ALFA Finder| 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
- ₹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 Commercial paper rating was reaffirmed and withdrawn, with no change in rating levels.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.