices resulted in export prices being significantly lower than domestic sales prices, and accordingly, exports were pursued cautiously. Amalgamation of POEL & Planetfirst With regard to the proposed amalgamation of Planetfirst Green Private Limited with POEL, the Company has received the Observation Letter dated July 7, 2026 from BSE Limited conveying its “No Adverse Observation” in respect of the Scheme. The Company is now in the process of filing the Scheme before the Hon’ble NCLT, Chennai Bench, for its sanction. We will continue to keep our shareholders informed of further developments. Acquisition of Trichy Metals and Alloys Private Limited W [Showing first 8,000 characters — download PDF for full document]