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have you any latest information about pondy oxide

Asked by CNI Follower · 2 months ago · 14-01-2026

Yes. Here is the latest publicly available information on Pondy Oxides & Chemicals Ltd (POCL) as of mid‑January 2026:

1. Business profile

- One of India’s larger secondary lead recyclers and lead alloy manufacturers, also present in recycled plastics and copper.

- Strong export orientation: in FY25, exports contributed about 66% of revenue, domestic about 34%. (capitalmarket.com)

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2. Latest results – Q2 FY26 (September 2025 quarter)

(Reported as “Q2 FY25‑26”)

- Revenue from operations: ₹640.37 crore

- QoQ: +6.23% (vs ₹602.83 crore)

- YoY: +10.58% (business-standard.com)

- Operating profit: ₹2.67 crore

- QoQ: –41.58%

- YoY: –44.14% (business-standard.com)

- PBDT: ₹19.23 crore

- QoQ: +37.65%

- YoY: +89.64% (business-standard.com)

- Profit before tax (PBT): ₹46.20 crore

- QoQ: +34.15%

- YoY: +116.49% (business-standard.com)

- Net profit: ₹33.87 crore

- QoQ: +34.56% (vs ₹25.17 crore)

- YoY: +121.95% (business-standard.com)

An ET Markets piece on 24 October 2025 also highlighted this September‑quarter performance, noting ~11% YoY sales growth (revenue rising from ~₹579 crore to ~₹640 crore). (m.economictimes.com)

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3. Recent full‑year performance (FY25 – year ended March 2025)

- Revenue: ₹2,056.91 crore, up 33.4% YoY (from ₹1,541.68 crore).

- Net profit: ₹58.05 crore, up 82.2% YoY (from ₹31.87 crore). (business-standard.com)

Q4 FY25 (March 2025 quarter, consolidated):

- Revenue from operations: ₹523.71 crore, +44% YoY.

- Net profit: ₹16.61 crore, +39% YoY. (business-standard.com)

Management has described FY25 as the “best‑ever” year for the company, with record revenue, EBITDA and PAT, supported by higher volumes in lead, copper and plastics and a stronger balance sheet (lower net debt and better working‑capital metrics). (capitalmarket.com)

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4. Strategy and outlook (from management commentary – not a recommendation)

Management has articulated a “Target 2030” framework, focusing on: (capitalmarket.com)

- 15%+ annual volume growth

- 20%+ revenue CAGR

- Margin improvement

- Increased share of value‑added products in the lead and allied segments

- Continued capex and capacity expansion, with emphasis on exports and regulatory tailwinds in organised recycling (BWMR, EPR, reverse‑charge mechanism).

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5. Stock performance snapshot (historical, not live data)

- On 22 November 2025, the Business Standard results page showed POCL around ₹1,344–1,345 on NSE/BSE. This is a past reference, not a live quote. (business-standard.com)

- An ET Markets article dated 24 October 2025 noted that over the preceding year, the share price had risen about 51%, from around ₹910 to ₹1,376, helped by steady double‑digit sales growth in the September quarter. (m.economictimes.com)

For the exact latest price, volumes and intraday moves, please refer to live data on NSE/BSE or your broker’s trading terminal, as I cannot provide real‑time quotes.

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6. Key factors market participants typically track (example analysis only)

(The following is an example analytical view and not investment advice.)

- Positives (example):

- Strong earnings momentum in FY25 and Q2 FY26

- Rising export volumes and better utilisation in lead, plastics and copper

- Improved balance sheet and working‑capital management

- Regulatory support for organised recyclers (BWMR, EPR, reverse‑charge norms). (capitalmarket.com)

- Risks (example):

- Exposure to cyclical global lead and metal prices

- Dependence on scrap availability and export demand

- Execution risk in ongoing and planned capacity expansions, and potential margin pressure if metal cycles turn.

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