Pondy Oxides & Chemicals Ltd
NSE: POCL BSE: 532626Metal
Incorporated in 1995, Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals[1]
₹1,524
52W: ₹689 — ₹1619
PE 39.2 · Book ₹228 · +568% vs bookMarket Cap₹4,649 Cr
Stock P/E39.2Price to Earnings
ROCE16.9%Return on Capital
ROE13.7%Return on Equity
Div. Yield0.23%Face Value ₹5
Strengths
- +Company has reduced debt.
- +Company is almost debt free.
- +Company is expected to give good quarter
- +Company's median sales growth is 20.1% of last 10 years
Weaknesses
- −The company has delivered a poor sales growth of 10.7% over past five years.
- −Dividend payout has been low at 14.3% of profits over last 3 years
- −Promoter holding has decreased over last 3 years: -9.54%
Shareholding Pattern
Promoters39.34%
FIIs2.22%
DIIs7.15%
Public51.27%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 45.14% | 43.76%▼1.4 | 40.59%▼3.2 | 40.61%▲0.0 | 39.9%▼0.7 | 39.34%▼0.6 | 39.34% | 39.34% |
| FIIs | 0.02% | 0.22%▲0.2 | 2.83%▲2.6 | 2.1%▼0.7 | 1.33%▼0.8 | 1.75%▲0.4 | 2.34%▲0.6 | 2.22%▼0.1 |
| DIIs | 0% | 0.14%▲0.1 | 5.05%▲4.9 | 4.88%▼0.2 | 6.15%▲1.3 | 7.02%▲0.9 | 6.78%▼0.2 | 7.15%▲0.4 |
| Public | 54.83% | 55.88%▲1.1 | 51.54%▼4.3 | 52.4%▲0.9 | 52.63%▲0.2 | 51.89%▼0.7 | 51.56%▼0.3 | 51.27%▼0.3 |
Financial Statements
| Metric | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 393 | 454 | 357 | 437 | 572 | 502 | 517 | 596 | 635 | 776 |
| Expenses | 376 | 429 | 338 | 414 | 543 | 477 | 490 | 555 | 581 | 719 |
| Operating Profit | 16 | 25 | 19 | 23 | 29 | 25 | 27 | 41 | 54 | 58 |
| OPM % | 4% | 6% | 5% | 5% | 5% | 5% | 5% | 7% | 8% | 7% |
| Net Profit | 8 | 13 | 12 | 15 | 17 | 15 | 18 | 28 | 36 | 38 |
| EPS ₹ | 3.52 | 5.4 | 4.88 | 5.77 | 6.66 | 5.39 | 6.4 | 9.16 | 11.66 | 12.31 |
AI Insights
Revenue Trend
TTM revenue at ₹2,524Cr, up 24.5% YoY. OPM at 7%.
Debt Position
Borrowings at ₹35Cr. Debt-to-equity ratio: 0.05x. Healthy balance sheet.
Capex Cycle
CWIP at ₹11Cr (6% of fixed assets). Moderate ongoing capital expenditure.
Institutional Flow
DIIs: 7.15% (+7.15pp change). FIIs: 2.22% (+2.09pp change). Promoters hold 39.34%.
Margin & Efficiency
ROCE improving from 11% (Mar 2014) to 17% (Mar 2025). Working capital days: 54.
Valuation
PE 39.2x with 16.9% ROCE. Price is 568% above book value of ₹228. Dividend yield: 0.23%.
Recent Announcements
- Update on board meeting 2d - Board meeting on 26 May 2026 may approve subdivision of Rs.5 equity shares.
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation 14 May - Investor call for Q4 FY2025-26 results on May 27, 2026 at 3:30 PM IST.
- Board Meeting Intimation for Board Meeting Intimation For Consideration And Approval Of Audited Standalone And Consolidated Financial Statements For The Financial Year 2025-2026 And For The Quarter Ended 31St March 2026 8 May - Board meets on 26 May 2026 to approve FY26 audited results and consider dividend.
- Announcement under Regulation 30 (LODR)-Monitoring Agency Report 8 May - Monitoring agency report for quarter ended March 31, 2026; QIP proceeds fully utilized.
- Announcement under Regulation 30 (LODR)-Monitoring Agency Report 8 May - Monitoring agency report for quarter ended March 31, 2026 confirms preferential issue proceeds fully utilized.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse