OCCL Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

OCCL reported strong Q1 FY26 financial results: Revenue at INR123 Cr (+14% QoQ) and EBITDA at INR27 Cr (+36% QoQ), with EBITDA margins at 21.7%. PAT stood at INR13 Cr. Gains were primarily driven by improved sulphuric acid margins.

Management expects anti-dumping duties on Japan and China imports to boost future realizations (estimated INR 0.7-0.8 Cr/month PBT benefit from Q2 FY26). The company plans further action against countries impacting the full benefits. Focus remains on innovation, cost control, and increasing domestic market share beyond 60%. Management is confident in navigating current market challenges.