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Pondy Oxides And Chemicals Limited (POCL) Fair Value & Analysis

Basic Materials · IN · Market cap ₹43.4B

PO Pondy Oxides And Chemicals Limited POCL · NSE
Price₹1,420
Fair Value₹734.74
Upside-48.3%
Quality55/100
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Evidence: High Range ₹432.96 – ₹918.43

Fair value as of: Jul 3, 2026

From 17 valuation models · updated today

Share price +7.9% over the past month.

Price vs Fair Value (12 months)

₹1,545 ₹913.97 Fair Value ₹734.74 Jul 2025 Jul 2026

12‑month range ₹913.97 – ₹1,545 · fair‑value band ₹432.96 – ₹918.43 · the ₹1,420 price screens above the ₹734.74 fair value. As of Jul 3, 2026.

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Analysis

Pondy Oxides And Chemicals Limited (POCL) currently trades at ₹1,420, while our model-based Fair Value estimate is ₹734.74 — implying the stock looks roughly 48.3% overvalued today. We read business quality at 55/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Pondy Oxides And Chemicals Limited generated revenue of ₹29.6B at a net margin of 4.5%. Revenue grew 78.6% year over year. It earns a return on equity of 19.1%. Net debt stands at ₹1.4B. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹29.6B
Revenue growth (YoY) +78.6%
Net margin 4.5%
Return on equity 19.1%
Free cash flow −₹1.0B FY2026
P/E ratio 32.4
More key figures
Operating margin 5.7%
EPS (TTM) ₹43.92
Dividend yield 0.4%
EPS growth (YoY) +119%
Net debt ₹1.4B FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

Pondy Oxides And Chemicals Limited produces and sells lead, lead alloys, and plastic additives in India. The company provides calcium, antimony, master, tin, silver, cadmium, and babbit Alloys. It also offers aluminium products; copper products, such as wire, uncoated and unalloyed copper wire scrap nodules; plastic products, including PP granules and ABS granules; and trading products, including zinc and cadmium. The company exports its products to Japan, South Korea, Thailand, Indonesia, the Middle East, and internationally. Pondy Oxides And Chemicals Limited was incorporated in 1995 and is based in Chennai, India.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Pondy Oxides And Chemicals Limited reported revenue of ₹29.6B in FY2026 versus ₹14.5B in FY2022, a compound +19.4%/yr. Reported net income was ₹1.3B in FY2026, compounding +28.6%/yr from FY2022.

Revenue +19.4%/yr
FY22 ₹14.5B
FY23 ₹14.8B
FY24 ₹15.4B
FY25 ₹20.6B
FY26 ₹29.6B
Net income +28.6%/yr
FY22 ₹482M
FY23 ₹751M
FY24 ₹319M
FY25 ₹581M
FY26 ₹1.3B

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Frequently asked questions

Is Pondy Oxides And Chemicals Limited (POCL) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹734.74 versus a price of ₹1,420 — about −48% (overvalued). Model-based estimate, not financial advice.
What is the fair value of POCL?
Our model-based fair value for Pondy Oxides And Chemicals Limited is ₹734.74 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹1,420.
What is the quality score of POCL?
Pondy Oxides And Chemicals Limited has a Quality Score of 55/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Pondy Oxides And Chemicals Limited (POCL)?
Pondy Oxides And Chemicals Limited reported trailing-twelve-month revenue of about ₹29.6B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of POCL?
The net profit margin of Pondy Oxides And Chemicals Limited is about 4.5%, meaning it keeps roughly 4.5% of revenue as net income. Based on the latest reported figures.
Does Pondy Oxides And Chemicals Limited pay a dividend?
Pondy Oxides And Chemicals Limited currently shows a dividend yield of about 0.36% relative to its recent price (as of Jul 3, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.