ALFA Finder| Revenue growth | Q4 revenue ₹3,193 cr, up 11% YoY; FY26 up 12%. |
|---|---|
| Margins | Chemicals PBDIT flat due to expansion costs; Vinyl improved by 68%. |
| Order book | Fenesta order book up 15% YoY. |
| Demand visibility | Strong demand in Fenesta and Agri-inputs; Chemicals volatile due to imports. |
| Management confidence | Confident 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.
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 Commercial paper rating was reaffirmed and withdrawn, with no change in rating levels.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.