Pondy Oxides & Chemicals Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2014 • Metal and Metallic Oxides: 87.4% • Plastic Additives: 12.6%
AI Sector View
AI GENERATEDMetals & Mining
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.
PROS
- Company has delivered good profit growth of 66.7% CAGR over last 5 years
- Company has consistently been profitable over the last 5 years
- Company has delivered good sales growth of 24.0% CAGR over last 5 years
- Latest quarter profit grew 31.6% YoY, showing strong momentum
- Company comfortably covers its interest (17.5x coverage)
- Company has a consistent dividend-paying track record
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 -0.28x)
- Total debt has risen sharply - up 47.5% year on year
- Valuation is stretched - P/E of 23.5 is well above its own 5-year median (8.9)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| 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 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3,208 | 3,928 | 4,545 | 3,557 | 4,368 | 5,724 | 5,024 | 5,166 | 5,962 | 6,345 | 7,763 | 9,317 | 9,309 | |
| 3,133 | 3,829 | 4,366 | 3,440 | 4,186 | 5,501 | 4,839 | 4,946 | 5,613 | 5,882 | 7,266 | 8,824 | 8,841 | |
| Operating Profit | 75 | 99 | 179 | 117 | 182 | 223 | 185 | 220 | 348 | 464 | 497 | 493 | 468 |
| OPM % | 2.35% | 2.53% | 3.94% | 3.28% | 4.16% | 3.90% | 3.69% | 4.26% | 5.84% | 7.31% | 6.40% | 5.29% | 5.03% |
| 11 | 11 | -9 | 32 | 11 | 10 | 14 | 1 | 18 | 15 | 15 | 33 | 8 | |
| Interest | 35 | 44 | 52 | 32 | 22 | 39 | 36 | 19 | 30 | 13 | 18 | 37 | 25 |
| Depreciation | 23 | 21 | 22 | 26 | 22 | 27 | 31 | 31 | 35 | 58 | 61 | 55 | 58 |
| Profit before Tax | 87 | 110 | 170 | 149 | 193 | 233 | 199 | 222 | 366 | 479 | 512 | 508 | 476 |
| Tax % | 24.78% | 25.92% | 26.43% | 17.51% | 24.66% | 25.45% | 24.07% | 18.80% | 24.73% | 25.72% | 26.59% | 25.03% | 23.82% |
| Net Profit | 65 | 82 | 125 | 123 | 145 | 174 | 151 | 180 | 276 | 356 | 376 | 380 | 363 |
| 5.61 | 7.03 | 10.77 | 10.52 | 11.52 | 13.50 | 5.75 | 6.40 | 9.54 | 12.08 | 12.31 | 12.47 | 4.75 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 759 | 940 | 1,049 | 1,220 | 1,004 | 1,455 | 1,472 | 1,526 | 2,028 | 2,939 | 32,734 | |
| 705 | 882 | 984 | 1,184 | 980 | 1,377 | 1,392 | 1,451 | 1,924 | 2,726 | 30,813 | |
| Operating Profit | 54 | 58 | 65 | 36 | 24 | 77 | 80 | 75 | 105 | 212 | 1,921 |
| OPM % | 7.15% | 6.17% | 6.17% | 2.96% | 2.42% | 5.32% | 5.42% | 4.91% | 5.16% | 7.23% | 5.87% |
| 4 | 2 | 4 | 4 | 3 | 5 | 4 | 3 | 4 | 6 | 71 | |
| Interest | 10 | 12 | 12 | 11 | 5 | 9 | 8 | 17 | 12 | 11 | 94 |
| Depreciation | 4 | 4 | 5 | 8 | 8 | 9 | 10 | 9 | 11 | 21 | 233 |
| Profit before Tax | 44 | 44 | 52 | 21 | 14 | 64 | 66 | 52 | 85 | 186 | 1,974 |
| Tax % | 36.40% | 33.64% | 34.99% | 23.00% | 21.76% | 25.03% | 25.18% | 23.47% | 23.21% | 25.58% | 25.31% |
| Net Profit | 28 | 29 | 34 | 16 | 11 | 48 | 49 | 40 | 65 | 139 | 1,474 |
| EPS | 50.74 | 52.33 | 60.49 | 28.12 | 18.54 | 83.01 | 42.32 | 31.33 | 23.13 | 45.47 | — |
| Dividend Payout % | 5.91% | 5.73% | 6.61% | 10.67% | 13.48% | 6.02% | 11.81% | 15.96% | 15.13% | 11.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 20%
- 5 Years:
- 24%
- 3 Years:
- 26%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 30%
- 5 Years:
- 67%
- 3 Years:
- 41%
STOCK PRICE CAGR
- 10 Years:
- 54%
- 5 Years:
- 137%
- 3 Years:
- 70%
- 1 Year:
- -12%
RETURN ON EQUITY
- 10 Years:
- 23%
- 5 Years:
- 19%
- 3 Years:
- 16%
- Last Year:
- 20%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| 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 | 12 | 13 | 14 | 15 |
| 66 | 93 | 125 | 145 | 156 | 202 | 243 | 322 | 568 | 785 | |
| 106 | 146 | 142 | 56 | 146 | 107 | 142 | 95 | 103 | 152 | |
| Trade Payables | 4 | 3 | 4 | 5 | 8 | 8 | 8 | 10 | 20 | 15 |
| 10 | 3 | 4 | 8 | 3 | 5 | 28 | 28 | 21 | 22 | |
| Total Liabilities | 192 | 251 | 281 | 219 | 318 | 328 | 432 | 467 | 727 | 989 |
| 25 | 30 | 33 | 61 | 54 | 60 | 96 | 114 | 130 | 211 | |
| Capital Work in Progress | 3 | 2 | 0 | 2 | 6 | 3 | 7 | 8 | 75 | 3 |
| 0 | 0 | 0 | 0 | 0 | 0 | 40 | 40 | 40 | 44 | |
| 71 | 97 | 110 | 71 | 124 | 146 | 151 | 124 | 232 | 269 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 99 | 101 | 127 | 263 | |
| Cash & Bank | 6 | 2 | 4 | 9 | 1 | 2 | 0 | 30 | 40 | 12 |
| 88 | 119 | 133 | 77 | 135 | 116 | 39 | 50 | 84 | 187 | |
| Total Assets | 192 | 251 | 281 | 219 | 318 | 328 | 432 | 467 | 727 | 989 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 7 | 0 | 42 | 139 | -88 | 78 | 84 | 64 | -79 | -54 | |
| Cash from Investing | -9 | -3 | -8 | -35 | -3 | -14 | -90 | -51 | -67 | -47 |
| Cash from Financing | 16 | 23 | -16 | -95 | 88 | -48 | 25 | -3 | 175 | 74 |
| 0 | 0 | -0 | 5 | -6 | 1 | -1 | 11 | 28 | -27 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-10 - Pondy Oxides & Chemicals Limited has informed the Exchange about Schedule of meet
2026-09-07 - Pondy Oxides & Chemicals Limited has informed the Exchange about Schedule of meet
2026-09-05 - Pondy Oxides & Chemicals Limited has informed the Exchange about Schedule of meet
2026-08-28 - Pondy Oxides & Chemicals Limited has informed the Exchange regarding 'Clarification on recommendation of Final Dividend'.
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 - 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 - Pondy Oxides & Chemicals Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 22, 2026
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 - 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
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