ALFA Finder| Revenue growth | 9% YoY |
|---|---|
| Margins | Chemicals margins offset by inputs; Vinyl margins improved by realizations |
| Order book | Fenesta order book up 4% YoY |
| Demand visibility | Healthy caustic demand; soft domestic PVC demand due to monsoon |
| Management confidence | Confident in downstream integration and value-chain ramp-up |
Growth
Revenue reached ₹3,564 cr (+9% YoY); PBDIT at ₹364 cr (+12% YoY). Chemicals revenue surged 33% YoY.
Outlook
Commissioning advanced materials projects; ₹101 cr resin expansion by Q2 FY28; multiple captive renewable energy projects upcoming.
Risks
Geopolitical conflicts in West Asia, erratic monsoon affecting rural consumption, and high input prices in Chemicals.
Last quarter's promises, checked
Delivered
- ECH plant commissioning → Fully commissioned April 2026 (= BEAT)
- Epoxy break-even → Achieved break-even in current quarter (= BEAT)
- Fenesta revenue milestone → Crossed ₹1,000 cr mark in FY26 (= BEAT)
Partly delivered
- FY27 Capex ₹1,000-1,200 cr → Ongoing projects in pipeline (= PARTIAL)
- PVC import duty reinstatement → Reinstated but impact pending (= PARTIAL)
Investor Presentation 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 Commercial paper rating was reaffirmed and withdrawn, with no change in rating levels.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.