Pondy Oxides Q1 FY27 Revenue Jumps 56% to ₹931 Crore on Strong Copper Growth
Pondy Oxides & Chemicals Limited (POCL) reported a 56% year-on-year revenue increase to ₹931 crore in Q1 FY27. The company's copper vertical achieved record production and sales, with volumes tripling year-on-year. A ₹200 crore copper cathode facility is under construction, with Phase 1 expected by December 2026. EBITDA and PAT grew by 30% and 32% respectively.
The significant revenue growth, record performance in a key vertical, progress on a major expansion project, and a credit rating upgrade indicate a substantial positive impact on the company's financial health and market position.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT, along with record production and sales in its copper vertical. The ongoing expansion project and a positive credit rating outlook further support the positive sentiment.
Pondy Oxides & Chemicals Limited (POCL) has reported a robust start to FY27, with Q1 FY27 revenue, EBITDA, and PAT growing by 56%, 30%, and 32% year-on-year, respectively. The company achieved its highest-ever quarterly production and sales in its copper vertical, with volumes increasing by over three times year-on-year.
The company is making significant progress on its copper expansion project, which involves establishing a 36,000 metric ton per annum copper cathode facility at its Thervoy Kandigai plant in Tamil Nadu, with a total investment of approximately ₹200 crores, funded through internal accruals. The first phase of 18,000 metric tons per annum is targeted for commissioning by December 2026, with trial runs expected in Q4 FY27, and Phase 2 by Q3 FY28.
Despite a moderation in lead production and sales volumes, POCL achieved its highest-ever lead EBITDA per ton of ₹21,595 due to a strategic focus on value-added products. Copper production and sales volumes saw a significant increase, contributing approximately 45% of the overall revenue in FY27. Revenue for Q1 FY27 reached ₹931 crores, with a domestic and export market mix of 55% and 45%, respectively. EBITDA and PAT stood at ₹56 crores and ₹36 crores, with margins at 6% and 3.9%, respectively.
POCL has set a target roadmap for 2030, aiming for over 15% volume growth, 20%+ CAGR in revenue and profitability, EBITDA margins above 8%, ROCE exceeding 20%, and over 60% of revenue from value-added products. CRISIL has upgraded POCL's outlook to 'A positive' from 'A stable', reaffirming its credit rating.
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