Pondy Oxides and Chemicals Limited (POCL) reported strong Q1 FY27 results, with revenue up 56% to ₹931 Cr and PAT up 32% to ₹36 Cr. The copper vertical saw stellar growth, with volumes increasing over 3x year-on-year, achieving highest ever production and sales. The 36,000 metric ton per annum copper cathode expansion project is progressing, with Phase 1 commissioning expected by December 2026. While lead volumes moderated due to supply chain issues, strategic focus on value-added products resulted in a record Lead EBITDA of INR 21,595 per ton. Management is confident in long-term growth, targeting >8% EBITDA margins by 2030, driven by operational efficiencies and capacity additions.