Pondy Oxides And Chemicals Limited share price
NSE: POCL · ISIN INE063E01061
Key numbers
- Market cap
- ₹ 3,561 Cr
- Current price
- ₹ 466.80
- 52-week high / low
- ₹ 648 / 392
- Stock P/E
- 25.8
- Book value
- ₹ 103.4
- Dividend yield
- 0.43%
- ROCE
- 23.1%
- ROE
- 19.1%
- Debt to equity
- 0.19
- Sales growth (3 yrs)
- 25.3%
- Profit growth (3 yrs)
- 20.7%
- 1-year return
- -4.4%
About Pondy Oxides And Chemicals Limited
Pondy Oxides And Chemicals Limited produces and sells lead, lead alloys, and plastic additives in India. The company provides calcium, antimony, master, tin, silver, cadmium, and babbit Alloys. It also offers aluminium products; copper products, such as wire, uncoated and unalloyed copper wire scrap nodules; plastic products, including PP granules and ABS granules; and trading products, including zinc and cadmium. The company exports its products to Japan, South Korea, Thailand, Indonesia, the Middle East, and internationally. Pondy Oxides And Chemicals Limited was incorporated in 1995 and is based in Chennai, India.
Quarterly results
Consolidated figures in ₹ crores
| Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 524 | 603 | 780 | 935 | 935 |
| Operating profit | 28 | 41 | 57 | 59 | 56 |
| Net profit | 17 | 25 | 35 | 38 | 36 |
| EPS (₹) | - | 1.40 | 4.63 | 4.92 | 1.88 |
Concall summary (2026-08-11)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- We have started FY27 on a strong footing with Q1 FY27 revenue, EBITDA and PAT growing at 56%, 30% and 32% year -on-year, respectively.
- The first phase of 18,000 metric tons per annum is on track for commissioning by December 2026, with trial runs expected in Q4 FY27, while Phase 2 is targeted for commissioning by Q3 FY28.
Growth & demand
- Revenue growth remained robust during Q1 FY27 with revenue increasing to INR931 crores, registering 56% year-on-year growth.
- Our target 2030 road map is focused on delivering over 15% volume growth, 20% plus CAGR in revenue and profitability, EBITDA margins above 8%, Pondy Oxides and Chemicals Limited August 05, 2026 ROCE exceeding 20% and deriving over 60% of our revenue from value-added products.
Margins & costs
- While lead production and sales volumes moderated during the quarter, it was a conscious strategic decision to prioritize value-added products amidst supply chain disruption and production constraints that enabled us to achieve our highest ever lead EBITDA per ton of INR21,595.
- The segment delivered strong profitability with copper EBITDA per ton rising 66% year-on-year to INR48,488.
Capex & expansion
- We are establishing a 36,000 metric ton per annum copper cathode facility at our Thervoy kandigai plant in Tamil Nadu with a total investment of approximately INR200 crores, fully funded through our internal accruals.
- Copper production and sales volumes increased by more than 3x year-on-year in Q1 FY27, supported by the ongoing ramp-up of the additional capacity.
Balance sheet & cash
- The facility will leverage integrated pyro refining and electrorefining technologies to produce LME grade A copper cathodes, further enhancing our vertical integration capabilities.
- Our working capital is not stretched if you look at our current numbers.
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