Slides
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The Urban Miners PONDY OXIDES AND CHEMICALS LIMITED Q1FY26 Investor Presentation July’2025
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This presentation and the accompanying slides (the “Presentation”), which have been prepared by Pondy Oxides and Chemicals Limited (the “Company”) solely for the information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. Certain statements in this presentation concerning our future growth prospects are forward looking statements which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and uncertainties relating to the statements include, but are not limited to, risks and uncertainties regarding fiscal policy, competition, inflationary pressures and general economic conditions affecting demand / supply and price conditions in domestic and international markets. The company does not undertake to update any forward-looking statement that may be made from time to time by or on behalf of the company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. The Company does not make any promise to update/provide such presentation along with results to be declared in the coming years. Disclaimer The Urban Miners 2
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Table of Contents The Urban Miners 3 Management Commentary 01 Company Overview02 Q1 & FY26 Performance Highlights03 Annexures05 Investment Thesis04
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Management Commentary & Business Outlook Mr . Ashish Bansal Managing Director “POCL has delivered a strong start to FY26 with highest ever quarterly revenue, EBITDA, and PAT, driven by robust operational execution. We are progressing steadily towards our Target 2030 vision, centered on scaling up capacities across Lead and other key segments. Our strategic priorities include driving over 15% volume growth, sustaining a revenue CAGR above 20%, and significantly improving profitability. We aim to achieve EBITDA margins exceeding 8%, ROCE above 20%, and generate more than 60% of our revenue from value-added products. Coming to Q1FY26 performance, Revenue, EBITDA, and PAT has increased significantly by 36%, 82%, and 90% on YoY basis, respectively, fueled by a significant increase in production and sales volumes across Lead and Copper. POCL is firmly poised to deliver consistent and long-term growth backed by strategic capacity enhancements, strong financial health, operational efficiency, regulatory tailwinds, seasoned leadership, and unwavering stakeholder confidence.” The Urban Miners 4