| 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
- ₹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.
More from DCM Shriram Ltd
All →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
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.
DCM Shriram Earnings Call Transcript: Key Takeaways
DCM Shriram delivered strong FY26 results with PAT growing 42% YoY, significantly aided by a ₹239 crore one-time deferred tax credit.
DCM Shriram Q1 FY27 Results: Net Profit ₹693.4 Cr, Up 509.3% YoY
DCM Shriram Ltd reported revenue from operations of ₹3,785 Cr (+9.5% YoY) and net profit of ₹693.4 Cr (+509.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹693.4 Cr · +509.3% YoY
DCM Shriram Q1 FY27 Results: Net Profit ₹692.2 Cr, Up 508.3% YoY
DCM Shriram Ltd reported revenue from operations of ₹3,785 Cr (+9.5% YoY) and net profit of ₹692.2 Cr (+508.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹692.2 Cr · +508.3% YoY
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.