Pondy Oxides & Chemical Limited has formally notified stock exchanges about an upcoming analyst and institutional investor meeting scheduled with Muddy Waters Capital LLC. The meeting is set to take place on March 25, 2026, marking an important engagement between the chemical company and the institutional investor.

Meeting Details and Compliance

The company has disclosed the meeting schedule in compliance with Regulation 30 of the Securities and Exchange Board of India (LODR) Regulations, 2015. The notification was sent to both the National Stock Exchange of India Limited and BSE Limited on March 19, 2026.

Information Sharing Protocol

Pondy Oxides and Chemicals Limited has explicitly stated that no Unpublished Price Sensitive Information (UPSI) will be shared during the investor meeting. This declaration ensures compliance with regulatory requirements and maintains transparency in investor communications.

Schedule Flexibility

The company has noted that the meeting schedule remains subject to change due to potential exigencies that may arise from the investor, broking house, or company side. This standard disclaimer provides flexibility while maintaining formal communication protocols.

Corporate Communication

The notification was signed by K. Kumaravel, Director Finance & Company Secretary, from the company's corporate office located at KRM Centre, 4th Floor, Harrington Road, Chetpet, Chennai. The formal communication demonstrates the company's commitment to regulatory compliance and transparent investor relations.

Pondy Oxides & Chemical has delivered its strongest ever quarterly performance in Q3FY26, demonstrating exceptional growth across all key financial metrics. The company held its earnings conference call on January 29, 2026, where management highlighted record-breaking results driven by disciplined execution and operational efficiency improvements.

Outstanding Financial Performance

The company achieved remarkable financial results for the third quarter, with substantial improvements in both revenue and profitability metrics. The performance reflects strong operational management and effective capacity utilization across business segments.

Nine-Month Performance Highlights

On a nine-month basis, the company demonstrated consistent growth momentum with revenue, EBITDA, and PAT increasing by 33%, 96%, and 114% year-on-year respectively. Total nine-month revenue reached ₹2,007 crores, supported by substantial growth in production and sales volumes across lead and copper business segments.

Operational Excellence and Capacity Expansion

The company commissioned its second phase lead expansion project in December 2025, adding 36,000 metric tons per annum capacity. Total lead capacity increased from 132,000 metric tons per annum in FY25 to 204,000 metric tons per annum, representing over 50% growth. Lead production increased by 57% year-on-year to 33,271 metric tons in Q3, with EBITDA per ton reaching ₹17,427.

Strategic Business Developments

Export sales contributed 67% of total revenue, reflecting the company's growing global presence and customer confidence. Value-added products accounted for 65% of lead segment revenue on a nine-month basis, supporting the long-term target of achieving over 60% contribution from value-added products. The copper recycling capacity is set to double from 6,000 metric tons per annum to 12,000 metric tons per annum by end of January 2026.

Future Growth Outlook

Management remains aligned with its Target 2030 vision, focusing on delivering 20% plus volume growth and maintaining EBITDA margins above 8%. The company plans to expand into adjacent non-ferrous segments while targeting over 60% revenue contribution from value-added products and 20% plus reduction in energy consumption.