ALFA Finder| Revenue growth | 12% YoY for FY26. |
|---|---|
| Margins | Chemical margins impacted by fixed costs; Vinyl margins improved on higher prices. |
| Order book | Fenesta order book up 24% YoY at ₹1,498 cr. |
| Demand visibility | Strong domestic demand; Chemical volumes up via progressive ramp-up. |
| Management confidence | High; focusing on value-chain integration and high-end technology partnerships. |
Growth
FY26 Revenue grew 12%, PBDIT grew 15%, and PAT surged 42% YoY. Q4 FY26 revenue up 11% to ₹3,193 cr.
Outlook
Commissioned Epichlorohydrin plant April 2026; targeting ₹101 cr capex for formulated resins expansion by Q2 FY28 and new aluminum extrusion plant.
Risks
Global caustic price volatility, rising energy costs, and margin pressures in Sugar/Ethanol due to high cane costs and oversupply.
Earnings Call filed with BSE, NSE: DCMSHRIRAM. Summary written with AI assistance from the document.
DCM Shriram Ltd: key numbers
- Share price
- ₹908.90
- Market cap
- ₹14,174 Cr
- Revenue (annual)
- ₹13,538 Cr
- Net profit (annual)
- ₹853.4 Cr
- P/E (TTM)
- 10.3×Sector 22.4×
- Promoter holding
- 66.52%+0.00% QoQ
- FII holding
- 3.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from DCM Shriram Ltd
All →DCM Shriram Other Announcement
DCM Shriram says its registrar Kfin Technologies will move its corporate office from 1 December 2026. The RTA's registered office remains unchanged.
DCM Shriram Credit Rating
DCM Shriram reaffirmed ICRA ratings on its long-term and short-term bank facilities and fixed deposit programme. Commercial paper rating was reaffirmed and withdrawn, with no change in rating levels.
DCM Shriram Production Started
DCM Shriram announced full commissioning of its ~68 MW wind-solar hybrid renewable power project. The project is held through SPV JSW Renew Energy Thirty Two Limited.
- wind-solar hybrid renewable power capacity
- 68.0 MW
DCM Shriram Earnings Call Transcript: Key Takeaways
Revenue grew 22% YoY, but EBITDA fell 22% due to soaring energy costs and lower agri margins.
DCM Shriram Investor Presentation: Key Takeaways
Q2 FY27 consolidated net revenue ₹3,977cr (+22%), PBDIT ₹319cr (-22%), PAT ₹106cr (-33%). Chemicals volume-led growth offset by margin squeeze.
DCM Shriram Results Update
DCM Shriram's press release reports Q2 FY27 consolidated revenue up 22% to ₹3,977 crore, with PBDIT and PAT lower. It also announces a 200% interim dividend.