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

Pondy Oxides delivered its strongest ever financial year (FY26), achieving all-time high revenue of INR 2,939 Cr (+45% YoY), EBITDA of INR 218 Cr (doubled YoY), and PAT of INR 139 Cr (+113% YoY). Q4 also saw robust growth. Lead recycling capacity expanded to 204,000 MTPA, and copper capacity doubled to 12,000 MTPA. A new 36,000 MTPA copper cathode plant, backed by a INR 200 Cr internal investment, targets Phase 1 commissioning by December 2026 for enhanced margins. Management expresses confidence in achieving Target 2030 through strategic expansion, value-added products, and operational efficiency.