Pondy Oxides and Chemicals Ltd
NSE:POCL
Pondy Oxides and Chemicals Ltd
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.
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.
Record Performance: Pondy Oxides & Chemicals reported its strongest-ever quarterly and 9-month results, with significant growth in revenue, EBITDA, and PAT.
Revenue Growth: Quarterly revenue rose to INR 776 crores, up 22% sequentially and 55% year-on-year. 9-month revenue reached INR 2,007 crores, up 33%.
Profitability Surge: Quarterly EBITDA increased 122% YoY to INR 59 crores, while PAT climbed 148% YoY to INR 38 crores. 9-month EBITDA and PAT rose 96% and 114% YoY, respectively.
Capacity Expansion: Lead capacity expanded by over 50% to 204,000 tonnes per annum, with copper recycling set to double to 12,000 tonnes by Jan 2026.
Stable Margins: EBITDA margins remained strong at 7-7.5%, in line with guidance, despite shifts in procurement mix and product mix.
Value-Added Products: Value-added products made up 65% of lead revenue for 9 months, supporting the company’s strategic focus.
Strong Exports: Exports contributed 67% of total revenue, reflecting robust global demand.
Guidance Maintained: Management reaffirmed its margin and growth guidance and plans further capacity increases and product expansion.
