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Pondy Oxides & Chemicals Limited Q1 FY26 earnings call summary

NSE: POCL · BSE: 532626

Earnings call of 25 Jul 2025, summarised by AI from the filing.

POCL posts record Q1 FY26 revenue of ₹596 cr, EBITDA ₹43 cr and PAT ₹28 cr, and guides to 7% plus EBITDA margin for FY26.

Key takeaways

  1. Margin guidance FY26 EBITDA margin guided at 7% plus on average, with margins to remain over 7% in coming quarters.
  2. Value-added products Value-added products rose to 71% of the lead segment (Q1 FY25: 50%), driving margins along with operational efficiencies.
  3. Scrap supply Global talks of restricting scrap exports could tighten supply, though management sees limited near-term impact.

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.