OCCL Limited — Investor Meet, 10-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

OCCL's Q2 FY26 revenue rose 16% YoY to Rs. 121 Cr, with PAT up 16% to Rs. 9 Cr. H1 revenue was Rs. 244 Cr, PAT Rs. 22 Cr. Margins faced pressure from rising sulphur costs, a sulphuric acid plant shutdown, and US tariffs. Anti-dumping duties support domestic pricing, but global oversupply keeps realizations soft. The company is exploring anti-dumping action against Malaysia. Management expects long-term tyre sector growth and aims for higher domestic market share (currently 55%). Outlook is cautiously positive, focusing on operational efficiency despite near-term headwinds.