Pondy Oxides & Chemicals Limited has informed the Exchange about Investor Presentation
POCL · price
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Pondy Oxides & Chemicals (POCL) shared its Q1FY26 investor presentation reporting record-high quarterly numbers. Standalone revenue grew 36% YoY to Rs. 5,962 Mn, EBITDA surged 82% to Rs. 431 Mn (margin expanded to 7.2% from 5.4%), and PAT jumped 90% to Rs. 276 Mn (PAT margin 4.6% vs 3.3%). Lead production rose 17% to 24,167 MT and lead sales grew 9% to 22,530 MT, while lead EBITDA per ton climbed 48% to Rs. 16,898. The company commissioned Phase 1 (36,000 MTPA) of its TKD lead capacity expansion in Q1FY26, with Phase 2 expected in H2FY26, taking total lead capacity to 168 KTPA (targeting 204 KTPA post expansion). Management outlined its Target 2030 vision targeting 20%+ revenue CAGR, 8%+ EBITDA margins, 20%+ ROCE, 15%+ volume growth, and 60%+ revenue from value-added products, while exploring lithium-ion recycling, e-waste, and rubber.
Strong Q1 results with sharp margin expansion and doubled PAT signal operational leverage kicking in as new capacity comes online. The Target 2030 roadmap provides visibility on sustained growth, though execution of Phase 2 expansion and margin trajectory to 8%+ will be key near-term triggers for the stock.