ALFA Finder| Revenue growth | 7% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA/ton up sequentially; cost management mitigating fuel inflation. |
| Demand visibility | Expect 7% industry growth in FY27. |
| Management confidence | High, focused on profitable growth and market share gains. |
Growth
Revenue grew 7% YoY; Volume up 9%. EBITDA per ton improved sequentially to INR 1,055 despite input cost pressures.
Outlook
Targeting 67MT capacity by Q3 FY28; long-term vision of 110-130MT. FY27 capex guided at INR 3,200-3,400 Cr.
Risks
Elevated pet coke prices, diesel cost increases, and potential monsoon disruptions affecting construction activity.
Last quarter's promises, checked
Delivered
- Guided INR 50-100/t cost reduction → Delivered lowest quarterly cost in 5 years (= BEAT)
- Guided 75MT capacity by FY28 → Reaffirmed 72-75MT target (= BEAT)
- Guided INR 3,200-3,400 Cr total FY27 capex → Maintained range in current call (= BEAT)
Partly delivered
- Guided better than industry growth → 9% volume vs 7% industry expectation (= PARTIAL)
Earnings Call Transcript 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
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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