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Investor Presentation

Dwarikesh Sugar Industries Investor Presentation: Key Takeaways

Dwarikesh Sugar reported a weak Q1FY27 with a loss of INR 257.3 million, hit by the absence of sugarcane crushing and lower ethanol sales.

Highlights
MarginsNegative EBITDA margin of 6.6% due to high-cost inventory.
Demand visibilitySteady domestic demand with firm sugar prices expected.
Management confidenceCautiously optimistic about coming quarters despite current losses.

Growth

Revenue fell 11.3% YoY to INR 3,600.7 million; PAT dropped from a loss of 93.8M to 257.3M loss.

Outlook

Management expects a healthy upcoming sugarcane crop and improved sugar realizations to support profitability in ensuing quarters.

Risks

Higher production costs from high-cost opening inventory and regulatory challenges in ethanol pricing vs grain-based alternatives.

Source

Investor Presentation filed with BSE, NSE: DWARKESH. Summary written with AI assistance from the document.

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Dwarikesh Sugar Industries Ltd: key numbers

Share price
₹45.01
Market cap
₹834.0 Cr
Revenue (annual)
₹1,402 Cr
Net profit (annual)
₹30.84 Cr
P/E (TTM)
57.6×Sector 29.0×
Promoter holding
42.14%+0.00% QoQ
FII holding
1.01%Current quarter

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

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Credit Rating

Dwarikesh Sugar Industries Credit Rating

ICRA withdrew Dwarikesh Sugar's A1 rating on its ₹300 crore Commercial Paper at the company's request. Long-term A+ (Stable) ratings on ₹600 crore facilities were re-affirmed.