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← CockpitCompetitor Analysis › POCL.NS Pondy Oxides & Chemicals Ltd.Open in the cockpit ↗

Pondy Oxides & Chemicals Ltd.POCL.NSCompetitor analysis, valuation and peers

India · INR·Metal & Mining›Other Metals/Minerals
Momentum laggard 7
Mkt cap
$317M
US dollars, full cap
Free float
58%
of shares outstanding
$/day
$1.47M
20-day average traded
Fwd P/E
18.0×
forward earnings
ROIC−WACC
+0.3 pp
WACC 18.6%
Hurdle
n/a
no reverse DCF
Next earnings
5 days
11 Nov 2026
Close · INR₹392.10
1D-1.8%
1W-1.4%
1M-12.6%
3M-19.6%
6M-31.8%
YTD-32.6%
1Y-29.9%
ATR %4.1%
Beta1.42
52w lowhigh39.5% off high

What Pondy Oxides & Chemicals does

Employees: 492

Pondy Oxides & Chemicals at a glance

Size Pondy Oxides & Chemicals (POCL.NS) is an India Materials company (Other Metals/Minerals) with a market value of $317M, the 1036th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹392.10 on 6 Nov 2026.

Performance Over six months the shares fell 31.8%, against -32.1% for the median peer and 0.0% for the India market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 48.6% over the last twelve months (peer median +9.7%); the operating margin is 6.0% (peer median -8.0%).

Valuation It trades at 18.0× forward earnings against a peer median of 16.0× (3rd most expensive of 8).

Capital Return on invested capital runs 0.3 points above its cost of capital (18.6% WACC).

Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026POCL.NS 68Peer median 68
Six months, rebased to 100: Pondy Oxides & Chemicals against the median of its 20 peers (local-currency closes).

Pondy Oxides & Chemicals financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹32.9B₹29.0B₹20.4B₹15.4B₹14.8B
Revenue growth—+42%+33%+4%—
Gross profit₹3.00B₹1.62B₹982M₹770M₹881M
EBITDA₹2.25B₹1.61B₹922M₹720M₹795M
Net income₹1.43B₹1.32B₹581M₹319M₹751M
Free cash flown/a-₹1.00B-₹1.80B₹117M-₹395M
Capital expendituren/a₹501M₹888M₹368M₹1.11B
Total debtn/a₹1.52B₹1.13B₹1.03B₹1.56B

Quarterly statements and history in the cockpit →

Pondy Oxides & Chemicals competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-50%-25%0%+25%BRESICOSTPJMSWRN336370SLVRNDMA1M3008282009RMSLIVULA4NLZMTTS600281603527POCL.NS6-month return →1-month return →
Up and to the right = strong over both horizons. Pondy Oxides & Chemicals is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%5×10×15×STPJMS336370A1M603527POCL.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Pondy Oxides & Chemicals is the large dot.

Pondy Oxides & Chemicals competitors and peer comparison

How Pondy Oxides & Chemicals compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Pondy Oxides & Chemicals against its 20 peers (data as of 6 Nov 2026)
MeasurePOCL.NSPeer medianRank in peer set
1-month return-12.6%-15.5%10th highest of 21
6-month return-31.8%-32.1%11th highest of 21
Distance from 52-week high-39.5%-48.8%7th highest of 21
Revenue growth (TTM)+48.6%+9.7%4th highest of 12
Operating margin6.0%-8.0%3rd highest of 13
Forward P/E18.0×16.0×3rd most expensive of 8
ROIC minus cost of capital+0.3 pp-21.4 pp2nd highest of 20
EV / EBITDA13.3×5.1×2nd most expensive of 4
Net debt / EBITDA0.6×-1.1×2nd most indebted of 5

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Pondy Oxides & Chemicals POCL.NSIndia$317M-32%+49%6%18.0×n/an/a
Brazilian Rare Earths BRE.AXAustralia$324M-69%n/an/an/an/an/a
Silverco Mining SICO.VCanada$331M-17%n/a-148%n/an/an/a
Stalprodukt STP.WAPoland$333M-1%-7%-2%5.5×n/an/a
Jupiter Mines JMS.AXAustralia$334M-16%-2%25%12.3×44.2%+2.5%
Western Copper and Gold WRN.TOCanada$339M-48%n/an/an/an/an/a
Solus Advanced Materials 336370.KSSouth Korea$343M-52%+1%-14%16.9×n/an/a
Silver Tiger Metals SLVR.TOCanada$344M-12%n/an/a89.7×n/an/a
Northern Dynasty Minerals NDM.TOCanada$349M-69%n/an/an/an/an/a
AIC Mines A1M.AXAustralia$349M-2%+29%25%11.2×n/an/a
Tianjin Ruixin Technology 300828.SZChina$353M-35%+22%6%n/an/an/a
First Copper Technology 2009.TWTaiwan$355M-14%+7%5%n/an/an/a
Roxmore Resources RM.TOCanada$357M+65%n/an/a69.2×n/an/a
Standard Lithium SLI.VCanada$365M-62%n/an/an/an/an/a
Vulcan Energy Resources VUL.AXAustralia$370M-70%-33%-1,075%n/an/an/a
Alpha HPA A4N.AXAustralia$372M-42%+135%-6,320%n/an/an/a
Lifezone Metals LZMUnited States$378M-30%+652%-850%n/an/an/a
Tintina Mines TTS.VCanada$380M+219%n/an/an/an/an/a
Shanxi Huayang New Material 600281.SSChina$385M-11%+10%-20%n/an/an/a
Trilogy Metals TMQ.TOCanada$391M-50%n/an/an/an/an/a
Anhui Zhongyuan New Materials 603527.SSChina$396M-36%+59%0%16.0×n/an/a

Questions

Which companies are Pondy Oxides & Chemicals's closest peers?
The cockpit's peer set: Brazilian Rare Earths (BRE.AX), Silverco Mining (SICO.V), Stalprodukt (STP.WA), Jupiter Mines (JMS.AX), Western Copper and Gold (WRN.TO), Solus Advanced Materials (336370.KS), Silver Tiger Metals (SLVR.TO), Northern Dynasty Minerals (NDM.TO).
Is Pondy Oxides & Chemicals expensive compared with its peers?
On forward p/e it trades at 18.0× against a peer median of 16.0×, 3rd most expensive of 8 in its peer set.
How has Pondy Oxides & Chemicals stock performed?
Over six months to 6 Nov 2026 the shares returned -31.8% against -32.1% for the median peer; over one year -29.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.