| Revenue growth | Revenue +4% YoY to Rs 3,563 Cr; H1 +6% |
|---|---|
| Margins | EBITDA/T Rs 698 vs Rs 1,013 YoY; EBITDA -29% |
| Demand visibility | Subdued East and NE demand; volume +3% YoY |
Growth
Revenue +4% YoY; H1 +6%. Volume +3% YoY, NSR +1% YoY, EBITDA/T down to Rs 698 from Rs 1,013.
Outlook
No explicit numeric guidance; ~Rs 2.2k Cr FY27 capex; Pune commissioning Q2 FY28, Kadapa Q3-Q4 FY28.
Risks
Subdued East and NE demand; RM cost Rs 876/T (+10% YoY) and P&F Rs 1,224/T (+20% YoY); Rs 57 Cr separation charge.
Last quarter's promises, checked
Partly delivered
- FY27 capex Rs 3,200-3,400 Cr (projects ~2,200) → ~Rs 2.2k Cr cited, total not restated (= PARTIAL)
- 67 Mt by Q3 FY28 → Pune Q2 FY28, Kadapa Q3-Q4 FY28 (= PARTIAL)
- Q2 input cost +INR70-75 (basis unclear) → RM Rs 823→876/T (= PARTIAL)
Missed
- Volume in line with industry 7-8% → Q2 volume +3% YoY (= MISS)
- Continued profitable growth; EBITDA/T Rs 1,055 (Q1) → Rs 698 (= MISS)
Investor Presentation filed with BSE, NSE: DALBHARAT. Summary written with AI assistance from the document.
Dalmia Bharat Ltd: key numbers
- Share price
- ₹1,479.00
- Market cap
- ₹27,741 Cr
- Revenue (annual)
- ₹14,804 Cr
- Net profit (annual)
- ₹1,139 Cr
- P/E (TTM)
- 56.6×Sector 31.7×
- 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 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 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
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Dalmia Bharat Other Announcement
Dalmia Bharat Ltd filed its quarterly shareholding pattern for the quarter ended September 30, 2026, as mandated under SEBI Regulation 31.