Pondy Oxides & Chemicals Ltd.

•

pocl.co.inBSE: 532626NSE: POCL

Market Cap₹ 3,467 Cr.

Current Price

High / Low₹ 648 / 392

Stock P/E23.5

Book Value₹ 110

Price to Book3.86

Dividend Yield0.44 %

ROCE23.9 %

ROE20.1 %

Face Value₹ 2

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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 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 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

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

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

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

3,208

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

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%

-9

Interest

Depreciation

Profit before Tax

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

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

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

105

212

1,921

OPM %

7.15%

6.17%

2.96%

2.42%

5.32%

5.42%

4.91%

5.16%

7.23%

5.87%

Interest

Depreciation

233

Profit before Tax

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

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%

—

Mar 2017

Mar 2018

Mar 2019

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

Equity Capital

125

145

156

202

243

322

568

785

106

146

142

146

107

142

103

152

Trade Payables

Total Liabilities

192

251

281

219

318

328

432

467

727

989

114

130

211

Capital Work in Progress

110

124

146

151

124

232

269

101

127

263

Cash & Bank

119

133

135

116

187

Total Assets

192

251

281

219

318

328

432

467

727

989

Mar 2017

Mar 2018

Mar 2019

Mar 2020

Mar 2021

Mar 2022

Mar 2023

Mar 2024

Mar 2025

Mar 2026

139

-88

-79

-54

Cash from Investing

-9

-3

-8

-35

-3

-14

-90

-51

-67

-47

Cash from Financing

-16

-95

-48

-3

175

-0

-6

-1

-27

Mar 2017

Mar 2018

Mar 2019

Mar 2020

Mar 2021

Mar 2022

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

Sign in to Chat with AI

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