ALFA Finder
The call ran from 3:27 PM to 4:39 PM IST (1 h 12 min).
Key takeaways
H1 FY27 revenue rose 33% to ₹1,639 Cr and PAT was ₹55.6 Cr, but lead margins fell on supply shortfalls. Management deflected on volume and margin gaps.
| Management target | Revenue 20.0% 2030 |
|---|
| Revenue growth | Revenue +33% YoY to ₹1,639 Cr in H1, driven by copper scale-up. |
|---|---|
| Margins | Blended EBITDA margin 3.4% vs 4.9% prior quarter; lead EBITDA/t down. |
| Demand visibility | Copper demand gap cited; lead recovery depends on supply easing. |
| Management confidence | Defensive: deflects on peers, insider sale; over-optimistic on Q4 turnaround. |
Growth
Copper revenue ~4.5x, 47% of sales; lead volumes hit by supply gaps. Blended EBITDA margin 3.4% vs 4.9% prior quarter.
Outlook
2030 targets: 20%+ revenue CAGR, 8%+ margins, ROCE above 20%; copper cathode phase 1 targeted December 2026.
Risks
Lead FY27 guidance of 120–130k tonnes dropped; Q2 lead EBITDA/t ~₹16k, below ₹18–20k guide; value-added mix fell to 60–65%.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Pondy Oxides & Chemicals Q2 FY27 Results: Net Profit ₹19.7 Cr, Down 41.9% YoY
Pondy Oxides & Chemicals Ltd reported revenue from operations of ₹708.5 Cr (+10.6% YoY) and net profit of ₹19.7 Cr (-41.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹19.7 Cr · -41.9% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Targeting over 15% volume growth and 20%+ CAGR in revenue and profitability by 2030.
Growth they described
Revenue grew 56% YoY; copper vertical volumes tripled, reaching highest ever production and sales levels.
Call details
| Company | Pondy Oxides & Chemicals Limited |
|---|---|
| NSE symbol | POCL |
| ISIN | INE063E01061 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 13 November 2026 |
| Time | 3:30 PM IST |
| Length | 1 h 12 min |
Pondy Oxides & Chemicals Limited: key numbers
- Share price
- ₹378.50
- Market cap
- ₹2,887 Cr
- Revenue (annual)
- ₹2,958 Cr
- Net profit (annual)
- ₹131.9 Cr
- P/E (TTM)
- 22.5×Sector 17.1×
- Promoter holding
- 36.39%+0.00% QoQ
- FII holding
- 3.19%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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