| Management target | Revenue FY27 |
|---|
| Revenue growth | 23% YoY growth to ₹663 Cr, driven by specialty segments. |
|---|---|
| Margins | EBITDA margin at 8.2%; specialty margins temporarily compressed by freight. |
| Demand visibility | Strong domestic housing and infrastructure supporting PVC and CPVC demand. |
| Management confidence | Balanced; acknowledging external headwinds while emphasizing structural demand strengths. |
Growth
Topline growth of 23% YoY driven by specialty chemicals (+32%) and PVC recovery. EBITDA margins squeezed by abnormal freight and input costs.
Outlook
Expects H2 FY27 to be significantly stronger than H1. Targeting 10% interest cost reduction and double-digit EBITDA margins.
Risks
High exposure to volatile PVC-VCM spreads and Chinese dumping. Sustained elevated ocean freight impacting export profitability to North America.
Earnings Call Transcript filed with NSE, NSE: DCW. Summary written with AI assistance from the document.
DCW Ltd: key numbers
- Share price
- ₹45.03
- Market cap
- ₹1,329 Cr
- Revenue (annual)
- ₹2,144 Cr
- Net profit (annual)
- ₹48.17 Cr
- P/E (TTM)
- 19.6×Sector 34.1×
- Promoter holding
- 45.59%+0.00% QoQ
- FII holding
- 5.34%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from DCW Ltd
All →DCW Investor Presentation: Key Takeaways
Q2 FY27 revenue +22.9% YoY to INR 6,629 Mn, but EBITDA fell 18.1% to INR 475 Mn (7.17% margin). Q2 PAT INR 104 Mn (-24.6%); H1 PAT boosted by tax credit.
DCW Capital Structure Change
DCW Limited's board approved an open-market buyback of up to 68.97 lakh shares at Rs 58 each. The maximum buyback size is Rs 40 Crore.
- Value
- ₹40.00 Cr
DCW Q2 FY27 Results: Net Profit ₹10.4 Cr, Down 24.6% YoY
DCW Ltd reported revenue from operations of ₹662.9 Cr (+22.9% YoY) and net profit of ₹10.4 Cr (-24.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹10.4 Cr · -24.6% YoY
DCW Board Meeting Date
DCW Ltd intimates a board meeting on October 29, 2026 to approve Q2 unaudited results and consider a share buyback. The trading window is closed until 48 hours after the meeting.
DCW Other Announcement
DCW Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Listing Regulations.
DCW Annual General Meeting
DCW Ltd held its 87th Annual General Meeting on September 26, 2026. This filing summarizes the proceedings and agenda items transacted by the members.