Pondy Oxides & Chemicals Limited has informed the Exchange about Transcript
POCL · price
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POCL reported its strongest-ever FY25 with all-time high revenue of INR2,028 crores (up 33% YoY), EBITDA of INR108 crores (up 39%), and PAT of INR65 crores (up 65%). Lead production rose 30% to 94,115 MT, with EBITDA per ton up 21% to INR13,848. The company raised INR175 crores via QIP and commissioned Phase 1 (36,000 MT) of a new 72,000 MT lead plant at ThervoyKandigai in Q1 FY26, with Phase 2 expected by H2 FY26. CRISIL upgraded its rating to A/Stable, and the board declared its highest-ever dividend of 70% (INR3.5/share). Management laid out ambitious 2030 targets including 15%+ volume CAGR, 20%+ revenue and profit CAGR, EBITDA margins above 8%, and ROCE above 20%. Copper and plastics verticals are scaling up, with copper revenue guided at INR300 crores in FY26 and INR650-700 crores in FY27.
The strong results, capacity expansion, credit rating upgrade, and clear multi-year margin roadmap to 8%+ EBITDA should be viewed positively by shareholders. With 90% of sales under long-term contracts, full-year sales visibility, and no further fundraising planned, the stock likely benefits from improved earnings predictability and growth visibility.