POCL hit record Q3 and nine-month revenues, EBITDA, and PAT, fueled by strong operations and higher Lead & Copper volumes.
**Business Performance:**
Q3FY26 revenue jumped 55% YoY to Rs. 776.3 Cr. EBITDA soared 122% to Rs. 59.1 Cr, and PAT rocketed 148% to Rs. 37.6 Cr. EPS was up 128% to Rs. 12.31. For 9MFY26, revenue grew 33% to Rs. 2,007 Cr, EBITDA 96% to Rs. 157.3 Cr, and PAT 114% to Rs. 100.7 Cr.
**Growth Drivers & Strategy:**
Driving towards its Target 2030, POCL plans significant capacity expansion in Lead & Copper, targeting over 15% volume growth, 20%+ revenue CAGR, 8%+ EBITDA margins, and 60%+ value-added products. A robust balance sheet and land bank support this vision.
**Recent Developments:**
The company fully commissioned Phase 1 & 2 of its Lead capacity expansion, adding 36,000 MTPA each in April '25 and Dec '25.
**Management Outlook:**
Management expects sustained long-term growth, backed by strategic roadmap and execution. Q4FY26 estimated Capex is Rs. 35 Cr.