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Panama Petrochem Q3 FY26 Results: Revenue Grows 12.4% YoY to ₹586.63 Cr, Profit Dips Slightly
Panama Petrochem reported a consolidated revenue of ₹586.63 crore for the quarter ended December 31, 2025, marking a 12.4% increase from ₹521.82 crore in the same quarter last year. However, consolidated net profit saw a marginal decline of 2.7% YoY, falling to ₹46.73 crore from ₹48.01 crore. For the nine-month period, the company's performance remained stable with a net profit of ₹147.28 crore. The UAE-based subsidiary, Panol Industries RMC, FZE, continues to be a major contributor, accounting for nearly 50% of the consolidated revenue this quarter.
Key Highlights
Consolidated Revenue from Operations rose 12.4% YoY to ₹586.63 crore.
Consolidated Net Profit for Q3 FY26 stood at ₹46.73 crore, down from ₹48.01 crore in Q3 FY25.
Nine-month consolidated revenue reached ₹1,714.49 crore compared to ₹1,617.51 crore in the previous year.
Earnings Per Share (EPS) for the quarter was ₹7.72, a slight decrease from ₹7.93 YoY.
The subsidiary Panol Industries RMC, FZE reported quarterly revenue of ₹291.45 crore and a net profit of ₹11.75 crore.
💼 Action for Investors
Investors should monitor the slight compression in margins as revenue growth has not translated into bottom-line gains this quarter. The company remains a solid mid-cap play in the specialty chemicals/petroleum space, but further clarity on raw material costs is needed.
Panama Petrochem Receives Approval for New Export Oriented Unit (EOU) in Maharashtra
Panama Petrochem Limited has received official approval from the Development Commissioner to establish a new Export Oriented Unit (EOU) at Palava, Thane. The facility will be located at Lodha Industrial and Logistic Park II, following the execution of a Conveyance Deed for the plot in December 2023. Setting up an EOU typically allows for duty-free imports and various tax benefits, which is expected to enhance the company's export competitiveness. This development marks a significant step in the company's operational expansion strategy.
Key Highlights
Received approval from the Development Commissioner for a new Export Oriented Unit (EOU).
Unit to be located at Plot No. B6, Lodha Industrial and Logistic Park II, Palava, Thane.
The project follows through on the land conveyance process initiated in December 2023.
EOU status provides fiscal incentives including duty-free procurement of raw materials and capital goods.
💼 Action for Investors
Investors should view this as a positive growth indicator for the company's export business. Monitor future announcements regarding the capital expenditure and the expected timeline for the unit's commissioning.