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Pondy Oxides and Chemicals Ltd
NSE:POCL

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Pondy Oxides and Chemicals Ltd
NSE:POCL
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Price: 1 417.9 INR 1.26% Market Closed
Market Cap: 43.3B INR

Pondy Oxides and Chemicals Ltd
Investor Relations

Pondy Oxides & Chemicals Ltd. engages in the production of metallic oxides and plastic additives. The company is headquartered in Chennai, Tamil Nadu. The principal activities of the Company include converting lead scrapes of various forms into lead metal and alloys. The company carries out smelting of lead battery scrap to produce secondary lead metal, which is transformed into pure lead and specific lead alloys. The company also manufactures zinc metal and zinc oxide. Its products include Lead; Lead Alloys, which includes Calcium Alloys and Antimony Alloys; Master Alloys; Tin Alloys; Babbit Alloys, and Zinc Oxide, which includes white Seal and Pure Grade. Its products are supplied to battery manufacturers, chemical manufacturers and PVC extruded and molded products. Its product lead is used for radiation shielding, ammunitions, roofing sheets, extruded products, solders in the electronic, plumbing, and automotive industry. The company exports to its products to Asian region, such as South Korea, Japan, Indonesia and to Middle East.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Oct 17, 2025
AI Summary
Q2 2026

Record Results: POCL delivered its strongest-ever quarterly and half-yearly performance, with record revenue, EBITDA, PAT, and margins driven by operational efficiency and growth in lead and copper volumes.

Margin Expansion: EBITDA margin crossed the 8% mark, with gross margins at a record high of 14.5% this quarter; management expects to sustain EBITDA margins above 8% going forward.

Capacity Growth: Phase 1 of lead expansion at Thervoy Kandigai is running at 50%-55% utilization; Phase 2 is set for commissioning in H2 FY '26, and copper capacity will ramp to 24,000 tons by FY '27.

Strong Value-Added Mix: Around 70% of lead segment revenue comes from value-added products, supporting higher margins; this mix is expected to continue.

Guidance Affirmed: Management reiterated guidance of 1.2 lakh tons of lead sales for FY '26 and about INR 400 crores copper revenue, with 70,000 tons of lead sales targeted in H2.

Balance Sheet Strength: The company is net debt-free and reported a net cash balance of INR 71 crores.

Lithium-Ion Entry: Commercial entry into lithium-ion battery recycling is planned for 2027, following ongoing R&D with ACE Green Recycling.

Key Financials
Revenue
INR 635 crores
Revenue (H1)
INR 1,231 crores
EBITDA
INR 55 crores (quarter), INR 98 crores (H1)
EBITDA Margin
Over 8%
PAT
INR 36 crores (quarter), INR 63 crores (H1)
PAT Margin
5%+
Lead Production (H1)
50,475 metric tons
Lead Production (quarter)
26,308 metric tons
Lead Sales Guidance (FY '26)
1.2 lakh tons
Lead Sales Guidance (H2 FY '26)
70,000 tons
Copper Revenue Guidance (FY '26)
INR 400 crores
EBITDA per ton (Lead, quarter)
INR 19,970 per ton
EBITDA per ton (Lead, H1)
INR 18,510 per ton
Gross Margin
14.5% (quarter)
Value-Added Products (Lead, H1)
70%
Exports (Revenue share)
61%
Net Cash Position
INR 71 crores
CapEx (H1 FY '26)
INR 14 crores
CapEx (H2 FY '26, Lead)
INR 20 crores
CapEx (H2 FY '26, Copper)
INR 35 crores
Other Earnings Calls

Management

Mr. Anil Kumar Bansal B.Sc.
Executive Chairman
No Bio Available
Mr. Ashish Bansal M.B.A.
MD & Director
No Bio Available
Mr. Krishna Moorthi Kumaravel
Director of Finance, Whole-Time Director, Compliance Officer & Company Secretary
No Bio Available
Mr. Vijay Balakrishnan
Chief Financial Officer
No Bio Available
Mr. Mayank Sharma
President of Operations
No Bio Available
Mr. Premji George
Group Head of Lead operations
No Bio Available
Mr. P. Prabhakar
IT Head
No Bio Available
Mr. Piyush Dhawan
President of Commercials & Strategy
No Bio Available
Mr. Rajendra Kumar Rai
Plant Head
No Bio Available

Contacts

Address
TAMIL NADU
Chennai
4 th Floor, KRM Centre,, No: 2, Harrington Road, Chetpet,
Contacts
+914442965454
www.pocl.co.in