Pondy Oxides & Chemicals Limited

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Plot No. CIl, G Block, BSE Limited Corporate Relationship Department, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai - 400 051 Mumbai - 400 001 NSE Symb o

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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 Q4 & FY25 Performance Highlights

22%

the past five years, we have delivered consistent EBITDA and PAT registering impressive CAGRs of 22% and 32%, respectively. We are making strong strides toward our Target 2030, which focuses on expan

32%

st five years, we have delivered consistent EBITDA and PAT registering impressive CAGRs of 22% and 32%, respectively. We are making strong strides toward our Target 2030, which focuses on expanding cap

15%

ward our Target 2030, which focuses on expanding capacities in Lead and other verticals, achieving 15%+ volume growth, maintaining a 20%+ revenue CAGR, and enhancing profitability. Our goal is to achie

20%

s on expanding capacities in Lead and other verticals, achieving 15%+ volume growth, maintaining a 20%+ revenue CAGR, and enhancing profitability. Our goal is to achieve EBITDA margins above 8%, ROCE

8%

ing a 20%+ revenue CAGR, and enhancing profitability. Our goal is to achieve EBITDA margins above 8%, ROCE exceeding 20%, and generate 60%+ revenue from value-added products. FY25 marked a year of o

60%

ng profitability. Our goal is to achieve EBITDA margins above 8%, ROCE exceeding 20%, and generate 60%+ revenue from value-added products. FY25 marked a year of outstanding performance, with Revenue,

33%

products. FY25 marked a year of outstanding performance, with Revenue, EBITDA, and PAT growing by 33%, 39%, and 65%, respectively, fueled by a significant increase in production and sales volumes acro

39%

cts. FY25 marked a year of outstanding performance, with Revenue, EBITDA, and PAT growing by 33%, 39%, and 65%, respectively, fueled by a significant increase in production and sales volumes across Le

65%

5 marked a year of outstanding performance, with Revenue, EBITDA, and PAT growing by 33%, 39%, and 65%, respectively, fueled by a significant increase in production and sales volumes across Lead, Coppe

“3.50 per share Increase in Production and sales of Lead, Plastic and Copper for both Q4 & FY25 Strategic Updates The Urban Miners Capex of Rs.”

“done in FY25; Estimated Capex for FY26 = Rs.”

“Successfully commissioned commercial production under Phase 1 of the Lead capacity expansion project, contributing 36,000 MTPA in April’25.”

“Phase 2 is expected to commissioned in H2’FY26.”

“Record High FY25 Financial Performance (YoY) – Standalone Revenue increased to Rs.”

“up 33% Standalone EBITDA and PAT increased by 39% & 65% • • 13 Q4 & FY25 Strong Financial Performance The Urban Miners Revenue (Rs.”

“Mn unless otherwise mentioned FY21 FY22 FY23 # FY24 FY25 FY21 FY22 FY23 FY24 FY25 Balance Sheet Strength – Financial Highlights (2/2) Net Debt (Rs.”

“Exploration R&D Centres Strategic JVs Feasibility Lithium Ion Pre Feasibility Rubber E Waste 30 Target 2030 Forward Integration &”

Target Industries

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Total Capacities

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Plastic Granules

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Additional Verticals

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Recycling Portfolio FG

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Societal Impact

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Corporate Governance

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Investor Relations Contact

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Company Contact

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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 Q4 & FY25 Performance Highlights FY25 Strategic Updates Highest ever Revenue, EBITDA and PAT; Board also declared highest ever Dividend of Rs. 3.50 per share Increase in Production and sales of Lead,

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) 24 TKD Lead Division, Tamil Nadu – o Phase – 1 of 36 KTPA commissioned in April’25 o Phase – 2 of 36 KTPA is Work in Progress Charting Success: Financial Highlights (1/2) Revenue from Operations Gross Profit & Margin (%) 20,283 2,500 11.3% 12.0% 11.5% 14,548 14,717 15,238 10,043 2,000 1,500 1,000 500 - 7.5% 753 1,200 14.0% 10.5% 1,000 12.0% 10.0% 800 1,641 1,772 1,745 2,128 8.0% 600 6.0% 400 4.0% 200 2.0% - 0.0% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Gross Profit Gross Profit Margin PAT & Margin (%) PAT 3.3% PAT Margin 3.3% 3.2% 2.6% 482 492 395 651 1.1% 108 FY21 FY22 FY23 FY24 * FY25 700 600 500 400 300 200 100 - 3.5% 3.0% 2.5% 2.0% 1.5% 1.0% 0.5% 0.0% Return on Equity (%) 23% 19% 11% 11% 7% The Urban Miners E

Plastic Granules

PPCP ABS HDPE LDPE PC PPHP Nylon 6, 66 28 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 29 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 30 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 31 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 32 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, 95KTPA 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 34 Annexures Robust Management & focus on HR Assets Anil Kumar Bansal Chairman & Whole Time Director Ashish Bansal Managing Director K. Kumaravel Director – Finance and Company Secretary 24+ Years of average management experience in diverse industries The Urban Miners Employee well being programs 500+ Employees Diversity & Inclusion Avera