Pondy Oxides & Chemicals Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹2,878 Cr
- P/E
- 19.47
- ROE
- 19.96%
- PEG
- 0.47
- Price to sales
- 0.89
- Debt to equity
- 0.19
- 52W high / low
- ₹1,545 / ₹378
- Sales growth (5Y)
- 23.95%
- EBITDA margin
- 6.87%
- Net profit margin
- 4.74%
- Promoter holding
- 36.39%
- Sales (last year)
- ₹3,273 Cr
Incorporated in 1995, Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals[1]
Guidance scorecard · Q1 FY27 call
What Pondy Oxides & Chemicals Ltd's management guided
and where it ranks in Diversified Metals
Diversified Metals
RevenueQ1 FY27 call
20–40%- Targeting over 15% volume growth by 2030 with a focus on profitable expansion.
- Aiming for 20%+ CAGR in revenue and profitability through operational efficiencies and capacity ramp-up.
- Lead volume sales guidance for FY27 remains around 1.25 to 1.3 lakh tons, with confidence to meet previous commitments after supply chain normalization.
- Copper segment ramp-up underway, expecting over 80-90% utilization of expanded 36,000 MT capacity by FY28.
- Copper expected to contribute approximately 45% of overall revenue in FY27, with EBITDA per ton expected to exceed INR 40,000.
- Annual value-added product mix for lead targeted around 65-70%, enhancing EBITDA per ton sustainability in lead segment.
2 more points from Pondy Oxides & Chemicals Ltd's call on revenue
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MarginsQ1 FY27 call
Up 2%+See what Pondy Oxides & Chemicals Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- Capex guidance for FY27 is around INR175 crores.
- Of this, approximately INR20-25 crores is allocated for maintenance capex.
- The balance INR140-150 crores is earmarked for the new copper plant division.
- Currently, around INR25 crores of fresh capex has already been spent.
- Copper plant expansion involves capacity addition of 18,000 metric tons, with machine installations starting around September 2026.
- Trial production for the new copper capacity is planned for December 2026.
2 more points from Pondy Oxides & Chemicals Ltd's call on capex
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FundraisingQ1 FY27 call
PlannedSee what Pondy Oxides & Chemicals Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
- Supply chain issues and shipping delays have impacted volumes, particularly in lead segment.
- The company expects to catch up on lost volumes and hopes supply disruptions will ease in Q2 FY27.
- Discussions with customers shifted basic pure lead volumes to other suppliers, while value-added product volumes remained stable.
- Ramp-up of new capacities planned: copper capacity expansion expected to reach 80-90% utilization by FY28.
2 more points from Pondy Oxides & Chemicals Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Diversified Metals
on management's own guidance
- 2
- Strong growth1
- Jain Resource Recycling LtdGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Diversified Metals companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Flat | ₹360 Cr | 228.7 | |
| 2 | Pondy Oxides & Chemicals LtdThis stock | 20–40% | Up 2%+ | ₹3,278 Cr | 22.1 |
| 3 | Jain Resource Recycling Ltd | 20–40% | Up 0–2% | ₹10,001 Cr | 27.4 |
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Pro shows every company guiding 40%+ revenue growth →Full Diversified Metals rankingPondy Oxides & Chemicals Ltd announcements
All announcements →- Board / shareholder meeting outcomeNotablePondy Oxides and Chemicals Ltd holds 31st AGM, announces financials and dividend
Financials of Pondy Oxides & Chemicals Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Pondy Oxides & Chemicals Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 435 | 321 | 393 | 454 | 357 | 437 | 572 | 502 | 517 | 596 | 635 | 776 | 932 |
| Expenses + | 411 | 307 | 376 | 429 | 338 | 414 | 543 | 477 | 490 | 555 | 581 | 719 | 873 |
| Operating Profit | 24 | 13 | 16 | 25 | 19 | 23 | 29 | 25 | 27 | 41 | 54 | 58 | 59 |
| OPM % | 6% | 4% | 4% | 6% | 5% | 5% | 5% | 5% | 5% | 7% | 8% | 7% | 6% |
| Other Income + | 1 | 1 | 1 | -1 | 2 | 1 | 1 | 1 | 0 | 2 | 2 | 2 | 1 |
| Interest | 3 | 4 | 4 | 5 | 3 | 2 | 4 | 4 | 2 | 3 | 1 | 2 | 4 |
| Depreciation | 3 | 2 | 2 | 2 | 3 | 2 | 3 | 3 | 3 | 4 | 6 | 6 | 5 |
| Profit before tax | 19 | 8 | 11 | 17 | 15 | 19 | 23 | 20 | 22 | 37 | 48 | 51 | 51 |
| Tax % | 25% | 26% | 26% | 26% | 17% | 25% | 25% | 24% | 19% | 25% | 26% | 27% | 25% |
| Net Profit + | 14 | 6 | 8 | 13 | 12 | 15 | 17 | 15 | 18 | 28 | 36 | 38 | 38 |
| EPS in Rs | 6.13 | 2.60 | 3.52 | 5.40 | 4.88 | 5.77 | 6.66 | 5.39 | 6.40 | 9.16 | 11.66 | 12.31 | 12.47 |
Financials of Pondy Oxides & Chemicals Ltd
Profit & Loss
Annual income statement trend
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 373 | 466 | 759 | 940 | 1,049 | 1,220 | 1,004 | 1,455 | 1,472 | 1,526 | 2,028 | 2,939 |
| Expenses + | 355 | 439 | 705 | 882 | 984 | 1,183 | 980 | 1,377 | 1,391 | 1,451 | 1,924 | 2,728 |
| Operating Profit | 18 | 27 | 54 | 58 | 65 | 36 | 24 | 77 | 80 | 75 | 105 | 211 |
| OPM % | 5% | 6% | 7% | 6% | 6% | 3% | 2% | 5% | 5% | 5% | 5% | 7% |
| Other Income + | 1 | 1 | 4 | 2 | 4 | 3 | 3 | 5 | 4 | 3 | 4 | 6 |
| Interest | 7 | 8 | 10 | 12 | 12 | 11 | 5 | 9 | 8 | 17 | 12 | 10 |
| Depreciation | 2 | 4 | 4 | 4 | 5 | 8 | 8 | 9 | 10 | 9 | 11 | 21 |
| Profit before tax | 10 | 16 | 44 | 44 | 52 | 21 | 14 | 64 | 66 | 52 | 85 | 186 |
| Tax % | 31% | 37% | 36% | 34% | 35% | 23% | 22% | 25% | 25% | 23% | 23% | 26% |
| Net Profit + | 7 | 10 | 28 | 29 | 34 | 16 | 11 | 48 | 49 | 40 | 65 | 139 |
| EPS in Rs | 3.00 | 4.52 | 12.63 | 13.03 | 15.06 | 7.05 | 4.65 | 20.80 | 21.21 | 15.68 | 23.13 | 45.47 |
| Dividend Payout % | 17% | 11% | 6% | 6% | 7% | 11% | 13% | 6% | 12% | 16% | 15% | 0% |
Financials of Pondy Oxides & Chemicals Ltd
Balance Sheet
Capital structure and asset base
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 12 | 13 | 14 | 15 |
| Reserves | 26 | 35 | 66 | 93 | 125 | 145 | 156 | 202 | 243 | 342 | 583 | 785 |
| Borrowings + | 57 | 83 | 110 | 146 | 142 | 56 | 146 | 107 | 142 | 94 | 103 | 152 |
| Other Liabilities + | 22 | 30 | 11 | 7 | 9 | 12 | 12 | 15 | 38 | 20 | 31 | 42 |
| Total Liabilities | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 731 | 994 |
| Fixed Assets + | 15 | 26 | 27 | 32 | 34 | 61 | 54 | 60 | 96 | 114 | 130 | 211 |
| CWIP | 11 | 1 | 3 | 2 | 1 | 2 | 6 | 3 | 7 | 8 | 75 | 3 |
| Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 40 | 40 | 40 | 44 |
| Other Assets + | 85 | 126 | 163 | 217 | 246 | 157 | 260 | 266 | 291 | 308 | 487 | 736 |
| Total Assets | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 731 | 994 |
Financials of Pondy Oxides & Chemicals Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 45 | -10 | -7 | -19 | 23 | 135 | -91 | 63 | 65 | 64 | -79 | |
| Cash from Investing Activity + | -8 | -3 | -9 | -3 | -8 | -35 | -3 | -14 | -90 | -51 | -67 | |
| Cash from Financing Activity + | -36 | 9 | 16 | 23 | -16 | -95 | 88 | -48 | 25 | -3 | 175 | |
| Net Cash Flow | 1 | -4 | 0 | 0 | -0 | 5 | -6 | 1 | -1 | 11 | 28 | |
| Free Cash Flow | 36 | -14 | -13 | -27 | 17 | 99 | -96 | 50 | 13 | 32 | -167 | |
| CFO/OP | 266% | -21% | 12% | 0% | 66% | 381% | -361% | 101% | 104% | 102% | -57% |
Financials of Pondy Oxides & Chemicals Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 29 | 30 | 30 | 35 | 31 | 17 | 40 | 22 | 25 | 24 | 23 | 33 |
| Inventory Days | 33 | 52 | 38 | 42 | 43 | 23 | 48 | 41 | 42 | 33 | 47 | 38 |
| Days Payable | 16 | 15 | 2 | 1 | 2 | 2 | 3 | 2 | 2 | 3 | 4 | 2 |
| Cash Conversion Cycle | 46 | 67 | 66 | 76 | 72 | 38 | 85 | 61 | 65 | 55 | 65 | 68 |
| Working Capital Days | 12 | 20 | 24 | 25 | 32 | 25 | 43 | 37 | 27 | 35 | 54 | 62 |
| ROCE % | 17% | 22% | 34% | 26% | 25% | 13% | 8% | 23% | 21% | 16% | 17% | 24% |
Guidance history
How Pondy Oxides & Chemicals Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 20–40% | Up 2%+ | Planned | Planned | — |
| Q4 FY26 call → | 20–40% | Flat | Planned | None planned | — |
| Q3 FY26 call → | 20–40% | Flat | Planned | — | — |
| Q2 FY26 call → | 20–40% | Flat | Planned | Planned | — |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
15 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −21.5% | 35% |
| Last 6 months | −13.3% | 31% |
| Last 3 months | −21.5% | 13% |
The price is 30.5% below its all-time high of ₹617.92 (15 May 2026). Stocks more than 20% below their peak have their score halved, so 29 became 15.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Pondy Oxides & Chemicals Ltd: 0.4 × 35 + 0.4 × 31 + 0.2 × 13 = 29, halved to 15 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 16 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Pondy Oxides & Chemicals Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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