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Earnings Call

DCM Shriram Earnings Call: Key Takeaways

DCM Shriram delivered Q4 FY26 net revenue of ₹3,193 cr (up 11% YoY) and PBDIT of ₹400 cr. Focus remains on chemical value chain integration and sustainability.

Why this was an Alfa AlertNot a filter event. Results were generally in line with internal expectations; no specific prior guidance range was provided to benchmark a material beat.
Highlights
Revenue growthQ4 revenue ₹3,193 cr, up 11% YoY; FY26 up 12%.
MarginsChemicals PBDIT flat due to expansion costs; Vinyl improved by 68%.
Order bookFenesta order book up 15% YoY.
Demand visibilityStrong demand in Fenesta and Agri-inputs; Chemicals volatile due to imports.
Management confidenceConfident in leveraging strong balance sheet for strategic capital deployment.

Growth

FY26 revenue up 12% to ₹13,538 cr; PBDIT up 15% to ₹1,694 cr. Chemicals revenue grew 32% YoY.

Outlook

FY27 capex planned at ₹1,000-1,200 cr. Targeting 40% emission reduction by 2040. Epoxy capacity expanding to 50 KTPA.

Risks

Geopolitical conflicts in West Asia affecting LNG supply, volatile PVC pricing due to Chinese dumping, and rising sugarcane costs.

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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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
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