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 ₹ 2,164 Cr.
- Current Price ₹ 770
- High / Low ₹ 1,191 / 328
- Stock P/E 33.3
- Book Value ₹ 212
- Dividend Yield 0.33 %
- 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
Commodities Metals & Mining Diversified Metals Diversified 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 | |
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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: | 81% |
3 Years: | 76% |
1 Year: | 129% |
Return on Equity | |
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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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Compliances-Reg.24(A)-Annual Secretarial Compliance
30 May - Annual Secretarial Compliance Report FY25 with minor non-compliances resolved and no major issues.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
30 May - Of Investor meet scheduled on Wednesday & Thursday, 04th & 05th June 2025.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
29 May - Of Investor meet scheduled on Friday, 06th June 2025.
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Disclosures under Reg. 29(2) of SEBI (SAST) Regulations, 2011
26 May - Promoters sold 6 lakh shares (2.13%) via open market on 23 May 2025.
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Disclosure Under Regulation 7(2) Of The SEBI (Prohibition Of Insider Trading) Regulations, 2015
24 May - Promoters sold 600,000 shares (2.13%) via open market on 23 May 2025.
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 2025Transcript PPT REC
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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