| 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
- ₹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 Limited
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.