| Revenue growth | FY26 revenue grew 12% YoY; Q4 FY26 grew 11.7% YoY. |
|---|---|
| Margins | Chemicals margins healthy; Sugar and Ethanol facing margin compression. |
| Order book | Fenesta order book grew 24% YoY to ₹1,498 crore. |
| Demand visibility | Strong domestic demand; Chemicals and Fenesta segments show healthy momentum. |
| Management confidence | Balanced, highlighting operational agility despite global headwinds and commodity volatility. |
Growth
FY26 revenue grew 12% to ₹14,264 crore; PBDIT up 15%. Growth led by Chemicals volume and Fenesta expansion.
Outlook
Final dividend of 200% recommended. Commissioned ECH plant in April 2026; expanding into value-added resins via acquisitions.
Risks
Sugar and Ethanol face margin pressures from high cane costs and oversupply. Global macroeconomic uncertainty persists.
Last quarter's promises, checked
Delivered
- Commission ECH plant by April 2026 → Commissioned April 2026 (= BEAT)
- 68MW Kota green power injection by May 2026 → Started May 2026 (= BEAT)
- Fenesta revenue milestone ₹1,000cr → Delivered ₹1,112cr (= BEAT)
Partly delivered
- Stabilize HSCL/Epoxy operations → Running at capacity but still reaching break-even (= PARTIAL)
Missed
- Maintain ROCE → 14% FY25 to 13% FY26 (= MISS)
Earnings Call Transcript 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 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 Investor Presentation: Key Takeaways
DCM Shriram reported Q1 FY27 revenue growth of 9% YoY and a 509% surge in PAT due to a ₹474 cr favorable tax adjustment. Core PBDIT grew 12% YoY driven by Chemicals and Fenesta.
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.