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Earnings Call

DCM Shriram Earnings Call: Key Takeaways

DCM Shriram delivered FY26 revenue of ₹13,538 cr (up 12% YoY) and PAT of ₹856 cr (up 42% YoY), driven by Chemicals expansion and advanced material integration.

Why this was an Alfa AlertNot a filter event. Performance was strong but no explicit management guidance range was provided for comparison.
Highlights
Revenue growth12% YoY for FY26.
MarginsChemical margins impacted by fixed costs; Vinyl margins improved on higher prices.
Order bookFenesta order book up 24% YoY at ₹1,498 cr.
Demand visibilityStrong domestic demand; Chemical volumes up via progressive ramp-up.
Management confidenceHigh; 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.

Source

Earnings Call filed with BSE, NSE: DCMSHRIRAM. Summary written with AI assistance from the document.

Read the document ↗

DCM Shriram Ltd: key numbers

Share price
₹974.30
Market cap
₹15,193 Cr
Revenue (annual)
₹13,538 Cr
Net profit (annual)
₹853.4 Cr
P/E (TTM)
10.6×Sector 23.2×
Promoter holding
66.52%+0.00% QoQ
FII holding
3.89%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:47 IST NSE
Debt & Borrowing

DCM Shriram Debt & Borrowing: ₹120 Cr

DCM Shriram Limited has fully redeemed Commercial Paper worth Rs. 120 Crore upon its maturity on 18th September 2026.

Value
₹120.0 Cr
14:59 IST BSE
Promoter Buying (Off-Market)

DCM Shriram Promoter Buying (Off-Market)

DCM Shriram Ltd promoters and trusts disclosed off-market share transfers via gift. These are internal family reallocations of equity shares.