Pondy Oxides & Chemicals Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

POCL delivered record Q4/FY26 results: revenue surged 45% to INR 2,939 Cr, PAT soared 113% to INR 139 Cr, with EBITDA margin at 7.4%. A final dividend of INR 5 per share was declared. The company expanded lead recycling to 204,000 MTPA and copper recycling to 12,000 MTPA. A new 36,000 MTPA copper cathode plant (INR 200 Cr, internal funds) starts Phase 1 by Dec 2026, targeting higher copper EBITDA/ton. FY27 CAPEX is INR 180 Cr. Management is confident in achieving 2030 targets: 20% volume/profit growth and >8% EBITDA margin via strategic expansion and value-added products.