Ankündigung • 22h
POCL Enterprises Limited, Annual General Meeting, Sep 28, 2026 POCL Enterprises Limited, Annual General Meeting, Sep 28, 2026. Declared Dividend • Aug 16
Dividend of ₹0.80 announced Shareholders will receive a dividend of ₹0.80. Ex-date: 4th September 2026 Payment date: 27th October 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 51% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Ankündigung • Aug 07
POCL Enterprises Limited to Report Q1, 2027 Results on Aug 14, 2026 POCL Enterprises Limited announced that they will report Q1, 2027 results on Aug 14, 2026 Reported Earnings • May 26
Full year 2026 earnings released: EPS: ₹13.76 (vs ₹11.18 in FY 2025) Full year 2026 results: EPS: ₹13.76 (up from ₹11.18 in FY 2025). Revenue: ₹14.4b (down 1.0% from FY 2025). Net income: ₹414.8m (up 33% from FY 2025). Profit margin: 2.9% (up from 2.2% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 86% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 19
POCL Enterprises Limited to Report Q4, 2026 Results on May 25, 2026 POCL Enterprises Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 25, 2026 Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹172, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 575% over the past three years. Ankündigung • Mar 17
POCL Enterprises Limited (BSE:539195) agreed to acquire remaining 60% stake in Planetfirst Green Private Limited for approximately INR 100 million. POCL Enterprises Limited (BSE:539195) agreed to acquire remaining 60% stake in Planetfirst Green Private Limited for approximately INR 100 million on March 16, 2026. As part of consideration, POCL Enterprises Limited will issue 13 fully paid-up equity shares for every 100 equity shares in Planetfirst Green Private Limited. In addition, POCL Enterprises Limited will issue 5 fully paid-up equity shares for every 100, 0.5% non-cumulative non-convertible redeemable preference shares in Planetfirst Green Private Limited with respect of ISIN INE21DU04011 and 5 fully paid-up equity shares for every 100, 0.5% non-cumulative non-convertible redeemable preference shares in Planetfirst Green Private Limited with respect of ISIN INE21DU04029. Post the Scheme becoming effective, the Planetfirst Green Private Limited shall be dissolved without being wound. Upon completion, POCL Enterprises Limited will own 100% stake in Planetfirst Green Private Limited.
For the period ending December 31, 2025, Planetfirst Green Private Limited reported total revenue of INR 1.39 billion. As of December 31, 2025, Planetfirst Green Private Limited reported net liabilities of INR 115.49 million.
The Scheme is subject to the requisite statutory and regulatory approvals, including approvals from BSE Limited, Securities and Exchange Board of India, the Hon’ble National Company Law Tribunal and the shareholders and creditors of respective companies involved in the Scheme. The deal has been approved by the board of directors and audit committee of POCL Enterprises Limited. The expected completion of the transaction is April 1, 2026.
Hari Surya of Synfinx Capital Private Limited acted as fairness opinion provider to POCL Enterprises Limited. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹195, the stock trades at a trailing P/E ratio of 15.6x. Average trailing P/E is 23x in the Chemicals industry in India. Total returns to shareholders of 676% over the past three years. Recent Insider Transactions • Feb 20
MD & Director recently bought ₹2.0m worth of stock On the 19th of February, Devakar Bansal bought around 11k shares on-market at roughly ₹182 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Devakar's only on-market trade for the last 12 months. Ankündigung • Feb 06
POCL Enterprises Limited to Report Q3, 2026 Results on Feb 13, 2026 POCL Enterprises Limited announced that they will report Q3, 2026 results on Feb 13, 2026 New Risk • Dec 23
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹6.20b market cap, or US$69.3m). Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹201, the stock trades at a trailing P/E ratio of 17.8x. Average trailing P/E is 23x in the Chemicals industry in India. Total returns to shareholders of 562% over the past three years. New Risk • Nov 27
New major risk - Financial position The company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₹5.65b market cap, or US$63.3m). Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹189, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 414% over the past three years. Ankündigung • Nov 14
POCL Enterprises Limited Declares Interim Dividend for the Financial 2025-26, Payable on or Before December 13, 2025 The board of directors of POCL Enterprises Limited at its meeting held on November 14, 2025, The Board of Directors of the Company have declared an interim dividend of 20% (i.e., INR 0.40/- per equity share of INR 2/- each) for the financial 2025-26. Pursuant to Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 as amended from time to time, the Board of Directors has fixed the Record Date as November 20, 2025 for the purpose of determining entitlement of members for payment of interim dividend for Fiscal Year 2025-26, subject to tax deducted at source. The said interim dividend shall be paid within 30 days from the date of declaration i.e., on or before December 13, 2025. Buy Or Sell Opportunity • Nov 11
Now 21% overvalued Over the last 90 days, the stock has fallen 18% to ₹223. The fair value is estimated to be ₹185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 51%. Ankündigung • Nov 08
POCL Enterprises Limited to Report Q2, 2026 Results on Nov 14, 2025 POCL Enterprises Limited announced that they will report Q2, 2026 results on Nov 14, 2025 Ankündigung • Sep 27
POCL Enterprises Limited Appoints Harish Kumar Lohia as Non-Executive Director, Effective August 11, 2025 POCL Enterprises Limited at its AGM held on September 26, 2025, approved appointment of Harish Kumar Lohia as a non-executive director of the company. Date of Appointment: August 11, 2025. Mr. Harish Kumar Lohia is a seasoned professional with extensive experience in business strategy, governance, and management. He has over 30 years of rich experience in Marketing & Business Administration. He is into his family business since 1980 as a dealer for SAIL. He is a founder of A U Marketing, which is a leading distributer and into marketing of over 25 brands in FMCG and lifestyle products. He is actively involved in philanthropic pursuits, serving as the General Secretary of Shree Agarwal Samaj (Madras), the Secretary of the Governing Council for the Kola Saraswathi Agarwal Samaj Health Centre, and the Joint Secretary of JHA Agarsen College. Board Change • Sep 10
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Chairman Ramachandran Balachandran was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Aug 28
Upcoming dividend of ₹0.70 per share Eligible shareholders must have bought the stock before 04 September 2025. Payment date: 25 October 2025. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.7%). Declared Dividend • Aug 13
Dividend of ₹0.70 announced Shareholders will receive a dividend of ₹0.70. Ex-date: 4th September 2025 Payment date: 25th October 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 15% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 12
First quarter 2026 earnings released: EPS: ₹4.11 (vs ₹2.25 in 1Q 2025) First quarter 2026 results: EPS: ₹4.11 (up from ₹2.25 in 1Q 2025). Revenue: ₹3.72b (up 2.4% from 1Q 2025). Net income: ₹113.3m (up 80% from 1Q 2025). Profit margin: 3.0% (up from 1.7% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 165% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Aug 11
POCL Enterprises Limited, Annual General Meeting, Sep 26, 2025 POCL Enterprises Limited, Annual General Meeting, Sep 26, 2025. Ankündigung • Aug 02
POCL Enterprises Limited to Report Q1, 2026 Results on Aug 11, 2025 POCL Enterprises Limited announced that they will report Q1, 2026 results on Aug 11, 2025 Ankündigung • Jun 26
POCL Enterprises Limited (BSE:539195) acquired 40% stake in Planetfirst Green Private Limited for INR 190 million. POCL Enterprises Limited (BSE:539195) acquired 40% stake in Planetfirst Green Private Limited for INR 190 million on June 25, 2025. A cash consideration and valued at INR 10 per share will be paid by POCL Enterprises Limited. As part of consideration, an INR 170 million value or at INR 8 per share is paid towards Non-cumulative Non-Convertible Redeemable Preference Shares non-convertible preferred equity and an INR 20 million value is paid towards common equity of Planetfirst Green Private Limited. The acquisition of a lead recycling business aligns with our strategic goals of boosting resource efficiency and growing our market share. This acquisition is expected to create significant value for POEL through synergies with existing PlanetFirst shareholders. By this acquisition, PlanetFirst Green Private Limited becomes an Associate Company of POCL Enterprises Limited.
For the period ending March 31, 2025, Planetfirst Green Private Limited reported total revenue of INR 794.3 million.
POCL Enterprises Limited (BSE:539195) completed the acquisition of 40% stake in Planetfirst Green Private Limited for INR 190 million on June 25, 2025. Ankündigung • Jun 20
POCL Enterprises Limited announced that it has received INR 611.417337 million in funding from Antara India Evergreen Fund Ltd and other investors. On June 18, 2025, the POCL Enterprises Limited closed the transaction by issuing 28,86,123 Equity Shares at an issue price of INR 202 for the proceeds of INR 582,996,846 and 5,62,782 convertible warrant at an issue price of INR 50.5 for the proceeds of INR 28,420,491. The transaction is approved by board of director of company. Ankündigung • Jun 18
POCL Enterprises Limited Appoints Nupur Bansal as President Business Development and as Senior Management Personnel, Effective June 19, 2025 POCL Enterprises Limited announced that at the board meeting held on June 18, 2025 appointed Mrs. Nupur Bansal as President Business Development and as Senior Management Personnel. Date of appointment: June 19, 2025. Term of appointment: Her term of appointment as the President Business Development and as the senior management personnel shall commence from June 19, 2025 and shall continue until there is any change in her appointment by the Board of Directors or till her resignation or her attaining the superannuation (as per the Company's internal human resources policy), whichever is earlier. Brief profile: Mrs. Nupur Bansal is a seasoned professional with a robust background in retail strategy, brand development, and visual merchandising. She has completed her Bachelor's degree in Media Studies from MOP Vaishnav College. Further enhancing her expertise, she pursued a Diploma in Marketing from LIBA. In her previous role as the Lead Visual Merchandiser at Hasbro Clothing Pvt. Ltd., Mrs. Nupur Bansal was instrumental in the growth of the "Basics" brand. Under her leadership, the brand achieved a remarkable revenue milestone of INR 3000 million and expanded its presence by designing and establishing 60 stores across Chennai. Currently, Mrs. Nupur Bansal is joining POCL Enterprises Limited to spearhead the Business Development and Diversification initiatives. Her extensive experience and strategic vision are expected to drive significant growth and innovation within the company. Reported Earnings • May 07
Full year 2025 earnings released: EPS: ₹11.18 (vs ₹6.36 in FY 2024) Full year 2025 results: EPS: ₹11.18 (up from ₹6.36 in FY 2024). Revenue: ₹14.5b (up 30% from FY 2024). Net income: ₹311.8m (up 76% from FY 2024). Profit margin: 2.1% (up from 1.6% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 176% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 01
POCL Enterprises Limited to Report Q4, 2025 Results on May 05, 2025 POCL Enterprises Limited announced that they will report Q4, 2025 results on May 05, 2025 Ankündigung • Apr 07
POCL Enterprises Limited Announces Resignation of Ashok Kumar as President, Marketing & Sales and the Senior Management Personnel, Effective March 31, 2025 POCL Enterprises Limited announced that Mr. Ashok Kumar, the President, Marketing & Sales and the Senior Management Personnel (SMP) of the Company, has tendered his resignation from the said post in order to pursue new professional opportunities. The resignation will be effective the close of business hours of March 31, 2025. Ankündigung • Apr 05
POCL Enterprises Limited announced that it expects to receive INR 654.423238 million in funding POCL Enterprises Limited announced a private placement that it will issue up to 3,086,647 Equity Shares of face value of INR 2 each at an issue price of INR 202 per share for the gross proceeds of up to INR 623,502,694 and up to 612,288 Convertible Warrants at an issue price of INR 50.5 per warrant for the gross proceeds of up to INR 30,920,544 for the aggregate gross proceeds of up to INR 654,423,238 on April 3, 2024. The transaction will include participation from Neelam Bansal for 148,515 shares; Sunil Kumar Bansal for 37,129 shares; Harsh Bansal for 123,763 shares; Devakar Bansal for 37,129 shares; Amber Bansal for 61,881 shares and other investors. The transaction has been approved by the board of directors of the company. Valuation Update With 7 Day Price Move • Apr 01
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹240, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 1,754% over the past three years. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹188, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 24x in the Chemicals industry in India. Total returns to shareholders of 1,498% over the past three years. Ankündigung • Feb 14
Pocl Enterprises Limited Announces Appointment of Sagar Bansal, as the President - Strategic Operations and as the Senior Management Personnel POCL Enterprises Limited announced appointment of Mr. Sagar Bansal, as the President - Strategic Operations of the Company and as the Senior Management Personnel (SMP). Reason for Change: Appointed as President - Strategic Operations and as Senior Management Personnel. Date of appointment: February 01, 2025. Term of appointment: The term of appointment as the President - Strategic Operations and as the senior management personnel shall commence from February 01, 2025 and shall continue until there is any change in his appointment by the Board of Directors or till his resignation or his attaining the age of retirement (as per the Company's internal human resources policy), whichever is earlier. Brief profile: Mr. Sagar Bansal is a highly accomplished professional with a robust academic foundation and extensive experience in cybersecurity and management consulting. He holds a Bachelor's degree in Chemical Engineering, a Master of Science (MS) in Project Management from Harrisburg University of Science & Technology, and a Master of Business Administration in Finance & Management Consulting from the State University of New York (SUNY). Mr. Sagar Bansal brings a wealth of experience to the table, combining a strong foundation in management consulting with valuable operational and strategic expertise. His diverse client portfolio has provided him with a broad perspective and a deep understanding of business challenges. Earlier in his career, he also holds three years' experience as a Systems Engineer at Tata Consultancy Services, specializing in mainframe technology projects. He has a proven track record of success with over 12 years of experience, including more than 10 years' specialization in cyber risk strategy consulting at Deloitte, USA. He has led huge transformation projects, including mainframe modernization, and conducted cybersecurity assessments for major clients in the insurance, banking, and technology sectors. His expertise also lies in identifying risk and control gaps, prioritizing key controls, and mapping those controls to asset types. His skillsets are comprehensive, encompassing strategic support for business growth, project leadership, cyber risk management, product management, and a strong understanding of management principles, business administration processes, and strategic marketing techniques. Disclosure of relationships between Directors: Mr. Sagar Bansal is a part of promoter group of the Company. Reported Earnings • Feb 14
Third quarter 2025 earnings released: EPS: ₹2.01 (vs ₹1.66 in 3Q 2024) Third quarter 2025 results: EPS: ₹2.01 (up from ₹1.66 in 3Q 2024). Revenue: ₹3.41b (up 33% from 3Q 2024). Net income: ₹56.1m (up 21% from 3Q 2024). Profit margin: 1.6% (down from 1.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 134% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 12
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to ₹148, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 27x in the Chemicals industry in India. Total returns to shareholders of 1,210% over the past three years. Ankündigung • Feb 04
POCL Enterprises Limited to Report Q3, 2025 Results on Feb 13, 2025 POCL Enterprises Limited announced that they will report Q3, 2025 results on Feb 13, 2025 New Risk • Jan 31
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (29% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (₹5.17b market cap, or US$59.7m). Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to ₹169, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 29x in the Chemicals industry in India. Total returns to shareholders of 1,160% over the past three years. Reported Earnings • Nov 05
Second quarter 2025 earnings released: EPS: ₹17.25 (vs ₹1.19 in 2Q 2024) Second quarter 2025 results: EPS: ₹17.25 (up from ₹1.19 in 2Q 2024). Revenue: ₹3.73b (up 9.9% from 2Q 2024). Net income: ₹96.2m (up 191% from 2Q 2024). Profit margin: 2.6% (up from 1.0% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 137% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Oct 26
POCL Enterprises Limited to Report Q2, 2025 Results on Nov 04, 2024 POCL Enterprises Limited announced that they will report Q2, 2025 results on Nov 04, 2024 Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹854, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 1,671% over the past three years. Ankündigung • Sep 25
POCL Enterprises Limited Approves Board Appointments POCL Enterprises Limited announced at annual general meeting held on September 23, 2024, the shareholders approved appointment of Mrs. Indu Bala and Dr. Ramachandran Balachandran as an Independent Directors of the company. Board Change • Sep 24
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Non Executive Additional Director Ramachandran Balachandran was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Ankündigung • Sep 11
POCL Enterprises Limited Announces the Cessation of Indra Somani as Independent Director POCL Enterprises Limited announced that Mrs. Indra Somani, has completed her second and final term as an Independent Director and consequently ceases to be a Director of the Company with effect from the close of business hours on September 11, 2024. Upcoming Dividend • Aug 23
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 30 August 2024. Payment date: 22 October 2024. Payout ratio is a comfortable 7.9% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.6%). Ankündigung • Aug 02
POCL Enterprises Limited, Annual General Meeting, Sep 23, 2024 POCL Enterprises Limited, Annual General Meeting, Sep 23, 2024, at 17:00 Indian Standard Time. Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: ₹11.27 (vs ₹5.64 in 1Q 2024) First quarter 2025 results: EPS: ₹11.27 (up from ₹5.64 in 1Q 2024). Revenue: ₹3.64b (up 67% from 1Q 2024). Net income: ₹62.8m (up 100% from 1Q 2024). Profit margin: 1.7% (up from 1.4% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has increased by 121% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jul 23
POCL Enterprises Limited to Report Q1, 2025 Results on Aug 01, 2024 POCL Enterprises Limited announced that they will report Q1, 2025 results on Aug 01, 2024 Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹506, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 35x in the Chemicals industry in India. Total returns to shareholders of 880% over the past three years. Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹528, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 34x in the Chemicals industry in India. Total returns to shareholders of 942% over the past three years. New Risk • Jul 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (₹2.62b market cap, or US$31.4m). Valuation Update With 7 Day Price Move • Jun 10
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹424, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 736% over the past three years. Reported Earnings • Jun 04
Full year 2024 earnings released: EPS: ₹31.81 (vs ₹23.12 in FY 2023) Full year 2024 results: EPS: ₹31.81 (up from ₹23.12 in FY 2023). Revenue: ₹11.2b (up 28% from FY 2023). Net income: ₹177.4m (up 38% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 92% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • May 30
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to ₹348. The fair value is estimated to be ₹282, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Meanwhile, the company has become profitable. Ankündigung • May 22
POCL Enterprises Limited to Report Q4, 2024 Results on May 29, 2024 POCL Enterprises Limited announced that they will report Q4, 2024 results on May 29, 2024 Valuation Update With 7 Day Price Move • Apr 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹338, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 30x in the Chemicals industry in India. Total returns to shareholders of 811% over the past three years. Reported Earnings • Feb 07
Third quarter 2024 earnings released: EPS: ₹8.31 (vs ₹3.33 in 3Q 2023) Third quarter 2024 results: EPS: ₹8.31 (up from ₹3.33 in 3Q 2023). Revenue: ₹2.56b (down 5.2% from 3Q 2023). Net income: ₹46.3m (up 150% from 3Q 2023). Profit margin: 1.8% (up from 0.7% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 144% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹330, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 1,207% over the past three years. Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₹276, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 31x in the Chemicals industry in India. Total returns to shareholders of 842% over the past three years. New Risk • Nov 09
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 1.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₹1.07b market cap, or US$12.9m). Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: ₹5.93 (vs ₹12.21 in 2Q 2023) Second quarter 2024 results: EPS: ₹5.93 (down from ₹12.21 in 2Q 2023). Revenue: ₹3.39b (up 66% from 2Q 2023). Net income: ₹33.1m (down 51% from 2Q 2023). Profit margin: 1.0% (down from 3.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has increased by 117% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Sep 21
Pocl Enterprises Limited Recommends Final Dividend for the Year Ended March 31, 2023 POCL Enterprises Limited recommended a final dividend of 20% i.e. INR 2/- per equity share of INR 10/- each, for the year ended March 31, 2023 out of the current year's profits for its shareholders. Upcoming Dividend • Sep 06
Upcoming dividend of ₹2.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 13 September 2023. Payment date: 20 October 2023. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (0.8%). Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: ₹5.64 (vs ₹4.37 in 1Q 2023) First quarter 2024 results: EPS: ₹5.64 (up from ₹4.37 in 1Q 2023). Revenue: ₹2.18b (up 38% from 1Q 2023). Net income: ₹31.5m (up 29% from 1Q 2023). Profit margin: 1.4% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has increased by 119% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Aug 12
POCL Enterprises Limited, Annual General Meeting, Sep 20, 2023 POCL Enterprises Limited, Annual General Meeting, Sep 20, 2023, at 17:00 Indian Standard Time. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹210, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 25x in the Chemicals industry in India. Total returns to shareholders of 875% over the past three years. Ankündigung • Aug 03
POCL Enterprises Limited to Report Q1, 2024 Results on Aug 11, 2023 POCL Enterprises Limited announced that they will report Q1, 2024 results on Aug 11, 2023 New Risk • Jun 09
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₹926.7m market cap, or US$11.2m). Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹163, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 760% over the past three years. Reported Earnings • Jun 02
Full year 2023 earnings released: EPS: ₹23.12 (vs ₹6.05 in FY 2022) Full year 2023 results: EPS: ₹23.12 (up from ₹6.05 in FY 2022). Revenue: ₹8.75b (up 76% from FY 2022). Net income: ₹128.9m (up 282% from FY 2022). Profit margin: 1.5% (up from 0.7% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 100% per year whereas the company’s share price has increased by 96% per year. Ankündigung • May 31
POCL Enterprises Limited Recommends a Dividend for the Financial Year Ended March 31, 2023 The Board of Directors of POCL Enterprises Limited recommended a dividend of 20% (that is INR 2 per equity share of INR 10 each) for the financial year ended March 31, 2023 to the shareholders for approval. Ankündigung • May 21
POCL Enterprises Limited to Report Q4, 2023 Results on May 29, 2023 POCL Enterprises Limited announced that they will report Q4, 2023 results at 3:30 PM, Indian Standard Time on May 29, 2023 Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹132, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 632% over the past three years. Reported Earnings • Feb 15
Third quarter 2023 earnings released: EPS: ₹3.33 (vs ₹0.87 in 3Q 2022) Third quarter 2023 results: EPS: ₹3.33 (up from ₹0.87 in 3Q 2022). Revenue: ₹2.70b (up 86% from 3Q 2022). Net income: ₹18.6m (up 285% from 3Q 2022). Profit margin: 0.7% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth. Ankündigung • Feb 04
POCL Enterprises Limited to Report Q3, 2023 Results on Feb 13, 2023 POCL Enterprises Limited announced that they will report Q3, 2023 results on Feb 13, 2023 Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment improved over the past week After last week's 15% share price gain to ₹187, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 536% over the past three years. Reported Earnings • Nov 19
Second quarter 2023 earnings released: EPS: ₹12.21 (vs ₹3.20 in 2Q 2022) Second quarter 2023 results: EPS: ₹12.21 (up from ₹3.20 in 2Q 2022). Revenue: ₹2.04b (up 71% from 2Q 2022). Net income: ₹68.1m (up 282% from 2Q 2022). Profit margin: 3.3% (up from 1.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has increased by 88% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 4 independent directors (6 non-independent directors). Independent Director Shyam Tikmani was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Ankündigung • Nov 05
POCL Enterprises Limited to Report Q2, 2023 Results on Nov 14, 2022 POCL Enterprises Limited announced that they will report Q2, 2023 results on Nov 14, 2022 Valuation Update With 7 Day Price Move • Sep 15
Investor sentiment improved over the past week After last week's 21% share price gain to ₹136, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 21x in the Chemicals industry in India. Total returns to shareholders of 329% over the past three years. Ankündigung • Sep 07
POCL Enterprises Limited, Annual General Meeting, Sep 29, 2022 POCL Enterprises Limited, Annual General Meeting, Sep 29, 2022, at 17:00 Indian Standard Time. Agenda: To consider the audited financial statement of the company for the financial year ended March 31, 2022; to consider and appoint the place of Mr. Devakar Bansal; to consider and appoint the Mr. shyam sunder tikmani as independent director; and to consider other matter also. Buying Opportunity • Sep 05
Now 22% undervalued Over the last 90 days, the stock is up 76%. The fair value is estimated to be ₹136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Valuation Update With 7 Day Price Move • Aug 31
Investor sentiment improved over the past week After last week's 19% share price gain to ₹93.90, the stock trades at a trailing P/E ratio of 9.9x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 200% over the past three years. Reported Earnings • Aug 18
First quarter 2023 earnings released: EPS: ₹4.37 (vs ₹0.94 in 1Q 2022) First quarter 2023 results: EPS: ₹4.37 (up from ₹0.94 in 1Q 2022). Revenue: ₹1.57b (up 90% from 1Q 2022). Net income: ₹24.4m (up 366% from 1Q 2022). Profit margin: 1.5% (up from 0.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 16
Investor sentiment improved over the past week After last week's 15% share price gain to ₹71.20, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 139% over the past three years. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 16% share price gain to ₹64.75, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 19x in the Chemicals industry in India. Total returns to shareholders of 117% over the past three years. Ankündigung • Jul 30
POCL Enterprises Limited to Report Q1, 2023 Results on Aug 12, 2022 POCL Enterprises Limited announced that they will report Q1, 2023 results on Aug 12, 2022 Reported Earnings • Jun 01
Full year 2022 earnings released: EPS: ₹6.05 (vs ₹2.60 in FY 2021) Full year 2022 results: EPS: ₹6.05 (up from ₹2.60 in FY 2021). Revenue: ₹4.98b (up 57% from FY 2021). Net income: ₹33.7m (up 133% from FY 2021). Profit margin: 0.7% (up from 0.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improved over the past week After last week's 27% share price gain to ₹66.80, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 18x in the Chemicals industry in India. Total returns to shareholders of 74% over the past three years. Board Change • Apr 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 8 experienced directors. 1 highly experienced director. 4 independent directors (6 non-independent directors). Additional Independent Director Shyam Tikmani was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improved over the past week After last week's 22% share price gain to ₹73.50, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 87% over the past three years. Reported Earnings • Feb 13
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹0.87 (down from ₹3.27 in 3Q 2021). Revenue: ₹1.46b (up 55% from 3Q 2021). Net income: ₹4.83m (down 74% from 3Q 2021). Profit margin: 0.3% (down from 1.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment deteriorated over the past week After last week's 19% share price decline to ₹57.15, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 20x in the Chemicals industry in India. Total returns to shareholders of 112% over the past three years. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹47.10, the stock trades at a trailing P/E ratio of 6.2x. Average trailing P/E is 18x in the Chemicals industry in India. Total loss to shareholders of 20% over the past three years. 
