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POCL Reports Record Q3 FY26 Performance; PAT Surges 148% YoY to ₹38 Crores
Pondy Oxides & Chemicals Limited (POCL) delivered its strongest-ever quarterly performance in Q3 FY26, with revenue growing 55% YoY to ₹776 crores and PAT jumping 148% to ₹38 crores. For the 9-month period, the company achieved a 114% growth in PAT to ₹101 crores, supported by a 50% increase in lead capacity to 204,000 MTPA. Operational efficiency improved significantly, with lead EBITDA per ton rising 46% YoY to ₹18,086. Management remains optimistic about its Target 2030 vision, aiming for 20% CAGR in revenue and profitability.
Key Highlights
9M FY26 Revenue increased 33% YoY to ₹2,007 crores; PAT rose 114% to ₹101 crores
Lead capacity expanded to 204,000 MTPA following the commissioning of 36,000 MTPA in Dec 2025
Copper segment saw a 15x increase in 9M sales to ₹296 crores, with capacity doubling to 12,000 MTPA
EBITDA margins improved to 7%+ from 5% YoY, driven by higher value-added product contribution of 65%
Board approved the merger of POCL Future Tech to enhance vertical integration in plastic recycling
💼 Action for Investors
Investors should monitor the ramp-up of the newly commissioned lead and copper capacities which are expected to drive 20% volume growth. The company's shift toward value-added products and organized recycling tailwinds makes it a strong growth candidate in the non-ferrous segment.
POCL Reports Highest-Ever Q3 Revenue of ₹7,763 Mn; PAT Surges 148% YoY
Pondy Oxides & Chemicals Limited (POCL) delivered record-breaking financial performance in Q3 FY26, with standalone revenue growing 55% YoY to ₹7,763 million. Net profit (PAT) witnessed a massive jump of 148% to ₹376 million, while EBITDA margins improved from 5.31% to 7.62%. The growth was driven by increased production and sales volumes in Lead and Copper segments following successful capacity expansions. The company remains committed to its 'Target 2030' vision, aiming for a revenue CAGR of over 20% and ROCE above 20%.
Key Highlights
Highest-ever quarterly revenue of ₹7,763 Mn (up 55% YoY) and 9M PAT of ₹1,007 Mn (up 114% YoY)
EBITDA margins expanded to 7.62% in Q3 FY26 compared to 5.31% in the corresponding quarter last year
Successfully commissioned 72,000 MTPA of Lead capacity expansion across two phases in April and December 2025
Lead production volume increased to 33,271 MT in Q3 FY26, representing a 57% growth over Q3 FY25
Planned Capex of ₹35 Cr for Q4 FY26 to support the ongoing strategic roadmap and Mundra expansion
💼 Action for Investors
Investors should consider this a strong growth signal as the company successfully scales capacity while improving operational margins. The stock remains a key play in the Indian recycling and circular economy space with a clear long-term roadmap.
POCL Reports Record Q3 Performance: PAT Jumps 148% YoY to ₹38 Cr
Pondy Oxides and Chemicals Limited (POCL) delivered its highest-ever quarterly performance in Q3FY26, with revenue growing 55% YoY to ₹776 Cr. Profit After Tax (PAT) surged by 148% YoY to ₹38 Cr, driven by improved capacity utilization and a 15x increase in copper segment sales. The company successfully commissioned Phase 2 of its lead capacity expansion in December 2025 and is on track to double its copper recycling capacity by January 2026. Management remains committed to its Target 2030 vision, aiming for a 20%+ revenue CAGR and EBITDA margins above 8%.
Key Highlights
Revenue for 9MFY26 crossed ₹2,000 Cr, marking a 33% YoY growth driven by Lead and Copper verticals.
EBITDA margins improved significantly to 7.8% in 9MFY26 from 5.3% in the previous year period.
Copper segment revenue witnessed a massive 15-fold increase to ₹296 Cr during the nine-month period.
Phase 2 lead capacity expansion of 36,000 MTPA commissioned in Dec 2025; copper capacity doubling to 12,000 MTPA by Jan 2026.
EBITDA per ton of Lead increased by 46% YoY to ₹18,086 for the nine-month period ended December 2025.
💼 Action for Investors
Investors should note the strong operational leverage and successful capacity expansions which are translating into record profits. The company's clear roadmap for 2030 and margin expansion make it a strong growth candidate in the recycling sector.
POCL Board Approves Merger of Wholly Owned Subsidiary POCL Future Tech
Pondy Oxides & Chemicals Limited (POCL) has approved the scheme of amalgamation for its wholly-owned subsidiary, POCL Future Tech Private Limited (PFTPL), into the parent company. PFTPL, which specializes in plastic recycling, recorded a turnover of ₹1,874.14 Lakhs for the nine months ending December 2025 but carries a negative net worth of ₹944.21 Lakhs. The merger is designed to create a vertically integrated business structure, streamlining plastic recycling with POCL's core non-ferrous metal operations. As PFTPL is a 100% subsidiary, no new shares will be issued, and the shareholding pattern of POCL remains unchanged.
Key Highlights
Amalgamation of POCL Future Tech Private Limited (PFTPL) with Pondy Oxides & Chemicals Limited (POCL).
PFTPL reported a 9-month turnover of ₹1,874.14 Lakhs and a negative net worth of ₹944.21 Lakhs as of Dec 2025.
POCL standalone 9-month turnover stands at ₹2,00,697.35 Lakhs with a net worth of ₹73,192.06 Lakhs.
No cash consideration or share issuance involved; subsidiary shares will be cancelled upon merger.
The scheme is subject to approvals from NCLT, shareholders, and creditors.
💼 Action for Investors
This is a routine internal restructuring to simplify the corporate structure and achieve operational synergies. Investors should view this as a move toward better management efficiency with no impact on their shareholding.
POCL Approves Q3 and Nine Months FY26 Unaudited Financial Results
Pondy Oxides & Chemicals Limited (POCL) has officially approved its standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. The board meeting was held on January 28, 2026, and the results have been submitted to the NSE and BSE as per SEBI regulations. While the specific profit and revenue figures were not detailed in the cover letter, this announcement confirms the timely completion of the financial review process. Investors should now examine the detailed financial tables to evaluate the company's operational performance in the lead and chemicals sector.
Key Highlights
Board approved unaudited standalone and consolidated results for the period ended December 31, 2025.
The board meeting commenced at 3:00 PM and concluded at 4:40 PM on January 28, 2026.
Compliance maintained under Regulation 30 and 33 of SEBI (LODR) Regulations, 2015.
Results submitted to both National Stock Exchange (NSE) and BSE Limited.
💼 Action for Investors
Investors should review the full financial statement for specific growth in revenue and margins compared to the previous year. Monitor the company's performance relative to global lead price trends and raw material costs.