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Earnings Call

DMCC Speciality Chemicals Earnings Call: Key Takeaways

DMCC reported Q4FY26 revenue of ₹177cr, driven by passing on raw material cost increases. Management focused on managing supply chain disruptions in sulfur and boron chemicals.

Why this was an Alfa AlertNot a filter event. Revenue growth was driven by input cost pass-through without specific prior guidance comparison.
Highlights
Revenue growthFY26 revenue at ₹582cr, among company's highest.
MarginsAbsolute margins maintained despite percentage contraction due to higher denominator.
Demand visibilityLow visibility in Europe; improving in Latin America and Asia.
Management confidenceConfident in passing on raw material price increases to customers.

Growth

Q4 revenue grew to ₹177cr from ₹150cr QoQ. FY26 revenue reached record ₹582cr.

Outlook

Focus on specialty chemical expansion (target 50%+ portfolio); new markets in Latin America, China, Japan; potential land monetization.

Risks

Middle East crisis affecting sulfur availability/price; European market slowdown; boron ore supply disruptions from Turkey.

Source

Earnings Call filed with BSE, NSE: DMCC. Summary written with AI assistance from the document.

Read the document ↗

DMCC Speciality Chemicals Ltd: key numbers

Share price
₹305.35
Market cap
₹761.5 Cr
Revenue (annual)
₹581.6 Cr
Net profit (annual)
₹27.33 Cr
P/E (TTM)
19.1×Sector 37.5×
Promoter holding
53.84%+0.00% QoQ
FII holding
0.15%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Other Announcement

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Financial Results

DMCC Speciality Chemicals Q1 FY27 Results: Net Profit ₹20.4 Cr, Up 161.5% YoY

DMCC Speciality Chemicals Ltd reported revenue from operations of ₹253 Cr (+99.2% YoY) and net profit of ₹20.4 Cr (+161.5% YoY) for Q1 FY27.

Key figure
Net profit ₹20.4 Cr · +161.5% YoY