PONDY OXIDES & CHEMICALS LTD. Q4 FY26 Results

Summary

Pondy Oxides and Chemicals Limited (POCL) delivered an outstanding performance in Q4 & FY26, marking its highest-ever Revenue, EBITDA, and PAT. On a standalone basis, FY26 revenue from operations grew by 45% year-on-year to ₹2,939 crore, while Q4FY26 revenue increased by 80% year-on-year to ₹932 crore. EBITDA for FY26 rose significantly by 103% to ₹218 crore, with margins expanding to 7.4%, and PAT reached ₹139 crore, up 113% year-on-year, with margins at 4.7%. The company attributed this growth to improved operational efficiencies, increased production, sales volumes, and a higher share of value-added products, complemented by strategic capacity expansions in both lead and copper verticals.

Key Highlights

1. 1

   Pondy Oxides and Chemicals Limited (POCL) achieved its highest-ever Revenue, EBITDA, and PAT for the financial year 2026.

2. 2

   Revenue from operations for FY26 increased by 45% year-on-year to ₹2,939 crore on a standalone basis.

3. 3

   Quarterly revenue for Q4FY26 surged by 80% year-on-year and 20% quarter-on-quarter to ₹932 crore on a standalone basis.

4. 4

   EBITDA significantly grew by 103% year-on-year to ₹218 crore in FY26, with EBITDA Margins expanding by 210 basis points to 7.4%.

5. 5

   Profit After Tax (PAT) for FY26 reached ₹139 crore, reflecting a 113% year-on-year increase, and PAT margins expanded by 150 basis points to 4.7%.

6. 6

   The company expanded its lead production capacity by over 50% from 132,000 MTPA to 204,000 MTPA and doubled its copper recycling capacity to 12,000 MTPA in FY26.

7. 7

   Sales of Copper saw a significant increase of 11.11 times in FY26 to ₹672.58 crore, driven by increased production.