Pondy Oxides & Chemicals Limited — PPTs, 17-10-2025: Investor Presentation

POCL saw record Q2 & H1 FY26 financial results, with overall revenue, profit, and margins at their highest-ever. Q2 revenue climbed 11% YoY to Rs 634.5 Cr, with EBITDA up 84% to Rs 55.1 Cr and PAT soaring 105% to Rs 35.6 Cr. For H1 FY26, revenue grew 22% YoY to Rs 1,230.7 Cr, EBITDA 83% to Rs 98.1 Cr, and PAT 98% to Rs 63.1 Cr. Diluted EPS was Rs 11.66 for Q2 (+80% YoY) and Rs 20.69 for H1 (+73% YoY). Growth was largely driven by robust production and sales volumes in Lead and Copper segments.

A key strategic update is the successful commissioning of Phase 1 of the Lead capacity expansion project (36,000 MTPA) in April '25, with Phase 2 expected in H2 FY26. Capex in H1 FY26 was Rs 14 Cr, with Rs 35 Cr estimated for H2.

Management's Target 2030 vision focuses on 20%+ revenue CAGR, 15%+ volume growth, and 8%+ EBITDA margins. They plan capacity expansions in Lead and Copper, exploring Lithium-ion recycling, and aiming for over 60% revenue from value-added products. A healthy net cash position and a clear roadmap position POCL for long-term growth.