ALFA Finder| 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%.
Earnings Call Transcript filed with NSE, 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 Investor Presentation: Key Takeaways
H1FY27 standalone revenue Rs 16,387 Mn (+33% YoY); EBITDA Rs 887 Mn (-10%); PAT Rs 564 Mn (-11%). Q2 EBITDA fell 40% and PAT 43%.
- 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.