Pondy Oxides & Chemicals Limited Posts 45% YoY Revenue Surge
Pondy Oxides & Chemicals Limited (BSE: 532626, NSE: POCL) – Q4 & FY26 Financial & Operational Performance
Introduction
Pondy Oxides & Chemicals Limited (BSE Code 532626; NSE Code POCL) released a press‑release on 26 May 2026 detailing its Q4 2026 and full‑year FY 2026 results. The company highlighted record‑high revenue, EBITDA and profit after tax (PAT), alongside significant capacity expansions and progress on its “Target 2030” roadmap.
Key Financial Highlights
Stand‑alone Results (Q4 FY26 vs. FY26)
| Metric | Q4 FY26 | YoY Change | FY 2026 | YoY Change |
|---|---|---|---|---|
| Revenue from Operations | INR 932 Cr | +80 % | INR 2,939 Cr | +45 % |
| EBITDA | INR 61 Cr | +124 % | INR 218 Cr | +103 % |
| EBITDA Margin | 6.5 % | – | 7.4 % | +210 bps |
| PAT | INR 38 Cr | +111 % | INR 139 Cr | +113 % |
| PAT Margin | 4.1 % | – | 4.7 % | +150 bps |
| EPS – Diluted | ₹12.47 | +1 % | ₹46.27 | +96 % |
On a consolidated basis, FY 2026 revenue, EBITDA and PAT grew 44 %, 101 % and 128 % YoY respectively (₹2,958 Cr, ₹215 Cr, ₹132 Cr).
Sales Mix
- Domestic vs Export: 34 % domestic, 66 % export (FY 2026).
- Lead vs Copper: 77 % lead, 23 % copper (FY 2026).
Operational Highlights
- Import Procurement Mix (FY 2026): Lead ≈ 73 %, Plastics ≈ 61 %, Copper ≈ 98 %.
- Copper Sales: Up 11.11× YoY to INR 672.58 Cr, driven by higher production.
- Lead Sales: Up 11 % YoY to 100,727 MT; Q4 FY26 sales were flat YoY.
- EBITDA per Ton of Lead: ↑ 39 % YoY to INR 18,462/ton (FY 2026) and ↑ 43 % YoY to INR 19,739/ton (quarterly).
Strategic Updates
Capacity Expansion
- Lead – Thervoykandigai Project: Capacity increased > 50 % (132,000 MT → 204,000 MT). Phase 1 commercial production started Q1 FY26; Phase 2 commissioned Dec 2025. Utilisation targeted at 70 % in coming quarters.
- Copper Recycling: Capacity doubled from 6,000 MT to 12,000 MT in FY 2026. Additional 36,000 MT capacity for finished copper products planned in two phases, with capex of ~₹200 Cr.
Target 2030 Vision
- Growth Objectives: ≥ 15 % volume growth, > 20 % revenue CAGR, EBITDA margin > 8 %, ROCE > 20 %, > 60 % revenue from value‑added products.
- Sustainability: Reduce energy consumption by > 20 % to lower carbon footprint.
Capital Expenditure
- FY 2026 capex: ₹49 Cr.
- Planned FY 2027 capex: ≈ ₹180 Cr.
Management Commentary
Ashish Bansal, Managing Director
“POCL delivered its best‑ever FY 26 performance, with revenue, EBITDA and PAT up 45 %, 103 % and 113 % YoY respectively. Over the past five years we have achieved a CAGR of 24 % in revenue, 52 % in EBITDA and 67 % in PAT, underpinned by strong operational execution and a robust balance sheet (ROCE = 17 %). Our capacity expansions and Target 2030 roadmap position us for sustained 15 %+ volume growth, > 20 % revenue CAGR and continued margin improvement.”
Outlook & Risks (as disclosed)
- Capacity Utilisation: The newly added lead and copper capacities are expected to reach 70 % utilisation in the near term; any delay could affect projected growth.
- Commodity Price Volatility: Lead and copper price fluctuations may impact revenue and margins.
- Capex Execution: The planned ₹180 Cr capex for FY 2027 must be executed on schedule to meet the Target 2030 objectives.
The information above is extracted directly from Pondy Oxides & Chemicals Limited’s press release dated 26 May 2026.
Original Source Document
View the original exchange filing or announcement.
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