| Management target | Revenue 20.0% 2030 |
|---|
| Revenue growth | 56% YoY growth in Q1 FY27. |
|---|---|
| Margins | Lead EBITDA/ton reached record INR 21,595 due to value-added mix. |
| Demand visibility | Strong; management states demand is intact despite supply chain delays. |
| Management confidence | High; confident in meeting long-term 2030 roadmap targets. |
Growth
Revenue hit INR 931 crores (+56% YoY); copper production/sales volumes increased over 3x YoY.
Outlook
Targeting 36,000 MTPA copper cathode capacity by FY28; blended 8% EBITDA margin target by 2030.
Risks
Supply chain disruptions and shipping delays due to Middle East crisis impacted lead volumes and logistics costs.
Last quarter's promises, checked
Delivered
- Guided lead volume 110,000 MT → delivered ~100,727 MT (= BEAT/MEET)
- Guided copper EBITDA/ton INR 35k-40k → delivered INR 39,896 (= BEAT)
- Guided lead EBITDA/ton INR 17k-19k → delivered INR 18,462 (= BEAT)
Partly delivered
- Guided copper volume 12,000 MT (FY27) → Q1 run-rate delivered ~3,000 MT (= PARTIAL)
Investor Presentation filed with BSE, NSE: POCL. Summary written with AI assistance from the document.
Pondy Oxides & Chemicals Ltd: 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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POCL delivered strong Q1 FY27 results with 56% revenue growth, driven by a 3x surge in copper volumes. Management remains optimistic despite supply chain disruptions in the lead vertical.
- Call
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