Pondy Oxides & Chemicals Limited

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Plot No. C/1, G Block, h Floor, t 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

24%

tion driving robust growth across businesses. Over the last five years, POCL has recorded a CAGR of 24% in revenue, 52% in EBITDA, and 67% in PAT, reflecting its consistent growth trajectory and improvin

52%

ust growth across businesses. Over the last five years, POCL has recorded a CAGR of 24% in revenue, 52% in EBITDA, and 67% in PAT, reflecting its consistent growth trajectory and improving profitability.

67%

usinesses. Over the last five years, POCL has recorded a CAGR of 24% in revenue, 52% in EBITDA, and 67% in PAT, reflecting its consistent growth trajectory and improving profitability. For FY26, Revenue,

45%

onsistent growth trajectory and improving profitability. For FY26, Revenue, EBITDA, and PAT grew by 45%, 103%, and 113% YoY, respectively, supported by higher production and sales volumes across both Lea

103%

tent growth trajectory and improving profitability. For FY26, Revenue, EBITDA, and PAT grew by 45%, 103%, and 113% YoY, respectively, supported by higher production and sales volumes across both Lead and

113%

h trajectory and improving profitability. For FY26, Revenue, EBITDA, and PAT grew by 45%, 103%, and 113% YoY, respectively, supported by higher production and sales volumes across both Lead and Copper seg

17%

ued to demonstrate financial strength, maintaining a healthy balance sheet and delivering a ROCE of 17%. POCL remains firmly on track towards achieving its Target 2030, with a strategic focus on capacit

15%

ocus on capacity expansion across Lead, Copper, and other key segments. The Company aims to sustain 15%+ volume growth, deliver 20%+ revenue CAGR, maintain EBITDA margins above 8% and ROCE above 20%, whi

20%

cross Lead, Copper, and other key segments. The Company aims to sustain 15%+ volume growth, deliver 20%+ revenue CAGR, maintain EBITDA margins above 8% and ROCE above 20%, while increasing the contributi

“Lead production and sales recorded healthy growth in FY26, while copper production and sales witnessed a significant increase on both quarterly and annual basis.”

“FY26 Financial Performance (YoY) Standalone Revenue increased to Rs.”

“Successfully commissioned commercial production under Phase 1 and Phase 2 of the Lead capacity expansion project, contributing 36,000 MTPA each in April’25 and Dec’25, respectively.”

“Successfully doubled Copper Recycling capacity to 12,000 MTPA in FY26.”

“done in FY26; Estimated Capex for FY27 Rs.”

“13 Q4 & FY26 Strong Financial Performance The Urban Miners Revenue (Rs.”

“Q4 & FY26 Robust Operational Performance - Copper The Urban Miners Copper Production (MT) Copper Sales (MT) Copper EBITDA Per Ton (Rs.) 6 2 Y F 4 Q 6 2 Y F 2,148 3,235 38,784 45,556 488 451 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 5,480 6,543 43,250 39,896 741 FY25 700 FY26 Q4FY25 Q4FY26 FY25 FY26 16 Detailed Income Statement (Standalone) The Urban Miners Particulars (Rs.”

“36,000 MTPA of Copper Cathode Capacity in two phases 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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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 Q4 & FY26 Performance Highlights Q4 & FY26 Strategic Updates The Urban Miners Highest ever Quarterly and FY26 Revenue, EBITDA, and PAT. Lead production and sales recorded healthy growth in FY26, whil

Total Capacities

- - - - Lead: 204 KTPA Plastics: 9 KTPA Copper: 12 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 – (Capacity 72 KTPA) 24 Charting Success: Financial Highlights (1/2) The Urban Miners Revenue from Operations Gross Profit & Margin (%) EBITDA & Margin (%) 29,387 20,283 14,548 14,717 15,238 FY22 FY23 FY24 FY25 FY26 PAT & Margin (%) PAT PAT Margin 3.3% 3.3% 3.2% 2.6% 4.7% 1,387 482 492 FY22 FY23 395 FY24 * 651 FY25 FY26 1,600 1,400 1,200 1,000 800 600 400 200 - 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 - 5.0% 4.5% 4.0% 3.5% 3.0% 2.5% 2.0% 1.5% 1.0% 0.5% 0.0% 12.0% 11.3% 11.5% 11.7% 10.5% 3,438 1,641 1,772 1,745 2,128 2,500 12.5% 12.0% 2,000 11.5% 1,500 11.0% 1,000 10.5% 500 10.0% - 9.5% 5.6% 5.6% 5.1% 5.3% 7.4% 2,181 1,076 818 827 772 8.0% 7.0% 6.0% 5.0% 4.0% 3.0% 2.0% 1.0% 0.0% FY22 Gro

Plastic Granules

PPCP ABS HDPE LDPE PC PPHP Nylon 6, 66 28 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 29 Portfolio and Futuristic Road Map The Urban Miners Current Portfolio Lead Copper Plastics Aluminium Execution Post expansion, Lead & Copper Capacity has become 204,000 MTPA & 12,000 MTPA resp. 36,000 MTPA of Copper Cathode Capacity in two phases Exploration R&D Centres Strategic JVs Feasibility Lithium Ion Pre Feasibility Rubber E Waste 30 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 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 operational Improving through improved technology and automation for enhanced margins efficiencies 01 02 03 04 05 32 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)