Fin Cascade

Prices as of 9 Oct 2026 close · Not investment advice

Pondy Oxides & Chemicals Limited

NSE: POCLDiversified Metals

Share price

₹441.20

+2.04% close of 9 Oct 2026

Market cap ₹3,309 CrP/E 23.1

Price-based ratios (P/B, dividend yield, EV/EBITDA) are as of 8 Oct 2026, the close above is 9 Oct 2026.

Business score

How strong the business is, in one number. The parts behind it are in Pro.

66

out of 100 · worked out 9 Oct 2026

How the business score works

Your ratios

The numbers you want to see first. Tap Edit to change them.

Market cap

₹3,309 Cr

P/E ratio

23.1

P/B ratio

4.3

ROCE

23.4%

ROE

19.3%

Dividend yield

0.5%

Price & valuation chart

How the share price and its valuation have moved. Hover over the chart to see any day. Prices as of the last close.

Prices as of 9 Oct 2026 close52-week high ₹617.9252-week low ₹404.48

Answers

Simple answers to the questions investors ask most, from the company's own numbers.

How fast it has been growing

Sales grew 48.6% over the past year, and 18.8% a year over its longer record. Meanwhile what it keeps of every 100 rupees of sales improved from 5.1% to 7.0% over the last four years.

Whether it grew faster than its sector

It grew 18.8% a year against a sector median of 10.6% — 8.3 percentage points faster.

Room to re-rate, or risk of de-rating

At 23.1× earnings against a market that pays 24.1× across 2199 companies we can price. Its own industry sits at 19.5×, across 4 companies. It is against its own five-year median of 32.6×, the 30th percentile of its own range.

Whether growth justifies the valuation

Priced at 0.6 times its growth rate, on earnings growth of 36%.

Profit growthPrice per ₹1 profitPer 1% growth
Pondy Oxides & Chemicals Limited — this one36%/yr23.1×₹0.64
Vedanta Limited17%/yr9.4×₹0.55
Jain Resource Recycling Limited56%/yr27.4×₹0.49
Ardee Industries Limited115%/yr17.8×—
Bonlon Industries Limited—21.3×—

Compared with companies filed under the same label. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

How it compares with its peers

Against companies the exchange files under the same label (Diversified Metals), it ranks 3 of 5 on returns, 4 of 5 on growth, 3 of 5 on margin. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

What makes it hard to beat — and is that still true?

No durable advantage shows in the numbers: it earns 23.4% on capital, ahead of 40% of companies filed under the same label. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

Whether its growth pays for itself

No — Over the last five years it made ₹27 crore of cash from the business but spent ₹284 crore on plant and equipment, ₹257 crore more than it made; the gap was from lenders and shareholders. But only about 10 of every 100 rupees of profit it reported over 12 years arrived as cash — the rest is tied up. Its cash comes back more slowly than it used to: it went from being waiting 15 days for its cash to waiting 61 days for its cash.

Profit reality check

Is the profit real cash? Simple checks on the accounts. Facts only, not advice.

7 of 10 checks clear · 70%

How the profit check works

Latest result · Q1 FY27

What the last results showed. Whether management kept its word is in Pro.

Sales up 55% on a record lead margin per tonne of INR 21,595

Announced 4 Aug 2026 · Consolidated · Unaudited

Revenue

₹935 Cr

Revenue vs last year

+55.0%

Revenue vs last quarter

-0.0%

Net profit

₹36 Cr

Profit vs last year

+43.5%

Profit vs last quarter

-5.6%

Net margin

3.8%

EPS

₹4.70

Earnings call transcript · 5 Aug 2026

Checklist before you investPRO

Points for and against, in one list.

Key numbers & peers

The main numbers grouped by topic, and how the company compares with similar ones.

Price

Market cap
₹3,309 Cr
Prev close
₹441.20
52w High
₹648
52w Low
₹392
Enterprise value
₹3,450 Cr
Beta
1.9
Price CAGR 1y
-13.0%
Price CAGR 3y
70.0%
Price CAGR 5y
60.0%
Price CAGR 10y
38.0%

Ratios

Return on assets
13.4%
PEG ratio
0.7
P/E ratio
23.1
P/B ratio
4.3
EV / EBITDA
15.3
Industry P/E
23.5
ROCE
23.4%
ROCE 5y average
16.0%
ROE
19.3%
Debt / Equity
0.2
Interest coverage
16.0
Dividend yield
0.5%
ROE 3y average
15.0%
ROE last year
19.0%

Annual P&L

Annual revenue
₹2,958 Cr
Annual profit
₹132 Cr
Operating margin
7.0%
Net profit margin
4.5%
EBITDA margin
7.2%
Sales growth 3y
26.1%
Sales growth 5y
52.6%
Profit growth 3y
36.0%
Profit growth 5y
—
EPS
₹17.3
Sales growth TTM
49.0%
Profit growth TTM
104.0%
Dividend payout
12.0%

Quarter P&L

Sales latest quarter
₹935 Cr
Profit latest quarter
₹36 Cr
YoY quarterly sales growth
55.1%
YoY quarterly profit growth
44.0%
OPM latest quarter
6.0%

Balance Sheet

Book Value
₹105
Face Value
₹2.0
Total debt
₹152 Cr
Total cash
₹11 Cr
Borrowings
₹152 Cr
Reserves / Equity
51.5

Cash Flow

Operating cash flow
-₹44 Cr
Free cash flow
-₹94 Cr
FCF yield
-3.2%
Net cash flow
-₹29 Cr

Shareholding

Promoter holding
36.4%
FII holding
3.1%
DII holding
7.5%
Public holding
53.0%

Peer comparison

CompanyPrice ₹P/EMkt cap ₹ CrDiv yield %Profit qtr ₹ CrProfit var %Sales qtr ₹ CrSales var %ROCE %
Vedanta254.509.099,51913.407,918.0143.624,205.053.616.1
Jain Resource283.2026.89,7730.0069.421.02,724.575.925.7
Pondy Oxides431.8023.03,2940.4635.942.5934.955.123.4
Ardee Industries49.2118.01,5510.0019.96.0338.835.249.1
Innomet Advanced267.00220.13460.00-0.4-375.030.369.65.7
Bonlon Industrie40.1525.0660.000.892.9100.6-31.15.4
Median267.0023.03,2940.0035.921.0934.955.123.4

Competes with: Ardee Industries Limited, Bonlon Industries Limited, Jain Resource Recycling Limited, Vedanta Limited

Quarterly results

Sales and profit for each of the last 13 quarters. Newest on the right. ₹ crore.

Consolidated · to 30 Jun 2026
Line itemJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales325397457363445579509524603640780935935
Expenses313381433344422550484496562587723876879
Material Cost483542536752681796
Change in Inventories-18-1011-65468.44
Purchases of Stock-in-Trade0.170.720.151.2512240
Employee Cost7.517.649.098.098.058.44
Other Expenses232230271826
Operating Profit13162518232925284154575956
OPM %3.873.985.405.105.164.9755.286.798.377.296.335.97
Other Income11-12111-011110
Exceptional items (within Other Income)0000-0.930
Interest4563244232242
Depreciation3343444557766
Profit before tax691514182118213446495047
Tax %34353116272827202727282524
Net Profit461012131513172534353836
EPS in Rs0.700.981.741.902.062.341.882.363.354.444.634.924.70
Diluted EPS in Rs5.618.721212124.70

Profit & loss

Yearly sales, costs and profit for 12 years, plus the last 12 months (TTM). ₹ crore.

Consolidated · to 31 Mar 2026
Line itemMar 2007Mar 2008Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales1041651752283203073584571,4761,5422,0572,9583,290
Expenses971531792053002963474431,3971,4701,9512,7463,065
Material Cost1,8442,511
Change in Inventories-11-18
Purchases of Stock-in-Trade8.11124
Employee Cost2733
Other Expenses8498
Operating Profit712-423201111147971106212225
OPM %77-2.401063.503354.60577
Other Income01512241324254
Exceptional items (within Other Income)0-0.93
Interest24678688818131210
Depreciation122233221113172527
Profit before tax48-71511454924478180193
Tax %34377203333323318282627
Net Profit35-7127333753258132143
EPS in Rs0.290.49-0.701.200.740.260.290.26135.068.261719
Diluted EPS in Rs2144
Dividend Payout %4125-710193834388201712

Compounded growth

Average yearly growth over different spans, as stored. A span can cross a demerger or an acquisition.

Compounded sales growth

10 years
33%
5 years
53%
3 years
26%
TTM
49%

Compounded profit growth

10 years
—
5 years
—
3 years
36%
TTM
104%

Stock price CAGR

10 years
38%
5 years
60%
3 years
70%
1 year
-13%

Return on equity

10 years
—
5 years
—
3 years
15%
Last year
19%

Balance sheet

What the company owns and what it owes, at the end of each year. ₹ crore.

Consolidated
Line itemMar 2007Mar 2008Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital101010101011111112131415
Reserves91381925252729253345579773
Borrowings1920366058507675156103113152
Other Liabilities9137163016272652223242
Minority Interest00
Total Liabilities485661105123102141141472482737983
Fixed Assets1114152326212322148162174252
CWIP21012213129753
Investments000000000005
Other Assets354145829579116116312310489724
Total Assets485661105123102141141472482737983

Cash flows

Real money coming in and going out each year — from the business, from investments and from loans. ₹ crore.

Consolidated
Line itemMar 2007Mar 2008Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity-49-4-201822-1797865-81-44
Cash from Investing Activity-5-4-0-9-7-4-2-2-109-53-68-50
Cash from Financing Activity10-51221-7-1320-1330-217765
Net Cash Flow018-8341-6-11129-29
Free Cash Flow-95-4-291117-206-3232-170-93

Ratios

How fast customers pay, how long stock sits, and how well capital earns — year by year.

Consolidated
Line itemMar 2007Mar 2008Mar 2009Mar 2010Mar 2011Mar 2012Mar 2013Mar 2014Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days754430514028543925252333
Inventory Days262424523945383845354838
Days Payable158710131121163342
Cash Conversion Cycle856047946662716168576669
Working Capital Days82565610461191526345261
ROCE %2129-63020101211141623

Shareholding pattern

Who owns the company — founders (promoters), foreign funds, Indian funds and the public. In %.

Consolidated · to 30 Jun 2026
Line itemSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters494949454441414039393936
FIIs0.010.180.220.020.222.832.101.331.752.342.223.14
DIIs00000.145.054.886.157.026.787.157.50
Public515151555652525352525153
No. of Shareholders22,57922,10924,06025,81750,18060,26961,57864,60169,35566,93565,86572,759

Price trend

The price as a Renko brick chart: small moves drop out so the bigger path stands out.

Change over 1 year -15.6% (₹522.64 → ₹441.20)Brick size ₹17.61 (fixed)Bricks 52
₹500₹600₹441Nov '25Jan '26Mar '26May '26Jul '26Sep '26
Price moved up one brickPrice moved down one brickLast close ₹441.20 on 9 Oct 2026

Every brick is the same size, about one typical day's move. A new brick needs a full brick's move; turning the other way needs two. Bricks show where the price went, not where it will go.

Open interestPRO

Where option traders are positioned on this stock.

Industry numbers

The numbers that matter most in this industry, from the company's own filings.

1 when an audit qualification is filed as repetitive

0.00flag

2026-03-31

the company's own unlisted debt securities in default at period end

0.00cr

2026-06-30

exports as % of revenue

45.00pct

2026-06-30

the company's own loans / revolving facilities in default at period end (standalone filing)

0.00cr

2026-06-30

net debt from the filed balance sheet at the newest year end: Borrowings − Cash Equivalents − Investments (Current); negative = net cash

141inr_cr

2026-03-31

guarantees / comfort given for promoter, promoter group, directors and KMP

10.00cr

2026-03-31

loans outstanding to promoter, promoter group, directors and KMP (governance filing)

19.52cr

2026-03-31

security given for the borrowing of promoter, promoter group, directors and KMP

0.00cr

2026-03-31

FY revenue / permanent employees + workers, same basis (calc)

5,97,28,720inr

2026-03-31

News

News and filings about Pondy Oxides & Chemicals Limited. Open one to see why it matters.

No recent news for this company.

Supply chain

Who it buys from, sells to and competes with — as recorded in our map of company links.

Uses as raw material

  • Aluminium scrap
  • Copper scrap
  • Lead scrap (used lead-acid batteries)
  • Plastic scrap

Depends on the price of

  • aluminium
  • copper
  • zinc

Sells to

About

What the company is, from our own records: where it sits, where it makes things, and what it is made of.

Sector
Metals & Mining
Industry
Diversified Metals
Classification
Metals & Mining › Diversified Metals
ISIN
INE063E01053

Business segments

  • Lead · 76%
  • Copper · 23%
  • Others · 1%

Plants

  • Mundra facility
  • TKD Aluminium & Plastics Divisions
  • TKD Copper Division (cathode plant)
  • Thervoykandigai (TKD) Lead Division

News impact

Big market events that reach Pondy Oxides & Chemicals Limited, and how the effect spreads.

15 Sept, 19:30 IST · Market event · medium impact

EU votes to scrap carbon levy brake

The EU parliament voted to remove the pause button on its carbon import levy, so Indian steel and aluminium sellers to Europe face higher costs and thinner profits, while EU-based producers gain shelter from cheaper imports.

Metals & Mining

Who it hits first

  • The EU parliament voted to scrap the emergency brake in its carbon border levy (CBAM) — the safety clause that could pause the duty during a crisis. Without that brake, the levy lands firmly on carbon-heavy imports, chiefly steel and aluminium. For Indian steel and aluminium makers that sell into Europe, this means paying the carbon charge in full: either EU buyers pay more and order less, or Indian exporters swallow the cost and earn less per tonne. The vote is not yet law — member states disagree, so weeks of negotiation lie ahead — but the direction is toward a stricter, not softer, levy.

Who may gain

  • Steel and aluminium producers based inside the EU gain shelter, since imported metal now carries a fuller carbon cost and their own output looks more competitive. Among Indian names, the relatively insulated are domestic-focused makers with little EU exposure, and Hindalco partly: its European arm (Novelis) sits inside the shelter even as its Indian aluminium exports face the levy. No Indian company clearly gains sales from this vote.

Along the supply chain

Downstream

European end-users of steel and aluminium — car makers, builders, packaging firms — pay more for metal, while Indian engineering and construction buyers could see marginally cheaper domestic steel if export volumes get diverted home.

Upstream

If EU-bound steel output softens, miners of steel inputs (iron ore, coking coal) see slightly weaker order books from steel plants over the coming quarter, though domestic and Asian demand cushions most of the hit.

Where demand moves

Business

EU buyers of Indian steel and aluminium face higher all-in prices as the carbon charge firms up, so they order less from India or demand discounts; displaced Indian metal gets pushed toward home, Middle East and Asian buyers, which can soften domestic steel prices and trim margins even for makers that never export to Europe.

Capital

Short-term money is likely to step back from export-exposed steel and aluminium names and rotate toward domestic-demand metals, capital-goods users of cheaper steel, or defensive sectors until the parliament-council negotiation clarifies how strict the final levy will be.

How it spreads across sectors

Capital Goods

Mild positive at the margin: diverted steel supply could mean steadier, cheaper domestic steel for equipment and project makers.

Metals & Mining

Direct negative: steel and aluminium exporters face higher EU costs or lower EU volumes; sentiment weighs on the whole sector near term.

Power

Neutral to slightly soft: any dip in steel-plant output trims power and coal demand a touch, but the effect is small against total consumption.

Services

Neutral to slightly soft: lower EU-bound metals volumes mean marginally less freight and port handling on those routes.

Commodity angle

Commodity

steel

Note

Demand/realisation shock, not input-cost: the EU parliament vote removes the CBAM pause mechanism, raising EU landed costs for Indian steel and aluminium. Direction is set from policy (negative for exporters). No steel edge carries cost_weight_pct, so no margin bps is computable and none is invented. The vote faces a member-state clash and is not final.

Price updated at

2026-09-15T11:56:57.642Z

Shock type

demand

Unit

USD/short ton

When it plays out

Immediate

1-7 days: export-exposed steel and aluminium stocks slip 1-3% on sentiment as markets price a stricter levy; watch for member-state responses and EU buyer commentary.

Medium term

1-6 months: final CBAM terms settle; exporters adjust pricing and destinations, margin impact shows in quarterly results, and talk of low-carbon (green steel) upgrades picks up.

Short term

1-4 weeks: parliament-council negotiation signals how much of the brake removal survives; exporters comment on EU order books and whether they will absorb, pass through, or reroute volumes.

Dividends, splits & big trades

Money paid out, share splits and buybacks, and big buys or sells by funds and insiders.

Dividends

15 Sep 2026unspecified₹2
21 Jul 2026split₹0
11 Sep 2025unspecified₹3.5
16 Oct 2024split₹0
11 Sep 2024unspecified₹5
15 Sep 2023unspecified₹5

Splits, bonuses & buybacks

  • daily-prices repair: 8 rows from NSE's archive (replace 2, delete 1, insert 5), 2023-11-12..2026-02-01 (docs/flat_day_repair.md)1× · 12 Nov 2023

Bulk & block deals

DateWhoBought / soldSharesPrice
29 Jun 2026MANJU BANSALSELL9,00,000₹1,270.27
29 Jun 2026ICICI PRUDENTIAL MUTUAL FUNDBUY4,72,000₹1,270.00
29 Jun 2026MANSI SHARE AND STOCK BROKING PRIVATE LIMITEDBUY1,64,795₹1,270.54
29 Jun 2026MANSI SHARE AND STOCK BROKING PRIVATE LIMITEDSELL1,64,795₹1,295.02

Documents

Annual reports, results presentations and earnings calls, straight from the source.

Facts from company filings and exchange data. Not investment advice: nothing here tells you to buy or sell.