ALFA Finder| Revenue growth | 6% YoY for FY26. |
|---|---|
| Margins | Q4 cost/ton lowest in 5 years; aiming for ₹50-100 cost takeout annually. |
| Demand visibility | Expect 7-8% industry CAGR; April demand holding up. |
| Management confidence | High; confident in navigating cost headwinds and passing price increases. |
Growth
FY26 revenue grew 6% YoY; EBITDA up 28% and PAT jumped 65% YoY despite modest 2% volume growth.
Outlook
Targeting 72-75MT capacity by FY28; FY27 capex guided at ₹3,200-3,400cr. Aiming for volume growth above industry average.
Risks
Cost headwinds from West Asia conflict: petcoke prices at $160/ton and rising packing/logistics costs.
Earnings Call filed with BSE, NSE: DALBHARAT. Summary written with AI assistance from the document.
Dalmia Bharat Ltd: key numbers
- Share price
- ₹1,488.60
- Market cap
- ₹27,921 Cr
- Revenue (annual)
- ₹14,804 Cr
- Net profit (annual)
- ₹1,139 Cr
- P/E (TTM)
- 57.0×Sector 33.5×
- Promoter holding
- 55.84%+0.00% QoQ
- FII holding
- 7.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dalmia Bharat Ltd
All →Dalmia Bharat Other Announcement
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Dalmia Bharat Earnings Call Transcript: Key Takeaways
Dalmia Bharat reported a weak Q2 with EBITDA/ton dropping to ₹698 due to East market floods and cost inflation. Despite volume growth, exceptional impairment charges for old thermal plants and brand transitions hurt the bottom line.
Dalmia Bharat Dividend
Dalmia Bharat Limited declared an interim dividend of Rs 4 per equity share at its 26-Oct-2026 board meeting. The record date for the dividend is 30-Oct-2026.
Dalmia Bharat Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs 3,563 Cr (+4% YoY), EBITDA Rs 493 Cr (-29% YoY), reported PAT loss Rs 205 Cr after Rs 282 Cr impairment; volumes 7.1 MnT (+3% YoY).
Dalmia Bharat Results Update
Dalmia Bharat reported Q2 FY27 revenue of ₹3,563 Cr, PAT loss of ₹205 Cr. Trial run began at 3.6 MnTPA Belgaum clinker line, ahead of schedule.
- clinker trial run capacity
- 3.6 MnTPA
Dalmia Bharat Q2 FY27 Results: Net Loss of ₹205 Cr
Dalmia Bharat Ltd reported revenue from operations of ₹3,563 Cr (+4.3% YoY) and a net loss of ₹205 Cr for Q2 FY27.
- Key figure
- Net loss ₹205 Cr