| 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
- ₹466.80
- Market cap
- ₹3,561 Cr
- Revenue (annual)
- ₹2,958 Cr
- Net profit (annual)
- ₹131.9 Cr
- P/E (TTM)
- 25.0×Sector 19.0×
- 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.
More from Pondy Oxides & Chemicals Ltd
All →Pondy Oxides & Chemicals Annual General Meeting
Pondy Oxides & Chemicals Limited held its 31st Annual General Meeting on September 22, 2026. The meeting transacted ordinary and special business items as per the notice.
Pondy Oxides & Chemicals Investor Presentation: Key Takeaways
POCL reported strong Q1 FY27 results with Revenue, EBITDA, and PAT growing 56%, 30%, and 32% YoY respectively, driven by multifold growth in the copper vertical and record lead EBITDA per ton.
- Call
- Guides 20% growth
Pondy Oxides & Chemicals Earnings Call Transcript: Key Takeaways
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
- Guides 20% growth
Pondy Oxides & Chemicals Investor Presentation: Key Takeaways
Pondy Oxides & Chemicals (POCL) reported strong Q1FY27 growth with revenue up 56% YoY. Strategy shifts towards high-margin value-added products and expanding copper capacities.
- Call
- Guides 20% growth
Pondy Oxides & Chemicals Q1 FY27 Results: Net Profit ₹35.9 Cr, Up 42.5% YoY
Pondy Oxides & Chemicals Ltd reported revenue from operations of ₹934.9 Cr (+55.1% YoY) and net profit of ₹35.9 Cr (+42.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹35.9 Cr · +42.5% YoY
Pondy Oxides & Chemicals Earnings Call: Key Takeaways
POCL delivered record FY26 results with Revenue up 45%, EBITDA more than doubling, and PAT up 113%. Strategy focuses on high-margin value-added lead and copper products.