Announced Tue, 26 May · 20:39 IST

Press Release on Q4 & FY26 Financial and Operational Performance

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionResults View source PDF

POCL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-9.8%1-day move
₹1420.00
prior close
₹1390.00
base price
After-mkt
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-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 reported its best-ever financial performance in FY26 with revenue of INR 2,939 Cr, up 45% YoY, driven by higher production and sales volumes across Lead and Copper segments. EBITDA surged 103% to INR 218 Cr with margins expanding 210 bps to 7.4%, while PAT grew 113% to INR 139 Cr with margins expanding 150 bps to 4.7%. The company doubled its copper recycling capacity and increased lead production capacity by over 50% during the year. Management targets over 15% volume growth, 20%+ revenue CAGR, and EBITDA margins above 8% under its Target 2030 vision.

Likely market impact

Strong operational performance with margin expansion and aggressive capacity expansion positions the company well for continued growth. The near-doubling of PAT and EBITDA, combined with healthy ROCE of 17%, indicates improving profitability and operational efficiency that could be positive for shareholders.