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), M umbai - 400 051 Dalal Street, 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 01 02 03 04 05 Management Commentary Company Overview Q

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ntation along with results to be declared in the coming years. 2 Table of Contents The Urban Miners 01 02 03 04 05 Management Commentary Company Overview Q1 & FY26 Performance Highlights Investme

15%

ng 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

20%

. 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 ab

8%

R 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 Q

60%

fitability. 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 h

36%

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

82%

ucts. 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 volu

90%

ming 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 acros

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h Recycling 6 Business at a Glance 4 Recycling Verticals 29+ Years of Experience The Urban Miners 20+ Export Destinations 11% - 5 Years Revenue CAGR India’s First 3N7 LME Registered Lead Brand 22%

11%

Glance 4 Recycling Verticals 29+ Years of Experience The Urban Miners 20+ Export Destinations 11% - 5 Years Revenue CAGR India’s First 3N7 LME Registered Lead Brand 22% & 32% - 5 Years EBITDA & P

“Successfully commissioned commercial production under Phase 1 of the Lead capacity expansion project, contributing 36,000 MTPA in Q1FY26.”

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

“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 27 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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Evolving Regulatory Landscape

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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 Q1FY26 Performance Highlights Q1FY26 Strategic Updates Highest ever Quarterly Revenue, EBITDA and PAT Increase in Production and sales of Lead and Copper on YoY basis The Urban Miners Capex of Rs. 5

Total Capacities

- - - - Lead: 168 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) 21 TKD Lead Division, Tamil Nadu – o Phase – 1 of 36 KTPA commissioned in Q1FY26 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 EBI

Plastic Granules

PPCP ABS HDPE LDPE PC PPHP Nylon 6, 66 25 Unlocking Potential Through Effective Organizational 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 26 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 36,000 MT p.a. Exploration R&D Centres Strategic JVs Feasibility Lithium Ion Pre Feasibility Rubber E Waste 27 Target 2030 Forward Integration &

Additional Verticals

Capacity Expansions – Lead and Copper 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 28 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 29 Favorable Government Initiatives & Incentives The Urban Miners Extended Pr

Evolving Regulatory Landscape

2008: Hazardous Waste Transboundary Movement) Rules mark framework Subsequent Years: Expansion of EPR programs covered Batteries (2022) and Plastics (2016) (Management, Handling & initial the The rules aim to promote the proper collection, storage, transportation, treatment, and disposal of batteries, including lead-acid batteries Advantages Level playing field Unregistered metal scrap sellers above a sales threshold must register for GST and follow RCM rules Normal Mechanism of Levy of GST Make Payment + GST Deposit GST with Govt Producers/ Recyclers Responsibility Environmental Sustainability Compliance Target for Producers (%) Receiver Supplier Govt Type Of Battery 2024-25 2025-26 2026-27 Key Principles of EPR Portable Automotive Industrial 70 55 55 Public Awareness & Participation Cost Internalisation Electric Vehicle 70 90 60 60 90 80 60 60 80 30 Reverse Charge Mechanism of Levy of GST Makes Payment without GST Receiver Supplier Govt Deposits GST with Govt on behalf of supplier Fo

Recycling Portfolio FG

Lead: 168 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