POCLPondy Oxides & Chem.

₹1312.1-3.27%

Market Cap

₹4,063.54 Cr

Stock P/E

45.72

ROCE

15.68%

ROE

12.70%

Book Value

₹222.03

Financials

YoY Net Sales

EPS Growth

Operating Margin

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Holdings

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From Last Concall

POSITIVES

•
POCL posted its best-ever quarterly performance with strong YoY growth across revenue, EBITDA and PAT.
•
Lead-capacity expansion at Thervoykandigai is underway, with Phase 1 online and Phase 2 planned, signaling capacity growth and capex in FY26.

NEGATIVES

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Plastics segment incurs administrative overhead due to leased premises, leading to near-term negative EBITDA in plastics; move to own premises expected to improve profitability.
•
Early-stage TKD plant (Phase 1) achieving only 40-45% utilization; ramp-up is underway but still a constraint on near-term margins.

Peers Summary

Sector Leader

Pondy Oxides & Chemicals Ltd. is positioned as a notable player in the non-ferrous metals sector, showing decent growth metrics but lagging behind peers in profitability and valuation. Hindustan Zinc Ltd. stands out as the leader due to its high ROE and low PE ratio, while Vedanta Ltd. offers an attractive valuation, making it a potential value pick despite moderate growth.

Key Points

• Pondy Oxides shows solid revenue growth but lower profitability compared to peers.
• Hindustan Zinc is the profitability leader with the highest ROE and low PE, making it attractive.
• Vedanta offers a compelling valuation with low PE and high EPS growth, despite some debt concern.

Top Performers

Hindustan Zinc Ltd.

Highest ROE (55.17%) and strong revenue growth (YoY 17.80%), making it a highly profitable investment.

Vedanta Ltd.

Low PE (9.40) and attractive PEG (0.21), indicating it is undervalued relative to growth.

Gravita India Ltd.

Strong revenue growth (YoY 22.40%) and high ROE (33.97%), indicating solid performance and profitability.

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