ALFA Finder| Management target | Revenue 20.0% 2030 |
|---|
| Revenue growth | H1 +33%; Q2 +12% YoY |
|---|---|
| Margins | Q2 EBITDA margin 4.6% vs 8.7% Q2FY26 |
| Demand visibility | Expects gradual lead ramp-up as economy improves |
| Management confidence | Confident of sustainable growth; sourcing improving |
Growth
Q2FY27 revenue +12% YoY to Rs 7,078 Mn. Copper H1 volumes ~3x; lead H1 sales down ~33%.
Outlook
Target 2030: 20%+ revenue CAGR, 8%+ EBITDA margin. INR 200 Cr copper cathode plant; Phase I by Dec'26.
Risks
Lead raw-material sourcing disruption, lower lead volumes, and elevated operating costs. Q2 EBITDA margin 4.6% vs 8.7%.
Investor Presentation filed with BSE, NSE: POCL. Summary written with AI assistance from the document.
Pondy Oxides & Chemicals Ltd: 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.
More from Pondy Oxides & Chemicals Ltd
All →Pondy Oxides & Chemicals Earnings Call Transcript: 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.
- Call
- Guides 20% growth
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
Pondy Oxides & Chemicals Board Meeting Date
Pondy Oxides & Chemicals Limited intimated a board meeting on 12 November 2026 to consider unaudited standalone and consolidated half-yearly results for September 2026. Trading window closes from 1 October to 14 November 2026.
Pondy Oxides & Chemicals Other Announcement
Pondy Oxides & Chemicals Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. This is a routine regulatory disclosure.
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 Other Announcement
Pondy Oxides and Chemicals Limited has filed its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, as mandated by SEBI regulations.