Pondy Oxides & Chemicals Ltd.

•

pocl.co.inBSE: 532626NSE: POCL

Market Cap₹ 3,467 Cr.

Current Price

High / Low₹ 648 / 392

Stock P/E24.3

Book Value₹ 108

Price to Book3.92

Dividend Yield0.44 %

ROCE23.3 %

ROE19.3 %

Face Value₹ 2

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Lead: 76.2% • Copper: 22.7% • Others: 1.1%

AI Sector View

AI GENERATED

Metals & Mining

Hold

The sector backdrop is mixed. Iron ore output was very strong at 29.5% YoY (2026-07), but steel slowed to 2.9% YoY (2026-07), finished steel consumption was 8.0% YoY (2026-06), and headline mining production was still -0.9% (Jul/26). FPI outflows of INR -2349 crore over 3 months to 2026-08-31 also argue against an aggressive overweight.

Confidence

61%

View full sector analysis →

PROS

Company has delivered good profit growth of 109.6% CAGR over last 5 years
Company has consistently been profitable over the last 5 years
Company has delivered good sales growth of 52.5% CAGR over last 5 years
Latest quarter profit grew 42.6% YoY, showing strong momentum
Company comfortably covers its interest (16.2x coverage)
Institutional investors have been accumulating - FII+DII up 3.2pp

CONS

Operating cash flow has been negative in recent years
Receivables are growing faster than sales - a possible quality concern
Promoter holding has decreased over last 2 years: -8.8pp
Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT -0.27x)
Valuation is stretched - P/E of 24.3 is well above its own 5-year median (9.4)
Total debt has risen sharply - up 35.8% year on year

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Metals & MiningNon - Ferrous MetalsMetal - Non Ferrous

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name
1.	HINDZINC	576.05	14.26	243399.50	1.74	5469.00	144.81	13747.00	81.10	69.83	58.56
2.	HINDALCO	981.90	13.45	220655.17	0.51	7013.00	75.15	84825.00	32.06	10.45	16.43
3.	VEDL	264.35	5.25	103371.11	12.86	7918.00	77.65	24205.00	-35.34	18.72	35.12
4.	HINDCOPPER	514.35	43.76	49738.88	0.56	352.37	162.47	936.50	81.36	39.44	54.17
5.	VOGL	36.76	0.00	14374.59	0.00	9450.00	—	25070.00	—	0.00	32.47
6.	GRAVITA	1667.00	31.39	12303.87	0.38	106.37	14.30	1475.06	41.84	17.18	7.44
7.	JAINREC	284.70	27.22	9824.59	0.00	69.41	22.79	2724.46	75.86	25.74	3.97
8.	CMRGREEN	216.55	22.33	4743.65	0.00	68.18	—	3122.73	91.98	13.41	4.33
9.	POCL	454.50	24.31	3466.84	0.44	358.80	42.58	9348.90	55.08	23.32	5.97
10.	ONIXSOLAR	437.95	26.86	1614.63	0.00	208.97	—	945.10	—	32.85	29.74
11.	ARDEE	50.87	18.93	1603.43	0.00	199.03	—	3388.11	—	49.04	9.90
12.	BHAGYANGR	422.90	22.54	1416.56	0.00	20.24	167.37	705.08	45.20	9.17	5.43

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	3,249	3,968	4,574	3,615	4,449	5,791	5,091	5,237	6,028	6,404	7,799	9,352	9,349
	3,198	3,891	4,417	3,500	4,279	5,585	4,919	5,026	5,698	5,953	7,319	8,860	8,880
Operating Profit	51	77	157	114	171	206	172	211	331	451	480	492	469
OPM %	1.57%	1.94%	3.43%	3.16%	3.84%	3.56%	3.38%	4.03%	5.48%	7.04%	6.16%	5.26%	5.02%
	11	11	-10	28	8	7	10	-2	14	11	11	30	4
Interest	38	48	55	32	23	41	37	20	32	16	19	37	25
Depreciation	35	34	35	28	36	41	45	45	47	69	70	63	64
Profit before Tax	63	88	147	142	179	213	182	209	344	462	491	503	474
Tax %	34.39%	35.21%	31.25%	16.11%	27.43%	28.49%	27.43%	20.38%	26.93%	26.69%	28.11%	25.42%	24.23%
Net Profit	41	57	101	120	130	153	132	166	252	339	353	375	359
	3.53	4.89	8.72	10.20	10.27	11.84	5.03	5.91	8.72	11.50	11.57	12.30	4.70

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2009	Mar 2010	Mar 2011	Mar 2012	Mar 2013	Mar 2014	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	175	230	323	309	359	457	1,476	1,542	2,057	2,958	32,904
	177	207	303	299	348	443	1,398	1,470	1,951	2,746	31,012
Operating Profit	-2	23	19	11	11	14	78	73	106	212	1,892
OPM %	-1.29%	9.82%	6.04%	3.48%	2.96%	3.03%	5.31%	4.70%	5.13%	7.17%	5.75%
	3	1	2	2	4	1	33	2	2	5	56
Interest	6	7	8	6	8	8	8	18	13	12	97
Depreciation	2	2	3	3	2	2	11	13	17	25	266
Profit before Tax	-7	15	11	4	5	4	92	44	78	180	1,930
Tax %	-7.48%	19.42%	33.21%	33.39%	31.47%	33.46%	18.31%	27.58%	25.84%	26.77%	26.12%
Net Profit	-7	12	7	3	3	3	75	32	58	132	1,426
EPS	-7.07	12.22	7.46	2.63	2.93	2.61	64.56	25.27	20.64	43.22	—
Dividend Payout %	—	9.82%	18.77%	38.03%	34.18%	38.24%	7.74%	19.78%	16.96%	11.57%	—

COMPOUNDED SALES GROWTH

10 Years:: 33%
5 Years:: 52%
3 Years:: 26%

COMPOUNDED PROFIT GROWTH

10 Years:: 39%
5 Years:: 110%
3 Years:: 21%

STOCK PRICE CAGR

10 Years:: 54%
5 Years:: 137%
3 Years:: 70%
1 Year:: -12%

RETURN ON EQUITY

10 Years:: —
5 Years:: 20%
3 Years:: 14%
Last Year:: 19%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2011	Mar 2012	Mar 2013	Mar 2014	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	10	11	11	11	12	13	14	15
Minority Interest	3	0	0	0	0	0	0	0
	25	25	27	29	253	324	564	773
	60	50	76	75	168	101	112	152
Trade Payables	10	8	18	18	9	10	21	16
	15	7	9	8	27	28	21	22
Total Liabilities	123	102	141	141	469	477	732	978
	26	21	23	22	148	162	174	252
Capital Work in Progress	2	2	1	3	12	9	75	3
	0	0	0	0	0	0	0	5
	30	33	33	42	161	130	241	273
	0	0	0	0	0	104	129	265
Cash & Bank	8	12	13	7	0	30	40	11
	58	34	70	67	148	41	73	170
Total Assets	123	102	141	141	469	477	732	978

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2011	Mar 2012	Mar 2013	Mar 2014	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	20	23	-16	10	97	65	-81	-44
Cash from Investing	-7	-4	-2	-2	-109	-53	-68	-50
Cash from Financing	-7	-13	20	-13	30	-2	177	65
	3	4	1	-6	-1	11	29	-29

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2010	Mar 2011	Mar 2012	Mar 2013	Mar 2014	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	45.14	43.76	40.59	40.61	39.90	39.34	39.34	39.34	36.39
	0.02	0.22	2.83	2.10	1.33	1.75	2.34	2.22	3.14
	0.00	0.14	5.05	4.88	6.15	7.02	6.78	7.15	7.50
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	54.84	55.88	51.53	52.41	52.62	51.89	51.54	51.28	52.97

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-10

Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-10 - Pondy Oxides & Chemicals Limited has informed the Exchange about Schedule of meet

2026-09-07

Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-07 - Pondy Oxides & Chemicals Limited has informed the Exchange about Schedule of meet

2026-09-05

Analysts/Institutional Investor Meet/Con. Call Updates

2026-09-05 - Pondy Oxides & Chemicals Limited has informed the Exchange about Schedule of meet

2026-08-28

Updates

2026-08-28 - Pondy Oxides & Chemicals Limited has informed the Exchange regarding 'Clarification on recommendation of Final Dividend'.

2026-08-26

Copy of Newspaper Publication

2026-08-26 - Pondy Oxides & Chemicals Limited has informed the Exchange about Copy of Newspaper Publication - Post Dispatch of Annual Report for Financial Year 2025-26 and Notice of 31st AGM

2026-08-25

General Updates

2026-08-25 - Pondy Oxides & Chemicals Limited has informed the Exchange about Dispatch of letters to shareholders under Regulation 36 (1)(b) of SEBI (LODR) Regulations, 2015

2026-08-25

Shareholders meeting

2026-08-25 - Pondy Oxides & Chemicals Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 22, 2026

2026-08-25

Copy of Newspaper Publication

2026-08-25 - Pondy Oxides & Chemicals Limited has informed the Exchange about Copy of Newspaper Publication - Prior to Dispatch of Annual Report for financial year 2025-26 and Notice of 31st AGM

2026-08-19

Disclosure under SEBI Takeover Regulations

2026-08-19 - Pondy Oxides & Chemicals Limited has submitted to the Exchange a copy of Disclosures under Regulation 10(6)-Report to stock Exchange in respect of any acquisition made in reliance upon exemption provided for in regulation 10 of SEBI (SAST) Regulations, 2011.t

News

Recent coverage and analyst commentary for POCL

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Pondy Oxides & Chemicals Ltd.

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Name

HINDZINC

576.05

14.26

243399.50

1.74

5469.00

144.81

13747.00

81.10

69.83

58.56

HINDALCO

981.90

13.45

220655.17

0.51

7013.00

75.15

84825.00

32.06

10.45

16.43

VEDL

264.35

5.25

103371.11

12.86

7918.00

77.65

24205.00

-35.34

18.72

35.12

HINDCOPPER

514.35

43.76

49738.88

0.56

352.37

162.47

936.50

81.36

39.44

54.17

VOGL

36.76

0.00

14374.59

0.00

9450.00

—

25070.00

—

0.00

32.47

GRAVITA

1667.00

31.39

12303.87

0.38

106.37

14.30

1475.06

41.84

17.18

7.44

JAINREC

284.70

27.22

9824.59

0.00

69.41

22.79

2724.46

75.86

25.74

3.97

CMRGREEN

216.55

22.33

4743.65

0.00

68.18

—

3122.73

91.98

13.41

4.33

POCL

454.50

24.31

3466.84

0.44

358.80

42.58

9348.90

55.08

23.32

5.97

ONIXSOLAR

437.95

26.86

1614.63

0.00

208.97

—

945.10

—

32.85

29.74

ARDEE

50.87

18.93

1603.43

0.00

199.03

—

3388.11

—

49.04

9.90

BHAGYANGR

422.90

22.54

1416.56

0.00

20.24

167.37

705.08

45.20

9.17

5.43

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

3,249

3,968

4,574

3,615

4,449

5,791

5,091

5,237

6,028

6,404

7,799

9,352

9,349

3,198

3,891

4,417

3,500

4,279

5,585

4,919

5,026

5,698

5,953

7,319

8,860

8,880

Operating Profit

157

114

171

206

172

211

331

451

480

492

469

OPM %

1.57%

1.94%

3.43%

3.16%

3.84%

3.56%

3.38%

4.03%

5.48%

7.04%

6.16%

5.26%

5.02%

-10

-2

Interest

Depreciation

Profit before Tax

147

142

179

213

182

209

344

462

491

503

474

Tax %

34.39%

35.21%

31.25%

16.11%

27.43%

28.49%

27.43%

20.38%

26.93%

26.69%

28.11%

25.42%

24.23%

Net Profit

101

120

130

153

132

166

252

339

353

375

359

3.53

4.89

8.72

10.20

10.27

11.84

5.03

5.91

8.72

11.50

11.57

12.30

4.70

Mar 2009

Mar 2010

Mar 2011

Mar 2012

Mar 2013

Mar 2014

Mar 2023

Mar 2024

Mar 2025

Mar 2026

TTM

175

230

323

309

359

457

1,476

1,542

2,057

2,958

32,904

177

207

303

299

348

443

1,398

1,470

1,951

2,746

31,012

Operating Profit

-2

106

212

1,892

OPM %

-1.29%

9.82%

6.04%

3.48%

2.96%

3.03%

5.31%

4.70%

5.13%

7.17%

5.75%

Interest

Depreciation

266

Profit before Tax

-7

180

1,930

Tax %

-7.48%

19.42%

33.21%

33.39%

31.47%

33.46%

18.31%

27.58%

25.84%

26.77%

26.12%

Net Profit

-7

132

1,426

EPS

-7.07

12.22

7.46

2.63

2.93

2.61

64.56

25.27

20.64

43.22

—

Dividend Payout %

—

9.82%

18.77%

38.03%

34.18%

38.24%

7.74%

19.78%

16.96%

11.57%

—

Mar 2011

Mar 2012

Mar 2013

Mar 2014

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Equity Capital

Minority Interest

253

324

564

773

168

101

112

152

Trade Payables

Total Liabilities

123

102

141

469

477

732

978

148

162

174

252

Capital Work in Progress

161

130

241

273

104

129

265

Cash & Bank

148

170

Total Assets

123

102

141

469

477

732

978

Mar 2011

Mar 2012

Mar 2013

Mar 2014

Mar 2023

Mar 2024

Mar 2025

Mar 2026

-16

-81

-44

Cash from Investing

-7

-4

-2

-109

-53

-68

-50

Cash from Financing

-7

-13

-2

177

-6

-1

-29

Mar 2010

Mar 2011

Mar 2012

Mar 2013

Mar 2014

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

45.14

43.76

40.59

40.61

39.90

39.34

36.39

0.02

0.22

2.83

2.10

1.33

1.75

2.34

2.22

3.14

0.00

0.14

5.05

4.88

6.15

7.02

6.78

7.15

7.50

Government

0.00

54.84

55.88

51.53

52.41

52.62

51.89

51.54

51.28

52.97

Pondy Oxides & Chemicals Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

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Pondy Oxides & Chemicals Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI