Pondy Oxides & Chemicals Limited — Investor Meet, 29-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Pondy Oxides and Chemicals (POCL) kicked off FY26 with strong Q1 results, reporting record Revenue of INR 596 Cr (+36% YoY), EBITDA of INR 43 Cr (+82% YoY), and PAT of INR 28 Cr (+90% YoY). EBITDA margins hit 7%+. Growth was driven by operational efficiencies and higher sales of value-added products (VAP), which now comprise 71% of lead sales. Management expects 7%+ EBITDA margins for FY26. Phase 1 of lead capacity expansion is at 40-45% utilization, targeting 70% soon. Phase 2 commissioning is slated for H2 FY26. The company targets over 15% revenue CAGR and 20%+ profitability by 2030, with a focus on sustainable value creation.