Announced Tue, 26 May · 20:37 IST

Pondy Oxides & Chemicals Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

POCL · price

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Price reaction · full curve 14 horizons · vs prior close
-9.8%1-day move
₹1420.00
prior close
₹1390.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-3.6-5.2-5.9-7.0-9.8-9.0-5.8-7.3-8.0-13.4-6.9-8.2
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AI summary

Pondy Oxides & Chemicals Limited, a recycling company specializing in Lead, Copper, Plastics, and Aluminium, reported landmark performance in FY26 with standalone revenue of Rs. 29,387 Mn (up 45% YoY), EBITDA of Rs. 2,181 Mn (up 103% YoY), and PAT of Rs. 1,387 Mn (up 113% YoY). Margins improved significantly with EBITDA margin rising from 5.3% to 7.4% and PAT margin from 3.2% to 4.7%. The company achieved 5-year CAGRs of 24% in revenue, 52% in EBITDA, and 67% in PAT. Management successfully commissioned Phase 1 and Phase 2 of lead capacity expansion (72,000 MTPA total) and doubled copper recycling capacity to 12,000 MTPA. Planned capex for FY27 is Rs. 180 Crores, with copper cathode production expected at Mundra in FY27.

Likely market impact

Strong operational execution and margin expansion signal solid growth trajectory. The company's Target 2030 targets (20%+ revenue CAGR, 8%+ EBITDA margins, 20%+ ROCE) provide clear multi-year visibility for investors, though current valuation may already reflect the impressive growth.