Pondy Oxides FY26 Net Profit Jumps 113% YoY

Reporting Period: Quarter and Financial Year ended March 31, 2026

Nature of Filing / Announcement: Audited Standalone and Consolidated Financial Results

The Statutory Auditors, L Mukundan & Associates, expressed an unmodified (clean) opinion on both standalone and consolidated financial results.

Quarter Ended March 31, 2026 (Audited):

Revenue from Operations: ₹93,167.95 (vs ₹51,663.49 in Q4 FY25, +80% YoY)
Total Income: ₹93,405.28 (vs ₹51,678.36 in Q4 FY25)
Net Profit: ₹3,804.51 (vs ₹1,800.75 in Q4 FY25, +111% YoY)
EPS - Basic: ₹12.47 (vs ₹6.40 in Q4 FY25)
EPS - Diluted: ₹12.47 (vs ₹6.08 in Q4 FY25)

Year Ended March 31, 2026 (Audited):

Revenue from Operations: ₹2,93,865.30 (vs ₹2,02,826.59 in FY25, +45% YoY)
Total Income: ₹2,94,583.64 (vs ₹2,03,192.15 in FY25)
Net Profit: ₹13,873.14 (vs ₹6,506.26 in FY25, +113% YoY)
EPS - Basic: ₹46.27 (vs ₹24.69 in FY25)
EPS - Diluted: ₹46.27 (vs ₹23.63 in FY25)
Other Equity: ₹78,459.73 (vs ₹58,345.26 in FY25)
Cash and Cash Equivalents: ₹1,176.70 (vs ₹3,919.77 in FY25)
Total Debt: Not specifically disclosed in breakdown

Quarter Ended March 31, 2026 (Audited):

Revenue from Operations: ₹93,522.51 (vs ₹52,371.19 in Q4 FY25, +79% YoY)
Total Income: ₹93,727.44 (vs ₹52,347.62 in Q4 FY25)
Net Profit: ₹3,752.72 (vs ₹1,660.73 in Q4 FY25, +126% YoY)
EPS - Basic: ₹12.30 (vs ₹5.91 in Q4 FY25)
EPS - Diluted: ₹12.30 (vs ₹5.61 in Q4 FY25)

Year Ended March 31, 2026 (Audited):

Revenue from Operations: ₹2,95,836.12 (vs ₹2,05,690.53 in FY25, +44% YoY)
Total Income: ₹2,96,400.44 (vs ₹2,05,915.56 in FY25)
Net Profit: ₹13,187.00 (vs ₹5,805.46 in FY25, +127% YoY)
EPS - Basic: ₹43.98 (vs ₹22.03 in FY25)
EPS - Diluted: ₹43.98 (vs ₹21.08 in FY25)
Other Equity: ₹77,313.02 (vs ₹57,884.67 in FY25)
Cash and Cash Equivalents: ₹1,022.52 (vs ₹3,928.07 in FY25)

Year Ended March 31, 2026:

Lead Segment Revenue: ₹2,25,365.98 (vs ₹1,96,236.22 in FY25)
Lead Segment Results: ₹18,998.51 (vs ₹11,252.74 in FY25)
Copper Segment Revenue: ₹67,257.79 (vs ₹5,554.85 in FY25)
Copper Segment Results: ₹2,500.27 (vs ₹246.38 in FY25)
Others Segment Revenue: ₹3,212.35 (vs ₹3,899.46 in FY25)
Others Segment Results: (₹308.78) (vs (₹580.51) in FY25)

Dividend: The board recommended a dividend of 100%, i.e., ₹5.00 per equity share of face value of ₹5.00 each, subject to shareholder approval.
No share split, bonus issue, buyback, or capital structure changes announced.

Exceptional Items:

The company recorded an exceptional item of ₹(93.48) lakhs for FY26 related to the incremental impact of newly notified Labour Codes on employee benefit obligations.

Fundraising History:

During FY25: Raised ₹17,499.99 lakhs through QIP issuance of 20,34,883 equity shares at ₹860 per share (including premium of ₹855). Net proceeds of ₹16,896.72 lakhs utilized for capex, working capital, and general corporate purposes.
During FY24: Raised ₹13,250 lakhs through preferential issue of 19,72,394 equity shares and 32,54,442 convertible warrants at ₹253.50 per share (including premium of ₹248.50). All warrants converted by March 31, 2026, with proceeds utilized for fixed assets, working capital, and general corporate purposes.

Subsidiaries Included in Consolidation:

Labour Codes Impact:

The Government of India notified four Labour Codes on November 21, 2025, consolidating 29 existing labour laws. The company has assessed the incremental impact and presented it as an exceptional item due to its regulatory-driven, non-recurring nature.