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Pondy Oxides & Chemicals Limited (POCL) · mywealthgrid

Pondy Oxides & Chemicals Limited

NSE:POCL BSE:POCL

MaterialsDiversified Metals

₹437.0

-3.46%1 Oct close

Mkt cap

₹1,333 Cr

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About

Pondy Oxides & Chemicals operates in diversified metals within the materials sector at mid-cap scale (₹1,500 Cr market capitalization). The company demonstrates solid capital returns (ROE 19.09%) and maintains a conservative balance sheet (D/E 0.19), supporting consistent dividend distributions to shareholders.

Face value: ₹2

Market cap

₹1,333 Cr

P/E

9.3×

P/B

1.7×

Dividend yield

0.5%

ROE

19.1%

ROCE

27.6%

Debt / equity

0.19

OPM

7.1%

EPS (TTM)

₹46.8

Book value

₹258.5

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

Operating margin compressed 251 basis points from 8.43% (Sep 2025) to 5.92% (Jun 2026) despite 47% revenue growth — verify whether driven by commodity input inflation, competitive pricing pressure, or product mix deterioration.

Diversified metals exposure to commodity price cycles affecting both input costs and output realization — assess hedging practices and customer contract terms.

EPS halved in Jun 2026 (₹4.7–₹4.75 vs ₹12.3–₹12.47 in Mar 2026); clarify whether due to seasonality, the July 2026 stock split, or underlying profit deterioration.

Generated analysis · source review pending

Growth drivers

Revenue expanded from ₹635 Cr (Sep 2025) to ₹932 Cr (Jun 2026), a 47% increase across three quarters — verify if demand-driven and sustainable given materials-sector cyclicality.

ROE 19.09% indicates capital-efficient operations; profitable growth can fund reinvestment and compound returns.

D/E of 0.19 provides balance-sheet flexibility for growth capex or strategic investments — confirm expansion plans in recent earnings disclosures.

Generated analysis · source review pending

877 historical price candles were omitted because the exchange source has not been verified.

₹437.0-5.3%1Y

Quick read

rule-based

Pros

+High return on capital employed of 21.9%
+Profit CAGR of 20.4% over the last 3 years
+Revenue CAGR of 26.1% over the last 3 years
+Comfortable interest coverage of 18.4×

Cons

−Thin operating margin of 7.1%
−Low dividend payout of 4.3% of profit
−Promoter holding fell 3.5 pts over the last year

Research score

Structured signal from quality, growth, valuation and momentum.

85/100

Business quality: 66
Growth: 92

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Screen this industry Compare top 5 side-by-side

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Adani Enterprises LimitedADANIENTADANIENT	₹3,66,438 Cr	₹4,80,139 Cr	₹1,11,431 Cr	₹15,698 Cr	13.9%	₹7,445 Cr	9.9%	5.8%	14.2%	35
JSW SteelJSWSTEELJSWSTEEL	₹3,02,085 Cr	₹3,97,617 Cr	₹1,89,687 Cr	₹31,628 Cr	16.1%	₹24,783 Cr	13.8%	11.3%	24.9%	91
Hindustan Zinc LimitedHINDZINCHINDZINC	₹2,34,525 Cr	₹2,42,777 Cr	₹46,820 Cr	₹26,255 Cr	54%	₹17,067 Cr	33.9%	71.2%	76.9%	-16
Tata SteelTATASTEELTATASTEEL	₹2,22,144 Cr	₹3,14,526 Cr	₹2,39,756 Cr	₹36,189 Cr	14.8%	₹11,035 Cr	4.7%	12%	11.2%	56
Hindalco IndustriesHINDALCOHINDALCO	₹2,11,916 Cr	₹3,08,575 Cr	₹2,95,537 Cr	₹40,910 Cr	12.7%	₹16,400 Cr	4.9%	13.4%	10.3%	65
Vedanta Aluminium Metal LimitedVAMLVAML	₹1,57,491 Cr	₹1,57,491 Cr	₹0 Cr	₹-0 Cr	—	₹-0 Cr	—	—	—	—
Jindal Steel LimitedJINDALSTELJINDALSTEL	₹1,12,262 Cr	₹1,34,300 Cr	₹56,413 Cr	₹9,314 Cr	18.2%	₹2,718 Cr	6.3%	9.2%	6.9%	1
Lloyds Metals And Energy LimitedLLOYDSMELLOYDSME	₹1,00,016 Cr	₹1,20,397 Cr	₹22,084 Cr	₹8,129 Cr	35.9%	₹4,766 Cr	22.4%	31.1%	36.3%	31
VedantaVEDLVEDL	₹98,562 Cr	₹1,25,557 Cr	₹1,12,051 Cr	₹34,323 Cr	29.6%	₹19,679 Cr	32%	12.2%	38.3%	-16
Steel Authority Of India LimitedSAILSAIL	₹72,070 Cr	₹1,03,998 Cr	₹1,11,135 Cr	₹13,384 Cr	10.8%	₹4,272 Cr	3%	7.6%	5.7%	105
Nmdc LimitedNMDCNMDC	₹65,622 Cr	₹71,496 Cr	₹32,127 Cr	₹9,249 Cr	28.9%	₹7,459 Cr	23.2%	32.4%	24.9%	226
National Aluminium Company LimitedNATIONALUMNATIONALUM	₹61,508 Cr	₹61,508 Cr	₹19,338 Cr	₹9,162 Cr	44.5%	₹6,751 Cr	32.5%	36.8%	29.4%	152

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Consolidated Standalone

Consolidated figures · ₹ crore

₹ Cr	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	1,455	1,476	1,541	2,057	2,958
COGS	1,295	1,302	1,368	1,842	2,617
Gross profit	159	174	172	215	341
	82	97	102	110	130
	77	77	70	105	211
OPM %	5.3%	5.2%	4.6%	5.1%	7.1%
Depreciation	9	11	13	17	25
Interest	8	7	17	12	10
	5	33	4	2	5
Profit before tax	64	92	44	78	180
Tax	16	17	12	20	48
Tax %	25%	18.2%	27.6%	25.8%	26.8%
	48	76	32	58	132
PAT margin %	3.3%	5.1%	2.1%	2.8%	4.5%
EPS (₹)	41.5	65.1	27.2	22	44
EPS adjusted (₹)	8.3	13	5.1	8.3	17.3
	12%	7.7%	18.4%	15.9%	4.5%
Annual report	Annual report for Mar 2022	Annual report for Mar 2023	Annual report for Mar 2024	Annual report for Mar 2025	—

₹ Cr	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity capital	6	6	12	13	14	15
Reserves	—	202	253	345	579	773
Minority interest	—	0	0	—	—	—
	—	107	147	101	112	152
	—	15	61	24	33	42
Total equity & liabilities	—	330	473	482	737	983
	44	60	148	162	174	252
CWIP	—	3	12	9	75	3
Investments	—	0	0	0	0	5
	—	266	313	310	489	724
Total assets	—	330	473	482	737	983

₹ Cr	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	63	78	65	-81	-44
	-14	-109	-53	-68	-50
	-48	30	-2	177	65
Net cash flow	1	-0	11	29	-29
Free cash flow	49	-32	28	-170	-94
CFO / Operating profit %	81.9%	101.9%	92.9%	-77.3%	-20.9%

Segment results

As reported in NSE results XBRL. Segment result is before tax and finance costs. ROCE uses that annual result divided by segment assets less liabilities.

Source XBRL ↗

Latest reported period · 31 Mar 2026 · ₹ crore

Segment	Revenue	Result	Assets	Liabilities	Capital employed	ROCE %
Lead	2,253.66	189.99	467.53	15.9	451.63	42.07
Copper	672.58	25

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Ratios

Annual operating, return, leverage and working-capital ratios.

Consolidated Standalone

Consolidated figures

Ratio	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	11%	11.8%	11.2%	10.5%	11.5%
EBITDA margin %	5.3%	5.2%	4.6%	5.1%	7.1%
EBIT margin %	4.7%	4.5%	3.7%	4.3%	6.3%
PAT margin %	3.3%	5.1%	2.1%	2.8%	4.5%
Working capital
Receivable days	22	26	25	23	33
Inventory days	41	45	35	48	38
Payable days	2	3	3	4	2
NWC days	61	68	57	66	69
Leverage
Current ratio	2.33	1.55	2.44	3.39	3.61
Debt to EBITDA	1.39	1.91	1.43	1.07	0.72
Debt to equity	0.51	0.56	0.28	0.19	0.19
Interest coverage	8.6	10.3	3.6	7.4	18.4
Asset turnover	4.41	3.12	3.2	2.79	3.01
Return ratios
Return on assets %	14.6%	16%	6.6%	7.9%	13.4%
Return on capital employed %	33.5%	28.3%	19.1%	18.9%	27.6%
Return on equity %	23.2%	28.6%	8.9%	9.8%	16.7%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	48.88%	48.89%	48.9%	45.14%	43.76%	40.59%	40.61%	39.9%	39.34%	39.34%	39.34%	36.39%
	0.01%	0.18%	0.22%	0.02%	0.22%	2.83%	2.11%	1.33%	1.75%	2.34%	2.22%	3.14%
	0%	0%	0%	0%	0.14%	5.05%	4.88%	6.16%	7.02%	6.77%	7.16%	7.5%
Government	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
	51.11%	50.93%	50.88%	54.84%	55.88%	51.53%	52.4%	52.61%	51.89%	51.55%	51.28%	52.97%
No. of shareholders	—	—	—	—	—	—	—	—	69,355	66,935	65,865	72,759

Promoter holding down 12.49 percentage points since Sep 2023.

70 deals · 16 Aug 2023 – 29 Jun 2026

Date	Client	Type	Venue	Side	Quantity	Price	Value
29 Jun 2026	MANJU BANSAL	Bulk	NSE	Sell	9,00,000	₹1,270.27	₹114.32 Cr
29 Jun 2026	ICICI PRUDENTIAL MUTUAL FUND	Bulk	NSE	Buy	4,72,000	₹1,270.00	₹59.94 Cr
29 Jun 2026	MANSI SHARE AND STOCK BROKING PRIVATE LIMITED	Bulk	NSE	Sell	1,64,795	₹1,295.02	₹21.34 Cr
29 Jun 2026	MANSI SHARE AND STOCK BROKING PRIVATE LIMITED	Bulk	NSE	Buy	1,64,795	₹1,270.54	₹20.94 Cr
20 Oct 2025	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Sell	1,57,428	₹1,426.49	₹22.46 Cr
20 Oct 2025	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Buy	1,57,428	₹1,425.16	₹22.44 Cr
17 Oct 2025	HRTI PRIVATE LIMITED	Bulk	NSE	Buy	2,46,791	₹1,428.56	₹35.26 Cr
17 Oct 2025	HRTI PRIVATE LIMITED	Bulk	NSE	Sell	2,28,889	₹1,418.18	₹32.46 Cr
17 Oct 2025	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Buy	1,80,940	₹1,420.16	₹25.70 Cr
17 Oct 2025	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Sell	1,80,940	₹1,421.17	₹25.71 Cr

1–10 of 70

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Mr. ASHISH BANSALExecutive Director-Chairperson-MD
Mr. Vijay BalakrishnanChief Financial Officer
Mr. K KUMARAVELExecutive Director
Mr. A VIJAY ANANDNon-Executive - Independent Director
Mr. M RAMASUBRAMANINon-Executive - Independent Director
Ms. SHANTI BALAMURUGANNon-Executive - Independent Director
Mr. HEMANT JAWAHAR LALNon-Executive - Independent Director
K KumaravelGeneral Manager - Finance, Company Secretary & Compliance Officer

Current officeholders as filed with BSE. A person holding two offices is listed once per office.

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

Portfolio month

Schemes holding

across 2 fund houses

Held by these funds

11.04%

of the company's equity

All mutual funds

3.08%

shareholding pattern, Jun 2026

Portfolios as of

August 2026

compared with July 2026

5 schemes · 2 fund houses

		Shares
Small Cap FundNEW	ICICI Prudential Mutual Fund	23.33 L	115.62	1.18%	7.649%	—
Flexi Cap Fund	Bajaj Finserv Mutual Fund	6.39 L	31.69	0.37%	2.097%	+37,717
ESG Exclusionary Strategy FundNEW	ICICI Prudential Mutual Fund	2.56 L	12.68	0.93%	0.839%	—
Small Cap Fund	Bajaj Finserv Mutual Fund	1.04 L	5.16	0.19%	0.341%	-0
ELSS - Tax Saver Fund ( Formerly known as Bajaj Finserv ELSS Tax Saver Fund)NEW	Bajaj Finserv Mutual Fund	35,350	1.75	1.91%	0.116%	—

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

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Events

Upcoming dates and the company’s corporate-action history.

20

Final dividend15 Sept 2026 · ex-date₹2
Final dividend11 Sept 2025 · ex-date₹3.5
Final dividend11 Sept 2024 · ex-date₹5
Final dividend15 Sept 2023 · ex-date₹5
Final dividend13 Sept 2022 · ex-date₹5
Final dividend8 Sept 2021 · ex-date₹2.5
Interim dividend19 Mar 2020 · ex-date₹3
Final dividend9 Sept 2019 · ex-date₹4
Final dividend12 Sept 2018 · ex-date₹3
Dividend dividend19 Sept 2017 · ex-date₹3
Dividend dividend8 Sept 2016 · ex-date₹2
Dividend dividend8 Sept 2015 · ex-date₹2
Dividend dividend10 Sept 2014 · ex-date₹1
Dividend dividend23 Aug 2013 · ex-date₹1
Dividend dividend5 Sept 2012 · ex-date₹1
Dividend dividend22 Sept 2011 · ex-date₹1.4
Dividend dividend27 Aug 2010 · ex-date₹1.2
Dividend dividend15 Sept 2009 · ex-date₹0.5
Dividend dividend18 Sept 2008 · ex-date₹1.2
Dividend dividend20 Sept 2007 · ex-date₹1.2

1

Board meeting to consider results4 Aug 2026

2

Face value ₹5 → ₹221 Jul 2026 · ex-date
Face value ₹10 → ₹516 Oct 2024 · ex-date

1–3 of 5

1 / 2

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

5 announcementsExport CSV

28 Sept 2026, 3:19 pmInsider Trading / SAST

Closure of Trading Window

Closure of Trading Window PDF

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Ratio	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	11%	11.8%	11.2%	10.5%	11.5%
EBITDA margin %	5.3%	5.2%	4.6%	5.1%	7.1%
EBIT margin %	4.7%	4.5%	3.7%	4.3%	6.3%
PAT margin %	3.3%	5.1%	2.1%	2.8%	4.5%
Working capital
Receivable days	22	26	25	23	33
Inventory days	41	45	35	48	38
Payable days	2	3	3	4	2
NWC days	61	68	57	66	69
Leverage
Current ratio	2.33	1.55	2.44	3.39	3.61
Debt to EBITDA	1.39	1.91	1.43	1.07	0.72
Debt to equity	0.51	0.56	0.28	0.19	0.19
Interest coverage	8.6	10.3	3.6	7.4	18.4
Asset turnover	4.41	3.12	3.2	2.79	3.01
Return ratios
Return on assets %	14.6%	16%	6.6%	7.9%	13.4%
Return on capital employed %	33.5%	28.3%	19.1%	18.9%	27.6%
Return on equity %	23.2%	28.6%	8.9%	9.8%	16.7%

Date	Category	Subject	Filing
28 Sept 2026, 3:19 pm	Insider Trading / SAST Closure of Trading Window	Closure of Trading Window	PDF
22 Sept 2026, 6:34 pm	AGM/EGM AGM	Shareholder Meeting / Postal Ballot-Outcome of AGM	PDF
10 Sept 2026, 3:40 pm	Company Update Analyst / Investor Meet	Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation	PDF
7 Sept 2026, 6:22 pm	Company Update Analyst / Investor Meet	Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation	PDF
5 Sept 2026, 1:35 pm	Company Update Analyst / Investor Meet	Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation	PDF

Pondy Oxides & Chemicals Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Segment results

Ratios

Shareholding

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Events

20

1

2

Announcements

20

1

2

Not in the F&O segment

Announcements

Annual reports

Credit ratings

Investor Presentation and earnings call

Segment results

Compounded sales growth

Compounded profit growth

Return on equity

Copper · revenue

Pondy Oxides & Chemicals Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Cash flow

Segment results

Ratios

Ratio timeline

Shareholding

Quarterly record

Bulk & block deals

Board and management

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Events

Dividends20

Board meetings1

Stock splits2

Announcements

Dividends20

Board meetings1

Stock splits2

Ratio timeline

Not in the F&O segment

Quarterly record

Bulk & block deals

Board and management

Announcements

Annual reports

Credit ratings

Investor Presentation and earnings call

Profit & loss

Balance sheet

Cash flow

Segment results

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

Copper · revenue

20

1

2

20

1

2