| Revenue growth | FY26 revenue up 45% YoY; Q4 revenue up 80% YoY. |
|---|---|
| Margins | EBITDA margin expanded to 7.4% from 5.3% YoY. |
| Demand visibility | Strong domestic and export demand for Lead and Copper. |
| Management confidence | High confidence; aggressive focus on capacity expansion and vertical integration. |
Growth
FY26 revenue grew 45% YoY to ₹2,939cr; EBITDA and PAT more than doubled. Volume growth was 11% in Lead and 7x in Copper.
Outlook
FY27 targets: 1,30,000t Lead and 12,000t Copper volume. 36,000t Copper Cathode plant commissioned by Dec 2026.
Risks
Lead volume dipped slightly in Q4 due to supply chain tightening. Heavy trade receivables (₹265cr) impacted Q4 cash flows.
Earnings Call filed with BSE, NSE: POCL. Summary written with AI assistance from the document.
Pondy Oxides & Chemicals Ltd: key numbers
- Share price
- ₹448.40
- Market cap
- ₹3,420 Cr
- Revenue (annual)
- ₹2,958 Cr
- Net profit (annual)
- ₹131.9 Cr
- P/E (TTM)
- 24.0×Sector 18.2×
- Promoter holding
- 36.39%-2.95% QoQ
- FII holding
- 3.14%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Call
- Guides 20% growth