Pondy Oxides & Chemicals Ltd. · NSE:POCL
Pondy Oxides & Chemicals — Q4 FY26 Earnings Presentation
42 slides from Pondy Oxides & Chemicals's earnings presentation, May 26, 2026
Slide 1: Investor Presentation for Q4 FY 2025-26 (exchange filing letter)
PONDY OXIDES AND CHEMICALS LIMITED POCL® 26th May 2026 National Stock Exchange of India Ltd BSE Limited t Exchange Plaza, 5 h Floor, Corporate Relationship Department, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), DalalStreet, Mumbai - 400 051 Mumbai - 400 001 N
Slide 2: Pondy Oxides and Chemicals Limited Q4 & FY26
The Urban Miners PONDY OXIDES AND CHEMICALS LIMITED Q4 & FY26 Investor Presentation May’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 Q4 & FY26 Performance Highlights 04 Investment Thesis 05 Annexures 3
Slide 5: Management Commentary & Business Outlook
Management Commentary & Business Outlook The Urban Miners POCL delivered a landmark performance in FY26, with strong operational execution driving robust growth across businesses. Over the last five years, POCL has recorded a CAGR of 24% in revenue, 52% in EBITDA, and 67% in PAT, reflecting its cons
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 24% - 5 Years Revenue CAGR India’s First 3N7 LME Registered Lead Brand 52% & 67% - 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 12,000 MTPA Capacity 12,000 MTPA 2,04,000 MTPA Procurement Split: 73% Procurement Split: 61% Procurement Split: 98% Procurement Split: 100% Imports; 27% 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: Q4 & FY26 Performance Highlights
Q4 & FY26 Performance Highlights
Slide 14: Q4 & FY26 Strategic Updates
Q4 & FY26 Strategic Updates The Urban Miners Highest ever Quarterly and FY26 Revenue, EBITDA, and PAT. Lead production and sales recorded healthy growth in FY26, while copper production and sales witnessed a significant increase on both quarterly and annual basis. FY26 Financial Performance (YoY) St
Slide 15: Q4 & FY26 Strong Financial Performance
Q4 & FY26 Strong Financial Performance The Urban Miners Revenue (Rs. Mn) EBITDA (Rs. Mn) & Margin (%) PAT (Rs. Mn) & PAT Margin (%) 9,317 5.3% 6.5% 3.5% 4.1% 609 380 Q4FY26 5,166 272 180 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 5.3% 7.4% 3.2% 4.7% 29,387 2,181 20,283 1,387 FY26 1,076 651 FY25 FY26
Slide 16: Q4 & FY26 Robust Operational Performance - Lead
Q4 & FY26 Robust Operational Performance - Lead The Urban Miners Lead Production (MT) Lead Sales (MT) Lead EBITDA Per Ton (Rs.) 22,988 22,930 26,074 Q4FY26 20,735 19,739 13,848 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 1,04,481 1,00,727 94,115 90,565 18,462 13,325 FY26 FY25 FY26 FY25 FY26 FY25 FY26
Slide 17: Q4 & FY26 Robust Operational Performance - Copper
Q4 & FY26 Robust Operational Performance - Copper The Urban Miners Copper Production (MT) Copper Sales (MT) Copper EBITDA Per Ton (Rs.) 3,235 2,148 Q4FY26 45,556 38,784 488 451 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 5,480 6,543 43,250 39,896 FY26 741 700 FY25 FY26 Q4FY25 Q4FY26 FY25 FY26 16
Slide 18: Detailed Income Statement (Standalone)
Detailed Income Statement (Standalone) The Urban Miners Particulars (Rs. Million) Q4FY26 Q3FY26 QoQ Q4FY25 YoY FY26 FY25 YoY Net Revenue 9,317 7,763 20% 5,166 80% 29,387 20,283 45% Other Income 24 15 58% 1.4 1496% 72 37 97% Total Income 9,341 7,778 20% 5,168 81% 29,458 20,319 45% COGS 8,471 6,855 24
Slide 19: Balance Sheet (Standalone)
Detailed Income Statement (Standalone) The Urban Miners Current Liabilities (Rs. Million) 31 March'26 31 March'25 ASSETS (Rs. Million) 31 March'26 31 March'25 Shareholders funds Non-Current Assets Share Capital 153 141 Property, Plant & Equipment 2,003 1,189 Reserves and Surplus 7,846 5,835 Capital
Slide 20: Investment Thesis
POCL Pondy Oxides and Chemicals Limited MANUFACTURING LOCALLY EXCELLING GLOBALLY We export 60% of our production to the Middle-East, | nve st m e nt Th es i S South Korea, Japan, Thailand, Indonesia, USA & Europe
Slide 21: 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 22: 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 23: Supply Chain Strength: Recognizing Valued Suppliers
Supply Chain Strength: Recognizing Valued Suppliers The Urban Miners 22
Slide 24: Key Client Connections: Driving Mutual Success
Key Client Connections: Driving Mutual Success The Urban Miners Thai Energy Storage PT Trimitra Baterai Prakasa …. And Others 23
Slide 25: 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 26: Charting Success: Financial Highlights (1/2)
Charting Success: Financial Highlights (1/2) The Urban Miners Revenue from Operations Gross Profit & Margin (%) EBITDA & Margin (%) 4,000 2,500 12.5% 7.4% 8.0% 29,387 12.0% 3,500 5.1% 7.0% 11.7% 12.0% 2,000 5.6% 5.6% 3,000 11.5% 5.3% 6.0% 20,283 11.3% 11.5% 2,500 1,500 5.0% 14,548 14,717 15,238 2,00
Slide 27: 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 56 58 55 50 53 34 37 33 32 31 25 24 24 23 21 1,418 1,398 1,049 646 634 3 2 2 2 2 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Receivable Days Inventory Days Payable Days Interest Cove
Slide 28: Robust Operational Performance
Robust Operational Performance The Urban Miners Lead Production (MT) Lead Sales (MT) 1,04,481 94,115 1,00,727 90,565 77,282 75,078 73,624 72,531 68,322 70,338 68,554 60,283 59,131 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 27
Slide 29: 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 30: Unlocking Potential Through 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 31: Portfolio and Futuristic Road Map
Portfolio and Futuristic Road Map The Urban Miners Current Portfolio Lead Copper Plastics Aluminium Execution 36,000 MTPA of Copper Exploration Cathode Capacity in two R&D Centres Post expansion, Lead & phases Strategic JVs Copper Capacity has become 204,000 MTPA & 12,000 MTPA resp. Pre Feasibility
Slide 32: 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 33: 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 34: 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 35: Focus on ESG
Focus on ESG The Urban Miners Environment Social Corporate Governance o Substitution of Fuel from Furnace Oil o Employee Well-Well-Being – Employee o Board Composition – 50% 50 to LNG to reduce carbon footprint safety & well-being programs Independent Directors o Air & Water Pollution Mitigation is
Slide 36: ESG Roadmap
ESG Roadmap The Urban Miners Recycling Portfolio FG: Societal Impact: Corporate Governance: Lead: 204 KTPA Sustainable Business OHSMS, Health Insurance Code of Conduct and Ethics Plastics: 9 KPTA Coverage, Employee Manual, Compliances, Practices Copper: 12 KTPA Engagement and Grievance Accountabilit
Slide 37: Annexures
POCL Pondy Oxides and Chemicals Limited THE FATE Annexures POCL recycles metals to conserve energy that would otherwise be expended in the metal manufacturing process #ChangingTheFate
Slide 38: 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 Ashish Bansal K. Kumaravel Chairman & Director – Finance and Managing Director Company Secretary Average Employee
Slide 39: Yearly Trends | Income Statement (Standalone)
Yearly Trends | Income Statement (Standalone) The Urban Miners Particulars (Rs. Million) FY 2026 FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 Net Revenue 29,387 20,283 15,238 14,717 14,548 10,043 Other Income 72 37 46 43 46 33 Total Income 29,458 20,319 15,284 14,759 14,594 10,076 COGS 26,020 18,191 13,5
Slide 40: Yearly Trends | Balance Sheet (Standalone)
Yearly Trends | Balance Sheet (Standalone) The Urban Miners Particulars (Rs. Million) FY 2026 FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 EQUITY AND LIABILITIES Share Capital 153 141 126 116 58 58 Reserve and Surplus 7,846 5,835 3,422 2,425 2,023 1,555 Net Worth 7,999 5,975 3,548 2,541 2,081 1,613 Borro
Slide 41: Shareholding Pattern as on 31st March 2026
Shareholding Pattern as on 31st March’2026 The Urban Miners SYMBOL 532626 POCL LISTED BSE (Main) NSE (Main) MKT CAP (25-05-26) INR 4,591.95 Cr. INR 4,599.58 Cr. 39.34% 52 WEEK HIGH/LOW INR 1,619/ 689 INR 1,619/ 689 MARKET PRICE (25-05-26) INR 1,505.00 INR 1,507.50 60.66% Shareholding Pattern Particu
Slide 42: 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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