Pondy Oxides & Chemicals Limited Posts 45% YoY Revenue Surge

• Revenue from Operations surged to INR 2,939 Cr in FY 2026, up +45 % YoY (stand‑alone); Q4 FY26 alone hit INR 932 Cr, a +80 % YoY jump.
• EBITDA jumped to INR 218 Cr for the year, up +103 % YoY, with Q4 FY26 EBITDA of INR 61 Cr, a +124 % surge. EBITDA margin improved to 7.4 % (up 210 bps YoY).
• PAT surged to INR 139 Cr in FY 2026, up +113 % YoY; Q4 FY26 PAT rose to INR 38 Cr, a +111 % increase. PAT margin rose to 4.7 % (up 150 bps).
• EPS – Diluted climbed to ₹46.27, up +96 % YoY (Q4 FY26 EPS ₹12.47, up +1 %).
• Sales mix: 34 % domestic, 66 % export; product mix – 77 % lead, 23 % copper (FY 2026).
• Copper sales exploded 11.11× YoY to INR 672.58 Cr, driven by higher production.
• Lead sales rose 11 % YoY to 100,727 MT; Q4 FY26 lead sales were flat YoY.
• EBITDA per ton of lead rose 39 % YoY to INR 18,462/ton (FY 2026) and 43 % YoY to INR 19,739/ton in the quarter.
• Capacity expansions: Lead capacity at Thervoykandigai increased > 50 % (132,000 MT → 204,000 MT) with Phase 1 in commercial production from Q1 FY26 and Phase 2 commissioned Dec 2025; utilisation targeted at 70 % in coming quarters. Copper recycling capacity doubled to 12,000 MT in FY 2026, with an additional 36,000 MT planned for finished copper products (capex ~₹200 Cr).
• Capital expenditure: FY 2026 capex ₹49 Cr; FY 2027 capex planned at ≈ ₹180 Cr.

Management highlighted the record‑high results and the “Target 2030” roadmap aimed at ≥ 15 % volume growth, > 20 % revenue CAGR, EBITDA margin > 8 % and ROCE > 20 %.