Pondy Oxides And Chemicals Limited (POCL) Fair Value & Analysis
Basic Materials · IN · Market cap ₹38.1B
Risks
Fair value as of: Aug 23, 2026
From 15 valuation models · updated today
Share price −6.9% over the past month.
A solid business, but screening 41% overvalued on our models.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (₹367.37). The favourable scenario is already priced in.
- Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 23, 2026.
How to read this chart
60‑month range ₹20.41 – ₹618.48 · fair‑value band ₹220.42 – ₹367.37 · the ₹500.10 price screens above the ₹293.90 fair value. Dashed = 300-day average. As of Aug 23, 2026.
Analysis
Pondy Oxides And Chemicals Limited (POCL) currently trades at ₹500.10, while our model-based Fair Value estimate is ₹293.90, implying the stock looks roughly 41.2% overvalued today. The Quality Score stands at 54/100 (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 ₹32.9B at a net margin of 4.3%. Revenue grew 55.1% year over year. It earns a return on equity of 19.1%. Net debt stands at ₹1.4B. Fundamentals as of Aug 23, 2026
Our scenario range runs from ₹220.42 (bear case) to ₹367.37 (bull case); at ₹500.10, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 23% below its 52-week high and 27% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -67% fair-value upside, at -41%, POCL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 15 models by family
Widest divergence: Growth Earnings (₹590.58) versus Asset-Based (₹69.25). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 54 · Market factors (momentum, volatility) 49
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Pondy Oxides And Chemicals Limited, a secondary lead manufacturer company, produces and sells lead, lead alloys, and plastic additives in India. It also provides calcium, antimony, master, tin, silver, cadmium, and babbit alloys, as well as aluminium, copper, plastics, and trading products.
Full company description
Pondy Oxides And Chemicals Limited, a secondary lead manufacturer company, produces and sells lead, lead alloys, and plastic additives in India. It also provides calcium, antimony, master, tin, silver, cadmium, and babbit alloys, as well as aluminium, copper, plastics, and trading products. The company primarily serves lead-acid battery manufacturing and other battery OEMs. It also 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.
Company description, as reported by the company or data provider.
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.
POCL screens 41% overvalued. Compare with Linde plc →
Peer Group
Specialty Chemicals · 677 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Chemicals median · lower = cheaper
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $487.57 | $222.03 | -54% |
| Wanhua Chemical Group 600309 | ¥75.06 | ¥68.03 | -9% |
| Asian Paints Limited ASIANPAINT | ₹2,630 | ₹696.23 | -74% |
| Pidilite Industries Limited PIDILITIND | ₹1,645 | ₹349.83 | -79% |
| Solar Industries India Limited SOLARINDS | ₹18,730 | ₹2,793 | -85% |
| PT Chandra Asri Pacific Tbk TPIA | 2,030 IDR | 2,147 IDR | +6% |
| Berger Paints India Limited BERGEPAINT | ₹541.00 | ₹156.35 | -71% |
| Gujarat Fluorochemicals Limited FLUOROCHEM | ₹4,680 | ₹724.88 | -85% |
| Himadri Speciality Chemical Limited HSCL | ₹703.65 | ₹229.10 | -67% |
| Enaex S.A ENAEX | 25,000 CLP | 23,584 CLP | -6% |
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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.
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