Investor Presentation for Q4 & FY 2026
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Pondy Oxides reported exceptional FY26 results with standalone revenue of Rs. 29,387 Mn (up 45% YoY), EBITDA of Rs. 2,181 Mn (up 103%) and PAT of Rs. 1,387 Mn (up 113%). EBITDA margin expanded significantly from 5.3% to 7.4%, while PAT margin improved from 3.2% to 4.7%. The company achieved a 5-year revenue CAGR of 24%, EBITDA CAGR of 52% and PAT CAGR of 67%. Operations grew strongly with Lead production reaching 1,04,481 MT and Copper production at 5,480 MT. The company successfully commissioned both phases of its Lead capacity expansion (adding 72,000 MTPA total) and doubled Copper recycling capacity to 12,000 MTPA. FY26 capex was Rs. 49 Cr with FY27 capex guidance of Rs. 180 Cr. Management also disclosed plans for Copper Cathode production in FY2027 and Lithium Ion recycling exploration.
The sharp margin expansion and doubling of profits indicate strong operational leverage and improved product mix. The disclosed multi-year Target 2030 (20%+ revenue CAGR, 20%+ ROCE, 8%+ EBITDA margins) provides clear long-term visibility and signals management confidence in sustaining growth through capacity expansions and value-added products.