OCCLLTD NSE filing

OCCL Limited Q3 FY26: Revenue ₹114.6 Cr, PAT ₹6.5 Cr, EBITDA ₹20.2 Cr

The RealCase readMedium impact Positive

OCCL Limited reported Q3 FY26 results with revenue at ₹114.6 crore, up 19% YoY. EBITDA grew 26% to ₹20.2 crore, and PAT increased 24% to ₹6.5 crore. The company noted positive momentum in the tyre industry due to increased vehicle sales and is well-positioned to benefit. Challenges include high sulphur prices.

Why it matters

The results show solid year-on-year growth and a positive outlook, which is material for investors. However, it's a routine quarterly update.

The market read

The company reported positive year-on-year growth in revenue, EBITDA, and PAT, along with a positive outlook on industry demand.

OCCL Limited has released its investor presentation for the quarter and nine months ended December 31, 2025. The company reported a revenue of approximately ₹115 crore for Q3 FY26. EBITDA grew by 26% to ₹20 crore, with an EBITDA margin of 17.6%. Profit After Tax (PAT) for the period increased by 24% to ₹6.5 crore.

Mr. Arvind Goenka, Promoter and Managing Director, highlighted that the recent GST reduction on automobiles is expected to boost vehicle sales and, consequently, the demand for insoluble sulphur in India. He also noted that the imposition of anti-dumping duties on imports from Japan and China has led to some improvement in domestic insoluble sulphur realisations. Despite challenges from high sulphur prices impacting margins, the company is well-positioned to benefit from the positive momentum in the tyre industry.

The company's financial performance for Q3 FY26 showed total income from operations at ₹114.6 crore, a 19% increase year-on-year. EBITDA stood at ₹20.2 crore, up 26% YoY, with an EBITDA margin of 17.6%. PAT was ₹6.5 crore, a 24% increase YoY. For the nine months ended FY26, total income was ₹358.7 crore, and PAT was ₹28.4 crore.

OCCL Limited holds a domestic market share of 55%-60% and a global market share of approximately 10% in the production of insoluble sulphur. The company has state-of-the-art manufacturing facilities in Dharuhera, Haryana, and Mundra, Gujarat, with a total insoluble sulphur capacity of 39,500 MTPA and sulphuric acid/oleum capacity of 88,000 MTPA. They also emphasized their key strengths, including cost optimization strategies, an experienced management team, a niche product portfolio, high entry barriers, and continuous capacity expansion.

Filing to action

What to do with a filing like this

OCCL Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.

That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.

See the model portfolios
Primary source

A plain-language summary of a public exchange filing by OCCL Limited. Read the original for the full detail.

View original filing