| Metric | Value (₹ Cr) | vs Q4 FY25 |
|---|---|---|
| Revenue | 602.83 | 15.1% |
| Total Income | 604.22 | 15.4% |
| Expenditure | 569.78 | 13.4% |
| PBT | 34.44 | 65.1% |
| Net Profit | 25.16 | 51.5% |
| OPM | 6.79% | 1.51pp |
| NPM | 4.16% | 0.99pp |
| EPS | 8.72 | 47.5% |
Pondy Oxides & Chemicals Delivers Record High Quarterly Revenue, EBITDA, PAT and Margins in Q1FY26
23 Jul 2025 · 23 Jul 2025, 09:12 pm
Summary
Pondy Oxides and Chemicals Limited has reported an outstanding performance in Q1FY26 with a 36% YoY increase in revenue, 82% YoY increase in EBITDA, and 90% YoY increase in PAT. The company's EBITDA margins exceeded the 7% mark, a significant milestone in its journey towards long-term, sustainable value creation. The sales mix between domestic and export markets stood at 44% and 56% respectively.
Key Highlights
- 1
Revenue from Operations increased to INR 596 Cr., up 36% and 15% on YoY and QoQ basis
- 2
EBITDA increased significantly by 82% to INR 43 Cr on a YoY basis
- 3
PAT increased by 90% to INR 28 Cr on YoY basis
- 4
The Q1FY26 sales mix between domestic and export markets stood at 44% and 56% respectively
- 5
The percentage of value-added products in the Lead segment stands at 71% compared to 50% and 58% on YoY and QoQ basis
- 6
Q1FY26 procurement mix of Lead, Plastics and copper through imports is approximately 84%, 53%, and 100% respectively
- 7
The capacity utilization of Copper more than doubled, leading to a significant increase in production and sales of Copper
- 8
The production of Lead has increased significantly by 17% (YoY) to 24,167 MT on a quarterly basis
- 9
The sales of Lead have increased by 9% (YoY) to 22,530 MT on a quarterly basis
- 10
EBITDA per Ton of Lead increased by 48% (YoY) to INR 16,898 per Ton on a quarterly basis
- 11
POCL is expanding its lead production capacity by 72,000 MTPA in its plant, located in Thervoykandigai
- 12
POCL has laid out a well-defined roadmap for sustainable growth and diversification with a focus on expanding capacities in different verticals of nonferrous metals
Management Comments
Mr. Ashish Bansal
Managing Director
I am pleased to report that POCL has begun FY26 with its strongest quarterly performance to date, driven by solid operational execution. Revenue, EBITDA, and PAT grew by 36%, 82%, and 90% YoY, respectively, supported by a rise in production and sales volumes across Lead and Copper. Crossing the 7% EBITDA margin is a significant milestone in our journey of sustained value creation. POCL remains well on course to achieve its Target 2030—centered on capacity expansion, 15%+ volume growth, 20%+ revenue CAGR, improved profitability, and a higher share of value-added products. With a clear strategic roadmap, strong financial health, operational discipline, favorable regulatory environment, experienced leadership, and strong stakeholder backing, POCL is well-positioned for long-term, consistent growth.
Informational and educational content only. Not investment advice.