Pondy Oxides & Chemical logo

Pondy Oxides & Chemical

POCL NSE

Key Fundamentals

MicrocapDiversified MetalsMetals & Mining
Market Cap
₹3,418 Cr
Volatility
Low Risk
P/E Ratio
23.51
EBITDA
₹216 Cr
Return on Equity
16.73%
Debt to Equity
0.19
Book Value
₹103.36
EPS
₹32.3
52W High
₹647.6
52W Low
₹392.2

Tapetide Score

Data-driven rating, 0–100. How it works →

Key Insights

Strengths

3
  • Company is expected to give good quarter
  • Company has delivered good profit growth of 66.6% CAGR over last 5 years
  • Company's median sales growth is 20.1% of last 10 years

Weaknesses

1
  • Promoter holding has decreased over last quarter: -2.95%

Growth Rate

Revenue Growth
43.94% higher than 3Y
Net Income Growth
127% higher than 3Y
Cash Flow Change
45.6% higher than 3Y
ROE
70.89% higher than 3Y
ROCE
59.01% higher than 3Y
EBITDA Margin (Avg.)
40.19% lower than 3Y

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 44d ago
AI opinion · based on fundamentals
Risk high

Pondy Oxides & Chemicals Ltd is a small-cap secondary lead recycler (market cap ~₹4,073 Cr) trading at a P/E of 30.5x and P/B of 5.1x. The company has delivered 67% profit CAGR over 5 years and 45% TTM sales growth, while promoter holding has declined from ~39.9% to ~36.4% over recent quarters.

Bull Case 8
  • Exceptional 5-year profit CAGR of 67%, indicating strong earnings compounding from a niche recycling business
  • TTM sales growth of 45% signals robust demand acceleration for secondary lead and related metals
  • Consistent 10-year median sales growth of 20.1%, demonstrating sustained top-line expansion across cycles
  • ROE has improved progressively from 16% (3-year average) to 20% (last year), reflecting improving capital efficiency
  • Lead recycling capacity expanded by 55% and copper recycling capacity doubled, positioning for future volume growth
  • Entry into lithium battery recycling via ACE Green investment opens an EV-linked growth avenue beyond traditional lead-acid batteries
  • Stock has delivered 45% CAGR over 10 years, reflecting long-term wealth creation track record
  • Debt-to-equity ratio at 0.19x indicates a conservatively leveraged balance sheet with capacity to fund expansion
Bear Case 8
  • Promoter holding declined by 2.95% in the last quarter alone (from ~39.3% to ~36.4%), raising governance and confidence concerns
  • P/E of 30.5x is elevated for a metals & mining/recycling business that is inherently cyclical and commodity-linked
  • P/B of 5.1x implies the market is pricing in substantial future growth, leaving limited margin of safety
  • Dividend yield of just 0.66% offers minimal income cushion during periods of price correction
  • Small-cap status (₹4,073 Cr market cap) implies lower liquidity and higher volatility versus large-cap peers
  • Business is heavily dependent on lead prices, which are globally cyclical and can compress margins rapidly in downturns
  • TTM profit growth of 114% likely includes a low-base effect, making forward growth comparisons challenging to sustain
  • EBITDA margins historically in the 5-8% range are thin for a manufacturing business, leaving limited buffer against input cost spikes

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 44d ago
Positives 2
  • Share split approved by shareholders Jul 3

    Shareholders approved a share split via postal ballot on Jul 3, 2026, which can improve liquidity and retail participation.

  • Active institutional investor engagement Jul 9

    POCL scheduled multiple analyst/investor meetings in July 2026 with Arika Capital, Singularity AMC, and others on Jul 6, 8, and 14, signaling growing institutional interest.

Neutral 2
  • No promoter share encumbrance Jul 7

    Promoters declared zero encumbrance on their shareholding for FY ended March 31, 2026, indicating no pledging risk.

  • New independent director appointed Jul 3

    Shareholders approved appointment of a new independent director among four resolutions passed via postal ballot.

TL;DR: POCL shows no immediate headwinds with clean promoter holdings and active engagement with institutional investors. The approved share split is a mildly positive signal for retail accessibility. The company appears to be in a steady phase with governance in order, and the upcoming analyst meets in mid-July 2026 could serve as near-term catalysts if growth plans are communicated.

Quarterly Results

Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
321
393
454
357
437
572
502
517
596
635
776
932
931
Expenses
307
376
429
338
414
543
477
490
555
581
719
873
876
Operating Profit
13
16
25
19
23
29
25
27
41
54
58
59
55
OPM %
4.1%
4.2%
6%
5%
5%
5%
5%
5%
7%
8%
7%
6%
6%
Other Income
1
1
-1
2
1
1
1
0
2
2
2
1
1
Interest
4
4
5
3
2
4
4
2
3
1
2
4
2
Depreciation
2
2
2
3
2
3
3
3
4
6
6
5
6
PBT
8
11
17
15
19
23
20
22
37
48
51
51
48
Tax %
26%
26%
26%
17%
25%
25%
24%
19%
25%
26%
27%
25%
24%
Net Profit
6
8
13
12
15
17
15
18
28
36
38
38
36
EPS in Rs
1.04
1.4
2.15
1.95
2.31
2.67
2.16
2.56
3.66
4.66
4.92
4.99
4.75
Figures in ₹ Crores

Profit & Loss

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
373
466
759
940
1,049
1,220
1,004
1,455
1,472
1,526
2,028
2,939
3,273
Expenses
355
439
705
882
984
1,183
980
1,377
1,391
1,451
1,924
2,726
3,049
Operating Profit
18
27
54
58
65
36
24
77
80
75
105
212
225
OPM %
4.8%
6%
7%
6%
6%
3%
2.4%
5%
5%
4.9%
5%
7%
7%
Other Income
1
1
4
2
4
3
3
5
4
3
4
6
5
Interest
7
8
10
12
12
11
5
9
8
17
12
11
9
Depreciation
2
4
4
4
5
8
8
9
10
9
11
21
23
PBT
10
16
44
44
52
21
14
64
66
52
85
186
197
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
147
EPS in Rs
1.21
1.82
5.09
5.25
6.07
2.82
1.86
8.32
8.45
6.27
9.25
18.18
19.32
Div. Payout %
17%
11%
6%
6%
7%
11%
13%
6%
12%
16%
15%
11%
—
Figures in ₹ Crores

Balance Sheet

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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
Figures in ₹ Crores

Cash Flow

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
45
-10
-7
-19
23
135
-91
63
65
64
-79
-54
Investing
-8
-3
-9
-3
-8
-35
-3
-14
-90
-51
-67
-47
Financing
-36
9
16
23
-16
-95
88
-48
25
-3
175
74
Net Cash Flow
1
-4
0
0
0
5
-6
1
-1
11
28
-27
Free Cash Flow
36
-14
-13
-27
17
99
-96
50
13
32
-167
-102
CFO/OP
266
-21
12
0
66
381
-361
101
104
102
-57
-2
Figures in ₹ Crores

Ratios

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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%

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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Shareholding Pattern

FIIs3.14%Public40.25%DIIs7.50%Others12.72%Promot.36.39%As ofJun 2026

Documents

Frequently Asked Questions about Pondy Oxides & Chemical

What does Pondy Oxides & Chemicals Ltd do?
Incorporated in 1995, Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals[1]
Where is Pondy Oxides & Chemicals Ltd (POCL) listed?
Pondy Oxides & Chemicals Ltd trades as POCL on the NSE and under code 532626 on the BSE.
Which sector does Pondy Oxides & Chemicals Ltd belong to?
Pondy Oxides & Chemicals Ltd is classified under the Metals & Mining sector, in the Diversified Metals industry.
What is the market capitalisation of Pondy Oxides & Chemicals Ltd?
Pondy Oxides & Chemicals Ltd has a market capitalisation of ₹3,418 Cr, which places it in the Small Cap band.
What is the PE ratio of Pondy Oxides & Chemicals Ltd?
Pondy Oxides & Chemicals Ltd trades at a PE ratio of 23.51, on earnings per share of ₹32.3, against a book value of ₹103.36 per share.
What is the 52-week high and low of Pondy Oxides & Chemicals Ltd?
Over the last 52 weeks Pondy Oxides & Chemicals Ltd has traded between ₹392.2 and ₹647.6.
Does Pondy Oxides & Chemicals Ltd pay dividends?
Pondy Oxides & Chemicals Ltd has a dividend yield of 0.44%.
What is the Return on Equity (ROE) of Pondy Oxides & Chemicals Ltd?
Pondy Oxides & Chemicals Ltd reported a return on equity of 16.73%. Its debt-to-equity ratio is 0.19.

Company Information

Incorporated in 1995, Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals[1]

Website pocl.co.in
CEO Mr. Anil Kumar Bansal B.Sc.
Employees 468
Listed 2023-03-06
Face Value ₹ 2
Issued Size 3,05,11,279

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