ALFA Finder| Management target | Revenue 20.0% Long-term |
|---|
| Revenue growth | 33% YoY growth driven largely by higher commodity prices. |
|---|---|
| Margins | EBITDA margin improved to 10.9% through better product mix. |
| Order book | 811 Crore order book; execution remains steady despite slower bookings. |
| Demand visibility | Strong visibility in power transmission and renewables; exports gaining traction. |
| Management confidence | Balanced; optimistic on exports but cautious regarding short-term order volatility. |
Growth
Revenue surged 33% YoY, though volume growth was a modest 5-6% as commodity prices inflated realizations.
Outlook
New 45Cr capex plant commissioning in September 2026; targeting 18-20% long-term revenue growth.
Risks
High working capital intensity and rising debt due to expensive inventory; order booking slowed as customers resist high prices.
Last quarter's promises, checked
Delivered
- Guided 10.5-11% Op Margin → delivered 10.9% (= BEAT)
- Guided 18-20% LT growth → delivered 33% revenue (= BEAT)
- Guided HV cable focus → delivered 68% mix (= BEAT)
Partly delivered
- Guided 18% volume growth → delivered 5-6% (= PARTIAL)
Missed
- Guided Sept '26 plant start → delivered delayed implementation (= MISS)
Earnings Call filed with BSE, NSE: DYCL. Summary written with AI assistance from the document.
Dynamic Cables Ltd: key numbers
- Share price
- ₹370.80
- Market cap
- ₹1,797 Cr
- Revenue (annual)
- ₹1,198 Cr
- Net profit (annual)
- ₹84.44 Cr
- P/E (TTM)
- 19.2×Sector 42.6×
- Promoter holding
- 68.18%+0.00% QoQ
- FII holding
- 0.87%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dynamic Cables Ltd
All →Dynamic Cables Earnings Call Transcript: Key Takeaways
Revenue grew 31% YoY, but margins faced pressure from product mix and raw material volatility. Management remains focused on a long-term 20% CAGR despite near-term export headwinds.
- Call
- Guides 20% growth
Dynamic Cables Results Update
Dynamic Cables announced Q2FY27 and H1FY27 un-audited financial results showing strong year-on-year growth. A new manufacturing plant is expected to contribute from the second half.
Dynamic Cables Q2 FY27 Results: Net Profit ₹22.2 Cr, Up 13.3% YoY
Dynamic Cables Ltd reported revenue from operations of ₹363.2 Cr (+29.0% YoY) and net profit of ₹22.2 Cr (+13.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹22.2 Cr · +13.3% YoY
Dynamic Cables Legal & Regulatory
Dynamic Cables Ltd's board noted a ₹2,360 BSE fine for one-day late shareholding pattern filing. The delay was due to misinterpretation of integrated filing provisions.
- Value
- ₹0.00 Cr
Dynamic Cables Business Update
Dynamic Cables installed plant and machinery at its new Reengus, Rajasthan facility. Management estimates production capacity will increase by approximately 20% with commencement.
Dynamic Cables Board Meeting Date
Dynamic Cables Ltd intimated a board meeting scheduled for 27 Oct 2026 to approve Q1/H1 FY27 financial results. No transaction or monetary value is announced.