Pondy Oxides & Chemicals Reports Strong Q2 Performance with Revenue Growth and Margin Expansion

1 min read     Updated on 17 Oct 2025, 01:09 PM
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Jubin VergheseScanX News Team
Overview

Pondy Oxides & Chemicals Limited (POCL) has reported impressive Q2 financial results. Revenue increased to 6.35 billion rupees from 5.80 billion rupees year-over-year. Net profit more than doubled to 356.00 million rupees, a 104% increase. EBITDA rose to 535.00 million rupees with an improved margin of 8.43%. The copper segment showed exceptional growth of 698.14%, while the lead segment, the primary revenue driver, saw a slight decline of 2.14%. The company's balance sheet remains strong with total assets at ₹76,820.49 million and shareholders' equity at ₹68,663.91 million.

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*this image is generated using AI for illustrative purposes only.

Pondy Oxides & Chemicals Limited (POCL) has reported a significant boost in its financial performance for the second quarter. The company's revenue and profitability showed substantial improvements, highlighting strong growth and operational efficiency.

Financial Highlights

POCL reported Q2 revenue of 6.35 billion rupees, up from 5.80 billion rupees year-over-year. The company's net profit more than doubled to 356.00 million rupees, marking a substantial 104% increase from 174.00 million rupees in the corresponding quarter of the previous year.

Profitability and Operational Efficiency

The company's EBITDA increased significantly to 535.00 million rupees from 290.00 million rupees in the same period last year. EBITDA margin improved to 8.43% compared to 5.06% year-over-year, indicating enhanced operational efficiency and profitability.

Segment Performance

POCL's segment-wise performance reveals:

Segment Revenue (₹ in millions) YoY Growth
Lead 54,780.48 -2.14%
Copper 8,360.37 698.14%
Others 896.12 1.56%

The copper segment demonstrated exceptional growth, while the lead segment, which remains the primary revenue driver, saw a marginal decline.

Balance Sheet Strength

As of the end of the quarter, POCL's balance sheet reflects a strong financial position:

  • Total assets stood at ₹76,820.49 million
  • Shareholders' equity increased to ₹68,663.91 million
  • The company maintained a healthy cash and cash equivalents balance of ₹9,489.71 million

Future Outlook

The strong Q2 performance positions Pondy Oxides & Chemicals well for continued growth. The significant expansion in the copper segment and the company's ability to maintain profitability in its core lead business suggest a diversified approach to market opportunities. The improved EBITDA margin also indicates the company's focus on enhancing operational efficiency, which bodes well for future profitability.

Historical Stock Returns for Pondy Oxides & Chemical

1 Day5 Days1 Month6 Months1 Year5 Years
+0.42%+5.14%+5.52%+78.00%+23.02%+708.93%
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Pondy Oxides Reports Record Q1 Performance with 36% Revenue Growth and 7% EBITDA Margins

1 min read     Updated on 29 Jul 2025, 04:00 PM
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Reviewed by
Naman SharmaScanX News Team
Overview

Pondy Oxides & Chemical (POCL) achieved its best-ever quarterly performance with significant growth across key financial metrics. Revenue increased by 36% to INR 596.00 crores, EBITDA rose 82% to INR 43.00 crores, and PAT grew 90% to INR 28.00 crores. Lead production increased by 17%, and copper capacity utilization more than doubled. The company's new lead production facility commenced operations, and further expansion is planned. POCL maintains a positive outlook, targeting 7%+ EBITDA margins for the full year and aiming for long-term growth in revenue and profitability.

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*this image is generated using AI for illustrative purposes only.

Pondy Oxides & Chemical (POCL) has kicked off the quarter with its best-ever quarterly performance, showcasing robust growth across key financial metrics. The company's strategic focus on operational efficiency and value-added products has yielded impressive results.

Financial Highlights

  • Revenue surged by 36% year-on-year to INR 596.00 crores
  • EBITDA jumped 82% to INR 43.00 crores, achieving record margins of over 7%
  • Profit After Tax (PAT) increased by 90% to INR 28.00 crores, with margins of 4.6%

Operational Performance

  • Lead production increased by 17% to 24,167 metric tons
  • Lead sales grew by 9% to 22,530 metric tons
  • Copper capacity utilization more than doubled
  • Value-added products comprised 71% of the lead segment, up from 50% in the previous year

Strategic Updates

  • The new 36,000-tonne lead production facility at Thervoykandigai commenced commercial operations at 40-45% utilization
  • Phase 2 expansion of 36,000 tonnes is scheduled for the second half with an estimated capex of INR 20.00 crores
  • The company is targeting 120,000 tonnes of lead production capacity utilization

Management Commentary

Ashish Bansal, Managing Director of POCL, stated, "POCL has achieved its highest ever quarterly revenue, EBITDA, PAT, and margins. The substantial growth is a result of increased production, sales, and realizations in both lead and copper segments."

He further added, "We are firmly on track to achieve our long-term strategic objectives for 2030 with a clear roadmap centered on value creation and sustainable growth."

Future Outlook

  • POCL maintains guidance of 7%+ EBITDA margins for the full year
  • The company aims to achieve over 15% revenue CAGR and 20%+ profitability growth in the long term
  • POCL is targeting EBITDA margins above 8% and ROCE greater than 20% by 2030
  • The company plans to generate over 60% of revenue from higher-margin value-added products

Market Position and Expansion

POCL is strengthening its position in the lead recycling industry with its state-of-the-art technology and efficient processes. The company is also expanding its copper segment, with plans to increase capacity from the current 6,000 tons to 12,000 tons.

The management remains confident in the company's growth trajectory, supported by capacity expansion, operational excellence, and regulatory tailwinds. POCL is well-positioned to capitalize on the growing demand for recycled lead and copper products in both domestic and international markets.

As the industry moves towards more sustainable practices, POCL's focus on recycling and value-added products aligns well with global trends, positioning the company for long-term success in the non-ferrous metals sector.

Historical Stock Returns for Pondy Oxides & Chemical

1 Day5 Days1 Month6 Months1 Year5 Years
+0.42%+5.14%+5.52%+78.00%+23.02%+708.93%
Pondy Oxides & Chemical
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