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Pondy Oxides & Chemicals Limited Q3 FY26 results deck summary

NSE: POCL · BSE: 532626

Results deck of 28 Jan 2026, summarised by AI from the filing.

Management targets over 15% volume growth, revenue CAGR above 20%, EBITDA margins above 8%, ROCE above 20%, and value-added products over 60%.

Key takeaways

  1. Target 2030 Management targets over 15% volume growth, revenue CAGR above 20%, EBITDA margins above 8%, ROCE above 20%, and value-added products over 60%.
  2. Capacity expansion Phase 1 and Phase 2 of Lead capacity expansion commissioned, contributing 36,000 MTPA each in April 2025 and December 2025.
  3. Volume growth Increase in production and sales of Lead and Copper on both quarterly and nine-month basis drove growth.
  4. Margin pressure EBITDA margin declined to 7.62% in Q3 FY26 from 8.68% in Q2 FY26.

Original filing on BSE

Pondy Oxides & Chemicals Limited Q1 FY27 results

As filed: Revenue ₹935 cr (+55% year on year), EBITDA ₹55.8 cr (+36% year on year), PAT ₹35.9 cr (+44% year on year), EBITDA margin 6.0% (−83 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹935 cr (+78% year on year), EBITDA ₹59.2 cr (+111% year on year), PAT ₹37.5 cr (+121% year on year), EBITDA margin 6.3% (+99 bps). Score 92 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 99 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Profit rose ₹20.5 cr on a year ago, more than the ₹5.0 cr it added the year before. Share price after the results: −5.5% in 30 days (Nifty 500: +0.9%).
  • Q3 FY26: Revenue ₹780 cr (+53% year on year), EBITDA ₹56.9 cr (+119% year on year), PAT ₹35.3 cr (+172% year on year), EBITDA margin 7.3% (+218 bps). Score 93 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was above it. EBITDA margin rose 218 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹271 cr on a year ago, more than the ₹52.0 cr it added the year before. Share price after the results: −9.5% in 30 days (Nifty 500: +0.4%).
  • Q2 FY26: Revenue ₹640 cr (+11% year on year), EBITDA ₹54.0 cr (+93% year on year), PAT ₹34.0 cr (+127% year on year), EBITDA margin 8.4% (+360 bps). Score 71 of 100, Above trend. Revenue growth was below the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 360 bps year on year. Profit rose ₹19.0 cr on a year ago, more than the ₹9.0 cr it added the year before. Share price after the results: +3.4% in 28 days (Nifty 500: +1.2%).
  • Q1 FY26: Revenue ₹603 cr (+36% year on year), EBITDA ₹41.0 cr (+78% year on year), PAT ₹25.0 cr (+92% year on year), EBITDA margin 6.8% (+163 bps). Score 79 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit growth was in line with it. EBITDA margin rose 163 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹158 cr on a year ago, more than the ₹120 cr it added the year before. Share price after the results: +15.4% in 30 days (Nifty 500: −1.9%).
  • Q4 FY25: Revenue ₹524 cr (+45% year on year), EBITDA ₹28.0 cr (+65% year on year), PAT ₹17.0 cr (+42% year on year), EBITDA margin 5.3% (+63 bps). Score 65 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend; profit growth was below it. EBITDA margin rose 63 bps year on year. Profit lagged EBITDA because of depreciation, interest or other income, not the business. Share price after the results: −11.1% in 28 days (Nifty 500: +0.2%).
  • Q3 FY25: Revenue ₹509 cr (+11% year on year), EBITDA ₹26.0 cr (0% year on year), PAT ₹13.0 cr (+30% year on year), EBITDA margin 5.1% (−58 bps). Score 51 of 100, In line with trend. EBITDA margin fell 58 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 12% from last quarter.
  • Q2 FY25: Revenue ₹579 cr (+46% year on year), EBITDA ₹28.0 cr (+75% year on year), PAT ₹15.0 cr (+150% year on year), EBITDA margin 4.8% (+81 bps). Score 94 of 100, Above trend. EBITDA margin rose 81 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Pondy Oxides & Chemicals Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.