Pondy Oxides & Chemicals Limited

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t h Floor, Plot No. CIl, G Block, 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 01 0101 Management Commentary Management Commentary 02 02 0

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ntation along with results to be declared in the coming years. 2 Table of Contents The Urban Miners 01 0101 Management Commentary Management Commentary 02 02 03 03 04 04 05 05 Company Overview Com

15%

ing capacities across Lead and other key segments. Our strategic priorities include delivering over 15% volume growth, sustaining a revenue CAGR above 20%, and significantly enhancing profitability. We a

20%

Our strategic priorities include delivering over 15% volume growth, sustaining a revenue CAGR above 20%, and significantly enhancing profitability. We aim to achieve EBITDA margins above 8%, ROCE over 20

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e CAGR above 20%, and significantly enhancing profitability. We aim to achieve EBITDA margins above 8%, ROCE over 20%, and generate more than 60% of revenue from value-added products. In H1FY26, Revenu

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ing profitability. We aim to achieve EBITDA margins above 8%, ROCE over 20%, and generate more than 60% of revenue from value-added products. In H1FY26, Revenue, EBITDA, and PAT grew by 22%, 83%, and 98

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te more than 60% of revenue from value-added products. In H1FY26, Revenue, EBITDA, and PAT grew by 22%, 83%, and 98% YoY, respectively, driven by a substantial rise in production and sales volumes acros

83%

re than 60% of revenue from value-added products. In H1FY26, Revenue, EBITDA, and PAT grew by 22%, 83%, and 98% YoY, respectively, driven by a substantial rise in production and sales volumes across Lea

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0% of revenue from value-added products. In H1FY26, Revenue, EBITDA, and PAT grew by 22%, 83%, and 98% YoY, respectively, driven by a substantial rise in production and sales volumes across Lead and Cop

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gh Recycling 6 Business at a Glance 4 Recycling Verticals 30 Years of Experience The Urban Miners 20+ Export Destinations 11% - 5 Years Revenue CAGR India’s First 3N7 LME Registered Lead Brand 22%

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a Glance 4 Recycling Verticals 30 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

“done in H1FY26; Estimated Capex for H2-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.”

“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 29 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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Alternate Energy Source

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Investor Relations 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 Q2 & H1FY26 Performance Highlights Q2 & H1FY26 Strategic Updates The Urban Miners Highest ever Quarterly and Half-Yearly Revenue, EBITDA, PAT and Margins Increase in Production and Sales of Lead and

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) 23 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% 12.0% 1,000 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 27 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 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 36,000 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 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 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 operational Improving through improved technology and automation for enhanced margins efficiencies 01 02 03 04 05 31 Favorable Government Initiatives & Incentives The Urban Miners Extended Pr

Evolving Regulatory Landscape

2008: Hazardous Waste (Management, Handling & Transboundary Movement) Rules mark the initial framework Subsequent Years: Expansion of EPR programs covered Batteries (2022) and Plastics (2016) Producers/ Recyclers Responsibility Environmental Sustainability The GST Council has implemented RCM for metal scrap transactions and recommended a 2% TDS in supplies of metal scrap by registered businesses in B2B transactions 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 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 9

Corporate Governance

Code of Conduct and Ethics Manual, Compliances, Accountability & Transparency, Disclosures 4 Live State-of-the-Art Recycling Plants and 1 Capital WIP Air & Water Pollution Mitigation & Conserving Nature, EMS Determining Targets for Energy Reduction, Carbon Footprints, GHG Emission (Scope 1,2 and 3)