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    POCL Enterprises

    Chennai-based secondary non-ferrous metals maker producing lead oxides, zinc oxide, PVC stabilisers and refined lead/lead alloys from five Tamil Nadu & Puducherry plants

    Chemicals
    Commodities

    Overview

    Price

    Market Cap

    ₹530 Cr

    Sector

    Chemicals

    Commodities

    Rank

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital66666666
    Reserves283033466392169187
    Borrowings73858690105107170134
    Other Liabilities3210262126204836
    Total Liabilities138131150163199226394363
    AssetsFixed Assets3232313031444648
    CWIP10001120
    Investments0000101519
    Other Assets10699119132165180331296
    Total Assets138131150163199226394363

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating3417-57634026
    Cash from Investing-20-1-1-1-3-20-76
    Cash from Financing-30-196-6-60-2166
    SummaryCapital Expenditure
    Free Cash Flow3216-765-12718
    FCF Margin

    Valuation

    Assumptions

    Current — 539195
    Price
    ₹179
    EPS (TTM)
    ₹11.89
    PE (TTM)
    15.1
    Profit growth
    43.2%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (12.3×) and current (15.1×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹179
    vs
    Fair value · 15% return
    ₹427
    138%Undervalued

    At 43.2% growth and a 12× exit, ₹179 only delivers your return if you pay ₹427. The price is currently baking in 22% growth.

    EPS grows 43.2%/yr for 5 years, then fades to 6% over 2, exits at 12×.

    YearGrowthEPS (₹)
    FY2743.2%17.03
    FY2843.2%24.38
    FY2943.2%34.91
    FY3043.2%50.00
    FY3143.2%71.60
    FY3224.6% ·fade89.21
    FY336.0% ·fade94.56

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

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