Pondy Oxides & Chemicals Ltd
Incorporated in 1995, Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals[1]
- Market Cap ₹ 2,296 Cr.
- Current Price ₹ 816
- High / Low ₹ 1,191 / 290
- Stock P/E 35.3
- Book Value ₹ 212
- Dividend Yield 0.31 %
- ROCE 16.8 %
- ROE 13.7 %
- Face Value ₹ 5.00
Pros
- Company is expected to give good quarter
- Company's median sales growth is 16.3% of last 10 years
Cons
- The company has delivered a poor sales growth of 10.7% over past five years.
- Dividend payout has been low at 14.3% of profits over last 3 years
- Promoter holding has decreased over last 3 years: -8.13%
* 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 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
448 | 373 | 466 | 759 | 940 | 1,049 | 1,220 | 1,004 | 1,455 | 1,472 | 1,524 | 2,028 | |
434 | 355 | 439 | 705 | 882 | 984 | 1,183 | 980 | 1,377 | 1,391 | 1,451 | 1,924 | |
Operating Profit | 13 | 18 | 27 | 54 | 58 | 65 | 36 | 24 | 77 | 80 | 73 | 104 |
OPM % | 3% | 5% | 6% | 7% | 6% | 6% | 3% | 2% | 5% | 5% | 5% | 5% |
1 | 1 | 1 | 4 | 2 | 4 | 3 | 3 | 5 | 4 | 5 | 4 | |
Interest | 8 | 7 | 8 | 10 | 12 | 12 | 11 | 5 | 9 | 8 | 17 | 12 |
Depreciation | 2 | 2 | 4 | 4 | 4 | 5 | 8 | 8 | 9 | 10 | 9 | 11 |
Profit before tax | 4 | 10 | 16 | 44 | 44 | 52 | 21 | 14 | 64 | 66 | 52 | 85 |
Tax % | 34% | 31% | 37% | 36% | 34% | 35% | 23% | 22% | 25% | 25% | 23% | 23% |
3 | 7 | 10 | 28 | 29 | 34 | 16 | 11 | 48 | 49 | 40 | 65 | |
EPS in Rs | 0.63 | 3.00 | 4.52 | 12.63 | 13.03 | 15.06 | 7.05 | 4.65 | 20.80 | 21.21 | 15.68 | 23.13 |
Dividend Payout % | 40% | 17% | 11% | 6% | 6% | 7% | 11% | 13% | 6% | 12% | 16% | 15% |
Compounded Sales Growth | |
---|---|
10 Years: | 18% |
5 Years: | 11% |
3 Years: | 12% |
TTM: | 33% |
Compounded Profit Growth | |
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10 Years: | 25% |
5 Years: | 31% |
3 Years: | 11% |
TTM: | 66% |
Stock Price CAGR | |
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10 Years: | 46% |
5 Years: | 88% |
3 Years: | 68% |
1 Year: | 116% |
Return on Equity | |
---|---|
10 Years: | 18% |
5 Years: | 16% |
3 Years: | 15% |
Last Year: | 14% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 11 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 12 | 13 | 14 |
Reserves | 27 | 26 | 35 | 66 | 93 | 125 | 145 | 156 | 202 | 243 | 342 | 583 |
75 | 57 | 83 | 110 | 146 | 142 | 56 | 146 | 107 | 142 | 94 | 103 | |
23 | 22 | 30 | 11 | 7 | 9 | 12 | 12 | 15 | 38 | 20 | 31 | |
Total Liabilities | 137 | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 731 |
22 | 15 | 26 | 27 | 32 | 34 | 61 | 54 | 60 | 96 | 114 | 130 | |
CWIP | 3 | 11 | 1 | 3 | 2 | 1 | 2 | 6 | 3 | 7 | 8 | 75 |
Investments | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 40 | 40 | 40 |
111 | 85 | 126 | 163 | 217 | 246 | 157 | 260 | 266 | 291 | 308 | 487 | |
Total Assets | 137 | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 731 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
8 | 45 | -10 | -7 | -19 | 23 | 135 | -91 | 63 | 65 | 64 | -79 | |
-2 | -8 | -3 | -9 | -3 | -8 | -35 | -3 | -14 | -90 | -51 | -67 | |
-13 | -36 | 9 | 16 | 23 | -16 | -95 | 88 | -48 | 25 | -3 | 175 | |
Net Cash Flow | -6 | 1 | -4 | 0 | 0 | -0 | 5 | -6 | 1 | -1 | 11 | 28 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 39 | 29 | 30 | 30 | 35 | 31 | 17 | 40 | 22 | 25 | 24 | 23 |
Inventory Days | 36 | 33 | 52 | 38 | 42 | 43 | 23 | 48 | 41 | 42 | 33 | 47 |
Days Payable | 14 | 16 | 15 | 2 | 1 | 2 | 2 | 3 | 2 | 2 | 3 | 4 |
Cash Conversion Cycle | 62 | 46 | 67 | 66 | 76 | 72 | 38 | 85 | 61 | 65 | 55 | 65 |
Working Capital Days | 67 | 56 | 70 | 68 | 78 | 79 | 38 | 89 | 62 | 61 | 57 | 72 |
ROCE % | 11% | 17% | 22% | 34% | 26% | 25% | 13% | 8% | 23% | 21% | 16% | 17% |
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
1d - Audio recording of investor call on FY25 financial results available on company website.
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Announcement under Regulation 30 (LODR)-Newspaper Publication
17 May - Newspaper Publication - Audited Standalone & Consolidated Financial Results for the quarter and year ended 31st March 2025.
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Announcement under Regulation 30 (LODR)-Press Release / Media Release
16 May - POCL reports FY25 revenue INR 2028 Cr (+33%), PAT INR 65 Cr (+65%), lead capacity expansion, INR 175 Cr QIP raised.
- Announcement under Regulation 30 (LODR)-Investor Presentation 16 May
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Board Meeting Outcome for Recommendation Of Final Dividend For The Financial Year 2024-25
16 May - Board recommends 70% final dividend (Rs.3.50/share) for FY 2024-25, subject to shareholder approval.
Annual reports
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Financial Year 2024
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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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Concalls
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May 2025TranscriptNotesPPT
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Jan 2025Transcript PPT REC
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Oct 2024Transcript PPT
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Oct 2024TranscriptNotesPPT
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Jul 2024Transcript PPT
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Jun 2024Transcript PPT
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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:[1][2][3]
POCL is in the metallic and non-metallic recycling industry as India’s largest secondary Lead manufacturer in Lead Alloys. Its core product, lead and lead alloys, is mainly used in making lead-acid batteries. Company converts scraps of various forms of Lead, Aluminium, and Copper into Lead Metal, Aluminium Metal, Copper, and its Alloys. It 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