| Revenue growth | FY26 revenue grew 12% YoY; Q4 FY26 grew 11.7% YoY. |
|---|---|
| Margins | Chemicals margins healthy; Sugar and Ethanol facing margin compression. |
| Order book | Fenesta order book grew 24% YoY to ₹1,498 crore. |
| Demand visibility | Strong domestic demand; Chemicals and Fenesta segments show healthy momentum. |
| Management confidence | Balanced, highlighting operational agility despite global headwinds and commodity volatility. |
Growth
FY26 revenue grew 12% to ₹14,264 crore; PBDIT up 15%. Growth led by Chemicals volume and Fenesta expansion.
Outlook
Final dividend of 200% recommended. Commissioned ECH plant in April 2026; expanding into value-added resins via acquisitions.
Risks
Sugar and Ethanol face margin pressures from high cane costs and oversupply. Global macroeconomic uncertainty persists.
Last quarter's promises, checked
Delivered
- Commission ECH plant by April 2026 → Commissioned April 2026 (= BEAT)
- 68MW Kota green power injection by May 2026 → Started May 2026 (= BEAT)
- Fenesta revenue milestone ₹1,000cr → Delivered ₹1,112cr (= BEAT)
Partly delivered
- Stabilize HSCL/Epoxy operations → Running at capacity but still reaching break-even (= PARTIAL)
Missed
- Maintain ROCE → 14% FY25 to 13% FY26 (= MISS)
Earnings Call Transcript filed with BSE, NSE: DCMSHRIRAM. Summary written with AI assistance from the document.
DCM Shriram Ltd: key numbers
- Share price
- ₹980.75
- Market cap
- ₹15,294 Cr
- Revenue (annual)
- ₹13,538 Cr
- Net profit (annual)
- ₹853.4 Cr
- P/E (TTM)
- 10.7×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.
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