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Earnings · Recycling · Small cap

Pondy Oxides profit doubles to ₹138.73 crore in FY26

Revenue climbed to ₹2,938.65 crore as demand for lead and copper surged. The board recommended a dividend of ₹5 per share.

2 earlier stories on Pondy Oxides & Chemicals Ltd.
Mkt cap₹4,040 cr
P/E30.64×
ROE9.79%
Debt / eq.0.19
Div yld0.25%
₹138.73 cr Full-year net profit for FY26, more than double the previous year.

What's new

  • Q4 net profit rose to ₹38.05 crore from ₹18.01 crore a year ago.
  • FY26 revenue hit ₹2,938.65 crore, an 80% jump in the final quarter.
  • The board recommended a dividend of ₹5 per share.

Why this matters

The company delivered a sharp expansion in profitability, with EPS climbing to ₹46.27. Strong demand in lead and copper segments provided the clear tailwind for these results.

What we're watching

  • Whether the dividend receives shareholder approval.
  • If the current demand levels in lead and copper persist into FY27.
  • Any commentary on margin sustainability following this growth spike.

The full read

Pondy Oxides and Chemicals closed FY26 with a net profit of ₹138.73 crore, more than double its previous year's performance. The growth was anchored by ₹2,938.65 crore in revenue, which saw a standalone increase of approximately 45%.

Profitability is up.

The fourth quarter alone contributed ₹38.05 crore to the bottom line, a significant jump from the ₹18.01 crore reported in the same period last year, while revenue for that quarter surged 80% to ₹931.68 crore. Driven by consistent demand in the lead and copper segments, the company also reported an EPS of ₹46.27. The board has recommended a dividend of ₹5 per share, pending shareholder approval. With an unmodified audit opinion, the financials confirm a period of rapid expansion for the company that leaves little room for doubt regarding the current trajectory.

Questions answered

How did the fourth quarter compare to the same period last year?
Net profit reached ₹38.05 crore, up from ₹18.01 crore in the previous year. Revenue for the quarter grew by 80% to reach ₹931.68 crore.
What was the full-year performance for FY26?
Net profit more than doubled to ₹138.73 crore on revenue of ₹2,938.65 crore. Standalone revenue for the year rose by approximately 45%.
What dividend did the board propose?
The board recommended a dividend of ₹5 per share. This remains subject to approval from shareholders.
What is the status of the audit opinion?
The financial results for the year carry an unmodified audit opinion.
Mentioned: Pondy Oxides and Chemicals Ltd.
Primary source BSE · NSE · Tijori

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Story so far

All notes on POCL →
  1. 26 May 2026 · 5:30 PM IST Pondy Oxides profit doubles to ₹138.73 crore in FY26
  2. 1d ago Pondy Oxides reports Q4 revenue growth of 80% YoY
  3. 1d ago Pondy Oxides to build ₹200 cr copper recycling plant in Tamil Nadu