Pondy Oxides and Chemicals Limited: Q1 : Revenue from Operations, EBITDA and PAT increased by 35%, 78% and 94% on YoY basis.

  • Pondy Oxides and Chemicals Limited: Q1 :  Revenue from Operations, EBITDA and PAT increased by 35%, 78% and 94% on YoY basis. 

  • Q1FY26 Key Financial Highlights 
  •  Revenue from Operations has increased to INR 596 Cr., up 36% and 15% on YoY and QoQ basis. POCL experienced this substantial growth as a result of increased production, sales, and realizations in both Lead and Copper. 
  •  EBITDA increased significantly by 82% to INR 43 Cr on a YoY basis. EBITDA margins exceeding the 7% mark represent a significant milestone in POCL’s journey toward long-term, sustainable value creation. 
  •  PAT increased by 90% to INR 28 Cr on YoY basis. PAT Margins increased to 4.6%, up from 3.3% in Q1FY25. 
  •  On a Consolidated basis also, POCL reported a strong financial performance. Revenue from Operations, EBITDA and PAT increased by 35%, 78% and 94% on YoY basis. 
  •  The Q1FY26 sales mix between domestic and export markets stood at 44% and 56% respectively. 
  •  The percentage of value-added products in the Lead segment stands at 71% compared to 50% and 58% on YoY and QoQ basis.   
  • 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.”  
  •  Q1FY26 Strategic Updates 
  •  Lead Capacity Expansion of Thervoykandigai Project - POCL is expanding its lead production capacity by 72,000 MTPA (in 2 Phases of 36,000 MTPA each) in its plant, located in Thervoykandigai. The commercial production for Phase 1 of 36,000 MTPA Lead Capacity has commenced in Q1FY26. Phase 2 expansion is expected to be commissioned by H2’FY26. The capex estimated for Phase 2 is Rs. 20 crores approximately. 
  •  TARGET 2030 – Under its Target 2030 vision, POCL has laid out a well-defined roadmap for sustainable growth and diversification. The focus is on expanding capacities in different verticals of nonferrous metals. Key objectives include delivering over 15% volume growth, maintaining a 20%+ revenue CAGR and profitability growth, achieving EBITDA margins above 8%, ROCE exceeding 20%, and driving more than 60% of revenue from value-added products. Additionally, POCL aims to reduce energy consumption by over 20% as part of its commitment to lowering its carbon footprint. 
  •  R&D Projects – POCL is looking at setting up R&D Facilities for the creation of value-added products both for the current portfolio and for feasible products which will add overall value to the top and bottom line of the Company. 
  •  CAPEX – POCL has invested INR 8 Cr. in Capex during Q1FY26 and expects to invest INR 42 Cr. in 9MFY26.   

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