Pondy Oxides & Chemicals Limited

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CIl, G Block, Floor, BSE Limited Corporate Relationship Department, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai - 400 051 Mumbai - 400 001 NSE Symbol

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any promise to update/provide such presentation along with results to be declared in the coming years. 2 Table of Contents The Urban Miners 1 2 3 4 5 Management Commentary 04 Company Overview 05

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ntation along with results to be declared in the coming years. 2 Table of Contents The Urban Miners 1 2 3 4 5 Management Commentary 04 Company Overview 05 - 11 Q3 & 9MFY25 Performance Highlight

Rs. 175 crore

ivered strong performance in Q3 and 9MFY25, driven by robust operational execution. The successful Rs. 175 crore QIP marks a key milestone, enabling accelerated growth, improved efficiency, and market expansion.

15%

ds will support our TARGET 2030, focusing on Lead capacity expansion, new verticals, and achieving 15%+ volume growth, 20%+ revenue CAGR, and profitability. We aim to achieve EBITDA margins above 8%, R

20%

TARGET 2030, focusing on Lead capacity expansion, new verticals, and achieving 15%+ volume growth, 20%+ revenue CAGR, and profitability. We aim to achieve EBITDA margins above 8%, ROCE over 20% and dr

8%

g 15%+ volume growth, 20%+ revenue CAGR, and profitability. We aim to achieve EBITDA margins above 8%, ROCE over 20% and drive 60%+ revenue from value-added products. Coming to 9MFY25 performance, Re

60%

venue CAGR, and profitability. We aim to achieve EBITDA margins above 8%, ROCE over 20% and drive 60%+ revenue from value-added products. Coming to 9MFY25 performance, Revenue, EBITDA and PAT increase

30%

enue from value-added products. Coming to 9MFY25 performance, Revenue, EBITDA and PAT increased by 30%, 47% and 108% on YoY basis respectively due to significant increase in production and sales of Le

47%

rom value-added products. Coming to 9MFY25 performance, Revenue, EBITDA and PAT increased by 30%, 47% and 108% on YoY basis respectively due to significant increase in production and sales of Lead, Pl

108%

e-added products. Coming to 9MFY25 performance, Revenue, EBITDA and PAT increased by 30%, 47% and 108% on YoY basis respectively due to significant increase in production and sales of Lead, Plastics an

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h Recycling 6 Business at a Glance 4 Recycling Verticals 28+ Years of Experience The Urban Miners 20+ Export Destinations 15% - 10 Years Revenue CAGR India’s First 3N7 LME Registered Lead Brand 15%

“through QIP and the same will be used for working capital requirement and capacity expansion.”

“Exploration R&D Centres Strategic JVs Feasibility Lithium Ion Pre Feasibility Rubber E Waste 29 Target 2030 Forward Integration &”

Target Industries

3

Total Capacities

1

Plastic Granules

1

Additional Verticals

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Recycling Portfolio FG

1

Societal Impact

1

Corporate Governance

1

Investor Relations Contact

1

Company Contact

1

Target Industries

Automobile 10 Business Model: Sustainable Circularity Sorting & Segregation Value Added Products Scrap of different materials is sorted and classified basis QC norms Lead Alloys, Tin Alloys, Copper & Aluminium Alloys, and Plastics Granules are manufactured The Urban Miners Customer Feedback and R&D Constant feedback from Customers and Continuous R&D enable us to become the most valuable company in the recycling industry Initial to Last Leg Procurement from Different Geographies Lead, Plastics, Copper and Aluminium Scrap is procured from domestic as well as international sources Processing • Smelting and Refining of Lead, Copper and Aluminium • Grinding, Washing and Extrusion of Plastics 11 Quality Control Highest Standards of Quality Control and timely delivery of Finished Goods to OEMs 11 Q3 & 9MFY25 Performance Highlights Strategic Updates Increase in Production and sales of Lead, Plastic and Copper on YoY basis for both Q3 & 9MFY25 Capacity expansion of Phase 1 of Lead by 36,000 MTP

Total Capacities

- - - - Lead: 132 KTPA Plastics: 9 KTPA Copper: 6 KTPA Aluminium: 12 KTPA Headquarters – Chennai, Tamil Nadu Lead Smelter Division I – Tamil Nadu (Capacity - 48 KTPA) Aluminium Division: Tamil Nadu (Capacity - 12 KTPA) Plastics Division: Tamil Nadu (Capacity - 9 KTPA) TKD Lead Division, Tamil Nadu – [Work in Progress] (Capacity - 72 KTPA) Phase - 1 & 2 36 KTPA each 23 Charting Success: Financial Highlights (1/2) Revenue from Operations 14,548 14,717 15,238 10,043 Gross Profit & Margin (%) 11.0% 11.8% 11.2% 7.2% 720 1,594 1,730 1,700 900 14.0% 800 12.0% 700 10.0% 600 8.0% 500 400 6.0% 300 4.0% 200 2.0% 100 0.0% - 2.7% 276 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 - The Urban Miners EBITDA & Margin (%) 5.6% 5.7% 5.1% 820 841 773 FY21 FY22 FY23 FY24 FY21 Gross Profit FY22 FY23 FY24 Gross Profit Margin (%) FY21 FY22 FY23 FY24 EBITDA EBITDA Margin (%) 600 500 400 300 200 100 - 1.1% 108 FY21 PAT & Margin (%) PAT PAT Margin (%) 3.3% 3.3% 482 492 Return on Equity (%) 23% 19% Exports

Plastic Granules

PPCP ABS HDPE LDPE PC PPHP Nylon 6, 66 27 Strategic Organization Structure The Urban Miners e r u t c u r t S e t a r o p r o C Board of Directors Senior Management Functional Departmental Managers Plant Functional Managers Divisional Executives Well defined corporate structure with defined roles and responsibilities for Organization's Human Resources Redefining Recycling, Reinventing Tomorrow 28 Portfolio and Futuristic Road Map The Urban Miners Current Portfolio Lead Copper Plastics Aluminium Execution Post expansion Lead Capacity to become 204,000 MT p.a. Lead Capacity Expansion by additional 72,000 MT p.a. Exploration R&D Centres Strategic JVs Feasibility Lithium Ion Pre Feasibility Rubber E Waste 29 Target 2030 Forward Integration &

Additional Verticals

Capacity Expansions - Lead Lithium Ion 20% + Revenue CAGR 20% + Profitability Growth 50% + Renewable Power Usage Value Creation for Shareholders The Urban Miners 15 % + Volume Growth 20 % + ROCE 8%+ EBITDA Margins 60%+ Value Added Products Optimum use of Capital Mix Diversified Portfolio with Value Added Products 20% + Reduction in Energy Consumption to reduce Carbon Footprint 30 Levers for Strong Growth Outlook The Urban Miners 1 2 3 4 5 Capacity Expansion of existing verticals & diversifying further into new verticals- Lithium-ion and Forward Integration Strong Capex plan in place funded by ideal mix of debt, equity and internal accruals Strict Government Norms of BWMR & EPR to increase domestic scrap availability Open to explore Mergers & Acquisitions, Joint Ventures & collaboration Improving operational efficiencies improved enhanced margins technology and automation through for 01 02 03 04 05 31 Focus on ESG The Urban Miners Environment Social Corporate Governance o Substitution o

Recycling Portfolio FG

Lead: 132 KTPA Plastics: 9 KPTA Copper: 6 KTPA Aluminium: 12 KTPA 4 Live Recycling Plants and 1 WIP 140 KTPA Scrap Collection, 75KTPA FG Manufactured and Sold

Corporate Governance

Code of Conduct and Ethics Manual, Compliances, Accountability & Transparency, Disclosures Air & Water Pollution Mitigation & Conserving Nature, EMS Determining Targets for Energy Reduction, Carbon Footprints, GHG Emission (Scope 1,2 and 3) Alternate Energy Source: Solar at Feasibility Stages, Efficient Water & Waste Management, Usage of Cleaner Fuels to Reduce Carbon Footprint – From Furnace Oil to LNG and Oxygen Go Live with ESG Reporting with Base Year and Safety Base Year The Urban Miners Sustainable Business Practices Air & Water Pollution Mitigation Waste Management Ensuring Efficient Energy Management Increasing Green Coverage Around the Plants 33 Annexures Robust Management & focus on HR Assets 24+ Years of average management experience in diverse industries The Urban Miners Employee well being programs Anil Kumar Bansal Chairman & Whole Time Director Ashish Bansal Managing Director K. Kumaravel Director - Finance 500+ Employees Diversity & Inclusion R. S. Vaidhyanathan Executi