Pondy Oxides & Chemicals Ltd. · NSE:POCL
Pondy Oxides & Chemicals — Q3 FY2026 Earnings Presentation
40 slides from Pondy Oxides & Chemicals's earnings presentation, Jan 28, 2026
Slide 1: Stock exchange cover letter for Q3 FY2025-26 investor presentation
PONDY OXIDES AND CHEMICALS LIMITED POCL ® 28th January 2026 National Stock Exchange of India Ltd BSE Limited Exchange Plaza, 5th Floor, Corporate Relationship Department, Plot No. CIl, G Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai - 400 051 Mumbai - 400 0
Slide 2: Pondy Oxides and Chemicals Limited Q3 & 9MFY26 Investor Presentation
The Urban Miners PONDY OXIDES AND CHEMICALS LIMITED Q3 & 9MFY26 Investor Presentation Jan’2026
Slide 3: Disclaimer
Disclaimer The Urban Miners This presentation and the accompanying slides (the “Presentation”), which have been prepared by Pondy Oxides and Chemicals Limited (the “Company”) solely for the information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe fo
Slide 4: Table of Contents
Table of Contents The Urban Miners 01 Management Commentary 02 Company Overview 03 Q3 & 9MFY26 Performance Highlights 04 Investment Thesis 05 Annexures 3
Slide 5: Management Commentary & Business Outlook
Management Commentary & Business Outlook The Urban Miners POCL delivered its highest-ever quarterly and nine-month revenue, EBITDA and PAT, supported by strong operational execution. The company continues to progress steadily toward its Target 2030 vision, with a focus on capacity expansion across L
Slide 6: Company Overview
Company Overview 5
Slide 7: Responsible Growth, Sustainable Progress
Responsible Growth, Sustainable Progress The Urban Miners Vision Core Values Current Business Verticals To be the most valuable recycling Excellence Lead company in the world adopting Responsibility Plastics responsible and sustainable Integrity Copper manufacturing practices Learning & Innovation A
Slide 8: Business at a Glance
Business at a Glance The Urban Miners 4 Recycling Verticals 20+ Export Destinations 30 Years of Experience 11% - 5 Years Revenue CAGR India’s First 3N7 LME Registered Lead Brand 22% & 32% - 5 Years EBITDA & PAT CAGR 140K + MT Scrap Recycled p.a. Increasing Capacities with technological upgradation a
Slide 9: Journey of POCL: Charting Milestones
Journey of POCL: Charting Milestones The Urban Miners 1995 1996 1997 2002 2003 Incorporated as a public Established litharge, red lead, Launched a joint venture in Completed disinvestment Started battery limited company in Tamil and zinc oxide production Malaysia for zinc oxide. from the joint ventu
Slide 10: To Endless Horizons
The Urban Miners 2020 2021 2022 2023 • Acquired Meloy Metals Private • Increased SMD-I • Issued bonus shares in 1:1 ratio • Successfully established and commenced operations Limited with a capacity of expansion from 36,000 to to its shareholders of an aluminum recycling/melting facility at POCL’s 48
Slide 11: Leveraging Diverse Recycling Verticals
Leveraging Diverse Recycling Verticals The Urban Miners LEAD PLASTICS COPPER ALUMINIUM Finished Goods Capacity Capacity 9,000 MTPA Capacity 6,000 MTPA Capacity 12,000 MTPA 2,04,000 MTPA Procurement Split: 70% Procurement Split: 59% Procurement Split: 100% Procurement Split: 100% Imports; 30% Domesti
Slide 12: Business Model: Sustainable Circularity
Business Model: Sustainable Circularity The Urban Miners Customer Feedback Sorting & Segregation Value Added Products and R&D Constant feedback from Scrap of different Lead Alloys, Tin Alloys, Customers and Continuous materials is sorted and Copper & Aluminium R&D enable us to become classified basi
Slide 13: Q3 & 9MFY26 Performance Highlights
Q3 & 9MFY26 Performance Highlights
Slide 14: Q3 & 9MFY26 Strategic Updates
Q3 & 9MFY26 Strategic Updates The Urban Miners Highest ever Quarterly and Nine-Month Revenue, EBITDA, and PAT. Increase in Production and Sales of Lead and Copper on both quarterly and nine month basis. Q3FY26 Financial Performance (YoY) Standalone Revenue increased to Rs. 7,763 Mn. up 55% Standalon
Slide 15: Q3 & 9MFY26 Strong Financial Performance
Q3 & 9MFY26 Strong Financial Performance The Urban Miners Revenue (Rs. Mn) EBITDA (Rs. Mn) & Margin (%) PAT (Rs. Mn) & PAT Margin (%) 5.3% 7.6% 3.0% 4.8% 7,763 591 376 Q3FY26 5,024 267 151 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 5.3% 7.8% 3.1% 5.0% 20,070 1,573 1,007 9MFY26 15,116 803 471 9MFY25 9
Slide 16: Q3 & 9MFY26 Robust Operational Performance
Q3 & 9MFY26 Robust Operational Performance The Urban Miners Lead Production (MT) Lead Sales (MT) Lead EBITDA Per Ton (Rs.) 33,271 30,388 Q3FY26 21,618 21,186 17,427 12,569 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 83,746 77,796 68,041 67,577 9MFY26 18,086 12,408 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9M
Slide 17: Detailed Income Statement (Standalone)
Detailed Income Statement (Standalone) The Urban Miners Particulars (Rs. Million) Q3FY26 Q2FY26 QoQ Q3FY25 YoY 9M-FY26 9M-FY25 YoY Net Revenue 7,763 6,345 22% 5,024 55% 20,070 15,116 33% Other Income 15 15 -2% 14 7% 48.101 35 37% Total Income 7,778 6,361 22% 5,038 54% 20,118 15,151 33% COGS 6,855 5,
Slide 18: Investment Thesis
Pondy Oxides and Chemicals Limited MANUFACTURING LOCALLY EXCELLING We export 60% of our production to the Middle-East, South Korea, Japan, Thailand, Indonesia, USA & Europe Investment Thesis
Slide 19: Investment Thesis
Investment Thesis The Urban Miners Unlocking Potential Through 1 Procurement Strengths 6 Effective Organizational Structure 2 Strong Procurement Network Existing Portfolio & 7 & Global Customer Base Futuristic Roadmap Robust Manufacturing 3 8 Target 2030 Facilities 4 Strong Financial & 9 Levers for
Slide 20: Our Procurement Strengths
Our Procurement Strengths Multi-Sourcing strategy The Urban Miners – Procured RM from over 70+ Countries Long term association with Suppliers assures 270+ Overseas Suppliers uninterrupted supplies Strong procurement Strong systems backed team with Global up by tailor made reach software Well defined
Slide 21: Supply Chain Strength: Recognizing Valued Suppliers
Supply Chain Strength: Recognizing Valued Suppliers The Urban Miners 20
Slide 22: Key Client Connections: Driving Mutual Success
Key Client Connections: Driving Mutual Success The Urban Miners Thai Energy Storage PT Trimitra Baterai Prakasa …. And Others 21
Slide 23: Robust Manufacturing Facilities
Robust Manufacturing Facilities The Urban Miners Strategically located units with proximity to ports In line with our strategic expansion Technologically equipped efficient manufacturing units to plans aimed at establishing and process the scraps, to recycle and manufacture high- expanding facilitie
Slide 24: Charting Success: Financial Highlights (1/2)
Charting Success: Financial Highlights (1/2) The Urban Miners Revenue from Operations Gross Profit & Margin (%) EBITDA & Margin (%) 20,283 2,500 1,200 14.0% 5.6% 5.6% 12.0% 5.1% 5.3% 11.3% 11.5% 15,238 2,000 10.5% 1,000 12.0% 14,548 14,717 10.0% 7.5% 800 10,043 1,500 8.0% 2.7% 600 1,000 2,128 6.0% 1
Slide 25: Balance Sheet Strength – Financial Highlights (2/2)
Balance Sheet Strength – Financial Highlights (2/2) The Urban Miners Net Debt (Rs. Mn) Net Working Capital Days 63 56 58 55 50 35 37 34 33 32 30 25 24 23 21 1,447 1,418 1,049 646 634 3 2 2 2 2 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Interest Coverage Ratio (x) Net Debt to Equity (x) 0.90 8
Slide 26: Robust Operational Performance
Robust Operational Performance The Urban Miners Lead Production (MT) Lead Sales (MT) 94,115 90,565 77,282 75,078 72,531 68,322 70,338 68,554 60,283 59,131 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 25
Slide 27: Value Added & Customized Products Portfolio
Value Added & Customized Products Portfolio The Urban Miners Lead Plastics Copper Aluminium Clove Cobra Mill Berry Pure Lead Industrial & Engineering Lead Calcium Alloys Plastic Granules: Lead Tin Alloys PPCP Grease Lead Antimony Alloys ABS Mill Berry ADC Series (JIS Standard) Lead Master Alloys HDP
Slide 28: Effective Organizational Structure
Unlocking Potential Through Effective Organizational Structure The Urban Miners Functional Departmental Managers Corporate Structure Board of Directors Plant Functional Managers Senior Management Divisional Executives Well defined corporate structure with defined roles and responsibilities for Organ
Slide 29: Portfolio and Futuristic Road Map
Portfolio and Futuristic Road Map The Urban Miners Current Portfolio Lead Copper Plastics Aluminium Execution Lead Capacity Exploration Expansion by R&D Centres Post expansion Lead additional Strategic JVs Capacity to become 36,000 MT p.a. 204,000 MT p.a. Pre Feasibility Feasibility Rubber Lithium I
Slide 30: Target 2030
Target 2030 The Urban Miners Diversified Portfolio with Forward Integration & Additional Verticals: Value Added Products 15 % + Capacity Expansions – Volume Growth Lead and Copper Lithium Ion 20 % + ROCE 20% + Revenue CAGR 8%+ EBITDA Margins 20% + Profitability Growth 60%+ Value Added Products 50% +
Slide 31: Levers for Strong Growth Outlook
Levers for Strong Growth Outlook The Urban Miners Capacity Expansion of existing verticals & 1 diversifying further into new verticals- Lithium- ion and Forward Integration Strong Capex plan in place funded by ideal mix 2 of debt, equity and internal accruals Strict Government Norms of BWMR & EPR to
Slide 32: Favorable Government Initiatives & Incentives
Favorable Government Initiatives & Incentives The Urban Miners Extended Producer Responsibility BWMR GST-Reverse Charge Mechanism The GST Council has implemented RCM for metal scrap transactions EPR requires manufacturers to take responsibility for the and recommended a 2% TDS in supplies of metal s
Slide 33: Focus on ESG
Focus on ESG The Urban Miners Environment Social Corporate Governance o Substitution of Fuel from Furnace Oil o Employee Well-Being – Employee o Board Composition – 50% to LNG to reduce carbon footprint safety & well-being programs Independent Directors o Air & Water Pollution Mitigation is implemen
Slide 34: ESG Roadmap
ESG Roadmap The Urban Miners Recycling Portfolio FG: Societal Impact: Corporate Governance: Lead: 168 KTPA Sustainable Business OHSMS, Health Insurance Code of Conduct and Ethics Plastics: 9 KPTA Coverage, Employee Manual, Compliances, Practices Copper: 6 KTPA Engagement and Grievance Accountability
Slide 35: Annexures
Annexures POCL recycles me conserve energy that would otherwise be expended in the metal manufacturing process #ChangingTheFate
Slide 36: Robust Management & focus on HR Assets
Robust Management & focus on HR Assets The Urban Miners 24+ Years of average management Employee well being experience in diverse programs industries 500+ Employees Diversity & Inclusion Anil Kumar Bansal Ashish Bansal K. Kumaravel Chairman & Managing Director Director – Finance and Whole Time Direc
Slide 37: Yearly Trends | Income Statement
Yearly Trends | Income Statement The Urban Miners Particulars (Rs. Million) FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 FY 2020 Net Revenue 20,283 15,238 14,717 14,548 10,043 12,199 Other Income 37 46 43 46 33 35 Total Income 20,319 15,284 14,759 14,594 10,076 12,234 COGS 18,191 13,538 12,987 12,954 9,3
Slide 38: Yearly Trends | Balance Sheet
Yearly Trends | Balance Sheet The Urban Miners Particulars (Rs. Million) FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 FY 2020 EQUITY AND LIABILITIES Share Capital 141 126 116 58 58 58 Reserve and Surplus 5,835 3,422 2,425 2,023 1,555 1,446 Net Worth 5,975 3,548 2,541 2,081 1,613 1,504 Borrowings 1,031 94
Slide 39: Shareholding Pattern as on 31st Dec'2025
Shareholding Pattern as on 31st Dec’2025 The Urban Miners SYMBOL 532626 POCL Public Promoters LISTED BSE (Main) NSE (Main) MKT CAP (28-01-26) INR 3,855.71 Cr. INR 3.,853.57 Cr. 52 WEEK HIGH/LOW INR 1,578/ 493 INR 1,,578 / 490 MARKET PRICE (28-01-26) INR 1263.70 INR 1263.00 39.34% Shareholding Patter
Slide 40: Thank You
Thank You Investor Relations Contact: The Urban Miners Sana Kapoor Sakshi Narvekar Go India Advisors Go India Advisors sana@GoIndiaAdvisors.com sakshiN@GoIndiaAdvisors.com M:+91 81465 50469 M:+91 87792 63625 Company Contact: K. Kumaravel Director – Finance & Company Secretary kk@pocl.com Vijay Balak
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