Pondy Oxides & Chemicals Limited — PPTs, 04-08-2026: Investor Presentation

POCL's financial results for the quarter showed robust performance. Revenue jumped 56% YoY to ₹930.9 Cr, with EBITDA up 30% to ₹55.9 Cr and PAT rising 32% to ₹36.3 Cr. Copper sales surged over 3.5x YoY. While lead volumes were strategically moderated to boost value-added products, this led to a record Lead EBITDA per Ton of ₹21,595, up 28% YoY.

The company is focused on its ambitious Target 2030 vision, aiming for 20%+ Revenue & Profitability CAGR and 60%+ value-added products. Key strategies include expanding lead & copper capacities and exploring new verticals like Lithium-ion.

In recent developments, POCL incurred ₹5 Cr in Q1 capex, with ₹175 Cr planned for the rest of FY27. Lead capacity increased over 50% to 204,000 MTPA in FY26 and is currently ramping up. A ₹200 Cr investment is underway for a 36,000 MTPA LME Grade A Copper Cathode facility, with Phase I expected by Dec'26. CRISIL also upgraded POCL's outlook to Positive. Diluted EPS for the quarter was ₹4.75, up 24% YoY.

Management highlighted Q1's strong start, driven by improved realizations and a richer product mix. They remain confident in achieving Target 2030 through capacity ramp-ups, copper additions, value-added products, and forward integration for profitable growth.