| Revenue growth | 45% YoY for FY26; Q4 revenue grew 80% YoY. |
|---|---|
| Margins | EBITDA margin expanded to 7.4%; targeting 8% through value-added products. |
| Demand visibility | High; copper consumption in India expected to triple in 3-4 years. |
| Management confidence | Strong confidence in Target 2030 and 8% EBITDA margin aspiration. |
Growth
FY26 Revenue INR 2,939cr (+45%), EBITDA INR 218cr (+102%), and PAT INR 139cr (+113%) YoY.
Outlook
Guided 20% volume/revenue CAGR; INR 200cr capex for new copper cathode plant targeting commissioning by December 2026.
Risks
Volatile copper prices, Middle East conflict impacting vessel schedules, and slightly elevated inventory days due to shipping delays.
Earnings Call filed with NSE, NSE: POCL. Summary written with AI assistance from the document.
Pondy Oxides & Chemicals Limited: key numbers
- Share price
- ₹448.90
- Market cap
- ₹3,424 Cr
- Revenue (annual)
- ₹2,958 Cr
- Net profit (annual)
- ₹131.9 Cr
- P/E (TTM)
- 24.0×Sector 18.4×
- 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