Pokarna Ltd.

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pokarna.comBSE: 532486NSE: POKARNA

Market Cap₹ 2,420 Cr.

Current Price

High / Low₹ 1,146 / 693

Stock P/E25.5

Book Value₹ 290

Price to Book3.01

Dividend Yield0.08 %

ROCE11.8 %

ROE9.9 %

Face Value₹ 2

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Quartz Surfaces: 96.0% • Granite: 4.0%

AI Sector View

AI GENERATED

Consumer Durables

Buy

Urban discretionary demand is mixed but investable. Credit card transactions rose 27.0% YoY (2026-06), urban CMIE sentiment was 109.5 (2026-07), and consumer spending remained large at INR 44743 billion (Jun/26), even though formal consumer confidence fell to 88.3 points (Jul/26) and debit card transactions were -9.0% YoY (2026-06). Heavy sector inflows of INR 13175 crore over 3 months to 2026-08-31 indicate strong investor positioning behind the theme.

Confidence

76%

View full sector analysis →

PROS

Company has delivered good profit growth of 23.3% CAGR over last 5 years
Company has consistently been profitable over the last 5 years
Latest quarter profit grew 50.6% YoY, showing strong momentum
Operating margins have improved to 29.5% from 25.2%
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.57x)

CONS

Recent results are weak - TTM profit is down 45.6% versus prior year
Receivables are growing faster than sales - a possible quality concern
Total debt has risen sharply - up 30.2% year on year
Debtor days have increased from 60 to 105
Inventory has been piling up - inventory days up from 63 to 95
Though reporting repeated profits, the company pays out little dividend (2.3%)

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Consumer DurablesConstruction MaterialsCeramics/Marble/Granite/Sanitaryware

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	KAJARIACER	1244.00	35.81	19548.60	1.13	171.03	55.04	1328.08	20.43	23.07	19.69
2.	CERA	5607.95	29.40	7232.88	1.34	47.05	-0.86	422.19	5.36	19.41	13.05
3.	MIDWESTLTD	1066.05	34.72	3854.92	0.00	310.39	1173.13	1918.39	1248.46	27.81	25.47
4.	POKARNA	780.50	25.50	2419.86	0.08	42.60	50.56	189.42	10.79	11.85	35.89
5.	NITCO	95.18	0.00	2404.02	0.00	-10.33	-121.77	116.02	-22.48	6.58	-7.07
6.	SOMANYCERA	559.15	21.56	2293.23	1.07	34.23	365.71	749.56	24.62	14.43	11.50
7.	ASIANTILES	50.11	117.89	1485.64	0.00	8.07	11.48	530.95	36.76	2.97	6.19
8.	ORIENTBELL	410.00	28.57	603.33	0.24	8.32	2318.40	203.82	43.44	5.56	8.02
9.	EXXARO	6.42	70.14	287.24	0.00	2.07	156.24	85.22	31.25	3.69	8.18
10.	MURUDCERA	29.96	18.74	181.39	0.00	0.81	-58.06	50.09	8.54	5.23	19.10
11.	GSLSU	27.22	12.61	115.36	0.00	0.06	111.19	65.42	-12.19	-2.15	12.74
12.	PACIFICI	146.95	36.79	101.29	0.00	1.69	82.31	63.92	28.72	1.09	4.45

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	162	200	165	162	193	251	224	263	171	118	135	147	189
	115	131	111	121	132	165	146	162	116	95	94	102	138
Operating Profit	46	69	53	41	61	86	78	101	55	24	41	45	51
OPM %	28.61%	34.53%	32.47%	25.36%	31.69%	34.26%	34.69%	38.49%	32.12%	20.08%	30.17%	30.58%	26.94%
	2	4	2	3	5	2	11	3	3	7	7	8	6
Interest	10	11	9	9	9	9	9	10	8	9	8	5	5
Depreciation	11	10	11	11	11	11	11	12	12	12	12	12	12
Profit before Tax	28	52	36	24	46	68	69	83	38	10	28	35	57
Tax %	33.01%	36.23%	35.86%	30.80%	27.61%	34.42%	26.98%	28.55%	25.32%	35.61%	26.83%	27.80%	25.68%
Net Profit	0	0	0	0	33	45	51	59	28	6	20	26	43
	6.00	10.55	7.44	5.30	10.66	14.47	16.29	19.02	9.13	2.04	6.57	8.26	13.74

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	367	337	462	394	295	650	725	688	930	572	590
	230	242	318	262	212	474	554	477	603	403	430
Operating Profit	137	95	144	132	83	176	171	211	327	168	161
OPM %	37.42%	28.20%	31.23%	33.43%	28.01%	27.12%	23.62%	30.63%	35.13%	29.45%	27.21%
	10	6	9	5	6	7	11	12	21	22	29
Interest	33	30	27	23	22	43	49	40	38	30	27
Depreciation	17	20	26	23	21	39	40	43	44	49	49
Profit before Tax	97	51	101	91	45	102	93	140	266	111	130
Tax %	20.51%	17.41%	20.31%	22.10%	37.42%	23.15%	26.91%	34.57%	29.49%	27.39%	27.25%
Net Profit	77	42	81	71	28	78	68	91	187	81	95
EPS	22.66	13.62	26.02	22.81	9.12	25.25	21.23	28.18	60.49	26.00	—
Dividend Payout %	2.65%	4.40%	2.31%	2.63%	6.58%	2.38%	2.83%	2.13%	0.99%	2.31%	—

COMPOUNDED SALES GROWTH

10 Years:: 4%
5 Years:: 14%
3 Years:: -8%

COMPOUNDED PROFIT GROWTH

10 Years:: 5%
5 Years:: 23%
3 Years:: 7%

STOCK PRICE CAGR

10 Years:: 18%
5 Years:: 10%
3 Years:: 18%
1 Year:: -6%

RETURN ON EQUITY

10 Years:: 24%
5 Years:: 18%
3 Years:: 18%
Last Year:: 10%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	6	6	6	6	6	6	6	6	6	6
	145	185	264	332	359	437	501	586	772	851
	235	221	208	467	478	501	422	428	376	478
Trade Payables	28	30	39	34	46	108	59	75	89	50
	94	74	98	88	114	127	131	146	217	255
Total Liabilities	508	516	615	927	1,003	1,178	1,120	1,240	1,460	1,639
	260	270	259	269	699	758	733	710	793	787
Capital Work in Progress	3	3	55	431	65	1	1	65	41	386
	98	101	100	90	111	183	182	164	157	142
	0	0	0	0	0	0	0	120	186	144
Cash & Bank	28	21	37	32	26	31	30	83	123	63
	120	121	164	106	102	204	173	100	160	117
Total Assets	508	516	615	927	1,003	1,178	1,120	1,240	1,460	1,639

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	137	98	131	395	108	75	164	190	191	183
Cash from Investing	-32	-30	-67	-390	-86	-215	-32	-38	-94	-321
Cash from Financing	-65	-52	-44	-1	-13	161	-114	-108	-101	62
	14	-4	-2	-12	-0	6	-10	42	-4	-76

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	56.66	56.66	56.66	56.66	56.66	56.66	56.66	56.66	56.66
	5.32	5.34	6.02	6.60	6.13	6.09	6.82	6.90	6.91
	13.14	14.09	14.50	15.23	14.98	14.75	14.14	15.97	15.64
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	24.89	23.91	22.82	21.51	22.23	22.49	22.38	20.47	20.79

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-10

General Updates

2026-09-10 - Pokarna Limited has informed the Exchange about General Updates

2026-08-22

General Updates

2026-08-22 - Pokarna Limited has informed the Exchange about General Updates

2026-08-08

Copy of Newspaper Publication

2026-08-08 - Pokarna Limited has informed the Exchange about Copy of Newspaper Publication

2026-08-07

Resignation of Director/KMP/SMP

2026-08-07 - Pokarna Limited has informed the Exchange about Resignation of Director/KMP/SMP

2026-08-07

Appointment

2026-08-07 - Pokarna Limited has informed the Exchange regarding Appointment of Mr Om Jaiswal as Company Secretary & Compliance Officer of the company w.e.f. August 07, 2026.

2026-08-07

Resignation

2026-08-07 - Pokarna Limited has informed the Exchange regarding Resignation of Mrs Pratima Khandu Gulankar as Company Secretary & Compliance Officer of the company w.e.f. August 07, 2026.

2026-08-07

Outcome of Board Meeting

2026-08-07 - Pokarna Limited has informed the Exchange regarding Outcome of Board Meeting held on August 07, 2026.

2026-08-07

Outcome of Board Meeting

2026-08-07 - Pokarna Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.

2026-07-27

Shareholders meeting

2026-07-27 - Pokarna Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on July 27, 2026. Further, the company has informed the Exchange regarding voting results.

News

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