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 ₹ 3,981 Cr.
- Current Price ₹ 1,305
- High / Low ₹ 1,619 / 689
- Stock P/E 28.6
- Book Value ₹ 262
- Dividend Yield 0.27 %
- ROCE 23.9 %
- ROE 20.0 %
- Face Value ₹ 5.00
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 3 years: -9.54%
* 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 373 | 466 | 759 | 940 | 1,049 | 1,220 | 1,004 | 1,455 | 1,472 | 1,526 | 2,028 | 2,939 | |
| 355 | 439 | 705 | 882 | 984 | 1,183 | 980 | 1,377 | 1,391 | 1,451 | 1,924 | 2,728 | |
| Operating Profit | 18 | 27 | 54 | 58 | 65 | 36 | 24 | 77 | 80 | 75 | 105 | 211 |
| OPM % | 5% | 6% | 7% | 6% | 6% | 3% | 2% | 5% | 5% | 5% | 5% | 7% |
| 1 | 1 | 4 | 2 | 4 | 3 | 3 | 5 | 4 | 3 | 4 | 6 | |
| Interest | 7 | 8 | 10 | 12 | 12 | 11 | 5 | 9 | 8 | 17 | 12 | 10 |
| Depreciation | 2 | 4 | 4 | 4 | 5 | 8 | 8 | 9 | 10 | 9 | 11 | 21 |
| Profit before tax | 10 | 16 | 44 | 44 | 52 | 21 | 14 | 64 | 66 | 52 | 85 | 186 |
| 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 | |
| EPS in Rs | 3.00 | 4.52 | 12.63 | 13.03 | 15.06 | 7.05 | 4.65 | 20.80 | 21.21 | 15.68 | 23.13 | 45.47 |
| Dividend Payout % | 17% | 11% | 6% | 6% | 7% | 11% | 13% | 6% | 12% | 16% | 15% | 0% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 20% |
| 5 Years: | 24% |
| 3 Years: | 26% |
| TTM: | 45% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 30% |
| 5 Years: | 67% |
| 3 Years: | 41% |
| TTM: | 114% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 47% |
| 5 Years: | 78% |
| 3 Years: | 93% |
| 1 Year: | 68% |
| 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 | ||
| -8 | -3 | -9 | -3 | -8 | -35 | -3 | -14 | -90 | -51 | -67 | ||
| -36 | 9 | 16 | 23 | -16 | -95 | 88 | -48 | 25 | -3 | 175 | ||
| Net Cash Flow | 1 | -4 | 0 | 0 | -0 | 5 | -6 | 1 | -1 | 11 | 28 | |
| Free Cash Flow | 36 | -14 | -13 | -27 | 17 | 99 | -96 | 50 | 13 | 32 | -167 | |
| CFO/OP | 266% | -21% | 12% | 0% | 66% | 381% | -361% | 101% | 104% | 102% | -57% |
Ratios
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 2006 | Mar 2010 | Mar 2012 | Mar 2015 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Lead Installed Capacity MTPA |
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| Lead Production Volume MT |
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| Lead Sales Volume MT |
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| Aluminum Installed Capacity MTPA |
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| Copper Installed Capacity MTPA |
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| Lead EBITDA per Ton Rs/MT |
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| Plastics Installed Capacity MTPA |
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Extracted by Screener AI
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
15m - Audio recording of investor call on 27 May 2026 for Q4 and FY26 audited results available on website.
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Announcement under Regulation 30 (LODR)-Newspaper Publication
25m - Newspaper Publication - Audited Standalone & Consolidated Financial Results for the quarter and year ended 31st March 2026
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Change In Designation - Mr. Ashish Bansal, Managing Director (DIN: 01543967) As The Chairman And Managing Director Of The Company
21h - On 26 May 2026, Ashish Bansal was appointed Chairman and Managing Director; terms remain unchanged.
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Announcement under Regulation 30 (LODR)-Investor Presentation
22h - Investor Presentation for Q4 & FY 2026
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Announcement under Regulation 30 (LODR)-Press Release / Media Release
22h - FY26 revenue rose 45% to ₹2,939 Cr; PAT up 113% to ₹139 Cr, with capacity expansions.
Annual reports
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Financial Year 2025
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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 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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Concalls
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May 2026TranscriptAI SummaryPPT
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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 2024TranscriptAI SummaryPPT
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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