| Revenue growth | 9% YoY |
|---|---|
| Margins | Chemicals margins offset by inputs; Vinyl margins improved by realizations |
| Order book | Fenesta order book up 4% YoY |
| Demand visibility | Healthy caustic demand; soft domestic PVC demand due to monsoon |
| Management confidence | Confident in downstream integration and value-chain ramp-up |
Growth
Revenue reached ₹3,564 cr (+9% YoY); PBDIT at ₹364 cr (+12% YoY). Chemicals revenue surged 33% YoY.
Outlook
Commissioning advanced materials projects; ₹101 cr resin expansion by Q2 FY28; multiple captive renewable energy projects upcoming.
Risks
Geopolitical conflicts in West Asia, erratic monsoon affecting rural consumption, and high input prices in Chemicals.
Last quarter's promises, checked
Delivered
- ECH plant commissioning → Fully commissioned April 2026 (= BEAT)
- Epoxy break-even → Achieved break-even in current quarter (= BEAT)
- Fenesta revenue milestone → Crossed ₹1,000 cr mark in FY26 (= BEAT)
Partly delivered
- FY27 Capex ₹1,000-1,200 cr → Ongoing projects in pipeline (= PARTIAL)
- PVC import duty reinstatement → Reinstated but impact pending (= PARTIAL)
Investor Presentation filed with BSE, NSE: DCMSHRIRAM. Summary written with AI assistance from the document.
DCM Shriram Ltd: key numbers
- Share price
- ₹969.00
- Market cap
- ₹15,111 Cr
- Revenue (annual)
- ₹13,538 Cr
- Net profit (annual)
- ₹853.4 Cr
- P/E (TTM)
- 10.6×Sector 22.8×
- Promoter holding
- 66.52%+0.00% QoQ
- FII holding
- 3.89%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 Debt & Borrowing: ₹120 Cr
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- Value
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DCM Shriram Debt & Borrowing: ₹120 Cr
DCM Shriram Limited has announced the record date of September 17, 2026, for the maturity of a Rs. 120 Crore commercial paper.
- Value
- ₹120.0 Cr
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DCM Shriram Credit Rating
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DCM Shriram Other Announcement
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