Pondy Oxides & Chemicals Ltd
POCL's principal activities are converting Lead Scraps of various forms into Lead Metal and Alloys. The company carries out smelting of Lead Battery Scrap to produce secondary lead metal which is further transformed into Pure lead and Specific Lead Alloys. Further company also manufactures Zinc metal and Zinc Oxide.
- Market Cap ₹ 722 Cr.
- Current Price ₹ 621
- High / Low ₹ 906 / 271
- Stock P/E 17.4
- Book Value ₹ 226
- Dividend Yield 0.81 %
- ROCE 20.9 %
- ROE 21.4 %
- Face Value ₹ 10.0
Pros
Cons
- The company has delivered a poor sales growth of 9.39% over past five years.
- Company might be capitalizing the interest cost
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Non Ferrous Metals Industry: Mining / Minerals / Metals
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
302 | 342 | 448 | 373 | 466 | 759 | 940 | 1,049 | 1,220 | 1,004 | 1,455 | 1,472 | 1,603 | |
291 | 332 | 434 | 355 | 439 | 705 | 882 | 984 | 1,183 | 980 | 1,377 | 1,391 | 1,524 | |
Operating Profit | 11 | 10 | 13 | 18 | 27 | 54 | 58 | 65 | 36 | 24 | 77 | 80 | 79 |
OPM % | 4% | 3% | 3% | 5% | 6% | 7% | 6% | 6% | 3% | 2% | 5% | 5% | 5% |
2 | 4 | 1 | 1 | 1 | 4 | 2 | 4 | 3 | 3 | 5 | 4 | 3 | |
Interest | 6 | 8 | 8 | 7 | 8 | 10 | 12 | 12 | 11 | 5 | 9 | 8 | 16 |
Depreciation | 3 | 2 | 2 | 2 | 4 | 4 | 4 | 5 | 8 | 8 | 9 | 10 | 9 |
Profit before tax | 4 | 4 | 4 | 10 | 16 | 44 | 44 | 52 | 21 | 14 | 64 | 66 | 56 |
Tax % | 33% | 32% | 34% | 31% | 37% | 36% | 34% | 35% | 23% | 22% | 25% | 25% | |
3 | 3 | 3 | 7 | 10 | 28 | 29 | 34 | 16 | 11 | 48 | 49 | 41 | |
EPS in Rs | 1.29 | 1.24 | 1.26 | 5.99 | 9.04 | 25.27 | 26.05 | 30.12 | 14.09 | 9.29 | 41.59 | 42.32 | 35.65 |
Dividend Payout % | 39% | 40% | 40% | 17% | 11% | 6% | 6% | 7% | 11% | 13% | 6% | 12% |
Compounded Sales Growth | |
---|---|
10 Years: | 16% |
5 Years: | 9% |
3 Years: | 6% |
TTM: | 12% |
Compounded Profit Growth | |
---|---|
10 Years: | 37% |
5 Years: | 11% |
3 Years: | 44% |
TTM: | -9% |
Stock Price CAGR | |
---|---|
10 Years: | 48% |
5 Years: | 29% |
3 Years: | 83% |
1 Year: | 132% |
Return on Equity | |
---|---|
10 Years: | 22% |
5 Years: | 19% |
3 Years: | 19% |
Last Year: | 21% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Sep 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 11 | 11 | 11 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 12 | 12 |
Reserves | 24 | 26 | 27 | 26 | 35 | 66 | 93 | 125 | 145 | 156 | 202 | 243 | 251 |
50 | 76 | 75 | 57 | 83 | 110 | 146 | 142 | 56 | 146 | 107 | 142 | 192 | |
16 | 23 | 23 | 22 | 30 | 11 | 7 | 9 | 12 | 12 | 15 | 38 | 13 | |
Total Liabilities | 102 | 135 | 137 | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 468 |
21 | 23 | 22 | 15 | 26 | 27 | 32 | 34 | 61 | 54 | 60 | 96 | 104 | |
CWIP | 2 | 1 | 3 | 11 | 1 | 3 | 2 | 1 | 2 | 6 | 3 | 7 | 9 |
Investments | 1 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 40 | 40 |
78 | 110 | 111 | 85 | 126 | 163 | 217 | 246 | 157 | 260 | 266 | 291 | 315 | |
Total Assets | 102 | 135 | 137 | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 468 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
11 | -17 | 8 | 45 | -10 | -7 | -19 | 23 | 135 | -91 | 63 | 65 | |
1 | -2 | -2 | -8 | -3 | -9 | -3 | -8 | -35 | -3 | -14 | -90 | |
-7 | 20 | -13 | -36 | 9 | 16 | 23 | -16 | -95 | 88 | -48 | 25 | |
Net Cash Flow | 5 | 1 | -6 | 1 | -4 | 0 | 0 | -0 | 5 | -6 | 1 | -1 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2012 | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 29 | 55 | 39 | 29 | 30 | 30 | 35 | 31 | 17 | 40 | 22 | 25 |
Inventory Days | 46 | 35 | 36 | 33 | 52 | 38 | 42 | 43 | 23 | 48 | 41 | 42 |
Days Payable | 11 | 18 | 14 | 16 | 15 | 2 | 1 | 2 | 2 | 3 | 2 | 2 |
Cash Conversion Cycle | 63 | 73 | 62 | 46 | 67 | 66 | 76 | 72 | 38 | 85 | 61 | 65 |
Working Capital Days | 62 | 81 | 67 | 56 | 70 | 68 | 78 | 79 | 38 | 89 | 62 | 61 |
ROCE % | 11% | 11% | 11% | 17% | 22% | 34% | 26% | 25% | 13% | 8% | 23% | 21% |
Documents
Announcements
- Announcement Under Regulation 30 Of SEBI (LODR) Regulations, 2015 On Acquisition Of Industrial Land 4 Mar
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Announcement under Regulation 30 (LODR)-Allotment
28 Feb - Of Allotment of Equity Shares and Warrants on Preferential basis to the Promoters and certain identified Non - Promoter persons / entities
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Announcement under Regulation 30 (LODR)-Earnings Call Transcript
9 Feb - Read with Schedule III of SEBI (LODR) Regulations, 2015, Please find enclosed the transcripts of the Q3 FY 2023-24 Investor Call held on 08th February …
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
8 Feb - The audio recordings of the Investor call held on Thursday, 08th February 2024 at 03.00 P.M. on the Unaudited Standalone and Consolidated Financial Results of …
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Announcement under Regulation 30 (LODR)-Newspaper Publication
7 Feb - Disclosure under Regulation 30 and 47 of SEBI (LODR) Regulations, 2015, regarding Newspaper Advertisement of Unaudited Standalone and Consolidated Financial Results for the quarter and …
Annual reports
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2012
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Financial Year 2011
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Financial Year 2010
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Financial Year 2009
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Concalls
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Feb 2024TranscriptPPT
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Nov 2023TranscriptPPT
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Aug 2023TranscriptPPT
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May 2023TranscriptPPT
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Feb 2023TranscriptPPT
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Nov 2022TranscriptPPT
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Aug 2022TranscriptPPT
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Jun 2022Transcript PPT
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Feb 2022TranscriptPPT
Business Overview
POCL is in the production of Lead and Lead Alloys and PVC additives.
Its customers are companies that are mainly battery manufacturers, chemical manufacturers, and PVC extruded and molded products.
It also has a presence in metals, metallic oxides, PVC stabilizers, and lead acid batteries. [1]
There are four different divisions in the co:
1) Metallic Oxides Division (zinc based)
2) PVC Stabilizers Division (lead-based)
3) Smelter Division
4) Zinc Division [2]