PODDARMENT

Poddar Pigments financials

Market cap
₹297 Cr
Sector
Chemicals

Quarterly results

Q1 FY27: revenue down 1.2%, net profit up 11.5% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue92 90 87 91 91 −1%92 +1%100 +15%90 −1%
EBITDA7 7 7 7 7 −3%6 −12%4 −39%5 −19%
Net profit5 5 5 4 4 −30%2 −55%5 −8%5 +12%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −2.7% 1Y

₹200₹220₹240₹260₹280₹300₹320Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26

1Y: ₹287.55 on 10 Sept 2025 → ₹279.85. High ₹311.45 (8 Sept 2026), low ₹202.9 (30 Mar 2026).

Financials, as filed

Revenue grew 3.2% a year over 3 years, FY23 to FY26. Operating margin narrowed to 6.3%.

Year endingFY23FY24FY25FY26
Revenue₹341 Cr₹369 Cr₹368 Cr₹375 Cr
Operating profit₹38 Cr₹39 Cr₹32 Cr₹24 Cr
Operating margin11.1%10.7%8.7%6.3%
Interest₹0 Cr₹0 Cr₹1 Cr₹1 Cr
Depreciation₹6 Cr₹7 Cr₹8 Cr₹9 Cr
Net profit₹27 Cr₹29 Cr₹23 Cr₹15 Cr
Net margin8.0%7.8%6.2%3.9%
Cash from operations₹16 Cr₹21 Cr₹12 Cr₹55 Cr
Free cash flow₹12 Cr₹-5 Cr₹-12 Cr₹23 Cr
ROCE12.0%12.0%9.0%7.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹11 Cr₹11 Cr₹11 Cr₹11 Cr₹11 Cr₹11 Cr
Reserves₹232 Cr₹307 Cr₹283 Cr₹338 Cr₹356 Cr₹340 Cr
Borrowings₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹6 Cr
Other liabilities₹24 Cr₹35 Cr₹38 Cr₹40 Cr₹57 Cr₹55 Cr
Total liabilities₹267 Cr₹353 Cr₹332 Cr₹388 Cr₹424 Cr₹412 Cr
Fixed assets₹35 Cr₹98 Cr₹101 Cr₹121 Cr₹134 Cr₹159 Cr
Capital work in progress₹36 Cr₹7 Cr₹0 Cr₹0 Cr₹3 Cr₹0 Cr
Investments₹91 Cr₹122 Cr₹70 Cr₹100 Cr₹114 Cr₹80 Cr
Other assets₹105 Cr₹125 Cr₹160 Cr₹168 Cr₹173 Cr₹172 Cr
Total assets₹267 Cr₹353 Cr₹332 Cr₹388 Cr₹424 Cr₹412 Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

The ownership split has held steady since Jun 2025. The shareholder count shrank 8% to 9,272.

Promoters
62.4%
DIIs
0.2%
Public
37.4%

Since Jun 2025

  • Public +0.01 pp
  • Promoters 0.00 pp
  • FIIs 0.00 pp

How it drifted, 12 quarters

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 62.4%, FIIs 0.5%, DIIs 0.2%, Public 36.8%.Dec '23: Promoters 62.4%, FIIs 0.5%, DIIs 0.2%, Public 36.8%.Mar '24: Promoters 62.4%, FIIs 0.2%, DIIs 0.2%, Public 37.1%.Jun '24: Promoters 62.4%, DIIs 0.2%, Public 37.3%.Sep '24: Promoters 62.4%, FIIs 0.1%, DIIs 0.2%, Public 37.2%.Dec '24: Promoters 62.4%, DIIs 0.2%, Public 37.3%.Mar '25: Promoters 62.4%, DIIs 0.2%, Public 37.3%.Jun '25: Promoters 62.4%, DIIs 0.2%, Public 37.3%.Sep '25: Promoters 62.4%, DIIs 0.2%, Public 37.3%.Dec '25: Promoters 62.4%, DIIs 0.2%, Public 37.3%.Mar '26: Promoters 62.4%, DIIs 0.2%, Public 37.3%.Jun '26: Promoters 62.4%, DIIs 0.2%, Public 37.4%.

Who was buying across the market this quarter →

Who is on the register

Named in the Jun 2026 filing

Every holder of Poddar Pigments Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

What the price assumes

Growth trap

To justify its price of ₹280, this stock must grow earnings at 23% every year for 7 years. Our analysis caps realistic growth at ~-19%. At that growth it is worth ₹30 — downside of 89%.

Growth the price implies
22.9% a year
for 7 years, fading to 4%
It has actually compounded at
-18.6% a year
net profit, FY23–FY26 · EPS -18.6%
The gap
0.4 pp
-89% downside if it only repeats history
Price today ₹279.85 Value at the reference growth ₹29.99

Change the assumptions yourself →