PONDY OXIDES & CHEM LTD

During the Q1 FY27 earnings conference call, management reported a strong start to the fiscal year, with revenue, EBITDA, and PAT increasing by 56%, 30%, and 32% year-on-year, respectively. The copper vertical achieved record production and sales, with volumes more than tripling compared to the previous year. Management highlighted the ongoing copper expansion project in Tamil Nadu, which is on schedule for commissioning in December 2026. The company also noted a strategic focus on value-added products, which accounted for 85% of lead segment revenue. Despite challenges in lead production and sales due to supply chain disruptions, management emphasized strong profitability in the copper segment. The company aims for a long-term growth roadmap with goals of over 15% volume growth and EBITDA margins above 8% by 2030. Management expressed confidence in their operational strategies and commitment to sustainability.

Management emphasized strong financial performance and strategic growth initiatives.