Pondy Oxides & Chemicals Limited

Other Metals/Minerals/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

POCL

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹525 today

BEAR

₹343

-35%

29.8% a year · 14.5x exit

BASE

₹649

+24%

51.6% a year · 23.5x exit

BULL

₹840

+60%

70.2% a year · 27.2x exit

Where the market has priced it

7x29x today — outside the range28x

multiple band rests on only 4 filed years
at 29x its FY26 earnings the stock already trades above the top of its own ten-year range (27x)
this company's own median multiple sits 40% above its filed-industry peers; the scenario uses its own

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹18.18 (screener)
Guided growth	51.6% a year, said on the call of 02-Jun-2026 · transcript
Read across as	operating: guided margin x own realised revenue CAGR — medium confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	14.53x / 23.54x / 27.16x, this company’s own p20 / median / p80 across 4 filed years
Filed-industry peers	median 16.78x across 11 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from a third-party research digest · not our own extraction

implied earnings growth 52%

Lead capacity at 204,000 metric tons operating at ~65% utilization, expected to reach 75% in coming quarters; copper capacity at 12,000 metric tons with 70% utilization in FY27. New 36,000 metric ton copper cathode plant (Phase 1 by Dec 2026). Maintained 20% volume growth, 20% CAGR, EBITDA margins above 8%, ROCE above 20%, and added 60% revenue from value-added products target.

Call 02-Jun-2026 · bridge confidence medium · transcript PDF

Coverage

SectorOther Metals/Minerals

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

Va Tech Wabag — 20%+ growth for next 3–4 years

Epack Prefab Tech — 20%+ growth for next few years

Pondy Oxides & Chemicals — 20%+ growth for next 4 years

Sunlite Recycling — 20%+ growth for next 3–4 years

Tinna Rubber & Infrastructure — 25%+ growth for next 2 years

Antony Waste Handling Cell — 20%+ growth for next

Guidance50%+ Growth

PONDY OXIDES: Promoter sells 9 lakh shares (2.95% stake) via open market reducing holding to 4.34%.

Capital action30 Jun 13:29

Fin Technologies, Petronet LNG, Kilburn Engineering, Piramal Finance, Kirloskar Pneumatic Company, Piramal Pharma, KPI Green Energy, Pondy Oxides & Chemicals, KPIT Technologies, Pricol, KPR Mill, Privi Speciality Chemicals, Larsen & Toubro, Protean eGov Technologies, Laurus Labs, Prudent Corporate Advisory Services, Quess Corp, Thyrocar

Mention only01 Jun 12:03