Archive · 2 Feb 2026
3 Lead-Related Stocks to Watch in 2026
Lead is a very important metal used in many industries, especially for making lead-acid batteries.
These batteries are used in cars, industrial equipment, and backup power systems.
Lead is also used in other things like radiation shielding and ammunition.
The demand for lead is growing because of the increase in electric vehicles, which use lead for small power needs.
In India, there are three main companies that deal with lead: Gravita India, Pondy Oxides and Chemicals, and Nile Limited.
Gravita India is the biggest, with many plants and a lot of experience in recycling lead.
Pondy Oxides and Chemicals also recycles lead and other metals, and they sell a lot of their products to other countries.
Nile Limited makes pure lead and lead alloys, mostly for batteries.
All these companies are doing well and plan to grow more in the future.
The global market for lead-acid batteries is also expected to grow, which means these companies could become even more important.
Lead is crucial for lead-acid batteries, which are used in automobiles, industrial equipment, and backup power systems, with growing demand due to electric vehicles.
Gravita India is a leading player in lead recycling with 10 plants, 236,559 MTPA capacity, and 88% revenue from lead, planning to expand into lithium-ion batteries and other recycling segments.
Pondy Oxides and Chemicals recycles lead, copper, and plastics with 132,000 MTPA capacity, 66% sales from exports, and aims to increase value-added product share to 70%.
Nile Limited produces pure lead and lead alloys for batteries with 107,000 tonnes/year capacity, ISO 9001:2015 certified, and plans to focus on steady demand for lead-acid batteries.
The global lead-acid battery market is projected to grow from US$ 49.37 bn in 2025 to US$ 61.23 bn by 2030, driven by stricter emission regulations and rising automobile demand.
- Who
- Gravita India, Pondy Oxides and Chemicals, Nile Limited
- What
- Lead-related stocks in India with significant growth potential
- When
- Projected growth and market trends for 2026 and beyond
- Where
- India, with operations spanning Asia, Africa, and Europe for Gravita India
- Why
- Growing demand for lead in lead-acid batteries, especially with the rise of electric vehicles and stricter emission regulations
- Gravita India
- Lead recycling and processing, 10 plants, 236,559 MTPA capacity, 88% revenue from lead
- Pondy Oxides and Chemicals
- Lead, copper, plastics recycling, 132,000 MTPA capacity, 66% sales from exports
- Nile Limited
- Lead and wind energy, 107,000 tonnes/year capacity, ISO 9001:2015 certified
- Global Lead-Acid Battery Market
- US$ 49.37 bn in 2025, projected to reach US$ 61.23 bn by 2030 (CAGR 4.4%)
- Gravita India Financials (FY25)
- Revenue: Rs 38,688 m, Net Profit: Rs 3,129 m, ROE: 15.1%, ROCE: 18.1%
- Pondy Oxides Financials (FY25)
- Revenue: Rs 20,569 m, Net Profit: Rs 581 m, ROE: 10%, ROCE: 15.7%
- Nile Limited Financials (FY25)
- Revenue: Rs 9,196 m, Net Profit: Rs 376 m, ROE: 13.7%, ROCE: 18.9%