Pondy Oxides & Chemicals Limited — Investor Meet, 31-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Pondy Oxides delivered its strongest ever Q3 & 9M FY26 performance. Revenue grew 55% YoY (Q3) and 33% (9M), EBITDA soared 122% (Q3) and 96% (9M), with PAT up 148% (Q3) and 114% (9M). Lead capacity expanded over 50% to 204,000 MTPA, while copper capacity is doubling to 12,000 MTPA by January 2026. Management targets 20%+ volume/profitability CAGR, aiming for 7-8% EBITDA margins and 60%+ revenue from value-added products. Mundra expansion for lead/copper and new verticals is set for H2 CY27. Management expresses confidence in strategic growth and operational efficiency.