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 ₹ 3,333 Cr.
- Current Price ₹ 437
- High / Low ₹ 648 / 392
- Stock P/E 22.5
- Book Value ₹ 105
- Dividend Yield 0.46 %
- ROCE 24.0 %
- ROE 20.0 %
- Face Value ₹ 2.00
Pros
- Company is expected to give good quarter
- Company has delivered good profit growth of 66.6% CAGR over last 5 years
- Company's median sales growth is 20.1% of last 10 years
Cons
- Promoter holding has decreased over last quarter: -2.95%
* 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
Part of BSE Commodities
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 373 | 466 | 759 | 940 | 1,049 | 1,220 | 1,004 | 1,455 | 1,472 | 1,526 | 2,028 | 2,939 | 3,273 | |
| 355 | 439 | 705 | 882 | 984 | 1,183 | 980 | 1,377 | 1,391 | 1,451 | 1,924 | 2,726 | 3,049 | |
| Operating Profit | 18 | 27 | 54 | 58 | 65 | 36 | 24 | 77 | 80 | 75 | 105 | 212 | 225 |
| OPM % | 4.8% | 6% | 7% | 6% | 6% | 3.0% | 2.4% | 5% | 5% | 4.9% | 5% | 7% | 7% |
| 1 | 1 | 4 | 2 | 4 | 3 | 3 | 5 | 4 | 3 | 4 | 6 | 5 | |
| Interest | 7 | 8 | 10 | 12 | 12 | 11 | 5 | 9 | 8 | 17 | 12 | 11 | 9 |
| Depreciation | 2 | 4 | 4 | 4 | 5 | 8 | 8 | 9 | 10 | 9 | 11 | 21 | 23 |
| Profit before tax | 10 | 16 | 44 | 44 | 52 | 21 | 14 | 64 | 66 | 52 | 85 | 186 | 197 |
| Tax % | 31% | 37% | 36% | 34% | 35% | 23% | 22% | 25% | 25% | 23% | 23% | 26% | |
| 7 | 10 | 28 | 29 | 34 | 16 | 11 | 48 | 49 | 40 | 65 | 139 | 147 | |
| EPS in Rs | 1.21 | 1.82 | 5.09 | 5.25 | 6.07 | 2.82 | 1.86 | 8.32 | 8.45 | 6.27 | 9.25 | 18.18 | 19.32 |
| Dividend Payout % | 17% | 11% | 6% | 6% | 7% | 11% | 13% | 6% | 12% | 16% | 15% | 11% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 20% |
| 5 Years: | 24% |
| 3 Years: | 26% |
| TTM: | 50% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 30% |
| 5 Years: | 67% |
| 3 Years: | 41% |
| TTM: | 89% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 38% |
| 5 Years: | 58% |
| 3 Years: | 66% |
| 1 Year: | -12% |
| Return on Equity | |
|---|---|
| 10 Years: | 19% |
| 5 Years: | 18% |
| 3 Years: | 16% |
| Last Year: | 20% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 12 | 13 | 14 | 15 |
| Reserves | 26 | 35 | 66 | 93 | 125 | 145 | 156 | 202 | 243 | 342 | 583 | 785 |
| 57 | 83 | 110 | 146 | 142 | 56 | 146 | 107 | 142 | 94 | 103 | 152 | |
| 22 | 30 | 11 | 7 | 9 | 12 | 12 | 15 | 38 | 20 | 31 | 42 | |
| Total Liabilities | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 731 | 994 |
| 15 | 26 | 27 | 32 | 34 | 61 | 54 | 60 | 96 | 114 | 130 | 211 | |
| CWIP | 11 | 1 | 3 | 2 | 1 | 2 | 6 | 3 | 7 | 8 | 75 | 3 |
| Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 40 | 40 | 40 | 44 |
| 85 | 126 | 163 | 217 | 246 | 157 | 260 | 266 | 291 | 308 | 487 | 736 | |
| Total Assets | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 731 | 994 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 45 | -10 | -7 | -19 | 23 | 135 | -91 | 63 | 65 | 64 | -79 | -54 | |
| -8 | -3 | -9 | -3 | -8 | -35 | -3 | -14 | -90 | -51 | -67 | -47 | |
| -36 | 9 | 16 | 23 | -16 | -95 | 88 | -48 | 25 | -3 | 175 | 74 | |
| Net Cash Flow | 1 | -4 | 0 | 0 | -0 | 5 | -6 | 1 | -1 | 11 | 28 | -27 |
| Free Cash Flow | 36 | -14 | -13 | -27 | 17 | 99 | -96 | 50 | 13 | 32 | -167 | -102 |
| CFO/OP | 266% | -21% | 12% | 0% | 66% | 381% | -361% | 101% | 104% | 102% | -57% | -2% |
Ratios
Standalone / View Consolidated
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 29 | 30 | 30 | 35 | 31 | 17 | 40 | 22 | 25 | 24 | 23 | 33 |
| Inventory Days | 33 | 52 | 38 | 42 | 43 | 23 | 48 | 41 | 42 | 33 | 47 | 38 |
| Days Payable | 16 | 15 | 2 | 1 | 2 | 2 | 3 | 2 | 2 | 3 | 4 | 2 |
| Cash Conversion Cycle | 46 | 67 | 66 | 76 | 72 | 38 | 85 | 61 | 65 | 55 | 65 | 68 |
| Working Capital Days | 12 | 20 | 24 | 25 | 32 | 25 | 43 | 37 | 27 | 35 | 54 | 62 |
| ROCE % | 17% | 22% | 34% | 26% | 25% | 13% | 8% | 23% | 21% | 16% | 17% | 24% |
Insights
In beta| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|
| Lead EBITDA per ton INR per MT |
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| Lead Installed Capacity MTPA |
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| Lead Production Volume MT |
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| Lead Sales Volume MT |
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| Exports % of Revenue % |
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| Copper Installed Capacity MTPA |
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| Copper Production Volume MT |
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Extracted by Screener AI
Documents
Announcements
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Closure of Trading Window
- Trading window closed from 1 October 2026 for Q2 and half-year FY2027 results.
- Shareholder Meeting / Postal Ballot-Scrutinizer''s Report
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Shareholder Meeting / Postal Ballot-Outcome of AGM
- FY26 revenue up 45% to ₹2,939 crore; final dividend ₹2/share; Thervoykandigai commissioned; ₹200 crore copper cathode project.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
- Intimation of Investor meeting scheduled on Wednesday, 16th September, 2026
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
- Pondy Oxides scheduled a virtual one-to-one analyst/investor meeting with 1M Financial Limited on 10 September 2026.
Annual reports
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Annual Report 2026
from bse
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Annual Report 2025
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Annual Report 2024
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Annual Report 2023
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Annual Report 2022
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Annual Report 2021
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Annual Report 2020
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Annual Report 2019
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Annual Report 2018
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Annual Report 2017
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Annual Report 2016
from bse
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Annual Report 2015
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Annual Report 2014
from bse
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Annual Report 2013
from bse
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Annual Report 2012
from bse
Concalls
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Aug 2026Transcript PPT REC
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Jun 2026Transcript PPT REC
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Jan 2026Transcript PPT REC
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Oct 2025Transcript PPT REC
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Jul 2025Transcript PPT REC
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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 2024PPT
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Jul 2024Transcript PPT
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Jun 2024Transcript PPT
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Feb 2024Transcript
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Nov 2023Transcript
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Aug 2023Transcript
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May 2023Transcript
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Feb 2023Transcript
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Nov 2022Transcript
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Aug 2022Transcript
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Jun 2022Transcript PPT
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Feb 2022Transcript
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