| Revenue growth | 6% YoY for FY26. |
|---|---|
| Margins | Q4 cost/ton lowest in 5 years; aiming for ₹50-100 cost takeout annually. |
| Demand visibility | Expect 7-8% industry CAGR; April demand holding up. |
| Management confidence | High; confident in navigating cost headwinds and passing price increases. |
Growth
FY26 revenue grew 6% YoY; EBITDA up 28% and PAT jumped 65% YoY despite modest 2% volume growth.
Outlook
Targeting 72-75MT capacity by FY28; FY27 capex guided at ₹3,200-3,400cr. Aiming for volume growth above industry average.
Risks
Cost headwinds from West Asia conflict: petcoke prices at $160/ton and rising packing/logistics costs.
Earnings Call filed with BSE, NSE: DALBHARAT. Summary written with AI assistance from the document.
Dalmia Bharat Ltd: key numbers
- Share price
- ₹1,640.00
- Market cap
- ₹30,761 Cr
- Revenue (annual)
- ₹14,804 Cr
- Net profit (annual)
- ₹1,139 Cr
- P/E (TTM)
- 33.0×Sector 31.7×
- Promoter holding
- 55.84%+0.00% QoQ
- FII holding
- 6.81%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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