Pondy Oxides & Chemicals Ltd
Incorporated in 1995, Pondy Oxides and Chemicals Ltd manufactures Lead Metal and Alloys and other Non-ferrous metals[1]
- Market Cap ₹ 2,171 Cr.
- Current Price ₹ 772
- High / Low ₹ 1,191 / 290
- Stock P/E 36.6
- Book Value ₹ 141
- Dividend Yield 0.32 %
- ROCE 16.1 %
- ROE 12.9 %
- Face Value ₹ 5.00
Pros
Cons
- Promoter holding has decreased over last quarter: -3.17%
- The company has delivered a poor sales growth of 7.76% over past five years.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Non Ferrous Metals Industry: Mining / Minerals / Metals
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
342 | 448 | 373 | 466 | 759 | 940 | 1,049 | 1,220 | 1,004 | 1,455 | 1,472 | 1,524 | 1,868 | |
332 | 434 | 355 | 439 | 705 | 882 | 984 | 1,183 | 980 | 1,377 | 1,391 | 1,451 | 1,773 | |
Operating Profit | 10 | 13 | 18 | 27 | 54 | 58 | 65 | 36 | 24 | 77 | 80 | 73 | 95 |
OPM % | 3% | 3% | 5% | 6% | 7% | 6% | 6% | 3% | 2% | 5% | 5% | 5% | 5% |
4 | 1 | 1 | 1 | 4 | 2 | 4 | 3 | 3 | 5 | 4 | 5 | 6 | |
Interest | 8 | 8 | 7 | 8 | 10 | 12 | 12 | 11 | 5 | 9 | 8 | 17 | 13 |
Depreciation | 2 | 2 | 2 | 4 | 4 | 4 | 5 | 8 | 8 | 9 | 10 | 9 | 11 |
Profit before tax | 4 | 4 | 10 | 16 | 44 | 44 | 52 | 21 | 14 | 64 | 66 | 52 | 77 |
Tax % | 32% | 34% | 31% | 37% | 36% | 34% | 35% | 23% | 22% | 25% | 25% | 23% | |
3 | 3 | 7 | 10 | 28 | 29 | 34 | 16 | 11 | 48 | 49 | 40 | 59 | |
EPS in Rs | 0.62 | 0.63 | 3.00 | 4.52 | 12.63 | 13.03 | 15.06 | 7.05 | 4.65 | 20.80 | 21.21 | 15.68 | 22.70 |
Dividend Payout % | 40% | 40% | 17% | 11% | 6% | 6% | 7% | 11% | 13% | 6% | 12% | 16% |
Compounded Sales Growth | |
---|---|
10 Years: | 13% |
5 Years: | 8% |
3 Years: | 15% |
TTM: | 17% |
Compounded Profit Growth | |
---|---|
10 Years: | 30% |
5 Years: | 3% |
3 Years: | 54% |
TTM: | 45% |
Stock Price CAGR | |
---|---|
10 Years: | 50% |
5 Years: | 81% |
3 Years: | 53% |
1 Year: | 133% |
Return on Equity | |
---|---|
10 Years: | 20% |
5 Years: | 16% |
3 Years: | 19% |
Last Year: | 13% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Sep 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 11 | 11 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 12 | 13 | 13 |
Reserves | 26 | 27 | 26 | 35 | 66 | 93 | 125 | 145 | 156 | 202 | 243 | 342 | 383 |
76 | 75 | 57 | 83 | 110 | 146 | 142 | 56 | 146 | 107 | 142 | 94 | 142 | |
23 | 23 | 22 | 30 | 11 | 7 | 9 | 12 | 12 | 15 | 38 | 20 | 29 | |
Total Liabilities | 135 | 137 | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 566 |
23 | 22 | 15 | 26 | 27 | 32 | 34 | 61 | 54 | 60 | 96 | 114 | 126 | |
CWIP | 1 | 3 | 11 | 1 | 3 | 2 | 1 | 2 | 6 | 3 | 7 | 8 | 44 |
Investments | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 40 | 40 | 40 |
110 | 111 | 85 | 126 | 163 | 217 | 246 | 157 | 260 | 266 | 291 | 308 | 356 | |
Total Assets | 135 | 137 | 112 | 152 | 193 | 251 | 281 | 219 | 319 | 330 | 434 | 470 | 566 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
-17 | 8 | 45 | -10 | -7 | -19 | 23 | 135 | -91 | 63 | 65 | 64 | |
-2 | -2 | -8 | -3 | -9 | -3 | -8 | -35 | -3 | -14 | -90 | -51 | |
20 | -13 | -36 | 9 | 16 | 23 | -16 | -95 | 88 | -48 | 25 | -3 | |
Net Cash Flow | 1 | -6 | 1 | -4 | 0 | 0 | -0 | 5 | -6 | 1 | -1 | 11 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 55 | 39 | 29 | 30 | 30 | 35 | 31 | 17 | 40 | 22 | 25 | 24 |
Inventory Days | 35 | 36 | 33 | 52 | 38 | 42 | 43 | 23 | 48 | 41 | 42 | 33 |
Days Payable | 18 | 14 | 16 | 15 | 2 | 1 | 2 | 2 | 3 | 2 | 2 | 3 |
Cash Conversion Cycle | 73 | 62 | 46 | 67 | 66 | 76 | 72 | 38 | 85 | 61 | 65 | 55 |
Working Capital Days | 81 | 67 | 56 | 70 | 68 | 78 | 79 | 38 | 89 | 62 | 61 | 57 |
ROCE % | 11% | 11% | 17% | 22% | 34% | 26% | 25% | 13% | 8% | 23% | 21% | 16% |
Documents
Announcements
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Commencement Of Commercial Production At Our Plant Located At Thervoykandigai, Tiruvallur District, Tamil Nadu
1d - Commercial production started at new 36,000 MT plant in Tamil Nadu.
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Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
11 Apr - Certificate under Regulation 74(5) for Q1 2025.
- Closure of Trading Window 27 Mar
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Disclosure Under Regulation 7(2) Of The SEBI (Prohibition Of Insider Trading) Regulations, 2015
21 Mar - Disclosure of promoter share purchase by Ashish Bansal.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
17 Mar - Schedule of Analyst/Institutional Investor meeting.
Annual reports
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2012
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Financial Year 2011
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Financial Year 2010
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Concalls
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Jan 2025Transcript PPT REC
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Oct 2024Transcript PPT
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Oct 2024TranscriptNotesPPT
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Jul 2024Transcript PPT
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Jun 2024Transcript PPT
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Feb 2024TranscriptPPT
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Nov 2023TranscriptPPT
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Aug 2023TranscriptPPT
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May 2023TranscriptPPT
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Feb 2023TranscriptPPT
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Nov 2022TranscriptPPT
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Aug 2022TranscriptPPT
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Jun 2022Transcript PPT
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Feb 2022TranscriptPPT
Business Overview:[1][2][3]
POCL is in the metallic and non-metallic recycling industry as India’s largest secondary Lead manufacturer in Lead Alloys. Its core product, lead and lead alloys, is mainly used in making lead-acid batteries. Company converts scraps of various forms of Lead, Aluminium, and Copper into Lead Metal, Aluminium Metal, Copper, and its Alloys. It carries out smelting of Lead Battery scrap to produce secondary lead metal, which is further transformed into Pure lead and Specific Lead Alloys. Further, company also manufactures Zinc metal and Zinc Oxide